Outsourced financial services.
Outsized impact.
Lucera CFO Solutions will help bring into focus how finances will enable your business to succeed and achieve your goals by predicting and managing growth. Lucera CFO Solutions partners with you to build a financial roadmap to get you there while managing risks and avoiding pitfalls.
An experienced professional.
I partner with CEOs to map out resources needed in order to execute new strategies, projects, and plans and to see their business succeed. My goal is to add value by providing financial modeling and projections, cash burn forecasting, cash flow management, fundraising, and due diligence. I offer operational guidance and work to ensure that effective compliance, accounting, and treasury policies are in place and working. I provide financial clarity for evaluating future decisions.
You’re covered.
There comes a time when you need a business plan, complete with financial forecasts, income statements, and graphs, that will impress your investors. A financial model allows you to draft projections quickly and in a professional manner. It helps you to think through all aspects of your business so that you may unpack and understand the financial logic supporting your business.
It also provides an understanding of where investments might be made to drive growth and value.
Services
Business Modeling & Financial Planning
Business modeling and financial planning to predict net income and cash flow
Financial
Statements
Presenting financial statements in a meaningful way to business owners
Casflow
Forecasting
Estimating future cashflow to identify funding needs and profitability
Raising
Capital
Helping to raise capital for growth and expansion
Reporting &
Metrics
Development of key performance indicators
Board Reports & Investor updates
Preparing board reports and Investor updates
Let us help you solve your key pain points.
Financial Mindfulness
Provide a clear path to reach your goal. Discover insights that impact revenue, costs, and profits. Improve fiscal accuracy and make adjustments as needed.
Capital Concerns
Navigate seasons where you’re low on cash and need to act quickly. Avoid pitfalls that cause startups to fail.
Business Health Insights
Determine the right key metrics for measuring and following to show profitable revenues, to expose losses, and to validate efficiencies.
Testimonials
“Jerry joined my company, as fractional CFO, during a turbulent time of ongoing turnover of key accounting staff. He held the department together under trying conditions until we were able to entrench a strong and competent team. Jerry’s high moral compass, quiet demeanor, inner strength, and great competence allowed the “show to go on”. I am deeply grateful to him for his hard work, loyalty and dedication and highly recommend him to others.”
Gerry Lamberti
CEO, SuperSprings International
“Jerry joined our team as a fractional CFO during a challenging transition period and was instrumental in helping us maintain our financial systems throughout. His positive attitude made all the difference as we navigated the stress of change — he is knowledgeable, kind, and supportive, and always made himself available when we needed guidance on complex situations.
Beyond day-to-day support, Jerry took the initiative to assess our ongoing financial needs and was diligent in helping us identify and onboard a bookkeeper who was the perfect fit for our team. We truly could not have gotten through this period without him.“
Robin Gluck, MS, MFT
COO, The Therapist Development Center
Lucera CFO Solutions 