Services
All services performed in the USA.
Financial Modeling
Custom built financial models that map out the impact of your key business levers. Accelerate your strategic initiatives and growth with the comfort of control over your cash flows.
Data & Analytics
Deep dive into the underlying data of your business, giving you the opportunity to maximize your existing customer base and recognize opportunity for expansion.
Investor Relations
Be prepared with pertinent information for your business's key stakeholders. Whether it be your board members, investors, or financing partners, we provide coherent and concise information so you can focus on running your business.
Accounting Oversight
Quality bookkeeping should strengthen your ability to manage your business. Maintain efficieniency across expenses, payables, receivables, and more, by implementing strong process and systems.
Case Studies
Follow The Whale
Client: Moby
Type: Personal Finance App
We partnered with Moby to help them put their most recent $5M financing round to valuable use in many areas:
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Bookkeeping & Accounting Process Improvement
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Monthly / Annual Cohort Retention Analysis
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Custom Built Financial Model with Multiple Revenue Streams and Distribution Channels
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Support for Investor Relations Activities
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Strategic Advisory Services
Building Value
Client: Food Truck Promotions
Type: B2B Experiential Marketing Agency
As a sister company of NYFTA, our familiarity with their financial structure allowed us to successfully:
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Acquire a $5M real estate asset via SBA Loan
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Suggest margin growth across projects
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Build out financial model
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Perform HR related activities
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Manage insurance requirements & renewals
On The Job
Client: Madison Davis
Type: Recruiting & Staffing Firm
We helped Madison Davis tackle two problems quickly:
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To prevent another year of overpayment on estimated income tax, we built out a custom financial model to accurately forecast the businesses income position,
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We implemented Bill.com Accounts Payable software to eliminate manual, inefficient labor being performed.
Both of these projects allowed management more time to focus on scaling the business and not be constrained by capital and slow process.
Unfreeze Finance
Client: Chloe's Fruit
Type: Frozen Ice Pops in Retail
In only 5 months, we were able to:
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Consolidate Accounting Systems From 5 to 1
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Catch Up Books 6 Months Delinquent
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Close Out 2 Years of Audits
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Ensure Timely Filing of Future K1s
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Reduce Month Close to 21 days
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Implement Chargeback Management Software Promomash
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Build Out Custom Financial Model
Boost LTV Overnight
Client: Kreatures of Habit
Type: Overnight Oatmeal DTC & Amazon
Via a custom built financial model and in depth analytics, we contributed to:
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50% Boost in AOV
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5% Lift to Contribution Margin
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90% Benefit in Operating Margin
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70% Increase in Revenue
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Investor Relations for Over $4M Capital Raised
Driving Profits
Client: NYFTA
Type: B2B / B2C Food Truck Catering
We help to position their business for scale through:
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Hubspot Workflow Builds
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Quickbooks Enhancements
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Bill.com Implementation
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Expensify Reporting
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Streamlined Receivables Processes
Our financial model management supports key financial decision making and margin opportunities.
Industries
Consumer Products
B2B Services
Consumer SaaS
Jonathan Yarmeisch brings over a decade of experience in Finance and Accounting. He has experiences as an auditor & CPA with PwC, COO, Cofounder, and CFO. The diversity of roles have developed into a unique & valuable perspective. Having been in their shoes, Jonathan understands the expectations of both internal and external stakeholders. He works to quickly assess your businesses circumstances, scope out where Moative can add value, and execute on a plan to deliver on those objectives.
A Unique & Valuable Perspective
About
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