Craig Levin
Done For You Business Financial Management for Owners who need a part time CFO
- Role
- Founder at 3d Consulting
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Craig Levin
WHAT I DO: I help Small Business Owners improve profitability and make quicker, data-driven decisions by providing \"Done For You\" financial management services. WHERE YOU\'VE SEEN ME: LinkedIn YouTube Podcasts Fortune 50 LeadershipWHAT CLIENTS SAY:\"Craig helps us monitor and manage our cash position, is a solid sounding board for large strategic decisions, gives us financial guardrails that we can operate within, and is a strategic member of our team that helps us accelerate our growth, responsibly.\" – Cody Sandone, Small Business Owner \"Craig has been a huge asset to our family cannabis retail business. Like many small businesses, we lacked financial leadership and processes but found that while working with Craig. He completely turned our business around \" – Chris Shreeve, Small Business Owner \"Craig went above and beyond my expectations in modeling the profitability of our various product lines (wholesale and direct to consumer) and highlighted areas that were negatively impacting our processes and bottom line.\" – Llance Kezner, Small Business Owner MY STORY: In 2020 when COVID hit, I quit my safe, 6-figure day job to work from home offering financial management services to small business owners struggling to manage their cash and understand their bottom line.Within a year, I replaced my corporate paycheck – all by executing the financial planning and analysis best practices I learned as a Finance Manager and then Director at Verizon Wireless, and as the COO/CFO of a $20M small business.Since then, 3D Consulting has grown to serve greater than 25 clients in multiple industries. MY COMPANY: 3D Consulting was named for my three daughters (The 3 D’s) since most of the revenue ends up supporting them anyway. What began as a one-man operation has grown into a dynamic team of 3 talented individuals with experience working for Fortune 50 companies like Verizon Wireless, and various small businesses. SERVICES WE PROVIDE:Cashflow analysis, forecasting, and optimization.Budgeting, planning, and projections.Reporting and dashboards.WHAT MAKES US DIFFERENT: We don’t just update spreadsheets and pump out Quickbooks reports. Instead, you get a high-touch, U.S-based team that has run businesses like yours before and understands what it takes to grow revenue and profitability. We mentor, educate, and help you grow your business successfully and profitably. Ready to talk? Contact me any way that you prefer:Text or call 20••••••90Email me at C••••@3DConsultingCo.comor Message me through LinkedIN
Experience
Founder
May 2020 — Present · Seattle, WA, US
Education
Seattle University
Master's degree, Finance
UW Foster School of Business
Bachelor's degree, Marketing
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