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 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.
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.
Steven runs our East Coast on-demand CFOs practice. He 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.
Dorian has held CFO roles in the entertainment and education fields in small and medium-sized companies, as well as managed strategy, various financial functions, human resources, acquisitions and real estate transactions for large corporations.
She was the co-founder and partner at FT Partners, a concierge financial service for women. Prior to this, Dorian was the executive vice president and CFO of Star Theatres, where she directed all financial functions and business affairs, and negotiated and managed bank credit and M&A. Before Star, Dorian was a senior vice president at Loews Theatres, where she developed the strategic plan and mission, negotiated union contracts, negotiated the joint venture to form Magic Johnson Theatres, and developed their 10-year business plan. Dorian was also a vice president of programming and business operations at Showtime Satellite Networks, and a vice president of strategic planning at Columbia Pictures Entertainment.
Dorian has an MBA from Harvard Business School and a Bachelor of Business Administration in Accounting from George Washington University.
Morgan brings over 25 years of finance experience in tech. He’s been a CFO, a venture capitalist, a corporate development executive, and an investment banker. Morgan has developed deep domain expertise in cloud-based software subscription models and their key financial and business metrics. He focuses his wealth of expertise on companies building SaaS businesses. His recent CFO clients have included Canvs.AI (SaaS data analytics), LegalPublish (SaaS marketing automation), PushSend (SaaS marketing and event communications) and AdvantEdge Analytics (SaaS fintech and data management ).
Morgan’s experience also includes Alex Brown & Sons, where he executed public offerings and M&A transactions for leading companies in tech, Volpe Brown Whelan, which took the first Internet company, Netcom Online; E*Trade, where he managed and executed acquisitions, divestitures, and strategic investments and co-managed E*Trade’s direct investing venture capital group; and ArrowPath Venture Partners, an early-stage venture fund with $300 million under management. As a VC, he invested over $125 million in more than 25 companies. Two of Morgan’s investments, Equinix and Financial Engines, went public while a number have been acquired by companies such as Cisco, VMWare, Oracle, Dell-EMC, and Symantec.
Morgan graduated with a BA in History from Wesleyan University and earned his MBA from the Wharton School of the University of Pennsylvania with a concentration in finance.