Simon Shim
I tell business owners where their money is going and what to do about it.
What I Do
You have a bookkeeper. You have a CPA. End of the month you get a P&L. You know revenue went up or down. That's about it.You can't answer what your margin is by channel. You can't answer what happens to cash if you cut ad spend by 40%. You don't know if that new hire pays for itself in 6 months or 18.I get into your data, build the reports that actually matter, and meet with you monthly to go through what's working, what's not, and what to do next. I also tell you things you don't want to hear.Month to month. No contract. If I didn't earn it, you get your money back.
How It Works
I come on as your fractional CFO. Each month you get a financial review with my perspective on what's working and what isn't, a rolling cash flow forecast, and forward-looking projections tied to your actual goals rather than a spreadsheet dump.Between calls, I'm available on Slack or email. Month to month, no contract. If you don't feel you got the value, I'll give your money back.
Background
Finance, pricing, sales ops, product strategy. I know what a dollar looks like from the time it enters the business to the time it hits the bottom line. I helped drive 28 straight months of year-over-year growth by understanding margins at a level most people don't bother with.I've built models that helped raise $30M. I currently run finance for a retail tech company. I only take on 4 fractional CFO clients at a time to ensure exceptional results.