FreshTrax Consulting

The firm combines strategic finance, operational consulting, and platform architecture expertise. Services span:

• Fractional and interim CFO leadership
• Financial planning, budgeting, and forecasting
• Financial modeling and analysis
• Turnaround and restructuring support
• Operations and workflow optimization
• Platform and systems architecture strategy

Who we serve

• Small to medium-sized businesses, generally up to about $20M in revenue
• Early-stage companies building out professional financial and operational structures
• Growing companies that need experienced financial leadership without hiring a full-time CFO
• Entrepreneurs and small business owners seeking strategic financial guidance and operational efficiency

FreshTrax serves clients in Colorado and beyond and works with companies across sectors including technology, financial services, consumer products, and other growing industries.

Locations

FreshTrax Consulting is based in Colorado and has offices in:

• Denver, Colorado (headquarters)
• Austin, Texas

The Denver office is located in the Backyard on Blake building in the RiNo district.

Client experience and philosophy

• Focus on helping entrepreneurs and small business owners succeed
• Emphasis on strategic business planning, operational efficiency, and clear reporting
• Consulting engagements are tailored and can scale with the client's stage and needs

Specific pricing, engagement structures, and scheduling details are not published and should be confirmed directly with FreshTrax Consulting.

Examples of financial services provided include:

• Company controller services
• Financial reorganization plans
• Leadership on financial policies, procedures, and amendments
• Creditor and debt management support
• Business valuations and fair market business valuations
• Oversight of company transaction processing
• Acquisition and divestiture management
• Budgeting and forecasting
• Financial modeling and analysis

These services are designed to give growing companies access to experienced financial leadership without hiring a full-time internal team.

Interim CFO and turnaround support

FreshTrax also supports companies that need interim CFO leadership or are navigating challenging situations, including:

• Restructuring strategies
• Reorganization plans
• Debt negotiation
• Troubled-company refinancing support
• Change management
• Risk management
• Strategic business planning
• Buyer and seller due diligence support
• Financial statement and management reporting
• Profit improvement initiatives and cost controls

Engagements are tailored to each company's situation. The website does not publish specific engagement terms or pricing; these should be confirmed directly with FreshTrax Consulting.

FreshTrax Consulting provides platform and operating services that focus on improving how a business runs day to day and how its systems work together end to end.

Lean Six Sigma approach

Engagements in this area typically follow a structured, Lean Six Sigma–inspired approach:

1. Discovery

• Review company structure
• Assess current systems and quantify inputs and outputs
• Discuss business needs and key challenges
• Outline scope and determine the consulting structure

2. Analysis and strategy

• Process map existing workflows
• Identify potential root causes of issues and inefficiencies
• Hypothesize and evaluate solutions
• Define communication and change-management plans
• Revise and review the recommended approach

3. Implementation

• Support vendor selection and contract negotiation
• Outline the future-state process and test solutions
• Create standard operating procedures and provide training
• Develop an implementation plan and launch the full solution

4. Transition and sustainability

• Generate reports and dashboards to sustain improvements
• Conduct post-launch review
• Measure project success and refine where needed
• Finalize the transition and handoff to the business

Platform architecture and operating efficiencies

FreshTrax helps business owners realize their performance potential by building an unbiased, end-to-end view of the company's value chain and operations. Typical focus areas include:

• Clarifying and documenting core processes
• Identifying and removing bottlenecks
• Designing more efficient workflows
• Aligning systems and tools with business goals

These services are well-suited for:

• Operating focused: Early-stage businesses scaling up and professionalizing their operations
• Performance leader: Businesses at any stage looking to improve operational success through stronger reporting and dashboards
• Generalist: Mid-stage growing businesses that need to improve their technology stack and streamline client experience
• Growth champion: Businesses planning rapid or inorganic growth that need external strategic insight and thought partnership

Salesforce optimization and data analytics

FreshTrax also provides CRM and data-focused services, including:

• Historical review and forecasting for CRM strategy
• Designing and implementing streamlined CRM processes
• Establishing KPI targets, advanced reports, dashboards, and business process automation
• Managing users, data, and security (for example, in Salesforce sales, service, and marketing clouds)
• Creating workflows and processing queues
• Aligning CRM with business priorities and integrating with third-party tools such as data feeds, DocuSign, and billing systems.

