Results

Every result started with numbers people could trust

Clients and employers are described, not named. The figures are from the work itself.

Transit contractor · 800+ people

−$1M → +$4M

annual result, within 18 months

A labor-heavy operation that couldn't see its own costs

Situation: An 800-plus employee operation under two union contracts, losing more than $1M a year. Costs were miscoded or lumped together, so no one could see the true cost of the labor model.
What I did: Rebuilt how every expense was coded, built a $60M bottom-up budget, a real month-end close and P&L reports by the measures leadership actually ran on. Modernized payroll for 800+ people, cutting manual checks from 40+ a month to fewer than 5.
Result: As part of a five-person leadership team, the location went from a $1M+ annual loss to $4M+ annual profit in 18 months, and won the parent company's top operating award.

Marketing holding company · 3 agencies

45 → 15 days

month-end close

Situation: A growing group of three agencies with an accounting team but no finance function. The books took 45 to 60 days to close, and there was no dashboard, so no one could see which clients, services or people made money.
What I did: Built the finance function from the ground up: the company's first three-statement model and budget, a 13-week cash forecast, and its first ERP. Then I built its first KPI dashboard. For the first time, leadership could see profitability by client and utilization across the whole office, by job title and by client, and slice it any way they needed. I also reviewed client contracts against the work actually being delivered.
Result: The close dropped to consistently under 15 days. The dashboard showed where the bottlenecks were, in the process and in specific roles, and the contract review found accounts getting two to three times the work they paid for, plus revenue booked ahead of the work. Leadership reset the plan on real numbers.

Public agency · CFO

+$1.5M / yr

new interest income

Situation: A public agency held large balances in low-yield accounts, and slow grant reimbursements made cash feel tighter than it was.
What I did: Mapped the cash cycle, overhauled how short-term cash was held and invested within policy, and tightened grant compliance to speed reimbursements.
Result: $1.5M a year in added interest income with no added risk, and $70M+ in federal and state funds unlocked faster.

Multi-channel e-commerce brand

2 years

of transactions rebuilt line by line

Situation: Two years of sales across several online channels, recorded in lump sums instead of line items. Reconciliations didn't tie out, and no one could see true gross profit or separate marketplace fees from marketing spend.
What I did: Pulled the raw exports, rebuilt the chart of accounts, and reclassified every transaction until the books reconciled and tied out.
Result: For the first time, the owners could see which channels and paid campaigns earned the best return and which products truly made money. That showed where to cut low-return items tying up cash and where to put it instead: the best sellers and new channels.

My own business

Built & sold

garage to 5 employees

Situation: A family business making jewelry and laser-cut metal signs, started at home.
What I did: Grew it into a 2,500-square-foot shop, hired and trained five employees, completed 30,000+ orders, and read the numbers every day.
Result: When growth flattened, the numbers said sell while the business still had value. We did.