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The Foundation: Audit-Ready Technical Accounting

You cannot automate flawed accounting. Before I scale your systems, I lock down the math.

When transaction volume spikes, venture-backed startups and enterprise finance teams often hit a wall. Big 4 auditors start flagging manual errors, revenue recognition schedules break, and the path to an IPO or acquisition gets delayed by compliance risks. I bring over 20+ years of technical accounting experience to ensure your foundation is bulletproof.

Core Capabilities

M&A & Complex Transactions

Restructuring, carve-outs, debt/equity financings, and derivatives. I handle the non-routine transactions that traditional accounting teams do not have the bandwidth to solve.

SEC Reporting, Audit/IPO Readiness

Flawless preparation of 10-K, 10-Q, and Form S-1 filings. I build the technical memos that get Big 4 audit partners to sign off without friction.

ASC 606 and new accounting standard Implementation

I translate complex, multi-element SaaS and enterprise contracts into pristine, compliant revenue and lease schedules.

Audit Defense

Stop playing defense with your auditors. I proactively architect your risk-management policies and SOX 404 controls so your year-end audit is a non-event.

Ready to rewire your finance function?

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

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