The Strategic Finance Partner for Scalable Growth

The Strategic Finance Partner for Scalable GrowthThe Strategic Finance Partner for Scalable GrowthThe Strategic Finance Partner for Scalable Growth

Financial Leadership for Growth-Focused Companies 

The Valeris Approach

 At Valeris Consulting, we believe that great businesses are built on strong financial foundations. Backed by 15 years of experience in finance, the firm provides executive-level financial leadership to companies that are growing, evolving, or facing complex decisions. The goal is clear: to equip organizations with the insight, structure, and strategic support they need to move forward with confidence. 


We founded Valeris with the vision of becoming a trusted financial partner for companies that need high-impact finance leadership without the overhead of a full-time CFO. Whether you're preparing for fundraising, navigating a critical inflection point, or simply seeking more control over your financial operations, we offer a tailored, pragmatic approach grounded in integrity and results.


Our work is guided by a core set of values: we operate with transparency and professionalism; we transform complexity into clear, actionable plans; and we act as true partners—accountable, aligned, and invested in your success. Every engagement is handled with discretion, responsiveness, and the highest standards of quality and confidentiality.


At Valeris, we don’t just deliver reports—we build trust, create systems, and help leadership teams make smarter, faster decisions. That’s the kind of finance function we believe every great company deserves.

What We Deliver

Fractional CFO and financial consulting services to support smarter decisions, operational clarity, and long-term scalability. 

Our Services

Strategic Finance & Planning

Cash Flow & Treasury Management

Financial Reporting & Analysis

 Develop and execute financial strategies aligned with your business goals.

  • Lead budgeting, forecasting, and long-term planning
  • Model growth scenarios, new initiatives, or fundraising options
  • Advise on capital allocation and ROI to drive smart decisions

Financial Reporting & Analysis

Cash Flow & Treasury Management

Financial Reporting & Analysis

 Deliver clarity and insight through accurate, timely reporting.

  • Prepare monthly/quarterly financial reports
  • Track KPIs and performance metrics to support leadership
  • Build investor and board-ready reporting packages

Cash Flow & Treasury Management

Cash Flow & Treasury Management

Cash Flow & Treasury Management

 Keep your business liquid and financially agile.

  • Monitor cash flow and ensure liquidity
  • Develop short- and long-term cash flow forecasts
  • Optimize working capital and manage banking relationships

Accounting Oversight

Systems & Process Improvement

Cash Flow & Treasury Management

 Establish financial integrity and process discipline.

  • Supervise internal or outsourced accounting functions
  • Ensure GAAP compliance and clean monthly closes
  • Maintain general ledger accuracy and process improvements

Risk Management & Compliance

Systems & Process Improvement

Systems & Process Improvement

 Protect your business with sound financial governance.

  • Identify risks and implement mitigation strategies
  • Coordinate tax planning and compliance with CPA advisors
  • Oversee insurance, legal, and regulatory adherence

Systems & Process Improvement

Systems & Process Improvement

Systems & Process Improvement

 Modernize your finance operations with scalable systems.

  • Recommend and implement tools like QuickBooks or NetSuite
  • Automate workflows and improve reporting efficiency
  • Develop SOPs for budgeting, expenses, and financial controls

Fundraising & Capital Strategy

Executive & Stakeholder Support

Executive & Stakeholder Support

  Secure and structure the capital your business needs to grow.

  • Prepare investor decks and supporting financials
  • Guide equity and debt fundraising efforts
  • Support due diligence, negotiations, and maintain cap tables

Executive & Stakeholder Support

Executive & Stakeholder Support

Executive & Stakeholder Support

 Provide trusted financial leadership at the highest level.

  • Advise CEOs, founders, and board members
  • Evaluate M&A opportunities or strategic partnerships
  • Mentor finance staff or build the finance function
  • Assist in CFO transitions when bringing finance in-house

Why Us

With over 15 years of experience in strategic finance, we’ve supported founders, CEOs, and boards through growth, fundraising, and transformation. Our approach combines deep financial expertise with clear, actionable insights so you can move forward with confidence.

Contact Us

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Please share a brief overview of your financial needs or objectives. We will respond promptly to arrange a consultation and explore how we can provide strategic support to your organization. 

Valeris Consulting

Phone: 980-349-6706 Email: Info@valerisconsulting.com

Hours

Mon

09:00 am – 05:00 pm

Tue

09:00 am – 05:00 pm

Wed

09:00 am – 05:00 pm

Thu

09:00 am – 05:00 pm

Fri

09:00 am – 05:00 pm

Sat

Closed

Sun

Closed

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