About me

I have over seven years experience in strategic finance, accounting, and business operations. My experience includes:

  • Consulting with owner-operated small businesses considering making the transition to employee ownership

  • Fortune 500 financial planning and analysis

  • Running finance, accounting, HR, and partnering with executives at a brand new startup

  • Strategic finance partnership driving 50% + YoY revenue at a midsized public company

  • Big Four public accounting

I have worked in a variety of industries, including but not limited to:

  • Therapy/mental health

  • Construction and solar installation

  • Health-tech

  • Architecture and design

  • Professional services and consulting

  • Creative work

  • Wholesalers

  • Food service and bakeries

I'm passionate about helping business owners streamline their back-end operations so they can focus on what they do best. I want to partner with you to achieve your goals so that you can free up time to do the work.

I am based in sunny San Diego but am available to work with businesses across the US.

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!