consulting services
Working with Escalon and various partners, we have many resources to support businesses and nonprofits, by providing outsourced fractional solutions for their needs.
I am happy to meet with you to discover what needs you may have and offer options to meet your business needs.
Here are some of the areas we offer support in:
Outsourced CFO Work
We have more than 75 CFO’s on our team that have deep experience in helping companies prepare for and secure the funding they need. Our CFO’s have deep experience and can also assist you with financial modeling, forecasting, fundraising assistance, risk mitigation, compliance, and all of the strategic areas that involve a CFO.
Outsources Accounting and Bookkeeping
An Outsourced accounting team will take care of all the day to day transactional accounting, weekly reconciliations of the bank and Credit Cards, and then a monthly close in accordance with GAAP. The close package includes an income statement, balance sheet, and P&L. If there's a budget in place, we like giving you a budget vs actuals and a variance analysis. We will also take over accounts payable and accounts receivables as well as any 1099 contractors and report these at the end of the year.
Fractional Executive Assistant - Chief of Staff
Providing the expertise and skills of a seasoned executive administrator without the salary or benefits. Flexible solution based on the needs of the organization that can scale with the organization. This means they bring a wealth of knowledge, best practices, and fresh perspectives that can be invaluable to businesses. They can provide strategic guidance, execute CEO initiatives and help to navigate through challenges and capitalize on opportunities.
HR Business Partners
Can manage everything across the entire employee lifecycle, from hire to retire. They keep your company compliant especially with the ever-changing Federal and State Employment laws. They manage onboardings, offboarding's, do custom employee handbooks, while handling any HR related questions that pop up throughout the month. Optional payroll set up into your current HRS system, or suggest systems like Gusto, ADP, or Rippling. They can also manage a PEO if needed.
Chief Revenue Officers - VP Sales
A fractional CRO is a good fit for a founder or CEO who is running sales and marketing for the first time and lacks the expertise to pick the right customer segment, choose the right go-to-market strategy, create the right value prop, design the relevant processes, determine who to hire in which roles, what goals to give them, how to enable them, how to measure success and so on. Having an expert to provide step-by-step guidance to you and your team through these decisions is essential as board members and traditional startup advisors don’t have the time or incentives to provide this level of hands-on support.
Chief Operating Officers
Fractional COO services is the cost-effective way to improve day-to-day operations, project management, and business operations. Whether you’re implementing new approaches, improving daily operations or simply in need of an outside perspective as you create a roadmap to the future, a part-time COO is a seasoned pro whose executive leadership can make the difference.
Chief Marketing Officers
A fractional chief marketing officer (CMO) is an outsourced marketing executive who performs the function of a CMO without your company having to commit to a full-time, in-house marketing leader. They come armed with the speed, knowledge, and experience to lead several marketing teams of the right size and growth stage to drive the results your company needs. Several organizations benefit from being able to get started instantly with fractional marketing leadership, without incurring the tremendous costs and risks associated with searching, training, and ‘ramp-up time’ it takes for in-house CMOs.
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