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JAM Services

Backed by over 20 years of financial leadership experience my services are targeted to meet the needs of all types and sizes of clients - from small startups to large firms - and delivering greater insight into your business to drive measurable growth in revenue and profitability. Please get in touch with me today to learn how JAM Services can help your future success.

Business Meeting

Advisory Services

Expert Guidance to Help when Needed

Don't navigate business challenges alone.  I am here to assist in difficult or exciting times.

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  • Develop Cash Flow Projections

  • Build Scenario Plans & Explore Options

  • Independent Operational Efficiency Review

  • Acquisition Integration

Business Meeting

Fractional CFO Services

Understand & Grow Your Business

While business needs differ, the following are typical areas of focus:

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  • Build a trusted advisory relationship with the CEO and management team

  • Develop a long-range financial plan and partner across the business to align to a shared vision of the future

  • Develop meaningful and actionable reporting to support business decision support

  • Create and monitor Key Performance Indicators (KPI’s) to provide focus for monthly analysis

  • Create a mentoring relationship with the business finance and accounting staff to enable team development

  • Create budget and forecasting processes for the business to have a set of business expectations to measure actual results against

  • Develop a finance risk assessment to minimize the financial risks to the business

Brainstorming

Finance Project Services

Tackle Your Projects

All businesses are impacted by capacity issues, either during year end or with unanticipated changes in the business.  Areas of focus are:

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  • Developing new reporting

  • Building a new financial model or revamping an outdated one

  • Defining and developing Key Performance Indicators (KPI’s) for your business

  • Review and modify your costing model

Services: Services
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