Fiscallion

I started Fiscallion as a side-project. But it turns out, help from an ex-FP&A with 9+ years training as Accounting Lead, FP&A and BI Manager is something a lot of folks need! Growing this business is now my full-time mission!

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Fiscallion is the solution for when it feels like your business has gone off the rails.

They say you fake it until you make it as a founder. But for some founders, it might feel like you’re faking it a little too often.

Making mistakes is par for the course when you’re just starting out.

But what happens once you have a staff to pay? Are you willing to bet everything you’ve built on winging it? In this hostile financial environment, the stakes are even higher!

My clients don’t worry about faking anything.

They have an experienced expert on staff who clears blockers, sets a clear path, connects them to the most trusted tech and partners, and ensures everything is set up to scale according to best practices.

Want proof? 

Only 18% of first-time founders succeed. Since Fiscallion's inception, 75% of paying clients have closed funding or become more profitable.

For a stage where most VC firms and accelerators are satisfied with 1/10 businesses making it, 8/10 is unprecedented. I was honestly a little shocked to discover this stat...

The numbers speak for themselves: This works.

Fractional CFO, FP&A Advisor, Speaker & Author

Zumtobel Lighting

Job scope:

🔘 Defining and implementing the most cutting-edge and the most standardized financial processes including planning, forecasts and month-end closing
🔘 Financial Processes Automation (focus - SAP)
🔘 Improving ERP systems in liaison with IT and Corporate Finance & Controlling
🔘 Training and support to Key Users
🔘 Creating monthly reports in SAC
🔘 Defining SAC interfaces and standards 
🔘 Maintenance and development of KPI's in SAC
🔘 Creation of User Dashboard Playbooks
🔘 Member of S4/HANA Implementation Team
🔘 SAP Key User

Finance Project Manager

ABBYY

Results:

✔️ Conducted monthly, quarterly, and annual incentive calculations for sales using Power BI reports, resulting in a 16% increase in average client revenue
✔️Analyzed client portfolios using Salesforce, identified lower-performing accounts, and optimized sales pipeline to reduce costs by 30%
✔️ Streamlined monthly SaaS, Revenue, COGS, and OPEX related KPI reports, improving report accuracy and accessibility for leadership decision-making.


🔘Successfully managed financial models for a leading B2B SaaS company, including forecasting, budgeting, and overall financial planning.
🔘Led monthly and quarterly management reporting, effectively analyzing operational and financial results to distill key trends and assess business risks.
🔘Spearheaded process improvements across the organization, leveraging FP&A processes and tools for continuous improvement and automation opportunities.
🔘Collaborated with IT to enhance forecasting processes through automation and system optimization, ensuring financial data accuracy.
🔘Executed ad hoc financial modeling for special projects, driving detailed financial scenario planning.
🔘Coordinated with business applications and IT teams to systematically improve processes.
🔘Provided vital support to the accounting team in close procedures, ensuring financial accuracy and compliance.

FP&A and BI Manager

Coca-Cola Hellenic Bottling Company

Results:

✔️ Partnered with operational departments to support Profit & Loss statement, Working Capital Management, and Free Cash Flow Analysis through the preparation of business plans.
✔️ Improved monthly management accounts production time by 60%, reducing production time from five days to two, through the development of new and complex spreadsheets.
✔️ Delivered timely, accurate financial analysis and forecasts, resulting in $1M+ reductions in operating expenses annually.

Job Scope:

🔘 Working for a FMCG company (over 1000 employees) in Serbia with $600M turnover – producer of Coca Cola, Sprite, Fanta and dozen of other sparkling/non-sparkling beverages
🔘 Prepared various financial reports for the senior management
🔘 Partnered with specific operational departments assigned to FP&A team and preparing business plans in support of P&L incl. OPEX, WC and FCF
🔘 Performed yearly budgeting process which included definition and tracking of the profit improvement initiatives
🔘 Analyzed departmental expenditure against budget to determine reasons for variances and identifying cost saving opportunities
🔘 Monitored WC & FCF are in line with group guidelines and achieving maximum targets
🔘 Performed analysis of operation unit performance against budgets, forecast and industry benchmarks
🔘 Prepared variance explanations for finance reporting section and inputs for senior management presentations to the board and executive committee
🔘 Initiated corrective actions regarding discretionary spend with operational departments and monitoring implementation to report any non-compliance to senior management
🔘 Led cross-functional project team on a Cost Center Structure Optimization Project and delivered it successfully

Senior Financial Planning & Analysis Analyst

Milsped

Results:

✔️ Managed a team of three accountants and led the Accounting transformation program
✔️ Enhanced accounting systems and processes, and streamlined A/P & A/R.

