Fresh FP&A

What does a fractional CFO do for a high growth business? We've got the answer! 🔽 In a nutshell 🥜, we bring a wealth of experience and knowledge across different domains and gives a company the option to bring in strategic expertise (i.e. batteries included). So what exactly will a fractional CFO do for a high growth business (SaaS, Retail, E-Commerce, Pharma and Renewable)❓️ 🔥 Strategic Financial Leadership You're no longer just dealing with high business growth, now you have to think about everything from compensation to legal compliance. That's where we can bring skills, passions, talents and experience to your finance organization. 🔥 Balance Strategy and Tactical Execution With a fractional CFO on board, you can quickly see if your strategy is viable or not. We help set the Vision > Strategy > Tactics > Milestone > Metrics > Execution inside and outside the finance organization. 🔥 Introduce, Implement and Integrate Processes When you're scaling up, you need someone who's been there and done that. You'll have the best success when your budget, cash flow, and stability are handled by someone who knows process optimization and scale. 🔥 Fund raising A fractional CFO is indispensable when it comes to fund raising. We can handle activities such as valuing the company, speaking to investors, doing due diligence, and everything in between. We bring ROI from our learning, mistakes and wins DAY 1. #freshfpa #financepartners #fractionalcfo #finance #cfo #freshcfo #fpa #financeprofessionals #financeadvice #virtualcfo #cfo #growth #strategy #business #leadership

From $3M to $6M in 12 Months? Here's How We Helped A Fresh FP&A Client Do It! Video Included!....... Owners ever feel like you're sitting on a goldmine, but you're blindfolded? That's how our client, a professional services CEO, felt. They had the clients, market opportunity and ability to scale but lacked the financial clarity on HOW. Sound familiar? ✅ We transformed their vision into reality. Here's how: Financial 𝗖𝗹𝗮𝗿𝗶𝘁𝘆 First: ➡️ We implemented a 6-month rolling cash flow forecast with 98%+ accuracy. No more guessing games. ➡️ Optimized pricing structures for major clients, maximizing profit growth. ➡️ Delivered real-time financial insights via Microsoft Power BI, ditching those 2-3 month reporting delays. Streamlined 𝗦𝗰𝗮𝗹𝗶𝗻𝗴: ➡️ Identified & resolved process inefficiencies across sales, marketing, finance, and operations. ➡️ Leveraged technology for project tracking, sales reporting, spend management, data visualization and supported a 20% headcount increase. Results-Driven 𝗙𝗼𝗰𝘂𝘀: ➡️ Replaced scattered financial tracking with 5 core KPIs: Cash burn & runway, revenue growth, utilization %, deal cycle, and profitability. ➡️ Delivered weekly, actionable financial & operational reports via email, Teams, and mobile. The result? Doubled revenue, doubled profit margins, and a CEO who said, "Fresh FP&A turned our vision into reality through partnership, guidance and execution." We're Fresh FP&A, your financial partners, here to bring clarity and confidence to your growth journey. Ready to scale with clarity? Let's chat! 🤔 👉 Schedule your FREE Q2 2025 consultation: www.freshfpa.com #fractionalcfoservices #ceo #owner #founder #freshfpa

Closing thoughts on Association for Financial Professionals FP&A Forum in Austin 🤔 #finance #fpanda #fpa #cfo

Small and medium-sized businesses (SMBs) play a crucial role in our economy! Here are two key insights to help your business thrive: 1. Adapting for Success: Embrace flexibility and innovation. Stay ahead by updating your strategies to meet evolving customer needs. 2. Prepare for Changes: Anticipate market shifts and be ready to pivot. Implement robust plans that allow you to navigate uncertainties effectively. By focusing on these areas, your SMB can not only survive but flourish! #ceo #fractionalcfo #finance #founder #leadership #fractionalcfoservices

At Fresh FP&A, we don’t just build budgets—we build financial strategy. We recently partnered with a fast-growing SMB struggling with cash flow uncertainty and rising operational costs. As their Fractional CFO, we took a hands-on approach to: ✅ Realign financial priorities—shifting focus from top-line growth to cash flow stability. ✅ Streamline operating expenses—eliminating inefficiencies without sacrificing quality. ✅ Implement dynamic forecasting—giving leadership real-time financial clarity for smarter decisions. Growth isn’t just about scaling up—it’s about scaling smart. Regular financial reviews and strategic adaptability are essential for long-term success. SMBs: Are you making financial decisions with confidence? Drop your challenges in the comments!👇 #ceo #fractionalcfo #finance #founder #leadership #fractionalcfoservices

