How I can help you

I have twenty years of experience helping companies plan for and finance their growth. Ive worked in banking, venture capital and consulting - and started and run my own small business - and have deep experience with finance, strategy and organizational planning. I've written and read hundreds of business plans and pitch decks, and know that a good financial model is more than numbers on a page; its an operational roadmap that can help clarify the issues you face today, set milestones on the path to your future goals and allow you to identify the people and resources you'll need to get there.

Areas of Expertise

  • Accounting & Finance
  • Bookkeeping
  • Budgeting
  • Business Plan
  • Cash Flow
  • Financial Literacy
  • Funding/Loans
  • Human Resources
  • Management & Operations
  • Pricing
  • Strategy Development
  • Technology

Industry Experience

  • Accounting & Tax Services
  • Arts, Entertainment, & Recreation
  • Media & Publishing
  • Professional Services

Carolyn Katz

Communication Methods

  • Email
  • In Person
  • Phone
  • Video