CFO
Fractional CFO Services for Businesses Facing Growth, Complexity or Financial Uncertainity
I represent clients who operate in the United States and abroad. I advise and support the accounting and corporate finance needs, for start-up, early stage, growth and distressed enterprises. I support institutional investors who invest in public and private enterprises.
Whether you’re an entrepreneur, business owner, or professional investor, I provide analytical and corporate finance expertise so you may thrive in the world. I bring extensive experience and professionalism to every engagement and customize my support and service offerings to your individual needs and concerns.
Contact Me
gecarlson@outlook.com
Practice Areas
CFO Services
Business is evolving rapidly due AI, technology, economic volatility, political instability and complexity. I support client growth, change and restructuring by providing services that include:
Interim, project and fractional CFO services
Budgeting and forecasting
Liquidity and cash management
Consolidation and external financial reporting
Exit readiness and M&A support
Debt and equity private and institutional capital fund raising
Financial modeling and valuation
FP&A that includes ROIC, CFROI, and EVA analysis
AI application and process development
Controller Services
Successful entrepreneurs grow and scale their business via a reliable accounting function that is quickly adaptable and supportive of all stakeholders in industries that are constantly in flux. Key services we provide include:
Accounting system development and implementation
Account reconciliations and financial reporting
State, local and U.S. tax compliance
Compilation, review and audit support
Interim, project and fractional Controller services
Knowledge Base and Research
I maintain a knowledge base and provide industry and topical research relevant to business owners and institutional investors.
“Almost anything is easier to get into than to get out of”
– Agnes Allen