Fractional CFO Leadership
Strategic financial leadership without the full‑time CFO cost.
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Executive‑level financial oversight
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Strategic planning + forecasting
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Board‑ready reporting and insights
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Cash‑flow visibility & long‑term financial strategy
FP&A + Operational Finance
Turn your financial data into clarity, discipline, and predictable performance.
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Budgeting, forecasting & scenarios
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KPI dashboards & performance trackin
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Operational efficiency & cost control
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Monthly reporting & financial structure
Cash Flow & Profitability Optimization
Build a business that runs on clarity, not chaos.
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Cash‑flow modeling & short‑term forecasting
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Margin analysis & pricing insigh
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Profitability improvement plans
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Working capital management & financial discipline
THE A&A APPROACH
Awake & Aware is built on a simple belief: clarity and discipline create better decisions. We deliver executive‑level financial oversight, strategic planning, and forecasting without the full‑time CFO expense. Our approach turns complex operations into clean, actionable insight so leaders can move with confidence.
Awake & Aware reflects the way we lead finance: fully engaged, fully informed, and fully aligned. It’s the discipline of seeing the business clearly, understanding what the numbers are saying, and acting with intention. We provide the structure, visibility, and financial leadership that help businesses grow sustainably
Clarity
We cut through noise and make your numbers easy to understand — what’s happening, why it’s happening, and what it means for your next move.
Structure
Strong systems create strong businesses. We build the processes, reporting rhythms, and financial discipline that keep your operations aligned and predictable.
Action
Insight only matters when it drives results. We translate data into decisions and decisions into execution so progress becomes intentional, not accidental.
Sustainable Growth
With clarity, structure, and disciplined action, businesses grow with purpose — not pressure.
SERVICES
Fractional CFO Leadership
Strategic financial guidance without the full‑time CFO cost. • Executive‑level financial oversight • Strategic planning & forecasting • Board‑ready reporting and insights • Cash‑flow visibility & long‑term financial strategy
FP&A & Operational Finance
Turn your financial data into structure, discipline, and predictable performance. • Budgeting, forecasting & scenario planning • KPI dashboards & performance tracking • Operational efficiency & cost control • Monthly reporting & financial structure
Cash Flow & Profitability Optimization
Build a business that runs on strong cash flow and healthy margins. • Cash‑flow modeling & short‑term forecasting • Margin analysis & pricing insight • Profitability improvement plans • Working‑capital management
Finance Function Transformation
Finance Function Transformation Full redesigns of your finance operations — processes, systems, and reporting — built for clarity and scale. • End‑to‑end process redesign • Systems & workflow modernization • Reporting frameworks that support growth *End‑to‑end process redesign for clarity and efficiency *Systems and workflow modernization that supports growth *Reporting frameworks that drive accountability and informed decisions
E‑Commerce Financial Leadership Inventory clarity • margin optimization • cash discipline • forecasting • SKU performance
WHAT YOU CAN EXPECT
At Awake & Aware, you get more than financial reports — you get a partner who brings order to the chaos. My work is grounded in clarity, transparency, and steady leadership so you can make decisions with confidence.
What you can expect:
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Clear, actionable financial insights
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Honest communication and a no‑nonsense approach
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Systems that reduce stress and increase control
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A partner who treats your business like their own
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Discipline, structure, and accountability that drive results
MEET THE FOUNDER
Angel Ramos
Founder of Awake & Aware (A&A) Financial Solutions
As a fellow founder, I know how challenging it can be to make big decisions without clear financial insight. Over the last 20+ years, I’ve led financial transformation and FP&A teams at organizations like ASME, KPMG, Sysco, and AeroFarms — helping leaders bring structure, discipline, and clarity to fast‑moving operations. That experience shapes the way I support founders today: practical, steady, and focused on what actually drives the business forward.
At A&A Financial Solutions, our team brings the knowledge and experience to structure your financial needs, simplify complexity, and help you move forward with confidence.
We work with:
• Founders ready to scale with intention
• Businesses rebuilding or modernizing their finance function
• Teams that want clearer reporting, stronger cash flow, and better decision‑making
Specializing in e‑commerce, construction, and service‑based businesses. My approach is calm, structured, and grounded in real‑world experience — not theory.
If you’re ready to bring more clarity and control to your business, let’s talk.
WHO WE SERVE
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E‑commerce brands scaling past $500K–$5M
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Inventory clarity, margins, cash flow, SKU performance
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Specialty‑trade construction businesses
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Job costing, project cash flow, vendor discipline
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Service‑based founders needing clarity and structure
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Pricing, forecasting, operational clarity
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RESOURCES
Self‑Help Finance Tips:
1. Check your bank balance every Monday:
Look at what came in, what went out, and what’s coming up. Keeps you ahead of surprises and gives you control.
2. Separate business and personal money:
Use a dedicated bank account and card for the business. Makes everything clearer and easier to manage.
3. Write down all bills and due dates:
Track rent, payroll, subscriptions, vendors, etc. Avoids late fees and last‑minute stress.
4. Keep all receipts in one place:
Use a phone folder, envelope, or drawer. Makes tax time 10x easier.
5. Review your top 3 expenses monthly Ask:
Do I need this? Can I get it cheaper? Small savings add up quickly.
6. Set aside money for taxes:
Save a small percentage every time you get paid. Prevents the “tax surprise” many owners face.
7. List what you sell and what it costs you:
Two columns: price vs. cost. Shows what’s profitable and what isn’t.
8. Pay yourself something regularly:
Weekly or monthly, even if small. Builds discipline and personal stability.
9. Review your prices once a year:
Adjust based on costs and value. One of the fastest ways to improve profit.
10. Do a monthly “money check‑in”.
Review bank balance, bills, sales, and expenses. Keeps you organized and reduces chaos.
VE LOS NÚMEROS. DA FORMA AL FUTURO
Decisiones más claras. Resultados más fuertes. Un camino financiero que no tienes que recorrer solo.
En Awake & Aware (A&A) Financial Solutions, acompañamos a dueños de negocio que buscan claridad, tranquilidad y una guía financiera que se sienta humana. Te ayudamos a entender tus números y tomar decisiones con confianza, sin estrés ni complicaciones.
En A&A Financial Solutions, trabajamos para apoyarte con claridad, disciplina y una comunicación sencilla. Nuestro equipo ha ayudado a muchos dueños de negocio a organizar sus finanzas, mejorar su rentabilidad y avanzar con seguridad. Nuestro enfoque es cercano, práctico y sin juicios — aquí no estás solo.
Aquí es donde puedo apoyarte:
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Dirección Financiera Fraccionada: Acompañamiento estratégico sin contratar un CFO a tiempo completo.
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FP&A y Finanzas Operativas: Presupuestos, proyecciones y análisis que te ayudan a tomar decisiones más claras.
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Flujo de Caja y Rentabilidad: Modelos simples y planes prácticos para fortalecer tu negocio desde adentro.
Claridad, apoyo y decisiones que te hacen sentir seguro.
Si prefieres hablar en español, estoy aquí para ayudarte. Agenda una consulta y demos el primer paso juntos.