Your business deserves financial strategies that ensure stability and propel growth. Meet your new CFO partner, a professional service built on a foundation of extensive corporate finance experience, tailored specifically for small—to medium-sized businesses like yours.
Our goal is to transform your financial processes, enhancing clarity and driving accountability across all aspects of your business.
We understand the unique challenges and opportunities that come with running smaller enterprises. Our ideal customers are businesses looking for:
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:
Qualifications
Provided analysis support for medical device manufacturer, providing ongoing cash flow monitoring and reporting. When the company was acquired, stepped in as interim Controller/CFO, completed major cleanup of their books, getting them to public company standards. Implemented 5-day close process for consolidation and reporting. Transitioned work and updated balance sheet to new controller for ongoing operations.
Took a hospitality company's books to the next level. Organization had clean books with conscientious bookkeeping. Using Fathom, coupled with QuickBooks, devised a system for consolidating the books on a monthly basis for timely management reporting. Further, developed first-ever budget to provide a roadmap for success and relevant discussion of operations. Finally, devised a method for segmenting and forecasting the business, then transitioned financials, with more than $11M in revenue, to full-time employee for ongoing operations.
Provide ongoing statistical, operational analysis for a manufacturing service company, analyzing the predictive value of their service. Identify opportunities to improve and work with a data scientist to further refine their product.
Provide annual review and cleanup of financials for a single-member LLC. Review annual profit and loss to ensure that taxes are filed accurately, taking appropriate deductions and reviewing areas that get increased scrutiny to ensure proper documentation (e.g., mileage). File taxes electronically using ProConnect software, enabling instant filing and annual payment plan. Research areas in question to ensure compliance.
Took a small manufacturer off of an existing Peachtree system and transitioned to QuickBooks Online. Researched and recommended tools to implement with QuickBooks to enable job order costing.
Working on a contract basis with a large company, enable transition from legacy systems to SAP and SAP Analytics Cloud (SAC) for ongoing management reporting and analysis. Provided input on standard reports as well as developing competencies in Excel add-in tools for ad-hoc reporting.
821 E Washington Ave, Suite 200
Madison, Wisconsin 53703
608-217-4979