Specific project scopes and deliverables are customized to each client and should be discussed directly with FreshTrax Consulting.

• Address: 2399 Blake Street, Suite 160, Denver, Colorado 80205
• Building: Backyard on Blake

Additional office

The company also notes an office presence in Austin, Texas. (The website does not list a specific street address for the Austin office.)

General contact information

For general inquiries and new engagements:

• Email: info@freshtraxconsulting.com
• Phone: +1 (303) 885.9551

Business hours and scheduling

The website does not publish specific business hours. Prospective and current clients should contact FreshTrax Consulting directly by email or phone to discuss availability and schedule meetings or consultations.

Lists Austin, Denver, Reno, and Elko as a location. Names Colorado and Texas as a service area. Areas beyond these are not published.

• Small to medium-sized businesses, generally up to about $20M in revenue
• Early-stage companies that are scaling and professionalizing their finance and operations
• Mid-stage and growing companies that want to improve systems, reporting, and workflows
• Entrepreneurs and small business owners seeking strategic financial guidance

Clients span industries such as:

• Technology and SaaS
• Financial services
• Consumer products and other growth-oriented businesses

(Industry examples are drawn from team bios and case descriptions; FreshTrax may also serve other sectors.)

Types of engagements

FreshTrax structures its work around flexible, scalable consulting relationships, which can include:

• Fractional and contract CFO services
• Interim CFO leadership during transitions or special situations
• Project-based financial consulting (e.g., budgeting, forecasting, modeling)
• Turnaround and restructuring engagements
• Platform architecture and operating efficiency projects
• CRM optimization and reporting/dashboard initiatives

The specific scope, duration, and structure of each engagement are customized. Details such as pricing, minimum commitment, and meeting cadence are not listed on the website and should be confirmed directly with FreshTrax Consulting.

• Ted Leonard – Founder and Managing Partner

Focus: fractional and contract CFO leadership and overall firm management. (Profile summary based on the company's description on the main site.)

• Katharine Leonard – Managing Partner, Infrastructure Strategy and Execution

Focus: operational strategy, process improvement, Lean Six Sigma–based execution, and platform and operating services. Her background includes significant experience improving day-to-day operations, redesigning workflows, and implementing reporting and dashboards for financial services and technology companies.

• David Ramich – Managing Director

Background: over a decade of experience as CFO for consumer products and technology companies, plus investment banking and investing roles. Experience includes:

• M&A transactions and debt refinancing
• Lower middle market M&A (buy-side and sell-side)
• Private equity investing
• Serving as CFO for growth-stage companies in consumer products and SaaS

Contact for David Ramich

• Phone: +1 704.517.9698
• Email: dramich@freshtraxconsulting.com

Finance and analysis

• Jacob Stewart – Financial Analyst

Background: finance, accounting, and economics, with prior roles in global finance and healthcare accounting. At FreshTrax, Jacob leads bookkeeping and accounting and supports financial analysis.

Contact for Jacob Stewart

• Phone: +1 720.270.9436
• Email: jstewart@freshtraxconsulting.com

Business development

• Johnny Kelly – Director of Business Development

Background: more than a decade on Wall Street in private wealth management and experience in startup business development and fundraising. Supports clients with growth, strategic partnerships, and capital-raising efforts.

Contact for Johnny Kelly

• Phone: +1 917.755.2402
• Email: jkelly@freshtraxconsulting.com

For general inquiries or if you are unsure whom to contact, use the main email (info@freshtraxconsulting.com) or main phone number listed in the "Contact Details and Locations" document.

Ask anyway — the agent will say plainly that it is not published rather than guess.