Job Scope:

🔘 Working for a Logistics company (over 2000 employees) in Serbia with $100M turnover – service provider of all kinds of transports, distribution, warehousing and customs
🔘 Tracking Accounts Receivables and Accounts Payables
🔘 Delegating tasks to team members and working closely with CFO
🔘 Managing relationship with third parties: banks, insurance agencies, auditors, lessors, customers and suppliers

Accounting Lead

Ministry of Defence of the Republic of Serbia

Results:

✔️ Led a team of bookkeepers and cashiers
✔️ Managed Quarterly & Month-End Reporting, analyzing Balance Sheet & Income Statement.

Junior Finance Analyst

Unleashing Full Potential of Your SaaS Company | Fractional FP&A and BI Data Science Consultant | Tech-Savvy Finance Leader | Data Ninja | Reporting Analytics FP&A | SaaS, FMCG & Logistics | Finance - Power BI - Tableau

If you're an ambitious founder, you probably:

→ Want to improve financial models

→ Struggle with optimizing your finance tech stack

→ Lack the time to enhance your financial strategies

→ Want to implement new financial software but don’t know how

→ Aim to prepare for successful fundraising rounds but need guidance

→ Seek to optimize your financial reporting but don’t know where to start

You might relate to all 7 of these points.

Or, You might just be struggling with 1.

Why does that matter?

Well, having a robust financial strategy is essential for growth.

And there's still a massive opportunity to maximize your revenue through specialized financial practices.

Don't believe me?

Here are 5 things that my employers have said my expertise helped them do:

1. To create awareness for potential investors and partners

2. To attract investment by optimizing their financial structures

3. To communicate their growth potential better to stakeholders

4. To streamline operations by implementing various financial software

5. To stand out from competitors through financial insights and strategy

Implementing these strategies can boost your revenue, growth, and financial performance.
But you don't have time for that…

You're too busy doing other stuff like,

I don't know, scaling your company.

So what happens now?
I'll take over your financial strategy for you.

I have helped dozens of companies in:

― Preparing them for fundraising rounds,
― Optimizing their finance tech stacks,
― Enhancing their financial models,
― And more.

And no, I don't mean providing:

→ Generic financial advice
→ One-size-fits-all strategies
→ Pointless number crunching

I mean ACTUAL tailored financial solutions.

Created by a real fractional CFO.

Who leverages industry insights, proven frameworks, and your company's unique needs to drive real growth.

So, which path you'll want to go:

A - Sit and do nothing, leaving your financial strategies to chance.

Or

B - Sit and do nothing while I optimize your financial strategy, prepare you for fundraising, and help you skyrocket your revenue.

I know you're shouting B inside you.

Let's map out strategies to streamline your financial operations and identify new avenues for growth and investment.

📌 Drop me a DM "Growth" or
📌 Click the link in my Featured Section

Aleksandar Stojanović, MSc.

US Dream Academy 

Member Board of Directors

Carter & Company International Inc.

Carter & Company International Business Advisors are driven by excellence and committed to providing you with up to date tax knowledge to achieve your financial goals. Our staff combined has over 100 years’ experience in domestic and international Income Tax Preparation and Financial Reporting. While all engagements are welcomed, we specialize in Business Management, Accounting, Tax, Cash flow management, HR & Payroll services.
 
Carter & Company CPA was founded by Sam Carter (Carter) received his Bachelors of Science from Xavier University and he has worked for some of the top CPA firms in Atlanta, Arizona, and Louisiana gaining extensive tax knowledge, before starting his own professional tax practice.
 
He is a member of the American Institute of CPAs (AICPA), which provide frequent alerts to their members of tax law changes and IRS ruling and procedure updates, and both provide extensive continuing education programs for their members.  He is a member of the National Association of Tax Professionals (NATP), the largest professional association of tax specialists in the nation; (NAEA) National Association of Enrolled Agents.
Carter and Company CPA has served 100s of happy clients over the years and is looking forward to helping more business thrive.

