Making it All Make Cents for Over Two Decades.
With 24 years of experience across industries — from CPA firms and engineering to real estate, logistics, and hospitality — I bring a precision-driven, collaborative approach to every engagement. My focus is on delivering custom financial solutions that fit your operations, not off-the-shelf templates. And the results are a strategy that can take you and your business to places you haven’t imagined yet.
A proven financial partner, no matter the industry
I’ve guided organizations through every facet of financial management — from day-to-day book keeping and financial analysis to system implementation and process optimization. My background spans a plethora of different sized businesses in different sectors.
Food Service and Distribution
Engineering firms
Multinational Oil and Gas Companies
Global Real Estate Portfolios
Logistics Operations
Services built for growth
Contract and interim financial controller
- Financial control, audits, and forecasting for growth-ready organizations.
- Review of P&L, sub-ledgers, and payroll entries for accuracy.
- Monthly financial analysis and proactive budget forecasting.
Operational assessments
Identify inefficiencies, incorrect balances, and stale AR/AP accounts.
- Perform mini-audits and reconcile trial balance to ensure clean financials.
- Deliver actionable insights to improve reporting accuracy.
Process optimization & systems
Implement and refine financial systems for transparency and scalability.
- Use Lean Six Sigma tools to identify cost savings and workflow improvements.
- Build processes that evolve with your business.
Team Development & Alignment
Strengthen collaboration between departments to eliminate reporting gaps.
- Foster unified finance teams that work together — not in silos.
Precision Beyond Numbers
True partnership begins with understanding. Each engagement starts from your business goals, team structure, and operational realities, not a pre-defined framework. Whether you need ad hoc reporting, profit margin analysis, or pro forma financials, every solution is crafted to align with your organization’s story.
- Tailored proposals, never templates.
- End-to-end transparency in communication.
- Data-driven insights that empower decision-making.
We're Gonna Get Your Books & Business, Better than Balanced. Together.
We don't use templates and we don't work in a silo. Every business is unique, and every solution should be tailor-made to match. And the only way to ensure that happens is by working together.
Discovery
Financial strategy is not a destination, but a journey. And we'll start this journey together with a personal discovery session. Who are you, why did you go into business, what are your goals, where are things headed? Let's get this custom process started.
Data & Future State Review
Now that we know the basics, let's get into the weeds with the all-important data. This is how we'll start finding blind spots and opportunities for growth. Do you have gaps in your pricing? Are you short staffed for growth? Let's check out your utilities & expenditures. The data always drives, but we've got the keys.
Tailored Solution Development
We can't drive this point home enough ... there's no template for your business's financial success. A true, north star strategy that will promise steady, impactful growth, requires a solution that understands the unique needs of you and your business. When we say Tailored, we mean it.
Implementation & Continuous Improvement
A plan is only as good as its execution, and things change faster than the weather forecast in this modern business world. We'll be your partners through it all, and work together to navigate all the new challenges and opportunities that come our way.
Nurturing financial wisdom beyond the balance sheet
My business extends beyond corporate financials — it’s about empowerment. Through dedicated education series for young adults and women, I aim to demystify money management, budgeting, and long-term planning. These programs build confidence, literacy, and opportunity.
Let's Connect
Let’s Strengthen Your Financial Future ... Together.