TO GROW WITH CONFIDENCE
We Give Finance Cover To Dozens of Small Companies in the New York area
Expert finance that makes economic sense is within your reach. You don’t need the expense of a full-time CFO to have a partner that gives you the same strategic guidance to ease your company’s growing pains, so you can confidently focus on running the business.
Focus on product and sales while mastering your finances, with part-time CFO cover that provides expert guidance on strategic planning, financial modeling, operations development and fundraising, plus bookkeeping & tax if you need it.
We Provide Expert Financial Guidance That Is Practical
Proven part-time CFOs help you understand the strategic implications of financial metrics to expedite your success. We work with you in key areas of finance such as:
Assistance with fundraising, Strategic business planning, Financial & business modeling, Budgeting & forecasting, Cash management, Development, implementation, & management of accounting processes, Financial Report Preparation & Presentation, Optimization of A/R & A/P to maximize cash flow, Vendor negotiations, Investor & Board of Directors meetings and presentations, and other non-financial CFO duties such as HR & Legal.
BUILDING SOLID GROWTH.
Meet Our Strategic CFOs and Expert Bookkeepers
We have a solid team of strategic on-demand CFOs and Bookkeepers & Tax experts, in the New York area, that give small companies the finance cover they need to grow with confidence.
Mike Kaswan runs our East Coast on-demand CFOs practice. He has over 25 years of experience as a senior finance executive, venture capital investor, chief executive officer and board member, working with rapidly growing companies in the healthcare and other industries.
Mike is passionate about entrepreneurship and business value creation, having conceived and written the business plans for two companies that achieved cash exits for a combined $1.4 billion, been a co-founder of a venture capital firm that raised over $290 million in investment capital and created and run a “start-up by acquisition” with over 200 employees.
Mike holds an MBA with Distinction from Harvard Business School and a B.S. in Commerce with a Finance concentration from the McIntire School of Commerce at the University of Virginia.
Berna Barshay helps CEOs be smarter about finance from our East Coast office. She has over 25 years of broad business and finance experience, including over 15 years as an investor, primarily in the public markets. Berna’s years as an investor have yielded her with a functional expertise in financial modeling, fundraising and investor relations, valuation, M&A, and strategy assessment. She is an industry expert in the consumer, media, and ecommerce verticals, with substantial additional experience in other areas of tech, financial services, and other industries.
In addition to her work as an investor, Berna has worked as a consultant addressing both strategy and operational finance for clients ranging from start-ups to large public companies. She also served as the CFO of a FinTech start-up that secured close to $20 million in venture funding.
Berna graduated with an AB cum laude from Princeton University and received an MBA with First Year Honors from Harvard Business School.
Ron has over 30 years’ experience in financial and operations management for both emerging and established companies, primarily in life science and technology industries. As CFO for several early stage companies, he has worked closely with CEOs and Board Members to develop and implement financial strategies. Ron’s experience includes funding, financial modeling, M&A, financial reporting & controls, systems implementation, licensing, and international operations.
Ron has also managed HR, IT, legal, and manufacturing, and has taken companies through the FDA application process for new drugs, and assisted pharma, software and ed tech companies in M&A and public listings.
Ron earned an A.B. in Economics from Boston College, and an MBA from the Wharton School of the University of Pennsylvania. He qualified as a CPA (inactive) while with Arthur Andersen & Co., and served as a Supply Officer in the U.S. Navy.
Jon has over 25 years experience in finance and operations, offering clients insights gained as an investment banker on Wall Street, as a senior corporate executive oversight at a Fortune 500 company, and as CFO of businesses ranging from a global marketing technology company to a nascent medicinal cannabis business.
Jon has executed strategic and financing transactions as an advisor and as a corporate executive. Jon has a passion for teaming with CEOs to build great businesses through the development and execution of insightful strategic plans, realistic budgets/operating plans, fair incentive programs, good corporate governance and investor communications.
Jon holds a BA from Middlebury College and an MBA from the Harvard Business School.
Steven Lord has led, founded and managed companies in the financial technology, asset management and publishing sectors in Europe and in the United States. His 25-year career as an entrepreneur and senior executive in both public and private companies equips him with a deep understanding of strategic capital formation, financial modeling, operational efficiencies, restructuring and turnaround management, and M&A.
Steve has served as a senior consultant and interim CFO for companies across a broad range of sectors and sizes, bringing particular expertise with subscription-based business models (including SaaS) in the fintech, publishing and digital currency/blockchain industries to Burkland. Steve also has served as an expert witness for the U.S. Securities and Exchange Commission and is active in disaster relief missions as a Civil Air Patrol liaison officer to FEMA’s Region II.
Steve holds a master’s degree from the Fletcher School of Law and Diplomacy at Tufts University, and a B.S. in Business Administration from the University of Vermont.
Parm brings more than fifteen years of financial expertise to help Startups and Boards assess strategic opportunities and manage risk. His experience in strategy, finance & operations, growth planning, forecasting planning & analysis, fund raising, and financial models gives CEOs the cover they need to grow with confidence. His experience includes CFO roles at Fab.com, Waywire, Timedata, and Strategic CFO consulting to multiple other Companies across growth stages and verticals. Parm is a proven finance partner, helping CEOs build solid financial foundations and practices. Parm was also a VP of Strategic Planning at JP Morgan Chase and a VP of Innovation at Bank of New York Mellon.
Parm earned his MBA from Yale School of Management, MSc in Industrial Relations & Personnel Management from The London School of Economics, and BSc in Mathematics from UCLA.
Parm has deep expertise in SaaS, E-commerce, IT, and online advertising models, which he applies to give startups superb growth insights, and set best practices in all areas of finance.