Visit our website at cartercompanycpa.com to directly reach out to us.

The Greater Me Foundation

The Greater Me Foundation seeks to empower individuals through teaching and encouraging practices of self-mastery with an emphasis on financial literacy education. We seek to build and serve our underserved local and global communities by providing tools, practices, and resources that help you to embrace and embody a “Greater Me” and begin creating life by design rather than by default. We are here to help you develop you. You are the Greater Me!

Finance Chair

Atlanta Business Chronicle

Official Member of Leadership Trust

Atlanta Advisory Business Services

In the first few years of business, small companies come up against a lot of different challenges.

The major challenge that consistently wrecks a lot of businesses today is FINANCE. And in most cases, many businesses fight tooth and nail to overcome this challenge if at all.

The issue of finance causes two things.

1. Make them quit the business. All money, effort, ideas, and dream run down the drain; leaving some of them to battle with depression and debt.
2. Make them seek solutions that will help them to consistently facilitate increase in their revenue.

Unfortunately, the former often happens more than the latter and that's why Atlanta Advisory Business Services is here to change the narrative. 

Over a decade, we have gotten the track record of providing a seamless solution that helps small business owners stay organized and on top of their businesses. 

As an advisor for this organization that serves 100s of clients, I combine my expertise and experience as the founder of a fast-moving financial, business, and tax advisory firm (Carter and Company) to make sure every client at Atlanta Advisory Business Services gets the best. 

How have you been making impacts in this area Sam? I hear you ask.

Below are some of the responsibilities I take👇

- Regularly attend board meetings and important related meetings to make serious financial and business management recommendations.  
- Accepts assignments and completes them thoroughly and on time.  
- Stays informed about committee matters and reviews and comments on minutes and reports.  - Builds a collegial working relationship that contributes to consensus.  

PS: I am an active participant in the committee's annual evaluation and overall planning efforts leading to the consistent growth of the organization. 

Need exceptional fractional CFO and tax services? Visit our website at https://www.cartercompanycpa.com/services.php

Advisor

Russell Innovation Center for Entrepreneurs

“I developed four rules for success in business: Be honest, work hard, equip yourself for the job, and control the growth of your company.”

The words of the late great Herman. J. Russell didn't only prove himself as successful business owner but his results and impact set him apart from many deceased business tycoons and those alive.

Following the footsteps and legacy of Herman, the Russel Innovation Center for Entrepreneurs (R.I.C.E) dedicates itself to helping business owners build businesses that thrive. 

 Over the years, this organization has supported thousands of black entrepreneurs to gain exposure and access to build successful businesses.

As a Fractional Business Advisor, I have been given the privilege to:

 - develop growth strategies for business expansion. 

 - identify best practices that drive business growth. 

 - give practical advice on business growth.

 - meet with hundreds of business tycoons to discuss new opportunities for business growth to directly impact the members.

I'm looking forward to making more impact by supporting black entrepreneurs as much as I can.

Fractional Business Advisor

The GLOBE Academy

If running a successful business is all about having a great idea, 50 percent of businesses that failed in their first 5 years wouldn't have failed. 

The founder and top decision makers at Globe Academy knew this and took the smartest decision that leading businesses take.

What decision?
Glad you ask. The decision is to bring experienced treasurer(s) to the board.

And that was me. But holding a position without delivering value is as good as nothing. This and my love for excellence made me give in my possible best to make my stay as the Executive Board Treasurer at Global Academy worthwhile. 

I delivered value by:
- Providing support for Global Academy initiative and strategic planning. 
- Preparing annual budget with other key executives.
- Ensuring fiscal visibility for clarity of the Global Academy's financial health. 
- Maintaining an accounting system for detailed financial reports for the smooth and continuous growth of their business. 

These among other responsibilities and support from other executives promoted the growth of the Global Academy charter elementary school. A place where globally-minded citizens who have the knowledge, skills, and attitudes to affect positive change in our world are developed. 

But I felt the deep urge within that I can be more and that was one of the things that moved me to the next face of my career. 

