For technology startups and small enterprises, innovation and growth are crucial. Nevertheless, financial complexities can pose significant challenges. This is where our services excel. We offer fractional CFO services customized to your unique requirements, assisting you in simplifying financial operations, enhancing decision-making, and scaling with assurance. Whether it's strategic planning, fundraising, acquisition preparation, or providing detailed financial reports to your board, Nelson CFO is your partner.
Expertise Without the Full-Time Commitment
Leverage the knowledge and skills of an experienced CFO without the cost of a full-time hire. Our fractional services adjust to fit your company's evolving needs and financial capacity.
Take the first step toward optimizing your financial strategy. Click below to schedule a no-obligation, risk-free consultation with us and explore how we can help drive your business forward.
Interpretation of Financial Statements
Gain clarity and confidence in your financial performance with expert interpretation of your financial statements. We break down the numbers to ensure you understand what they mean for your business—helping you track profitability, assess costs, and identify key growth drivers.
Budgeting and Projections
Planning for the future is crucial, and a solid budget is the roadmap to achieving your goals. We help you create realistic budgets and financial projections that align with your business objectives, ensuring you're prepared for both expected and unexpected expenses.
Cash Flow Forecasting
Cash flow is the lifeblood of any business, especially in the fast-moving tech sector. We work with you to develop reliable cash flow forecasts that predict future cash inflows and outflows, giving you the foresight to avoid shortfalls and seize opportunities.
Goal Setting and Financial Strategy
Setting clear financial goals and aligning them with your business strategy is essential for sustainable growth. We work with you to define your short- and long-term objectives, build a roadmap to achieve them, and track progress along the way.
“Jason's contributions were critical to the success of AiDANT. His ability to both see the big picture and get into the numbers were crucial for us.”
About Jason
With over 20 years of financial experience at a major financial institution and 4 years in executive leadership at a tech startup, Jason brings a unique blend of expertise to help small technology companies navigate complex financial landscapes. Having led fundraising efforts and managed strategic financial operations, Jason has firsthand experience in both the corporate finance world and the fast-paced startup ecosystem. This diverse background allows him to craft tailored financial strategies that foster growth, optimize capital structure, and drive data-driven decision-making.
Jason holds an MBA from Columbia Business School, where he deepened his financial acumen and strategic thinking. With a solid foundation in institutional finance combined with hands-on startup experience, Jason is well-equipped to provide actionable insights and strategic guidance that create both immediate impact and long-term value for tech companies. As a fractional CFO, Jason is committed to delivering the financial leadership and clarity that startups need to scale efficiently and thrive in a competitive market.
