Our Services
Let’s Move Your Business Forward
Whether you’re navigating a period of growth, preparing for a transaction, or simply seeking greater financial clarity, I’m here to help.
Ready to take the next step?
Let’s start with a conversation about your goals and how my strategic financial guidance can support your success.
Contact me today to schedule a discovery call.
Financial Transformation Services
Your finance function should be a catalyst for growth—not a constraint. I partner with you to assess and optimize your financial operations so they align with your business’s current stage and future trajectory.
My approach is comprehensive and collaborative, including stakeholder interviews, evaluations of your team and technology, and a deep dive into your processes and reporting workflows. Together, we develop a practical, prioritized roadmap to build a more efficient, scalable, and strategically focused finance organization.
These services are especially valuable for early-stage companies, businesses preparing for a sale, or those navigating post-acquisition integration—helping professionalize your finance and accounting processes to meet the expectations of investors, lenders, and acquirers.
Interim CFO and Financial Leadership
During periods of transition—whether you’re managing executive turnover, scaling operations, or searching for a permanent CFO—I provide the stability and expertise you need to move forward with confidence.
I focus on keeping your finance function running smoothly while advancing key initiatives such as financial reporting and analysis, investor and board preparation, M&A due diligence, and cash flow optimization. My goal is to ensure continuity, clarity, and momentum when you need it most.
Unlock Hidden Value with Strategic Support
Even if you have a strong CFO or a full leadership team, there are times when critical initiatives stall or hidden opportunities go unnoticed. You might find yourself thinking, “If only I had one more experienced partner to help move this forward...”
That’s where I come in. Through tailored professional service engagements, I provide experienced financial and strategic leadership to help accelerate outcomes, close gaps, and uncover untapped value within your organization. Whether you’re navigating complex decisions, driving a growth initiative, or simply seeking a fresh, objective perspective, I partner with your existing team to help you realize your full potential.
Contact Me
Interested in working together?
Please share a few details, and I’ll be in touch shortly. I look forward to hearing from you!