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I am an experienced Chief Financial Officer with a demonstrated history of working in the architecture & planning industry. Skilled in Cash Flow, Fixed Assets, Generally Accepted Accounting Principles (GAAP), Financial Accounting, and QuickBooks. Strong finance professional graduated from University of Phoenix.
Mercedes knows exactly how to get you on the right track. She helped me with my planning and industry cash flow issues. She is very personable and reliable.
Bringing on a fractional CFO was one of the best decisions we made for our business. Before, we were flying blind with our finances—lots of data, but no real direction.
As the owner of a DJ and entertainment agency with several years in the industry, I’ve worked with numerous tax professionals over the years.
However, since partnering with Mercedes Cruz, I have never been more confident in my financial and tax planning.
Mercedes is not only highly knowledgeable and detail-oriented, but she also takes the time to understand the unique needs of my business.
Her expertise and dedication have resulted in the best financial outcomes I’ve ever experienced. She is thorough, reliable, and always available to answer any questions with clarity and professionalism.
I couldn’t be more pleased with the level of service she provides. If you’re looking for a tax professional who truly cares about your success, I highly recommend Mercedes Cruz.
Developing and implementing financial strategies involves financial forecasting, budgeting, cash flow management, profitability analysis, and risk management. This ensures robust financial health and informed decision-making.
Reviewing and improving financial reporting involves ensuring compliance with GAAP, IFRS, or other accounting standards, overseeing bookkeeping and accounting functions, and implementing financial controls and internal processes. These efforts help maintain accuracy and integrity in financial management.
Identifying cost-saving opportunities, managing operational expenses and overhead, and implementing automation tools for financial processes are essential steps in optimizing financial efficiency. By focusing on these areas, organizations can reduce costs, streamline operations, and enhance overall financial performance
Managing business loans and credit lines, structuring and optimizing debt, negotiating better financing terms, and implementing technology and systems are crucial for maintaining financial stability and efficiency. These efforts help organizations secure favorable financing, streamline debt management, and leverage technology to enhance financial processes.
Conducting due diligence for M&A transactions, valuation and deal structuring, and preparing for an IPO or business sale are critical steps in ensuring successful business transitions. These activities help organizations assess potential risks, determine accurate valuations, and strategically plan for significant financial events.
Coordinating with CPAs for tax planning, ensuring regulatory compliance, and managing audits and tax filings are essential tasks for maintaining financial integrity. These activities help organizations navigate complex tax regulations, stay compliant with legal requirements, and ensure accurate and timely financial reporting.
My pricing structure is straightforward. I offer both 6-month and 1-year service subscription agreements for my services.
I am looking forward to working with you. Send me a message and I will get back to you soon.
Or book a meeting with me
