Profile

Fractional & Outsourcing - CFO

Accounting

B2B Frederick

B2B Member

As a former CFO of two small publicly traded companies, Rick knows the struggles of raising capital as a small business first hand. The first round of financing is just the beginning - organizations need robust, laser-focused financial projections and forecasts that take them to the second round (and beyond).

Rick Leimbach is an outsourced CFO advisor and consultant for the last 12+ years for private and publicly traded companies. He is the founder of Startup Portal to guide entrepreneurs and operating businesses to "think like a startup" using today's cloud based financial tools. In addition, Startup Portal has a focus on providing expertise and services for alternative funding sources such as equity crowdfunding.

In addition, Carrollton Partners provides outsourced CFO, accounting and finance services to growth oriented companies throughout the United States with a concentration on reporting, business metrics, financings, acquisitions and cash planning.

Startup Portal

CFO Advisor

532 Baltimore Blvd., Suite 107

Westminster

MD

21157

Startup Portal is a venture by Carrollton Partners, LLC that offers assistance to startups and operating organizations with their finance and accounting needs through cloud-based systems. Our goal is to help position our clients for growth and success from day one. Our team has extensive experience in building financial projections, raising business capital, and running day-to-day operations through metrics. In addition, we specialize in private placement and equity crowdfunding services and are currently developing a proprietary platform to guide our clients in raising capital. Overall, Startup Portal provides comprehensive support to ensure our clients' financial success.

Business planning services
Financial modeling & projections (e.g. 5 year or annual budget)
Outsource accounting and CFO services
Monthly accounting and closing of books
Raising capital guidance and support services
Equity crowdfunding evaluation and services
Financial project work (e.g. excel, aggregating data, large data analysis)
SEC & OTC Markets reporting (10K, 10Q, S-1)

Startup Portal's ideal client is a growth oriented company in need of affordable fractional or outsourced finance and accounting services utilizing cloud based software systems. In today's competitive and dynamic environment, new businesses and operating companies should "Think like a Startup" and put scalable processes in place to understand profitability, funding growth and managing working capital. The client's early needs may include financial projection work or excel project work to monthly closing of the books. Ideally, our experience and data can provide the client valuable information in the telling the financial story and in the capital raising decision making process.

1-19

$1M-$15M