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About Pro Forma

Pro Forma is owned by Claire Anderson, a former finance executive who loves to operate at any altitude. No problem is too large or small for her to take on! Claire is a licensed CPA and the sole service provider to your business, guaranteeing effective and efficient work. If you'd like to connect, please reach out to claire.pro.forma@gmail.com. Areas of expertise in accounting, finance, and business operations: - Interim and fractional CFO, Head of Finance, Controller, and Director of FP&A roles or support any work where you need a trusted operator - Three statement financial modeling and cash flow forecasting - Core accounting assistance, such as recordkeeping, policy creation, revenue recognition, and financial reporting - Change implementation and project management - Software implementations, ranging from vendor selection to go-live - KPI establishment or refinement - Sales contracts and deal desk operations - Debt negotiations and ongoing compliance - Interfacing with tax specialists, including return preparation as well as R&D tax credit and Section 382 studies - State and local government compliance arising from remote employees or growing sales, such as Secretary of State registrations, business licenses, and sales tax nexus - Financial statement audit support and readiness assessment - Retirement plan administration, including 401(k)/403(b) audit assistance - SaaS pricing and packaging evaluation - Headcount planning, whether growth or downsizing - Internal control process improvements to mitigate the risk of fraud or errors - Operational improvements to streamline how cross-functional teams work together or partnerships with external parties

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