Services Include:

Outsourced CFO & Controller Services

Complete financial leadership and oversight, providing strategic guidance, operational efficiency, and executive-level financial management tailored to your business stage and goals.

Strategic Financial Planning & KPI Development

Comprehensive financial planning, budget development, and key performance indicator tracking that aligns with your growth objectives and investor expectations.

Internal Controls Assessment & Implementation

Design and implementation of financial controls, approval processes, and compliance systems that protect your business and satisfy investor and lender requirements.

Board, Investor & Executive Presentations

Professional-grade financial presentations, board packages, and investor reporting that clearly communicate your financial performance and strategic direction.

Investor & Lender Reporting Packages

Comprehensive reporting packages that meet the specific requirements of your investors, lenders, and stakeholders, delivered on schedule and presentation-ready.

Cash Flow Management & Forecasting

Strategic cash flow planning, scenario modeling, and forecasting that helps you manage growth, plan for funding needs, and make confident business decisions.

Why Strategic Financial Leadership Matters

Beyond Bookkeeping: Strategic Growth Management

Many growing businesses reach a point where basic bookkeeping isn’t enough. You need strategic financial leadership—someone who can translate your numbers into actionable insights, prepare investor-ready reports, and provide the financial guidance that supports sustainable growth.

Through my experience overseeing multiple companies and managing complex investor relationships, I’ve seen what separates businesses that scale successfully from those that struggle. It’s not just about accurate books—it’s about having strategic financial leadership that anticipates challenges, identifies opportunities, and provides the insights you need to make confident decisions.

With proper CFO-level guidance, you can focus on growing your business while knowing your financial strategy, reporting, and investor relations are handled by someone with the experience to get it right. This is especially critical for startups with investors or growing companies preparing for funding rounds.

My Strategic Process

My proven strategic approach ensures comprehensive financial leadership tailored to your business goals and growth objectives.

Financial Assessment & Strategy Development
I begin by thoroughly understanding your business model, growth objectives, and stakeholder requirements to develop a comprehensive financial strategy.
Systems & Controls Implementation
I establish the financial infrastructure, controls, and reporting systems needed to support your current operations and future growth.
KPI Development & Performance Monitoring
Working with your leadership team, I identify and track the key metrics that drive your business and matter to your investors
Strategic Planning & Forecasting
I develop comprehensive budgets, forecasts, and scenario models that guide decision-making and support strategic planning initiatives.
Ongoing Strategic Partnership
Through regular meetings, reports, and advisory support, I serve as your ongoing strategic financial partner and trusted advisor.

The Right Strategic Partner for Your Business

Every growing business has unique needs. Here’s how I match my expertise to your specific situation and goals

  • Startups with Investors

Your situation:

You’ve raised funding and need professional financial leadership, investor reporting, and strategic guidance to scale effectively.

How I help:

  • 5 years managing investor relationships

  • Board presentation expertise

  • Multi-company oversight experience

  • Investor-ready reporting packages

  • Growing Businesses

Your situation:

You’re an established company experiencing rapid growth but aren’t ready for a full-time CFO hire.

How I help:

  • CFO expertise without the $200K+ overhead

  • Scalable services that grow with your business

  • Strategic guidance for sustainable expansion

  • Professional systems that support growth

  • Preparing for Funding

Your situation:

You’re getting ready for investment rounds and need professional financial systems and strategic planning in place.

How I help:

  • Deep startup funding experience

  • Investor-ready financial systems setup

  • Due diligence preparation support

  • Strategic planning that impresses investors

  • Complex Financial Needs

Your situation:

You’re managing multiple revenue streams, complex financial models, or sophisticated reporting requirements.

How I help:

  • Multi-company oversight experience

  • Complex financial operations experise

  • Advanced reporting and analytics capabilities

  • Strategic partnership for sophisticated needs

Ready to Get Started?

Every business is unique, and your accounting needs are too. Let’s talk about your specific challenges and goals in a free 30-minute consultation.

In our conversation, I’ll:

  • Review your current financial situation
  • Identify opportunities for improvement
  • Recommend the right services for your needs
  • Answer any questions about working together

No pressure, no sales pitch – just honest advice about what’s best for your business.

Get a personal consultation.

Get In Touch

  • info@buzzyaccounting.com
  • (480) 648-3126

Business Hours

Monday – Friday: 9am – 5pm

— Response within 24 hours —

Schedule Time With Me

Reserve 30 minutes with me now

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Turn your numbers into actionable business insights

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Strategic guidance to optimize your financial operations

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