Project-based automation and financial strategy for teams that don’t need a year-round CFO. I help you get caught up or get ahead with durable, maintainable automations.
Architecture and hands-on build-out in QuickBooks or Xero: chart-of-accounts redesign, bank feed rules, vendor mapping, standardized close, and integrations (bill pay, payroll, property/CRM, POS).
Outcome: a clean, automated ledger and repeatable close process. Your team stops wrestling the system and starts using it.
Request a systems audit →Outcome: fewer clicks, faster close, cleaner audit trail — without ripping and replacing your stack.
Owner-grade dashboards and recurring KPI packs: cash runway, AR/AP aging, margin trends, unit economics, budget vs actuals, plus 12–18 month cash forecasting.
Outcome: clear, timely numbers and decisions you can defend with investors and lenders — without spreadsheet acrobatics.
Get a reporting demo →CPA-level help for accounting roadblocks and finance ops: reconciliations, revenue recognition, cleanup, workflow design, and close acceleration.
Outcome: fewer surprises, cleaner audits, and fewer late nights at month-end.
Book a consultation →