CFO-Level Financial Management for Growing Businesses.
We empower forward-thinking, tech-driven companies to achieve sustainable success through strategic financial management.
Going beyond traditional accounting and finance, we provide solutions tailored to the unique needs of innovative businesses. Our services are built to provide you with clear insights and control over the future of your business.
Whether you’re a growing startup or an established company, we’ll help you:
- Optimize your financial performance: We’ll implement systems and processes to improve efficiency, reduce costs, and maximize profitability.
- Bridge accounting, finance, and strategy: Our solutions connect your accounting and finance functions directly to your strategic objectives, enabling smarter, data-backed decisions.
- Focus on your core strengths: By taking care of your financial management needs, we free up your time and resources, allowing you to focus on innovation and growth.
- Stay ahead of the curve: We actively research and implement the latest AI-powered tools designed specifically for accounting and finance functions to save you time and money.
Company
At Left Mind, we serve small-to-medium businesses (SMBs) by providing strategic business and financial management services that produce high-value results without the high cost of hiring a full-time CFO.
We specialize in utilizing industry metrics, data, and KPIs to build analyses that help make better business decisions. When coupled with our experience in strategic financial management and accounting, the level of value we provide SMBs is unmatched. We produce financial tools and implement processes to immediately increase management access to data and analyses that can be used to guide strategic business decisions and the overall business plan.
One of the businesses we’ve worked with was a mid-sized, rapidly growing SaaS company that specialized in building online community software, named Socious.
I only wish we had come to Left Mind for help when we first started our company.
Scott Balthazor, Co-founder – Socious
Prior to hiring Left Mind, the Socious management team was focused on practical, day-to-day elements of their business. We proceeded to build key financial reports, industry metric analyses, and put strategic financial planning tools in place that helped the team make better business decisions. This work helped management understand their true strengths and weaknesses, and how they could better organize and leverage their business.
As financing and acquisition opportunities presented themselves, the Socious team was able to quickly pivot utilizing the strategic and financial expertise provided by Left Mind. This partnership contributed to the successful sale of the company at a significant premium 2x above management’s original target price.
If your company doesn’t yet have a strategic financial advisor or CFO, please contact us today. We’d be thrilled to connect with you to discuss ways we can work together on the future of your business.
Management
Jon Ferlise, CPA – Founder
Hi. My name is Jon and I’m the founder of Left Mind.
Over the span of 25+ years, I’ve built deep financial expertise as a CFO, in senior-level finance and accounting positions, and as a small business owner. I bring a unique skill set to your business, with expertise in business management, financial planning and analysis, financial reporting, financial and managerial accounting, operations management, mergers and acquisitions, capital asset acquisitions, secured and unsecured financings, financial reporting, and more, for both for-profit and non-profit businesses.
In 2014, I made the decision to forge my path as an entrepreneur, leaving the corporate world behind. I started Left Mind and set out on an incredible journey of working with and building businesses, using my experience to help them expand and create value within their market.
The transformation that’s currently underway in the business world towards virtual technologies is nothing short of incredible. I’m excited about the future and am humbled to be in the position to bring big-picture business and financial management skills, along with an entrepreneurial mindset, to help SMBs focus on value creation.
If you have any questions I can answer, or if your business needs a strategic business advisor, please contact me today.
My best to you and your business,
Jon