ABOUT
Background Experience
I have 20+ years of experience in accounting and finance that began in public accounting at PWC and continued on with corporate roles at the Quaker Oats Company, AT&T which set the path to be the CFO for Kerrygold USA. While in high school, I studied economics and accounting which led me to choose that academic path in undergraduate and business school and to become a CPA.
Our Story
After spending 15+ years working for numerous privately held companies in a variety of industries and roles, including CFO, I decided to leave the corporate environment and instead work with entrepreneurs by bringing my skills to startups. Services are provided using a flexible, adaptable approach that aligns with client goals and scales over time. To this day, we pride ourselves on serving the needs of small to medium-sized privately owned businesses across the Midwest.
Experience
- Financial reports using GAAP
- Working capital models
- Business financial models for budgeting and valuation needs
- Customer, business line and product profitability assessments
- Profit improving initiatives through pricing and cost improvements
- Cash flow improvements based on improved accounts receivable and payable management