And now towards getting to the peak of my career by being the founder of a prestigious financial and business advisory firm. Over the past 15 years, I and my team have positively affected 100s of businesses through financial analysis, tax planning, financial planning, financial consulting, cash flow management, business planning, and a lot more. 

 Need Fractional CFO and tax services?
Reach out to us through our website at https://www.cartercompanycpa.com/services.php

Executive Board Treasurer

Lead Accounting

Go Green...Why Not? Lead Accounting, a revolutionary virtual accounting firm based in Atlanta, GA with satellite offices throughout the United States. Lead's innovative national approach in providing "UNLIMITED BOOKKEEPING for $49/month and Payroll Services starting at $25/month", creates win/win's for America's Small Businesses. Our Team consist of Degreed Accountants spread throughout the United States, acting as One. Our collective team of curators, thinkers,inventors and producers is United for a single purpose: to help Small Businesses Grow! We are energized, excited, and passionate about being your virtual accounting office. You, the Business Owner no longer have to budget for Accounting Services Hip Hip – HooRay!!!. Lowest Cost, Greatest Value makes Lead Accounting 
"The Leader of Affordable Accounting for Small Businesses."...   Enroll and Start Saving Today!

Founder

Aprio

•Prepared corporate  (1120 and 1120S), partnership (1065), and high net worth individual (1040’s) income tax returns in combination with multiple state income tax returns using ProSeries Corporate Tax CCH Software with exposure to Vertex Tax Software for some clients.  
•Performed tax research on various issues, including, but not limited to IFRS, FAS 109, non-for profits, IRS Rulings, 754 election (partnerships), Trust and Estate Income Tax Returns.
•Clients were primarily involved in manufacturing and distribution, high-tech, and service industries Primary responsibilities included communicating with partners, staff, and clients regarding expectations, status of engagements, and other matters as needed  
•Provided clients with timely monthly write up work based on agreed upon budgets and time expectations. Reports enveloped payroll withholding, social security, sales and use tax, and excise tax. 
•Gained knowledge to compliance regulatory bodies such as Sarbanes Oxley and IFRS.

Tax Accountant

THOMAS, ZOLLARS & LYNCH, LTD.

•Prepared federal, state, and local tax returns of individuals, corporations, partnerships, and fiduciaries using CCH ProSystems Corporate Tax along with BNA Tax Planning Software.
•Examined accounts and records and computed taxes owed according to prescribed rates, laws, and regulations.
•Advised management regarding effects of business activities on taxes, and on strategies for minimizing tax liability through tax and estate planning 
•Prepared compilations, prospective and personal financial statements

Fractional CFO/Business Advisor

Sam Carter is a breath of fresh air in the accounting industry. As CEO of Carter & Company International, he helps clients in many different sectors achieve their operational and financial goals through comprehensive C-Suite services. He focuses on both domestic and international clients, and enjoys helping any industry player-- professional or newcomer-- conquer their financial challenges. Carter & Co. is currently focused on helping International Companies build a US presence as well as Film Productions in Atlanta manage all things fiscal. He offers a direct skill set to his clients that larger firms cannot offer. 

Sam cultivates a diverse team of people in his office. Office culture means more to him than a series of rules and regulations; he champions a multicultural team that can assess problems from viewpoints unlike his own. He has a special interest in sustainable growth in companies and intangible assets that help retain employees and make the workspace a better place to be.

Before he started Carter & Company, Sam worked in the industry for over 8 various CPA firms, as well as a Founder & Advisor at Lead Accounting, a virtual accounting software company & firm. He was also a Contract Tax Accountant at Aprio, formerly Habif, Arogeti & Wynne LLP and Thomas & Zollars LP (Arizona based CPA firm). Sam has also worked for Arizona Government Accounting Office for 3 years. These positions introduced him to industry standard practices and served as his foundation to launch his own accounting company later down the line.

He’s Benefactor & Founder at the Greater Me Foundation. He’s a member of AICPA, where he stays up-to-date on changing laws and IRS rulings and additionally, he belongs to NATP and NAEA. Sam is on the Official Member of Leadership Trust at the Atlanta Business Chronicle.

Sam holds his Bachelors of Science from Xavier University. Finally, he’s an NTPI Fellow with a Doctorate in Taxation.

taplio

The Battle

Aleksandar Stojanović, MSc.

Sam Carter

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