About
Meet the Expert
Fractional CFO and Controller
Outsourced accounting services
Reports
Insightful monthly management reports including key performance indicators, financial metrics, profit & loss versus budget, cash flow analysis and forecasted financials
Consultations
1:1 and team virtual meetings, emails, and phone calls to review your reports, strategize and plan
Accounting Maintenance
Monthly accounting to maintain updated and accurate accounting data including current period corrections, adjustments and bookkeeping
Prior Accounting & Troubleshooting
Correct existing accounting records and resolve QuickBooks Online issues
Improvements
Add QuickBooks Online integrations, develop policies and processes, streamline workflow and enhance reporting
✶ Hourly consultations, project-based assignments, or monthly packages available ✶
Loren CFO supports organizations by translating strategies into financial plans and measurable objectives
We can support your organization with:
Development
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Implementing a balanced scorecard and choosing which KPIs to measure and track
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Forecasting changes in activity and evaluating scenarios before committing to changes in programs or services
Systems & Reporting
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Integrating Ramp, Bill.com and merchant accounts with accounting software
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Adding accrual accounting capabilities and reporting
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Adding ach and credit card payment options for customers to expedite cash receipts
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Establishing employee time tracking and billing to projects
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Allocating costs and overhead based on activity
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Analyzing project profitability
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Accounting system setup and corrections
Relationships
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Preparing for and working with your auditors
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Communicating with Board and leadership
About
Michelle Loren, MBA, CPA
I began my career in public accounting and earned my CPA. In 2011, I started my own business to help small businesses with their finances and accounting. As their Bookkeeper, Controller or Finance Manager, I made sure my clients' accounting was accurate and timely. In my role as the Director of Finance for an adult education organization, I managed all financial operations and led initiatives for improvements.
I am valued as a trusted partner who provides financial insight to aid in strategic decision making. I help make accounting and finance understandable to leaders from different backgrounds and areas of expertise. I am continually learning and encourage others to learn and grow.
I am a mother and a dog mom. In my free time, I enjoy ceramics and needle felting.
As a Fractional CFO at Loren CFO, I help purpose-driven companies and nonprofit organizations succeed at financial management. My approach includes insightful reports and thought-provoking consultation.