CFO & Controller Services

Denali Financial Consulting provides steady financial leadership as a trusted member of our team. Their disciplined financial approach and creativity are crucial to helping us plan our profitable growth.

Monnix Jelinek | Founder & CEO, Seven Simple Machines

Our clients appreciate our candor. We ask tough questions to ensure the operating plan is in alignment with the strategic goals of the company. As part of the team, Denali executives handle all the important financial areas of a growing business:

Financial reporting

We understand the key drivers and metrics of the business so our clients can measure, monitor, and change course to meet changing market conditions.

Sales reporting and support

We support the sales team with pipeline reporting and other sales tools (e.g. Salesforce), accurate and timely commission reporting, and an effective contract administration process.

Revenue recognition

With our expertise in accounting rules clients don’t have to worry about auditors restating revenue or other numbers at the end of the year.

Capitalization tables

As the official keepers of our clients’ capitalization tables, we ensure that all equity transactions are identified and properly accounted for.

Risk assessment and mitigation

A healthy level of paranoia helps us identify business risks and work with our clients to avoid and/or minimize them.

Financial Modeling

We design models that reflect key business drivers and metrics, so the story and the financial position of the business are clearly articulated.

Management of key relationships

We manage our clients’ relationships with outside legal counsel, CPA’s, insurance brokers, bankers and investors with urgency and professionalism.

We also expertly manage strategic and periodic financial projects such as:

Board meeting coordination

Well-managed board meetings are an important part of running a company. We help clients prepare for Board meetings and complete follow up items such as minutes and execution of employee option grants.

409A valuation coordination

We coordinate the valuation process with the outside valuation firm to ensure our clients comply with the new IRS rules relating to stock options and related stock-based compensation.

The Denali team also adds lasting value by mentoring and coaching a client’s existing accounting team to help them deliver their best work and grow with the business. Additional Strategic Advisory Services, such as financial modeling and fundraising support, are available.

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