Virtual Startup Services
Who You Choose as Your Strategic & Growth Partner Matters.
>> See ways I can support you to grow, reduce wasted time &
increase traction, revenue and profit. Even selling your business.>> If you build to sell, you'll grow your startup differently.
Valuation & Fundraising
Work with you to determine and create:
- Deck & pitching strategies + valuation approach
- Valuation models based on traction and estimates
- Total addressable market, TAM (bottom-up approach)
- How much to raise, dilution, growth scenarios, milestones, etc
- A defendable, achievable and believable growth plan (go-to-market strategy to achieve the vision you pitch)
Starts at $7,200
Virtual CFO
Services range:
- Support you (proactive) as a co-pilot to help you see, build and navigate through each milestone, from building, growing, scaling all the way to $million+ exit.
- Lay the foundation for seed and Series A rounds
- Building clarity & focus for growth planning (milestones: customer acquisition model, pricing strategy, gross margin structure & operation)
- Building attribution models to help you make quick and relevant decisions to hit your milestones
- Runway/burn strategy & execution
- Future casting + cashflow forecasting
- Cost structure building for insights and pivots
- Finance team building, hiring, training and retention
- Plus other services based on needs
- ** Note: We do virtual CFO M&A support as part of the Virtual CFO services. However, if we lead the whole M&A process (marketing, go-to-market, negotiation, closing, etc), it will be a different engagement under the M&A Advisory.
Starts at $4,800
* Get a Price Quote that builds with you in real-time
Micro-Market M&A
Services range:
* Revenue at $5 million or less
- Due Diligence
- Structure the deal
- Founder due diligence & support
- Enhance growth while planning the exit
- Refine & restructure cost, growth margin and overall financial health
- Financial & operational clean up going forward to enter the pre-sales stage
- Guide through the M&A process
- Bring in the M&A lawyer or work with your lawyer
- Assist in negotiation
* I'm an M&A Advisor on Microaquire. If you list your start for sale there, you can find my profile in the directory.Custom pricing
Business Model & Strategy
Services range:
* Work closely with the founder to
- Analyze market size, distribution, various macro & micro patterns
- Positioning & marketing attribution
- Challenge the thinking in opportunities and constraints
- See and test models with a mix of perspectives
- Optimize pricing model & gross margin for growth
- Achieve a desirable level of model innovation
Starts at $4,600
Bookkeeping
Services range:
- As an add-on to your Virtual CFO package
- 99% of bookkeeping are done poorly
- See the difference of the 1%
Starts at $650/month
Accounting Setup
Services range:
- As an add-on to your Virtual CFO package
- Design and customize chart of accounts
- Build reporting framework
- Design & build KPIs and metrics
- System conversion
- And other one-time setup services.
Starts at $2,500
Are you curious about this powerful tool?
As a Xero Certified Advisor, I'd love to show you how to make this tool useful for scaling your operation.
Invest in your setup by booking a 30-minute consultation at $185.
Cloud-Based Software & Tools
These are the tools I regularly use to work with founders & their startups
Xero
Main Features
- Beautiful & easy to use
- Recurring entry function, with auto reversal
- Integrate with Shopify
- Hubdoc
- Low transaction Xero Leder
Quickbooks
Main Features
- Create & track invoices
- Organize receipts
- Track inventory
Wave
Main Features
- Free
- Simple & easy to use
- Custom invoice
Sync.com
Main Features
- Privacy protection to securely share and store files
- Zero-knowledge end-to-end encryption
Slack
Main Features
- Fast chat to resolve urgent issues
- Reduce email fatigue
Plooto
Main Features
- Accounts payable made easy for startups and small businesses
- Intergrating with Xero
