Accounting advisory and financial consulting
Financial Clarity. Stronger Operations. Better Decisions.
Experienced accounting leadership for businesses, nonprofit organizations, creative projects, and management teams that need reliable reporting, stronger processes, and practical financial insight.
Who I help
Practical Support for Organizations That Need Experienced Financial Leadership
I work with businesses, nonprofit organizations, creative projects, and leadership teams that need reliable financial reporting, stronger accounting processes, and practical financial guidance.
My services are especially useful for organizations that are experiencing growth, preparing for an audit, managing multiple entities, improving their monthly close, or needing experienced accounting leadership without immediately hiring a full-time executive.
Common Engagement Needs
- Improving monthly and quarterly close processes
- Preparing schedules and documentation for auditors
- Strengthening management and financial reporting
- Building short- and long-term cash-flow forecasts
- Cleaning up reconciliations and accounting records
- Supporting multi-entity and portfolio-company reporting
Services
Solutions That Strengthen Financial Operations
Each engagement is structured around the organization’s reporting needs, operational priorities, deadlines, and internal resources.
Corporate Accounting Leadership
Monthly and quarterly close management, multi-entity accounting, consolidation support, financial statement review, executive reporting, and coordination across accounting teams.
Financial Reporting
Management reporting, variance analysis, supporting schedules, account analysis, financial statement preparation support, and SEC reporting assistance.
Audit Readiness
Audit schedules, account reconciliations, document organization, internal-control review, auditor coordination, and preparation of supporting documentation.
Cash Flow and Financial Planning
13-week and 52-week cash-flow forecasts, budgeting, forecast updates, liquidity analysis, working-capital review, and financial-planning support.
Accounting Process Improvement
Close calendars, reconciliation procedures, workflow review, reporting standardization, chart-of-accounts review, and accounting-system support.
Specialized Accounting Services
Nonprofit accounting, film production accounting, cost reporting, QuickBooks consulting, Sage 50 consulting, and special accounting projects.
Experience
Industries and Engagement Background
My work spans organizations with different reporting structures, operating models, regulatory considerations, and financial-management needs.
Private Equity
Portfolio-company reporting, consolidated accounting, close coordination, cash forecasting, audit support, and executive reporting.
Nonprofit Organizations
Bookkeeping oversight, reconciliations, financial reporting, audit preparation, account analysis, and process improvement.
Film and Media
Production accounting, expense coding, reconciliations, cost reporting, certification support, and project-level financial tracking.
Higher Education
Accounting operations, billing, receivables, financial systems, process management, staff leadership, and college instruction.
Why work with me
Technical Knowledge With Practical Business Judgment
I bring more than 20 years of accounting, finance, operations, and leadership experience across private equity, higher education, commercial real estate, nonprofit organizations, film production, and professional services.
As a Certified Public Accountant and financial executive, I combine technical accounting knowledge with practical business judgment. My approach is structured, responsive, and focused on helping clients understand both the numbers and the operational decisions behind them.
Clients receive clear communication, organized work, dependable follow-through, and recommendations designed to improve financial visibility and decision-making.
Professional Foundation
- Certified Public Accountant licensed in Maryland
- MBA with concentrations in Finance and Information Systems
- More than 20 years of accounting and finance experience
- Financial executive and multi-entity reporting experience
- College-level accounting and software instruction
- Experience communicating with executives, auditors, staff, and clients
Professional scope
Accounting Advisory and Financial-Management Support
Services are presented as accounting advisory, consulting, audit-readiness support, and financial-management support. Independent audit or assurance engagements are not advertised through this website.
Start a conversation
Let’s Strengthen Your Financial Operations
Whether your organization needs help with financial reporting, audit preparation, accounting cleanup, cash forecasting, or ongoing controller-level support, the first step is a conversation about your needs.