Fifteen plus years in public accounting, private equity, and finance leadership, now helping growing companies straighten out their books, get audit and tax ready, and automate the close with AI.
Engagements scoped to exactly where your books stand today — hands-on when things are messy, strategic once they're not.
Reconcile backlogged accounts, correct misclassifications, and bring financials current and accurate.
Ongoing close, reporting, and internal controls — at the strategic or execution level, on a part-time basis.
Schedules, PBC lists, and documentation organized so your CPA firm's work goes faster and costs less.
Automated workflows for journal entries, reconciliations, and reporting — built and documented for your team.
A candid look at where the books stand, what's urgent, and what the engagement needs to cover.
Fixed-fee or monthly retainer, scoped and documented before any work begins.
Reconciliations, corrections, and process fixes to bring the close current.
AI-driven workflows built and documented, so the close stays clean going forward.
Businesses that have outgrown a bookkeeper but aren't ready for a full-time finance department — or need to be audit-ready fast.
A short call is usually enough to scope the work and figure out if it's a fit.