• Fractional CFO & Controller Services – Act as your part-time finance executive, managing everything from strategic planning and capital structure to cash flow oversight and operational controls. I provide continuity in leadership during transitions and help stabilize finance teams under pressure.

• Financial Modeling & Forecasting – Build scenario-based, interactive models that incorporate market trends, operational KPIs, and risk variables. These tools enable you to anticipate challenges, seize opportunities, and present credible projections to investors and stakeholders.

• M&A Advisory & Due Diligence – Lead both buy-side and sell-side financial due diligence, analyzing target company financials, identifying synergies, and creating post-transaction integration roadmaps that protect and grow enterprise value.

• Systems Implementation & Optimization – Evaluate your current tools and processes, select the right ERP/financial platforms, and lead implementation to ensure automation, scalability, and accurate reporting.

• Audit & Compliance – Prepare your organization for external audits with thorough pre-audit cleanups and documentation. Ensure compliance with GAAP, IFRS, SOX, ASC 606, ASC 842, and other relevant standards.

• Revenue Recovery & Cost Optimization – Conduct deep audits of billing, contracts, and operations to uncover lost or delayed revenue. Identify inefficiencies and restructure processes to improve margins without sacrificing growth.

• Proven Turnarounds – I have recovered millions in unrecognized revenue, corrected multi-year accounting errors, and restored financial clarity in distressed situations.

• Hands-On Expertise – Every engagement is personally led and executed by me, ensuring you get consistent, high-quality outcomes and a true partner who understands your business in depth.

• Strategic Growth Partner – I’ve helped companies secure funding, enter new markets, and scale operations while maintaining healthy financial foundations.

• Operational Transformation – From reducing month-end close cycles from weeks to days to implementing robust ERP systems, I create finance functions that are agile and resilient.

• Cross-Industry Insight – My diverse background across technology, e-commerce, manufacturing, and creative industries allows me to bring innovative best practices tailored to your unique challenges.

• Trusted Advisor – Known for direct, transparent communication and the ability to translate complex financial information into clear, actionable strategies that drive results.

• Outcome-Oriented Approach – I measure my success by your success, focusing on delivering tangible improvements in profitability, efficiency, and decision-making.

Every engagement begins with a deep dive into your business model, financial health, and operational workflows. From there, I deliver actionable strategies backed by data, ensuring finance is a driver of, not a barrier to, growth.

Whether you need part-time executive finance leadership, short-term project support, or guidance through a transaction, I personally tailor my services to fit your goals.