Accounting Built to Scale With Your Business
Fractional leadership and technical accounting support for businesses navigating growth, complexity, and investor expectations.
Fractional Controller & Accounting Leadership
Controller-level oversight for growing companies that have outgrown basic bookkeeping. I help establish disciplined close processes, reliable reporting, and financial controls that scale as your business grows—without the overhead of a full-time hire.
Month-end close & financial reporting
Cash flow visibility & working capital oversight
Multi-entity and investor-ready reporting
Support for Companies in Growth Mode
Strategic Financial Advisory
Advisory support for founders and operators navigating growth, complexity, and change. From budgeting and forecasting to scenario analysis and fundraising support, I help translate financial data into clear, actionable decisions.
Budgeting & forecasting
Scenario and sensitivity analysis
Fundraising & lender support
Tax & Compliance Support
Thoughtful tax preparation and compliance support designed to integrate cleanly with your accounting and reporting. Focused on minimizing surprises, managing exposure, and keeping your business audit-ready year-round.
Business tax returns
Entity structuring considerations
Ongoing compliance support
Accounting & Tax Support for Owner-Led Businesses
Monthly accounting and tax coordination designed around how owners actually run their businesses.
Ongoing accounting and tax support for owner-led small businesses where the financial health of the business and the owner are closely connected. Services begin with clean, reliable monthly accounting—then extend through tax preparation, planning considerations, and year-round coordination to reduce surprises and support better decision-making.
Monthly accounting and financial reporting
Cash flow tracking and owner visibility
Business and personal tax coordination
Year-end readiness and filing support
Pre-Built Financial Models
Professionally structured models you can deploy —without rebuilding from scratch.
These pre-built financial models are designed for founders, operators, and finance professionals who want a clean, structured starting point without reinventing the wheel.
Each model reflects real controller workflows—built to accept trial balance data, support top-side adjustments, and produce decision-ready outputs you can trust.
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Built directly from your trial balance to ensure accuracy, consistency, and audit readiness.
These models transform raw accounting data into decision-ready financial statements—Income Statement, Balance Sheet, and Cash Flow—so you always know where the business truly stands. -
Maintain a dedicated Adjusting Journal Entry (AJE) ledger to keep all top-side activity organized and transparent—without touching the core books.
Track add-backs, diligence adjustments, reclassifications, and alternate reporting views in a clean workspace built for accruals, valuations, and one-off corrections. Your management, investor, and lender reporting always reflects the most accurate financial picture. -
No two businesses report the same way—and your financial models shouldn’t either.
Customize account mappings, KPIs, dashboards, and reporting formats to align with your ERP data and external reporting needs. Whether you’re preparing investor-ready financials, lender packages, or internal management dashboards, these models flex as your business evolves.
These models are designed for teams who want to self-implement controller-grade reporting—or as a foundation for deeper advisory engagement.
Custom Financial Modeling & Advisory
Need something beyond a pre-built model? I also work directly with clients to design custom financial models tailored to their business, reporting requirements, and decision-making needs.
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Whether you’re getting your business off the ground or navigating your next phase of growth, I help bring structure and clarity to your financials. From ongoing accounting and tax coordination to custom modeling and advisory support, I work with clients to build systems that scale and decisions you can trust. Reach out when you’re ready—we’ll take it from there.