Fractional Controller
& Accountant
for Growing Businesses
With 20 years of hands-on progressive corporate accounting experience, I now help growing small and mid-sized businesses build the financial infrastructure needed to scale with confidence. Through Controller Accounting support, structuring and implementing the accounting technology for accounting teams, business advisory, AI-driven systemization, asset management money coaching for influencers, and a scalable CFO Dashboard designed to bring complimentary rev share services to CPA firms, I help businesses scale well-run accounting departments, bringing stronger financial visibility, built to last.
—— NAPLES · FORT MYERS · BONITA SPRINGS · TAMPA · FORT LAUDERDALE · AUSTIN · HOUSTON · CHARLOTTE ——
"Numbers tell you what happened.
Data and Insights tell you what to do next."
—— THE DIFFERENCE ——
Real Judgment, Not Just Reports
Most systems hand you numbers. I give you the context behind them - real variance analysis within the context of your industry. Comprehensive data and KPI Dashboards no matter what ERP system you are running. That experienced read is what protects client relationships and turns financial data into better decisions.
——FOR CPA & ACCOUNTING FIRMS
CFO Dashboard Partnerships
A monthly financial dashboard your clients actually understand — delivered by me, branded as part of your firm's service. You refer, I do the work, you earn a recurring revenue share. Zero operational lift.
——BUSINESS CLARITY
Business Advisory
I find the structural gaps dragging on profit, then rebuild the foundation so you can grow with confidence. A proven framework - Data Clarity, Structure, Systems, Processes Scale - built on two decades of experience.
——FOR INFLUENCERS
Money Coaching
I systemize your business for AI - not to replace your people, but to give you hours back in the day and free up your team to focus on the work that actually drives the business forward.
——HANDS-ON ACCOUNTING SUPPORT
Fractional Controller/Accountant
Controller-level leadership without the full-time cost. Cleanups, GAAP Financial Reporting, Variance Analysis, Budgeting, Forecasting, & Accounting Automation across QuickBooks, Acumatica, CINC Systems, NetSuite, & more.
——WORK ON WHAT MATTERS
AI Optimization
I systemize your business for AI - not to replace your people, but to give you hours back in the day and free up your team to focus on the work that actually drives the business forward.
——HIGH QUALITY CONTENT
Marketing & Content Creation
High-level content creation that builds credibility and turns attention into trust. Quality luxury lifestyle videos for realtors and real estate developers.
Financial Dashboard Partnership
Built for accounting firms, CPA practices, bookkeeping firms, and business brokers.
A monthly financial dashboard your clients understand — delivered by us, branded as part of your service.
How it works:
You refer the client. I do the work. You earn a recurring revenue share every month. Zero operational lift on your side. Fully scalable whether you send one client or fifty.
Why it works:
Most accounting systems don't have dashboards setup because for many ERP systems it is a complicated task to set up. Mine are backed by 20+ years of hands-on financial judgment — real variance analysis, real context, real answers when a client asks "so what does this mean?"
That experienced analysis is what protects your client relationship and reflects well on your firm.
What your firm gets:
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Recurring revenue share on every client, every month
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A polished client experience under your firm's umbrella
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No added workload for your team
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Scales with you — one client or fifty
Let's talk about how this fits your client base.
Add-On: Fractional Controller Support
Need more than the dashboard? Firms can add Controller-level support for clients who need hands-on financial leadership:
Cleanups · Financial reporting & variance analysis · Budgeting & forecasting · Accounting technology & automation (Quickbooks, Acumatica, NetSuite, Yardi, Cinc Systems (for HOA accounting), Bill.com, FloQast) · Full-service accounting
You scope it - we deliver it
Client Direct Services
Not a firm? I also work directly with startups and growth-stage businesses like Social Media Influencers that need a Money Coach providing financial leadership that grows with you.
Let's Talk
Coffee or Virtual Coffee