Maintaining profitability is crucial for the growth of small and medium-sized businesses. Here are five essential financial best practices: 1. Budgeting: Create and stick to a detailed budget to manage expenses effectively. 📊 2. Cash Flow Management: Monitor inflow and outflow to ensure operational continuity. 💵 3. Regular Financial Reviews: Conduct monthly reviews to identify trends and adjust strategies. 📈 Implementing these practices fosters sustainability and paves the way for future growth. #ceo #fractionalcfo #finance #founder #leadership #fractionalcfoservices

🗓️ Streamlining your month-end closure can make a world of difference for your small or medium-sized business! Here’s your ultimate guide to a smooth process: 1. Plan Ahead: Create a checklist for tasks to ensure nothing gets overlooked. 2. Stay Organized: Keep your financial documents in order throughout the month. 3. Communicate: Collaborate with your team for efficient data gathering. 4. Review & Analyze: Double-check accounts and analyze variances for better decision-making. Implement these key finance closing tips to enhance accuracy and efficiency! #ceo #fractionalcfo #finance #founder #leadership #fractionalcfoservices

📊 Unlock Financial Efficiency: Ditch Point Solutions for Integrated Spend Management Finance professionals, are you battling the complexities of fragmented spend management systems? ✅ It's time to explore the power of unified platforms. Join Chris Ortega, Kelly Hicks from Airbase and Fractional CFO Laurent Saurel - Startup CFO on March 12th at 12:00 pm ET / 9:00 am PT for a webinar that dives deep into the strategic shift from point solutions to integrated platforms. What you'll gain: ➡️ Decipher the Point Solution Puzzle: Understand the inefficiencies of managing spend across disconnected systems. ➡️ ERPs & Beyond: Discover where ERPs excel and where specialized platforms fill critical gaps. ➡️ The Platform Advantage: Learn how a unified platform streamlines workflows, enhances visibility, and ensures compliance. ➡️ Data-Driven Optimization: See how analytics can drive strategic spending initiatives. ➡️ Real-World Insights: Explore case studies of successful platform implementations. Who should attend: 🤩 CFOs, Controllers, and Accountants 🤩 Finance Professionals seeking to optimize spend management 🤩 Anyone interested in the future of financial technology Key Learning Objectives: 1️⃣ Identify the limitations of point solutions and the benefits of platform-based spend management. 2️⃣ Evaluate and select the right spend management solution for your organization. 3️⃣ Gain practical insights for implementing and optimizing a platform-based approach. 🔗 Register Now 👉 https://lnkd.in/gMuRgDJN #FinanceTransformation #fpa #CFO #Controller #Accounting #FinTech #SpendManagement #FinancialEfficiency #DataDriven #freshfpa #Airbase #Paylocity #PlatformSolutions #ERP

Scaling an SMB from $3M to $6M in revenue within a year is an impressive feat! 📈 Key strategies included: 1. Financial Clarity: Implementing robust financial management tools provided insights for better decision-making. 2. Streamlining Operations: Identifying inefficiencies and automating processes reduced costs and improved productivity. 3. Consistent Execution: Establishing a culture of accountability ensured that strategies were executed effectively and timely. These approaches not only doubled profit margins but also set a solid foundation for sustainable growth. Success in business stems from clarity, efficiency, and unwavering commitment! #ceo #fractionalcfo #finance #founder #leadership #fractionalcfoservices #ceo #fractionalcfo #finance #founder #leadership #fractionalcfoservices

When choosing finance automation software, consider these three essential features: 1️⃣ Seamless Integration: Ensure the software easily connects with your existing tools to streamline operations and minimize disruptions. 2️⃣ Real-Time Insights & Reporting: Look for solutions that provide up-to-date data and analytics, enabling informed decision-making whenever needed. 3️⃣ Scalability & Security: Opt for software that grows with your business while maintaining robust security measures to protect financial data. Investing time in these features will enhance your financial management and drive efficiency! Learn more here: www.freshfpa.com #ceo #fractionalcfo #finance #founder #leadership #fractionalcfoservices