"Less but better."

— Greg McKeown, Essentialism: The Disciplined Pursuit of Less

Most companies produce 10X more financial reports than they need. Board decks with 47 KPIs. Dashboards nobody reads. Data everywhere, clarity nowhere.

I built my practice on the opposite philosophy: elimination over addition.

I help companies fix broken financial reporting and build simple, sustainable systems that give leaders the 3-5 metrics that actually matter—and the confidence to make decisions quickly.

Whether you need strategic CFO support, interim leadership during a vacancy, or expert intervention to solve a specific crisis—I bring 37 years of Big 4 and public company experience to deliver clarity without complexity.

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HOW I WORK WITH CLIENTS

Choose the engagement model that fits your situation:

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Output-Focused Service Structure

Stategic CFO Leadership - Without the Full-Time Cost

Fractional CFO / Ongoing Retainer

  • What You Get:

    • ✓ CFO-level strategic guidance without $350K+ salary commitment

    • ✓ Monthly close oversight that catches issues before auditors do

    • ✓ Board reporting that focuses on 3-5 metrics that drive decisions

    • ✓ Technical accounting expertise on-call when you need it

    • ✓ Confidence in your numbers and strategy

  • How It Works: 2-3 days per month of strategic partnership. I oversee your close, guide technical accounting decisions, prepare board materials, and serve as on-call advisor for urgent matters.

  • This Is for You If: Your company ($10M-$75M revenue) needs CFO-level expertise but isn't ready for a full-time hire • You're between CFOs and need experienced leadership • You want strategic financial guidance without the overhead.

  • Timeline: 12-24+ month partnerships | Remote with quarterly on-site visits

Zero Disruption When Leadership Departs

Interim CAO/Controller | 4-9 Months

  • What You Get:

    • ✓ Immediate operational continuity—no missed filings or reporting gaps

    • ✓ Experienced leadership managing your team and close process

    • ✓ Auditor confidence and audit committee peace of mind

    • ✓ Any underlying issues identified and fixed during transition

    • ✓ Smooth handoff to your permanent hire

  • How It Works: I step in as your acting CAO or Controller the day your leader departs. I run day-to-day operations, manage your team, coordinate with auditors, file all required reports, and maintain stability while you recruit a permanent replacement.

  • This Is for You If: Your CAO/Controller just resigned, and the 10-K is due in weeks • You need immediate leadership to prevent operational chaos • You're in a transition period and can't afford disruption • Your permanent search will take 6+ months.

  • Timeline: 4-9 months (until permanent hire starts) | Full-time or 4 days/week

“The SEC staff continues to emphasize the importance for disclosures that provide decision useful information to investors, including how changes and uncertainties may affect the predictive value of historical financial information ”

— BDO - Audit and Risk Committee Priorities