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415-203-4209
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San Mateo, CA
Our Working Hours
Monday to Friday 9-5 Pacific
professional consultations
Finance Planning, Workday Adaptive Planning, Execution & Strategy
We are a boutique firm designed for Private Equity, Family Offices, and Growth-Stage Companies seeking to maximize results
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It’s our pleasure to have a chance to cooperate.
Trusted Clients
Finished Projects
Years of Experience
Visited Conferences
Trusted Clients
Finished Projects
Years of Experience
Visited Conferences
About Us
Our clients’ needs are constantly changing, so we seek new and better ways to serve them. To do this, we are bringing experienced talent.
- Corporate Financial Planning & Analysis
With over 20 years of experience in dynamic SaaS companies in the Bay Area our firm offers our clients unmatched breadth of experience for the Office of the CEO
- Go-To-Market / Sales Finance
In our previous roles within FP&A, we understand the unique challenge and immense rewards from partnering with CRO’s, CMO’s and Sales Operations in setting up and tracking robust sales KPIs and metrics to focus precious capital in the right areas for growth.
We Offer a Great Number of Finance Services
Our Services
We help you to unlock the true meaning of data and to provide insightful analysis to drive your company forward.
Financial Planning
We can help with the planning process including ...
Financial Analysis
Illuminate areas for focus, investment, and possible ...
Financial System Consulting
Our team has experience in a range of corporate CPM tools including ...
Project Management
Need someone to keep the project on pace and within budget? Our ...
Support Functions
Do you just need consulting or temp help to keep the ship afloat ...
testimonials
What People Say About Us
James was the financial contact for me and my department during a period of rapid change and growth. He was a great partner and extremely responsive when I or my team had questions or requests. I appreciated his upbeat attitude and creative problem-solving skills. I recommend him highly.
Emmet Sun
CTO – Clarify Health Solutions
Improve Your Business
Founder of Company
James Goh
Seasoned finance professional with experience in high growth SaaS, PaaS, Fintech, Cleantech, Medtech, e-commerce.
Specialties:
- Strategic Planning
- GTM Activities
- Dashboards
- Systems
- Netsuite
- Variance Analysis
- Salesforce
- Budgeting
- Tableau
- KPIs
- Qlik
- SAP
- Oracle
- Workday Adaptive Planning
- Board Presentations & Reporting Packages
- Strong Proficiency in Financial Modeling & Process Improvement
+
Businesses Guided
Over Thirty Years
+
Finished & Supported
Incredible Projects
+
Years of Experience
& Business Consulting
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