Turning complex finance into clear, confident decisions.
CPA, MBA | Finance Transformation & ERP Implementation Specialist
Leaders shouldn't have to guess.
Early in my career, I watched strong operators and executives make big decisions using numbers that were late, incomplete, or stitched together from fragile spreadsheets. The issue was never effort; it was the underlying systems.
For over 20 years, I've helped organizations move from clunky spreadsheets and half-finished ERP rollouts to financial systems leaders can actually run the business on. My work sits at the intersection of real operations, technical accounting, and practical systems design.
I don't just implement software. I listen, understand how your organization really works, and design structures that deliver the right numbers, on time, in a format your team trusts.
The TEAM Success Framework
A practical, collaborative structure that keeps projects moving, people engaged, and results measurable, without noise or drama.
Timely
Close and reporting aligned to how you actually manage performance and cash.
Essential
Focus on the metrics and dimensions that truly drive your business, not vanity reports.
Aligned
ERP, billing, banking, and tools integrated so data flows cleanly without rekeying.
Measurable
Time saved, accuracy improved, risk reduced, confidence increased. Tracked and visible.
What I bring to your project
- Led 7+ full-cycle ERP conversions, often stepping in to repair half-finished projects.
- Supported organizations scaling from $10M to $100M+ with structures built for growth.
- Designed integrations that cut reconciliation from weeks to minutes.
- Hands-on experience with nonprofits and membership-based organizations.
- Trusted reference for multiple software providers when their clients need expert guidance.
Straightforward & collaborative
- Listen first: We start with your operations, people, and pain points, not a rigid template.
- Design with your team: Controllers, CFOs, and key operators are involved so the system fits daily use.
- Implement in phases: We de-risk change, validate along the way, and build trust in every new report.
- Available after go-live: You're not left alone when the switch flips. You can reach back out as things evolve.
What matters most: when a project wraps and a client says, "Can I call you again if we need help?" That ongoing trust is the real testimonial.
Ready to talk about your finance systems?
If your team is working too hard for numbers no one fully trusts, let's map out a clear, realistic path to better systems and better decisions.