25+ years of trusted experience standing up, turning around, and
formalizing $M to $B finance organizations with scale, delivering
sustainable growth potential, minimizing risk, and reducing fraud.
CPA (Certified Public Accountant)
CIA ( Certified Internal Auditor)
CFE (Certified Fraud Examiner)
Big 4 Accounting
I know running a business can be fast-paced and scary with many moving parts. That's why my goal is to provide an experience that is tailored to your company's needs and budget.
Please contact me for a free initial consultation.
CPA • CFE • CIA • Big 4 Accounting
I am the founder of Chief Financial Advisors, who is a Certified Public Accountant, Auditor, and Forensic Accountant with extensive experience improving financial reporting, accounting operations, and finding or reducing fraud. I provide fractional controller or CFO services for small to mid-size businesses assisting owners with financial oversight.
Many businesses I have helped already have a bookkeeper, and I oversee that work, provide another layer of control, or handle special projects and reporting. I can also provide the basic bookkeeping or varying levels of support according to your budget.
Please do not hesitate to contact me to discuss the possibilities. If I cannot help you directly, I can help you find a better fit or another solution.
> Audit Readiness
> Business Process Design & Improvement
> Cash Flow Forecasting
> Cash Flow Management
> Cost Reduction / Savings Analysis
> Due Diligence
> Finance Function Organizational Planning
> Financial Management
> Financial Reporting
> Forensic Reviews
> Fraud Prevention
> Mergers & Acquisitions (M&A)
> Policies & Procedures
> Preparing Business for Sale
> System Implementations
> Team Building & Mentoring