When I meet with organizational decision-makers or small business owners and ask the question;
“What are your biggest challenges preventing you from reaching your goals?
Nearly 100% of the time, I get one of these four responses;
For businesses, organizations, and non-profits in need of a FUNDING and/or financial consulting, please meet Lesli Matukaitis from Funk Financial & Consulting.
People do business with people (my captain obvious moment). There is a build-up that goes into building a new business relationship, the build-up includes research (i.e. reviewing Lesli’s LinkedIn profile) and investigation (i.e. scouring the internet for info about Lesli).
“Trust me when I say this (or click the links above), Lesli has earned enough accolades, awards, recognition, and media coverage to concretely earn your trust and business just on those documented credentials alone – BUT – you would be missing out on the best part, meeting Lesli in person.“
PROFESSIONAL CONVENIENCE – The world is enamored with technology and convenience and sometimes we can’t see the forest through the trees. Certainly, I am guilty of this frequently. So, when I engaged with Lesli a month ago, my mindset was just that, let’s get on a phone or video call. Lesli recommended I schedule a meeting with her via her website. As I completed the form I realized Lesli creates convenience NOT by technology, but by working around your schedule and your location!
20 YEARS OF BANKING AND FINANCE EXPERIENCE – Back to the topic of convenience, this time let’s focus on convenience vs. service expectations.
It seems like new service based technologies (websites, apps, etc.) hit the marketplace every day, brands like Kabbage, OnDeck, Fundbox and many others. Those services are GREAT for short term capital needs, BUT, if your business is repeatedly using those services for short term capital, you are throwing away money and could use some consulting to solve these problems long term (once again, I have been GUILTY of this in the past).
Beyond the conversation above about short term capital needs and revolving credit, if your business or non-profit has growth plans, capital expenditure (CapEx) projects, cash flow challenges, or any other financing needs, a meeting with Lesli is well worth your time. The benefits of engaging Lesli are;
Sounds like something fancy, right? It’s not fancy, rather it’s quite simple yet a powerful concept. Fractional (parts of a whole) and CFO (Chief Financial Officer) is just that, part-time CFO. Your business, organization, or non-profit can hire a REAL Chief Financial Officer yet save on costs and overhead of hiring a full-time CFO.
A few words about Lesli, the person! The truth is that I have known Lesli for many years. Her husband, Kevin, was my neighbor during our childhood. Lesli, Kevin and their two little boys (okay, not so little anymore) attended our wedding in Florida and attended our daughter’s 1st birthday party. The Matukaitis’s (and Funks) are just down to earth GOOD PEOPLE!
Our relationship was always personal, never professional. This was the first time we EVER talked about business. Lesli is very accomplished professionally, so I felt truly honored that she wanted to meet. That said, I can’t emphasize enough that Lesli is not only the consummate professional, but she is also personable, engaging and FUN!
If I may share my experience and some observations from my meeting with Lesli.
Lesli LOVES banking, finance, and lending – BUT – there is a level of excitement in her voice, expression, and actions when she talks about Fractional CFO. I could very well be wrong, but I felt that Lesli has a renewed passion, enthusiasm, and energy for her Fractional CFO service.
One other item we discussed and something for the takeaway is that both Lesli and I have a passion for helping non-profits. Lesli mentioned that the Fractional CFO concept is a PERFECT fit for non-profits, especially small-to-medium sized non-profits with a need for a CFO but a budget for a full time professional.
For more information or to contact Lesli, complete the form below. Lesli will receive your information and follow up within one business day.
BONUS: By completing the form below, you will receive a copy of my TAX-FREE COLLEGE EDUCATION AND RETIREMENT eBook.
Lesli Matukaitis Contact Info
Funk Financial & Consulting
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