Helping You Work Smarter, Not Harder with Virtual CFO Services!
Tailored financial strategies
Expert cash flow management
In-depth financial analysis and reporting
Persuasive storytelling for your brand
Data-driven market and financial projections
Engaging design to captivate investors
Persuasive storytelling for your brand
Data-driven market and financial projections
Engaging design to captivate investors
Captures attention with a concise overview of your business, highlighting unique value propositions and objectives. Tailored to emphasize how your business aligns with the investor's interests.
Introduces your mission, vision, and core values, tailored to resonate with the investor's business ethics and culture.
Identifies the specific problem your business addresses, tailored to your industry, showcasing understanding of their challenges.
Presents your solution, emphasizing its effectiveness and uniqueness, tailored to demonstrate direct benefits for operations.
Subject to your industry. Visual and interactive demonstration of your business, tailored to highlight features most relevant to your client's needs.
Showcases the market potential and growth opportunities, tailored with data relevant to the your market segment.
Analyzes competition, positioning your business' advantages, tailored to show how it stands out in the specific market.
Details how your business generates revenue, tailored to show scalability and potential profitability.
Outlines the plan for market entry and growth, tailored to align with the market dynamics.
Demonstrates progress and achievements, tailored to instill confidence in your business' capabilities and future prospects.
Provides financial forecasts, tailored to present a realistic and attractive return on investment.
Explains to the investor how the investment will be utilized, tailored to assure the client of prudent and effective use of resources.
Introduces the team, highlighting expertise and credibility, tailored to establish trust.
Concludes with a compelling reason to invest, tailored to encourage immediate and positive action from the investor.
For the past several years, I've been all about helping businesses—perhaps like yours—navigate the complexities of scaling, whether you're looking to grow locally or burst onto the international stage.
And let's be real: securing the right financing is key to doing it smartly. This is exactly why my team and I have expanded our Virtual CFO services to also include investor-ready pitch deck and business plan. Tailored to your industry and business needs.
With a solid background at Fortune500 companies across Europe, the Middle East, and the Caribbean, I've always believed in working smarter, not harder.
Darcel Ballentine
Barone LLC
Anne Thorner
CluHub LLC
Streamline operations. Ramp up efficiency. Work Smarter, not harder !
Custom Designed Pitch Deck.
No data. No Financials. No Projections.
Consultation
Review of existing pitch deck
Deck max 25 slides
Custom design
PDF designed deck
loretum
loretum
loretum
Custom Designed Pitch Deck.
No Projections.
Consultation
Review of existing pitch deck
Deck max 25 slides
Custom design
PDF designed deck
Market Research
Year-to-date Financial Data
Consultation
Review of existing pitch deck
Complete Custom Designed Investor-Ready Pitch Deck.
Consultation
Review of existing pitch deck
Deck max 25 slides
Custom design
PDF designed deck
Market Research
Year-to-date Financial Data
Financial Projections
Relevant Financial Statements
Presentation slide-deck
Streamline operations. Ramp up efficiency. Work Smarter, not harder !
Perfect for Startups: All the Financial Services You Need to Start Scaling Now!
A video call with a certified accountant. This will take place 1x per month on your preferred date and time.
We provide full support via email for financial queries and guidance.
With accountant access to your preferred accounting software we provide monthly bookkeeping service. This service is provided. on a month-to-month basis.
bookkeeping,
month-end reporting.
Income Statement (Profit & Loss):
A basic report showing the company's revenues, expenses, and profits over a specific period.
Balance Sheet:
A snapshot of the company's financial condition at a specific point in time, detailing assets, liabilities, and shareholders' equity.
Cash Flow Statement:
Basic cash flow tracking, highlighting how changes in the balance sheet and income affect cash and cash equivalents.
Built for Growing Teams: Custom Solutions for Businesses Ready to Dominate!
A video call with a certified accountant. This will take place 2x per month on your preferred date and time.
We provide full support via email for financial queries and guidance.
With accountant access to your preferred accounting software we provide monthly bookkeeping service. This service is provided. on a month-to-month basis.
bookkeeping,
month-end reporting,
budget variance analysis,
performance metrics,
custom reports.
Income Statement (Profit & Loss):
Includes a more detailed breakdown of revenues and expenses, with variance analysis compared to budgeted figures.
Balance Sheet:
Enhanced detail, including current vs. long-term assets and liabilities, providing deeper insights into financial stability.
Cash Flow Statement:
A comprehensive statement including operating, investing, and financing activities, with analysis of cash flow trends.
Statement of Changes in Equity:
Details changes in the company's equity over the reporting period, including retained earnings and stock issuance.
Built for Growing Teams: Custom Solutions for Businesses Ready to Dominate!
A video call with a certified accountant. This will take place 2x per month on your preferred date and time.
We provide full support via email for financial queries and guidance.
With accountant access to your preferred accounting software we provide monthly bookkeeping service. This service is provided. on a month-to-month basis.
bookkeeping,
month-end reporting,
budget variance analysis,
performance metrics,
strategic planning,
risk assessment,
scenario analysis,
custom reports.
Income Statement (Profit & Loss): Comprehensive analysis including segmentation (by product line, region, etc.), trend analysis, and key performance indicators (KPIs).
Balance Sheet:
In-depth analysis including liquidity ratios, working capital analysis, and long-term financial health assessment.
Cash Flow Statement:
Detailed cash flow projections, scenario analysis, and strategic planning based on cash flow trends.
Statement of Changes in Equity:
Detailed analysis including impacts of business decisions on shareholders' equity.
Notes to Financial Statements:
Includes explanatory notes providing context and details behind the numbers in the financial statements, such as accounting policies, contingencies, and other relevant disclosures.
Darcel Ballentine
Barone LLC.
Leatrice Handler
Acme Co.
As a business owner or CEO, your focus should be on leading your business to new heights. Let us handle the financial intricacies, providing you with the insights and strategies needed for sustainable growth and success.
Helping you work Smarter, not harder!