NICE TO MEET YOU
I'm Carlos Ramirez
At the beginning of my career, I immersed myself in the world of accounting as a CPA, specializing in traditional audit, tax, and accounting services. However, I soon became frustrated as my work lacked the impact I knew I was capable of having. Clients typically sought my guidance after decisions were finalized, and not being part of the decision-making process left me eager for a more impactful role in the finances of the clients I served.
A pivotal moment came when I was introduced to the world of Fractional CFO services. This marked a profound shift, propelling me into the heart of critical decision-making alongside business owners. The positive impact I was able to have during this transformative experience was nothing short of remarkable.
Stepping up to the plate, my role soon involved solving the business owner’s profit and cash flow challenges. The core issues of their difficulties were tied to the lack of visibility and projections, as well as not having the criteria to make decisions grounded in clarity and insight.
Responding to the evident need for guidance, I proactively introduced cash flow forecasts and financial projections. My goal was to instill a more profound comprehension of their business numbers.
Client feedback became a testament to my integral role in their success stories as I became a valued member of their team.
