Blueprint CFO Presents: Future Focused Entrepreneurs – Entrepreneurial Excellence with Ville Houttu of Privv

Ville Houttu is the Co-Founder and CEO of Privv. Originally from Finland, Ville relocated to the United States with his wife and two children in 2016. He’s a serial entrepreneur and a renowned TEDx speaker whose leadership has earned recognition in esteemed publications, such as TechCrunch, Forbes, Inc. Magazine, Harvard Business Review, and Adam Grant’s TED … Read more

Blueprint CFO Presents: Future Focused Entrepreneurs – Event Planning Entrepreneur with 360 Destination Group’s Trevor Hanks

Trevor Hanks has been part of the industry since day one… He was the first kid in his neighborhood to pack coolers, deliver props and suck gas fumes on the transportation curb being born into a hospitality family. After college in Boulder and extensive work around the world in the incentive travel business, Trevor returned … Read more

Blueprint CFO Presents: Future Focused Entrepreneurs – Thermography Trailblazer with MoviTHERM’s Markus Tarin

Markus Tarin is the President & CEO of MoviTHERM – Advanced Thermography Solutions. Mr. Tarin has studied Radio and Television Engineering as well as Embedded System Design in Germany, where he graduated in 1996. He has extensive experience with visible and non-visible imaging, especially in the Near Infrared (NIR), Shortwave Infrared (SWIR), Midwave Infrared (MWIR) … Read more

Blueprint CFO Presents: Future Focused Entrepreneurs – Performance Under Pressure with Dante Valve’s Lisa Papini

Dante Valve is a full-service manufacturer, distributor and VR™ certified repair facility of valves and related products for the industrial and military markets. They manufacture military specification Danco pressure relief valves, they distribute Kunkle relief valves and TRAC regulating, reducing, and temperature regulating valves, fittings and flanges, and they also provide CNC machining services. As … Read more

Blueprint CFO Presents: Future Focused Entrepreneurs – Concepts from a Construction CEO with J-Squared General Contractors’ Jeff Clark

Known as J-Squared or J2 throughout the industry, J-Squared General Contractors Inc. is a privately-owned general contracting company founded by President & CEO Jeffrey M. Clark in 2007. Headquartered in Orange County California and servicing Orange, Los Angeles, Riverside, and San Diego Counties, J-Squared is rated AAA by the Better Business Bureau, was listed in … Read more

Blueprint CFO Presents: Future Focused Entrepreneurs – Movers & Shakers in Material Handling with Quality Material Handling’s Hector & Brenda Pinto

From living room enterprise to a multi-million-dollar business, Quality Material Handling started out as a husband-and-wife-operated business founded on the principles of hard work, dedication, and commitment to excellence. With a combined experience of over 32 years in the material handling industry, Hector and Brenda Pinto have built a reputation for supplying top-quality services, solutions, … Read more

Blueprint CFO Presents: Future Focused Entrepreneurs – Landscaping Leadership from the Ground Up with Eric Fenmore of Garden Studio Design

Eric Fenmore, Garden Studio Design

Eric Fenmore is the owner of Garden Studio Design, a full-service landscape design/build firm located in Southern California. Eric grew up in Orange County and graduated from Foothill High School in Tustin in 1986, and continued on to study Economics at UCLA and the London School of Economics. After graduating college in 1990, he worked … Read more

Blueprint CFO Presents: Future Focused Entrepreneurs – Inside the Cosmetics C-Suite with Bésame Cosmetics Co-Founders, Gabriela & Fergus Hernandez

Gabriela and Fergus Hernandez are the co-founders of Bésame Cosmetics, a carefully curated line of cosmetic essentials inspired by style icons both famous and familial. As a young girl, Gabriela would watch in complete wonder while her beloved grandmother applied makeup as part of her daily beauty ritual. From the swipe of a bold lip … Read more

Blueprint CFO Presents: Future Focused Entrepreneurs – The Business Of Biking with Dustin Gyger of Sixthreezero

Today on Blueprint CFO Presents: Future Focused Entrepreneurs, Blueprint’s Jim Downes sits down with Dustin Gyger, an entrepreneur in the bike industry, to dive deep into Dustin’s entrepreneurial journey and leadership insights. Dustin Gyger started his professional career in the television industry, working in business affairs for CW Network. After Dustin moved to the beach … Read more

Blueprint CFO Presents: Future Focused Entrepreneurs – Intro Episode by Founder & Fractional CFO Jim Downes

Introducing Blueprint CFO Presents: Future Focused Entrepreneurs, an interview series and podcast highlighting entrepreneurs and businesses that are going places by focusing on the future and developing a roadmap for success. Hosted by Jim Downes, founder of Blueprint CFO, a future focused fractional CFO & accounting services firm based in Southern California. In this introductory solo … Read more

Valuation Planning

Blueprint CFO will work with executive leadership to determine shareholder value, and run various models to determine estimated company valuation. Together, we will determine milestone objectives to increase shareholder value and track company performance in relation to these targets. We will review your company’s organic and acquisition growth options to create shareholder value, and emphasize tax planning to optimize shareholder value upon a sale or purchase. We can also focus on Initial Public Offering (IPO) Planning and Readiness.

Analytics & Business Intelligence

We believe that being data-driven is key to profitability. As such, we can help you create meaningful dashboards and scorecards for your business, analyzing performance against key performance indicators and other factors. Our profitability reporting and analysis tools will help drive business decision-making and provide insights into trends, predictions, results, and potential strategic direction moving forward.

Goal Setting & Tracking

Our team can partner with company leadership to establish goals and objectives for the company, for both the short and long term. Additionally, we will help leaders develop meaningful Key Performance Indicators (KPIs) to track and measure results.

Insurance & Tax Planning

Blueprint CFO can work with businesses to review insurance needs and requirements, as well as plan for taxes and R&D credits.

Human Resources

We can assist your HR department with employee benefits planning, and can also perform compensation studies to ensure best practices are implemented across the business.

Accounting & Finance Support

Whether you have an internal team in place or need more hands-on assistance, Blueprint CFO can oversee and advise your accounting and finance department. From preparing general ledger transaction entries to completing month-end closes, forecasting to crafting financial statements, developing customized reporting packages to implementing more effective software, Blueprint CFO can bring you everything from a supportive junior or senior accounting team, all the way to high-level strategic CFO consulting.

Mergers & Acquisitions

Blueprint CFO can partner with company leadership to improve strategic business plans and assist with the development of organizational growth strategy. We can also create financial reporting packages and proformas for capital raises, investments, acquisitions and/or banking requirements, and provide due diligence on company-focused deals.

Financial Planning

We can prepare, create and/or review financial statements. This includes providing trend analysis, developing cash flow projections, and tracking operational and financial performance, with insight into budget and forecast variances.

Banking Services

Our team can help your company to establish high-level banking relationships, and offer expert advice and support when it comes to sourcing bank loans, etc. Additionally, we can review and determine the optimal capital structure for refinancing or a liquidity event.

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