GoalTegic offers accounting, budgeting, financial forecasting, cash flow statement, balance sheet, P&L management, financial consulting, FP&A & controller work.

Testimonials

In Our Clients’ Words


“I’ve worked with Carmen for over 3 years, first as a financial consultant and then we hired her as our first Controller. Carmen was extremely reliable, dedicated, hard working, knowledgeable and resourceful. We had a very complex retail tech business and she was able to set up our systems and processes so that we could scale our business quickly. She also was a key resource during the M&A transaction to sell our business, helping to manage all the financial due diligence from term sheet to close, and even after close during the integration. Carmen is an excellent finance partner and I highly recommend her services!” – Julie Bornstein, former CEO of THE YES (acquired by Pinterest).

 

“Carmen’s own smart formulas reduced financial data management time to only 1-2 hours that used to take the accountant 2-3 days!” – A Healthcare Technology Company’s CFO

 

“Carmen is an expert at manipulating large volumes of engineering data. She applies her math and computer skills to problem solving. She guides the engineering team to create systems that can support the needs of the finance team.” – CEO of an E-commerce company.

 

“Carmen upgraded our company’s accounting software to better manage revenue through subscriptions and contracts. She trained a competent controller and finance team to run her automated model for monthly data updates.” – CFO of a self-driving car startup.

 

“One of Carmen’s specialties includes handling big data for SaaS and Ecommerce industry clients.  She is an expert at manipulating large volumes of engineering data, compiling effective information for financial reporting, guiding the engineering team to create systems that can support the needs of the finance team. She applies her math and computer skills to problem solving for her clients.”

 

“They have a deeper understanding of US GAAP that is specific to our situation. They put in place digital accounting software and competent humans to run and grow our  business.”

 

“Carmen streamlined our revenue recognition process.  With the knowledge of data flow, she built an excel file with smart formulas that an accountant can easily generate structured data by refreshing the file with monthly raw data.  The accountant can then easily utilize her data to prepare for journal entries upload.  That task used to take the accountant 2-3 days while now it only takes 1-2 hours.”