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CAO/CFO ADVISORY | AI ARCHITECT | FINANCE TRANSFORMATION SPECIALIST

Scale Your Finance Function. Not Your Headcount.

From bulletproof IPO compliance to AI-driven automation. I help scaling finance teams operate faster, cleaner, and leaner.

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THE FOUNDATION

Technical Accounting, Audit/IPO Readiness

You cannot automate flawed accounting. We bring Big 4-level rigor to your most complex, non-routine transactions.

  • M&A Accounting
  • SEC Reporting (10K, 10Q, Form S-1)
  • ASC 606 and new accounting standard Implementation
Explore Technical Accounting

THE ENGINE

Process Optimization & AI Automation

Fix the plumbing before you add the engine. We identify the manual bottlenecks in your Quote-to-Cash and close processes and engineer leaner, faster workflows using the tools you already have.

Once compliance is locked, we wire it for infinite scale. We deploy embedded AI nodes to automate your heaviest data lifts, integrating directly with Salesforce, Stripe, and NetSuite.

  • Month-End Close Compression
  • Cross-Functional System Design
  • AI Workflows
Explore Process & AI Automation

Ready to rewire your finance function?

Let's talk about what's possible for your organization.

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