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.
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 successors have a roadmap to follow.
I work where finance meets business, building relationships, and fostering business 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 translate complex financial realities into clear business decisions, build trust quickly, and help people and organizations move forward with confidence.
Government & Nonprofit Sector
Discovered $30,000 of unpaid payroll taxes by predecessor accountant for a New Orleans nonprofit.
Helped City of New Orleans document compliance with HUD record-keeping regulations and complete several years of annual audits.
Performed 18 months of bank reconciliations, enabling Orleans Parish School Board to report a final cash figure for its annual audit.
Private Sector & Industry
Detected $700K accounting error for construction client under IRS levy threat, and advised on remediation to protect cash flow
Helped an Airport contractor automate the monthly closing process for its five locations, reducing monthly closing time from 2 1/2 months to just 3 days.
Corrected commingling of loan, personal and investor funds for New Orleans subdivision developer, updating balance sheet and implementing best-practice standard operating protocols.
Created full set of 2025 financials and cash flow projections in 3 days for out-of-state builder facing a court date. Used QuickBooks Online, Zoom, Google Workspace, and client portal.
Built new QuickBooks company file and 12 months of financials enabling timely and accurate 2024 tax filing.
Scaled my own firm to over 250+ clients in 2014 with a team of four, operating remotely in two states by using cloud-based solutions.
Currently deliver QuickBooks/Xero/cloud-based training to managers, owner-operators, contractors, and subcontractor teams via one-on-one sessions, group workshops, or proprietary 30-minute online course.