intro to Green Circle Strategic services
Your Customized Finance Lead For Early And Growth-Stage Companies
WE HAVE A BOOKKEEPER--WHAT MORE DO WE NEED?
Bookkeeping & financial reporting are backwards looking. We create and apply forward-looking insights and planning to your company. Generating timely and actionable financial reports is the job of a finance lead (CFO, Controller, etc.). For early or growth stage businesses, where the CEO or Owner is too busy to properly manage a bookkeeper and ensure that critical financial insights are being generated each month, that’s where GCSS comes in. We will manage your bookkeeper (and provide one if necessary) but also add much more value.
GET EXPERIENCED AND SOPHISTICATED MANAGEMENT OF FINANCE.
With GCSS your small or mid-sized company can enjoy strategic advice and financial execution powered by a team with decades of combined finance experience at leading financial services firms.
PAY FOR WHAT YOU NEED--AND NO MORE--AND SAVE MONEY.
Growing companies often overspend on unnecessary CFO or Controller talent, or hire fulltime personnel when all they need is someone a few hours a day. By outsourcing this function you can secure more experienced and skilled professionals to be your finance team (or supplement the one you have in-house) and do better work, often for less money.
BE A PRIORITY CLIENT, NOT A NUMBER ON A VERY LONG LIST.
Some outsourced financial consultants, fractional CFOs or accountants provide such services for dozens, hundreds, or even thousands of clients. Doing so generates a lot of revenue for them, but it makes it impossible for a small or mid-sized client to be a priority. Green Circle Strategic Services (a division of Green Circle Capital Partners) is a true boutique, where every client engagement is directly managed by a senior professional.
Do you want to position your Company to raise capital and secure A-list customers? In order for your business to best forecast its needs and grow engaging sophisticated and long-term support on finance is critical.
Finance Professionals
Mike Vieten, CFA, Mng. Director
Mike Vieten, CFA, Mng. Director
Mike Vieten, CFA, Mng. Director
Mike has 15+ years of experience investing in, operating, and advising innovative businesses. He has led investments in numerous private companies, and has advised dozens of other businesses across key financial and strategic capabilities. Prior to launching GCSS, Mike helped start a Pizza Hut franchise in Sub-Saharan Africa. Mike was r
Mike has 15+ years of experience investing in, operating, and advising innovative businesses. He has led investments in numerous private companies, and has advised dozens of other businesses across key financial and strategic capabilities. Prior to launching GCSS, Mike helped start a Pizza Hut franchise in Sub-Saharan Africa. Mike was responsible for helping set up the company’s corporate infrastructure in Cape Town and getting the initial group of stores open in South Africa, Botswana, & Nigeria. Previously, Mike worked as an equity research analyst covering the restaurant and food verticals at Stifel Nicolaus and Cowen and Company. He is a CFA charterholder and received his MBA from Columbia Business School, and his Bachelor of Science degree from Columbia University’s School of Engineering and Applied Sciences.
Bakley Smith, CFA, Director
Mike Vieten, CFA, Mng. Director
Mike Vieten, CFA, Mng. Director
Bakley Smith, CFA is a Chartered Financial Analyst with nearly 25 years of experience in consumer facing businesses. As a Director at Green Circle Capital, he heads up the financial diligence efforts and proprietary research reports. He functions as an outsourced CFO and advisor to clients, preparing financial models, overseeing financi
Bakley Smith, CFA is a Chartered Financial Analyst with nearly 25 years of experience in consumer facing businesses. As a Director at Green Circle Capital, he heads up the financial diligence efforts and proprietary research reports. He functions as an outsourced CFO and advisor to clients, preparing financial models, overseeing financial reporting, and presenting key sales and profitability metrics. He also functions as internal CFO for the group, overseeing bookkeeping. tax preparation and other administrative items. Prior to Green Circle, he was CFO at TestingMom, a high growth, online education service, where he managed online ad reporting in addition to traditional financial tasks. Before that, Bakley had a ten-year career as an equity research analyst with Bank of America and then Jefferies Group. He is a graduate of Wesleyan University and lives in the Atlanta area with his wife and two daughters.
Rob Leichman, Director
Francesco Lorenzetti, VP
Francesco Lorenzetti, VP
Rob has been in the food and beverage industry for over thirty years providing consultative services to both emerging and established Consumer brands. Rob has extensive experience with financial modeling and forecasting, cost analysis, pricing strategy, sales and trade spend forecasting and analysis and procurement. He has deep and esta
Rob has been in the food and beverage industry for over thirty years providing consultative services to both emerging and established Consumer brands. Rob has extensive experience with financial modeling and forecasting, cost analysis, pricing strategy, sales and trade spend forecasting and analysis and procurement. He has deep and established relationships with buyers in every major distribution channel and long-standing sales relationships with retailers. Rob works with pre-revenue brands to develop effective go-to-market strategies, assists established brands to navigate retailer, distributor, co-packer, and designer relationships, and helps multinationals tap into growing domestic consumer trends.
Francesco Lorenzetti, VP
Francesco Lorenzetti, VP
Francesco Lorenzetti, VP
Francesco graduated from New York University’s Stern School of Business with a bachelor’s degree in finance. He has worked in various finance funbctions at Green Circle for five years. Prior to joining Green Circle he was a wealth management intern at UBS’ headquarters. “Cesco” is an athlete and continues to take a keen interest in nutr
Francesco graduated from New York University’s Stern School of Business with a bachelor’s degree in finance. He has worked in various finance funbctions at Green Circle for five years. Prior to joining Green Circle he was a wealth management intern at UBS’ headquarters. “Cesco” is an athlete and continues to take a keen interest in nutrition, personal fitness, playing basketball, and going to sports events. At Green Circle, Francesco assists with research, financial modeling, marketing, and admin. He loves playing a part in helping young, conscientious brands to achieve their goals.
preferred vendor network for referrals
Our extensive network includes:
•Sales & Distribution
•Product dev & food safety
•Strategic consulting
•Publicists
•Marketing/branding
•DTC and digital marketing
•Corporate and IP attorneys
•Regulatory attorneys and compliance advisers
•Insurance
•Recruiters
•Asset-based lenders