Areas of Practice

Reliable financial clarity — without the big-firm overhead.


Clean, timely financial data gives you control and confidence to make smarter business decisions.

Services Provided:

  • Bookkeeping & Monthly Close:
    Keep your books accurate and current with structured monthly reconciliations, cleanup support, and ongoing financial organization.

  • Compilations & Reviews:
    Professional, GAAP-based financial statements and board-ready reports prepared under US SSARS — ideal for lenders, investors, or internal use

  • Cash Flow Forecasting:
    Gain visibility into your future cash position with 13-week rolling forecasts and data-driven insights to plan hiring, spending, and investment decisions.

  • Risk Mitigation & Internal Controls:
    Strengthen your financial foundation with tailored process reviews and practical control recommendations — helping reduce errors, fraud risk, and inefficiencies.

  • Controller Lite Support:
    Get CFO-level clarity without the full-time cost. I help founders streamline financial processes, improve reporting, and build decision-ready financials.

Three professionals collaborating at a workspace with blueprints, a laptop, and office supplies, viewed from above.

Let’s talk about which level of support fits your business — from simple bookkeeping to full controller oversight.