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Fractional Controller / CFO Services


Meet your CFO Partner

Welcome to my professional space! After working in several corporate finance roles, ranging from planning and analysis, P&L management, treasury, and controllership, I knew I wanted to work with small to mid-sized businesses where I could make more of an impact. So, I earned my CPA license and transitioned to private practice.

It's been a great road so far. The following are a few examples of businesses that I've worked with:

- Controller/CFO of a growing hospitality company: Developed budgeting process, monthly review process, and management reporting. Presented to Board of Directors.

- Controller/CFO of a recently-acquired manufacturing company: Cleaned up books to public company standards and successfully transitioned to new divisional CFO.

- Controller of a cash constrained manufacturer: Developed detailed cash flow management tools/schedule and managed cash budgeting. 

- System implementation lead: Transitioned manufacturer off of legacy accounting system and onto QuickBooks Online.

- Controller of growing IT company: Cleaned up books, developed estimated tax schedule for single-member LLC and ongoing close, P&L, and planning support. 

- Financial analyst: Took existing financials for rapidly-growing service provider, built out a five-year model with detailed assumptions and valuation.


- Certified Public Accountant (CPA)

- Master of Business Administration (MBA)

- Certified Management Accountant (CMA)

- QuickBooks ProAdvisor

Who We Serve

Our ideal customer:

- Is a small to medium-sized business that wants to operationalize its finance processes to enhance understanding and drive accountability.

- Believes in open communication, is open to process improvement, and mutual respect.

- Is open to working with a veteran-owned business 


Get Started Today!

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