Virtual Bookkeeping

I’ve been working with Exclusive CFO since 2010 on a variety of startup company projects that desperately needed financial help.  ExclusiveCFO has delivered every single time – whether the project involved financial planning, on-demand CFO services, M&A, or HR support – they got the job done efficiently and cost effectively.  They’re my go-to whenever we need financial help.

Every single time we need to solve things, we have always been able to depend on ExclusiveCFO. Debra has guided us with solid Financial & Management Advice, specially at early stages. Her virtual team has taken care of all administrative matters from bookkeeping to taxes. Most importantly Debra has supported us through the fundraising process with great success on our Angel Rounds and Series A.

Debra is an experienced CFO who provided the executive team with operational guidance and support through fundraising and during our transition to a full-time CFO. She began the restructuring of the finance team and improved core financial processes to prepare us for significant growth. She asks hard (but important) questions and always provides direct, practical recommendations. She is particularly energized by startups poised for rapid growth who need to establish a high functioning finance function.

Debra is one of the few people I trust to jump in, conduct a quality assessment and then bring insightful recommendations to the finance function. She has on multiple occasions worked with me and very different management teams to bring a sense of reality, confidence in our understanding of the current state and stability to the finance function. Debra always brings clarity and informed recommandations and contributions to dificult management decisions. I recommend that you engage Debra and enjoy the refreshing feeling of having a finance professional on your team that you can trust. Then leverage her experience to accelerate your business.

Debra has been instrumental in the accounting, finance, and fundraising aspects for Middle Peak Medical. She is very accessible, hard working and detail oriented and at the same time, very easy to get along with.

Debra has strong leadership skill as well as strong technical skill. She led the organization through strategic visioning, multitasking and priority setting. She was also hands-on and was always there to advise on technically accounting topics.