Experienced Financial Leadership — Working Directly With You

How I Work

My approach is practical and hands-on. I don’t operate as a distant advisor — I work directly with clients and stay closely involved in the details.

Depending on the situation, that may include:

  • Owning month-end close and financial reporting

  • Cleaning up and stabilizing accounting records

  • Improving cash flow visibility and forecasting

  • Building budgets, financial models, and executive reporting

  • Designing and implementing internal controls

  • Supporting lenders, investors, and external auditors

My goal is always the same: provide clear, dependable financial information that leadership can trust and act on.

I’m a CPA and finance leader with over 16 years of experience helping businesses across the U.S. gain clarity, control, and confidence in their financials.

I work remotely with founders, business owners, and leadership teams who need experienced CFO or Controller support but don’t yet need — or want — a full-time hire. My role is to step in, take ownership of the finance function, and provide clear, reliable financial information that supports sound decision-making.

Over the course of my career, I’ve supported companies in a wide range of industries and business models, working effectively with teams regardless of location. My experience spans manufacturing, construction, retail, and professional services, where practical execution and dependable reporting matter most.

I began my career in public accounting, where I worked in audit and developed a strong foundation in GAAP, financial reporting, and internal controls. I later moved into industry and consulting roles, serving as a Controller and CFO for small to mid-sized businesses.

Over the past decade, I’ve worked primarily in a fractional capacity, helping companies strengthen their financial operations without the overhead of a full-time executive. This model allows clients to get senior-level experience, flexibility, and focus — exactly where and when it’s needed.

Who I Work With

I typically work with:

  • Small to mid-sized companies without in-house CFO leadership

  • Organizations experiencing growth, complexity, or transition

  • Business owners who value clarity, accountability, and practical solutions

Engagements may be project-based, interim, or ongoing, depending on the needs of the business.

Background

How I Price My Work

I work on an hourly basis at a fixed, transparent rate that reflects the scope and nature of each engagement.

Comparable services are often delivered by large accounting firms at significantly higher effective rates due to internal overhead and layered staffing models. As an independent advisor, I’m able to provide senior-level CFO and Controller support without that overhead—allowing clients to receive experienced financial leadership at a far more practical cost.

Next Steps

If you’re looking for experienced CFO or Controller support — whether for a specific project or ongoing leadership — the best next step is to get in touch.

You can reach me by email or use the contact form (on the home page) to start a conversation, and we can schedule time to talk if it makes sense.

This is not a sales call — just an initial conversation to understand your situation and see if I can help.