Stop scrambling for cash visibility. Build a finance operating system with clear signals, tight workflows, and automated reporting—so you can make decisions fast and execute without chaos.
Most companies don't have a finance problem—they have a decision infrastructure problem.
Replace month-old reports with daily and weekly decision signals that executives actually use.
Eliminate spreadsheet hell with automated dashboards that update themselves.
Install defined roles, cadence, and accountability—so everyone knows what's theirs.
Build forecasting and AR/AP controls that give you predictable cash visibility.
Unify fragmented data sources into a single source of truth you can trust.
Move from firefighting to proactive strategy with real-time KPI monitoring.
Eliminate tool sprawl with unified platforms and strategic migrations that reduce complexity.
Navigate organizational transitions with structured change management and adoption frameworks.
A simple rhythm: find the truth, install the system, run a cadence that stays clean.
High-resolution map of bottlenecks, data gaps, and the few levers that actually matter. You get a prioritized plan that's small enough to execute.
Days to 2 weeksInstall workflows, reporting, metrics, and automation—documented and owned. Your team knows exactly what to do and when.
2 to 8 weeksMonthly and weekly operating rhythm: close, forecast, KPI review, and improvement loop. Quiet, consistent control—no heroics required.
Ongoing partnershipNot more reports. Not more meetings. A clean system your team can run.
Close timeline, ownership model, and reporting rhythm that makes the business legible.
Define the few metrics that matter and wire them to leadership automatically.
AR/AP discipline, spend controls, and a forecast that operators trust.
Documented workflows and targeted automation where it reduces friction and risk measurably.
Build finance automation directly into your Microsoft ecosystem—Power BI, Excel models, and Power Automate workflows.
Organizational change, IT migrations, and platform consolidations—executed with clear ownership and minimal disruption.
Due diligence support, cross-functional liaison, and decision-making frameworks that align finance with operations.
Finance, designed as an operating system—not overhead. I integrate accounting, tax strategy, financial reporting, operational metrics, and project management into one coherent system, supported by automation and AI, so profitability is driven intentionally, not discovered after the fact.
Tell me what's currently noisy: cash, reporting, workflow, or accountability. We'll map a path to clarity together.