Books that reconcile, financial statements you can actually trust, and hands-on leadership when the company needs more oversight than it currently has.
Hands-on financial leadership during a transition, a gap, or a period that needs more oversight than you currently have — without committing to a full-time hire before you're ready to.
Getting the fundamentals right — accurate books, clean reconciliations, and financial statements you can actually trust when it's time to make a decision or answer to a lender, investor, or board.
Getting the books, reconciliations, and documentation ready before a first audit or a public-readiness review — the work that has to happen before your auditors ever walk in the door.
Forecasting, tax exposure, and manual processes — the operational stuff that quietly breaks as a company scales faster than its infrastructure.
Building the financial planning process a growing company doesn't have yet — or fixing one that's stopped working — so decisions get made against real numbers, not guesses.
Sorting out unfiled sales and business tax obligations across states — the kind of exposure that builds up quietly when a company scales faster than its compliance does. Not tax return preparation or attest services.
Replacing manual, error-prone processes with systems that hold up as the company scales — AP and AR automation, journal-entry and general-ledger workflows — so the close doesn't get harder every time the business gets bigger. Where AI tools genuinely fit, I help evaluate and integrate them; where they don't, I'll say so.
Acquisitions, divestitures, and board-level financial strategy — work where there's rarely a second chance to get it right.
Financial integration after an acquisition, or preparing the numbers cleanly for a sale or carve-out — work where timing matters as much as accuracy.
Strategic financial guidance at the level a board or ownership group needs — capital structure, financial strategy, and judgment built over thirty years across public and private companies.
Not every situation fits neatly into a category. If it's a financial problem that needs an experienced hand and doesn't have an obvious owner, that's usually exactly the kind of work this is for.
Tell me briefly what's going on, and we'll figure out together which of these it actually is — or whether it's something else entirely.