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james0014mercy

jerry pro

@james0014mercy

Fixing messy QuickBooks and delivering clean, tax eady financial statements

Regno Unito
Inglese, Tedesco
Alcune informazioni sono riportate in lingua inglese.
Chi sono
Need investor-ready financial metrics to scale or secure a loan? I build dynamic financial models, 3-way forecasting dashboards, and strategic startup valuations. As your fractional CFO, I go beyond simple data entry to protect your cash flow and extend your runway. Whether you need a balance sheet for an SBA loan or an advanced SaaS financial analysis for venture capital pitches, I deliver Wall Street-grade work tailored to your industry. Send a message, and let's build your financial roadmap.... Continua a leggere

Competenze

j
james0014mercy
jerry pro
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Consulta i miei servizi

Contabilità
I will do quickbooks online cleanup bookkeeping financial modeling and payroll service
Modeling finanziario
I will build an investor ready financial model startup valuation and forecast

Portfolio

Esperienza lavorativa

Fractional CFO & Financial Modeling Expert | Financial Consulting Practice

Business Accountant Thornhill & Vaughan: Small Business Accounting • Freelance

Dec 2019 - Present6 yrs 7 mos

Key Achievements & Scope of Work: QuickBooks Recovery: Overhauled and reconciled complex, messy accounting records to generate pristine, tax-ready financial statements for global clients .Capital Preparation: Authored dynamic financial models and 3-way forecasting dashboards used by founders to successfully secure SBA loans and private investments. SaaS & VC Valuation: Built institutional-grade startup valuations and advanced SaaS financial health metrics specifically tailored for venture capital pitches. Runway Preservation: Steered strategic cash flow management as a fractional executive, identifying cost leaks to measurably extend operational runways. Strategic Roadmaps: Translated raw transactional data into executive-level financial roadmaps, empowering small businesses and startups to scale sustainably.