Services
From start-up to preparing for exit — for PE-backed, private, and public companies that need to level up, I deliver hands-on financial leadership that drives results.
Full-scope accounting oversight including month-end close, financial reporting, consolidations, and technical accounting. Deep expertise in ASC 606 revenue recognition and complex accounting standards ensures your books are accurate and audit-ready.
Step-in CFO leadership for companies in transition — whether you're scaling, fundraising, restructuring, or between hires. Strategic financial guidance backed by C-suite experience.
End-to-end SEC reporting including 10-K, 10-Q, S-1, and proxy filings. I've guided companies through the most complex regulatory challenges, from IPO readiness to building and managing ongoing public company reporting programs.
ERP implementation, system migration, and technology optimization across platforms like NetSuite, SAP, Oracle, and more. I build the infrastructure your finance team needs to scale.
I identify inefficiencies and redesign workflows to save time and money. From offshore team buildouts to automated reporting, I've driven millions in cost savings across organizations.
Complex accounting issues and transactions require deep expertise. I provide technical accounting guidance, memo preparation, and transaction support across the most challenging standards, ensuring your positions are well-supported and audit-ready.
From coordinating annual audits to supporting acquisition due diligence, I bring structure and expertise to your most critical review processes. I analyze complex transactions, run RFPs for tax and audit firms, and ensure your organization is prepared and protected.
Sound Familiar?
Whether you need interim leadership, SEC expertise, or a complete process overhaul, let's discuss how I can help your organization succeed.
Based in Tampa, FL — serving clients nationwide and internationally