I’ve spent over 30 years building, leading, and advising businesses, nonprofits, and entrepreneurs.
While my foundation is CPA-level finance, my strength — and where I do my best work — is with people: clients, leadership teams, partners, vendors, and community stakeholders.
What you'll see below is ways that I translate complex financial realities into clear business decisions, build trust quickly, and help organizations move forward with confidence.
I help organizations grow, connect, and operate more effectively by combining people-first leadership with deep financial insight.
I step in when the numbers matter and time is limited — helping leaders understand what’s real, what’s actionable, and what needs to happen next.
I don't just do the work, I create and SOPs and design workflows that reflect how organizations actually operate — so those who follow have a roadmap to follow.
I work where finance meets business, building relationships, supporting entrepreneurship growth through financial foundations and collaboration.
No systems? No problem! I bring COO-level thinking with a CFO mindset, supporting leaders through analysis, judgment, and clear direction.
I’m most effective in external-facing, relationship-driven roles where judgment, communication, and credibility matter.
$700K IRS Error Resolution: Detect and correct high-stakes tax liabilities for construction clients under levy threat, protecting cash flow.
Owner Equity & Financing Management: Separate personal funds, owner investment, and loans for subdivision projects; maintain accurate balance sheets reflecting current equity.
Cash Flow Forecasting & Projections: Build QuickBooks-based cash flow forecasts for legal and strategic planning, providing real-time financial clarity.
Project Accounting & Job Costing: Implement bookkeeping systems for subcontractors and small crews; ensure accurate project-level P&L and reporting.
Tech & Remote Operations: Migrated and manage web-based practices with multi-state teams; implement cloud portals, mobile reporting, and SOPs.
Team Training & Support: Deliver concise QuickBooks/Xero training to contractor teams, ensuring accuracy, compliance, and visibility.