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    Are You on Track for the Next Fundraise?

    Get an online CFO to help you grow your business.

  • What We Do

    Alex the CFO becomes an extension of your business

    1

    Accounting Basics.

    Anytime, anywhere accounts.

    2

    Actionable reports.

    Data-driven decisions.

    3

    Fundraising.

    Pitchdecks and deal negotiations.

    4

    Fundraising.

    Pitchdecks and deal negotiations.

  • How We Do It

    Alex the CFO becomes an extension of your business

    1

    We assess and systemize.

    We onboard you to the cloud and set you up for success.

    2

    You send us financial data.

    You feed us bank statements, invoices, bills, every week.

    3

    You grow and succeed.

    You get analyzed reports, and make smarter growth decisions.

  • Knowledge Base

    Thoughts, musings, and ruminations.

    If you are like every other social impact business owner in Lebanon, you are somewhat of an odd duck: You talk about profits and social impact in the same sentence.You raise eyebrows when talking to most people.You raise suspicions when talking to the tax authorities, accountants and auditors. ...
    March 25, 2020 · Cashflow,Gross profit margin,Networking effects,Investment
    Most entrepreneurs and Venture Capital investors (VCs) chase "Scalability" without agreeing on what it means. We define scalability as the ability of a business to grow revenue exponentially. We’ve been chasing the equations of scalability for a long time, below are the 6 key drivers of...
    Do you remember studying revolutions at school? Make no mistake. You are now witnessing a revolution unfold in front of your eyes. What do you do? You plan for every single emergency like some of the below: Currency devaluationExtended shortage in USDCivil disobedience You do it because that...
  • Basic Accounting

    Let other CEOs wake up in cold sweat, worrying about cashflow. You'll sleep soundly knowing your books are reconciled by financial experts, every month.

    Anytime, Anywhere Accounts

    Cloud-based access with accurate cash, invoices, bills due and Cash Summary.

    Tax and Payroll Handling

    Taxation and payroll optimization and handling, set on auto-pilot.

    Set Proper Systems

    Financial management advisory, CEO routines, compliance and governance.

  • Actionable Reporting

    Our recipe for success is simple: Timely, data-driven, actionable recommendations. We will send you financial reports with clear observations, analysis and calls to action.

    Maximize Cashflow

    Burnrate optimization, milestones based forecasting, for growth startups.

    Maximize Profits

    Actual vs. Budget and Scenario Analysis by business line and department.

    Enhance Position

    Working capital, shareholder returns optimization, strategic advisory.

  • Fundraising

    Fundraising is a CEO's other full-time job. How about we lend you a helping hand and activate our network to get you that funding?

    Financial modeling and pitchdecks

    A time-tested toolkit that you can use to fundraise equity investors.

    Fundraising and deal negotiation

    We represent your team during negotiations with investors to get you the best deal.

  • Get your FREE 1-hour Strategy Meeting

  • Onboarding

    We start with you: your biggest hopes and fears. Improving cashflow? Knowing your true profitability by business line or geography? Getting in control of your liabilities?

    Assessment

    We analyze your existing systems, bank accounts, trial balance and financial statements.

    Set-up

    We re-design your Chart of Accounts, Invoice template and set-up your organization account on the cloud.

    Training

    We train your team on using state-of-the-art technology and processes.

  • The Monthly Huddle

    Let other CEOs wake up in cold sweat, worrying about cashflow. You'll sleep soundly knowing your books are reconciled by financial experts, every month.

    Bank Rec

    You send us your bank statements and we reconcile them on the cloud.

    AR/ AP

    We update your payments and receipts so you know your dues.

    Statement of Cashflows

    Track every penny, from operations and investing to financing.

  • The Quarterly Moment of Truth

    We make sure all shareholders questions are answered in advance. We tell them the story behind your numbers.

    Tax Submissions

    We handle VAT, Tax on Interest, Payroll on time, every time.

    Performance Analysis

    We analyze your financial statements and compare your budget to actuals.

    Reporting

    We report to your Board of Directors everything they need to know.

  • The Yearly Closure

    We all need closure. Every year, we have a hard look at the facts, we take a deep breath and we look forward at the future with optimism and determination.

    Tax and Annual Accounts

    We handle tax and other compliance matters.

    Year-on-year Analysis and Forecasting

    We will compare performance and set ourselves up for the future.

  • Get your FREE 1-hour Strategy Meeting

  •  

     

    How Much is the Old Way of Doing Accounting Costing You?

     

    We are financial storytellers who specialize in helping people overcome cash flow-related anxiety.

     

    Traditional accountants send once-a-year statements written in tax language.

