Buy-Side & Sell-Side

Financial Due Diligence

Looking to buy or sell a business?

I provide top-tier FDD services.

Outsourced Services

Is the finance function of your business taking up more bandwidth than you’d prefer? Consider fractional CFO/bookkeeping services.

Ad-Hoc Solutions

Everything is good - except for..

I provide solutions to pain points.

The services you receive are only as good as the team working for you.

This was consistent in my experience as an associate auditing Fortune 500 companies at a Big 4 firm, spearheading audits and attestation engagements for middle-market companies as an experienced associate at a top 10 accounting firm, and as a senior associate and manager leading financial due diligence engagements at the middle-market level.

At the middle-market level, teams rarely consisted of more than three people. Partners came in to review for 30 minutes and charged large fees, while managers often did little more than delegate, leaving seniors and associates to do the work. Of those three people on the job, one person was usually doing 90% of the work. I was almost always that one person.

In this day and age, quality has unfortunately become a second-rate priority for many. Specifically, in the finance and accounting field, it is tough to know whether your work will be completed by experienced professionals or outsourced to third parties.

You can go to a larger firm and cross your fingers that the team assigned to your project includes someone like me. Or you can work directly with me and be assured that you will receive the same quality as at a top firm, without all the noise and added BS.

Proven Expertise and Results

- 35+ Quality of Earnings engagements completed (majority in Manufacturing & Distribution and Tech industries)

- 2+ years of audit & attestation experience, executing a full range of attestation engagements

- 2+ years of industry accounting experience, leading month end close and process optimization projects

- Proven success in implementing process improvements and efficiencies at a Fortune 1,000 company

- TSBPA Registered Firm

Want to learn more about me and the services I can provide?

Interested in getting a work estimate or viewing sample work product?

Schedule a call, shoot me a message, or do both, whatever works best for you.