     

    But ambitious CEOs need actionable reports to make more intelligent decisions.

     

    That’s why Alex the CFO was born.

     

    Founders move fast, Alex moves even faster.

     

    We are a new breed of financiers, forged in entrepreneurship and angel investing.

     

    We have been helping hundreds of companies raise $10 mln in financing, and we have developed a plan to help you outsource your finance function and become a Fortune 500 company.

     

  • Are Your Finances on Track?

  • Who We Are

    A high caliber, process-oriented team, passionate about helping you make better decisions.

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    Samer Azar, CFA

    A financial storyteller who specializes in helping people overcome cashflow-related anxiety

    Unlike other financiers, Samer’s experience was forged in entrepreneurship and angel investing. He has helped his clients collectively raise $10 million in financing.

     

    As the founder of Alex the CFO, Samer is on a mission to help ambitious founders sleep soundly knowing that their books are handled by experts.

     

    He holds a bachelor’s degree in Electrical and Computer Engineering from the American University of Beirut, and an MS in Operations Research from Columbia University in New York.

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    Khaled El-Mir, PhD, MBA, CMA, LCPA

    A true accounting and compliance veteran with 33+ years of experience

    Khaled's specialties include extensive knowledge of tax laws, tax filings, legal requirements & regulatory matters, within the MENA region; as well as financial audit, and financial accounting & reporting in accordance with the IFRS & IAS.

     

    Khaled's specialty lies in resolving difficult compliance challenges. He draws upon his extensive network of relationships within official administrations to always clear up compliance risk and uncertainty.

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    Ahmad Renco

    A financial accountant with an MSc Business and Financial Economics, graduated with Distinction

    Ahmad is keen to find the story behind your numbers. He believes that the first pillar of financial analysis is clean and accurate accounting. He has deep knowledge of accountancy and a strong mastery of numbers.

     

    He will keep an eye on your company's trends and KPIs and raise flags when needed.

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    Rida Mawla

    A financial Modeling expert, who juggles Innovation, Energy and Public Policy

    Rida is an experienced consultant and entrepreneur with a diverse skill set and works at the intersection of strategy, optimization, and innovation.

     

    He holds an MS in Operations Research from Columbia University and specializes in data-driven analysis and modeling in the financial and energy industries. He consults for the World Bank Energy team focusing on reforming the power sector in Lebanon.

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    Michel Azar

    An accounting analyst and 5am type-of-guy: Dedication and Discipline are his motto

    Michel is a graduate with a Bachelor’s degree in Economics from the Lebanese American University (LAU). He is currently leading efforts on bookkeeping and accounting, across a dozen companies.

  • Work We've Done

    9 Sectors and 26 companies strong

  • Sectors We Cover

    Professional Services

    HealthTech

    E-Commerce

    Gaming

    Hospitality

    Marketplace

    F&B

    Manu-facturing

    Telecom

    SAAS

    Funds

    Real Estate

  • Problems We Have Solved

    A global F&B chain of cofee and donuts

    Conducted financial analysis across branches, categories and products and generated recommendations to shut down non-performing branches and re-focusing menu on high contribution items. Additionally, re-designed P&L line items and allocated them by department to ensure organization, as a whole was aligned on optimizing for profitability.

    A fast growing luxury manufacturing business.

    Designed and implemented a cloud-based solution to track inventory on an SKU level (close to 1,000 SKUs and a three-layer macufacturing process) and set-up an API link to a cloud-based accounting system.

    An Amazon Vendor growing fast globally.

    We re-designed the order-to-cash process to ensure orders were flowing seamlessly through the Amazon Vendor platform and that the audit trail was well maintained.

    A real estate fund.

    We worked with the auditors to review the debt structure and tax compliance; issued recommendations to strengthen tax compliance, including the re-calculation of tax on interest.

    A leading startup development company.

    Worked with lawyers to restructure intellectual property agreements and optimize transactions between parent and child companies for taxation purposes.

    A startup agency focused on social impact businesses in MENA.

    Implemented a high-velocity grant disbursement system that would meet stringent anti-money laundering and donor requirements while empowering young entrepreneurs in underserved communities, across the MENA region.

    A leading communications agency with offices in Beirut and Montreal

    Set-up systems to track profitability by project/ client and re-structured their debt repayment plan.

    A leading healthtech/ hardware company.

    Worked with lawyers, auditors to restructure a group of companies to accept Series B investment.

    + dozens of financial models for startups seeking loans and equity

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  • Watching the Waterfall could 10X your cashflow

    Check out our products.

    Wonderful Course

    Wonderful Course

    $240.00
    Could “Watching the Waterfall” 10X your Cashflow?
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