FRACTIONAL CFO · CPA · BOOKKEEPING & FINANCIAL ADVISORY
Finance leadership for businesses that have outgrown the spreadsheet.
I bring 20+ years of executive finance experience, hands-on bookkeeping discipline, and AI-driven reporting tools to founders and operators who need clarity, not just compliance.
$350M+in M&A transactions led or advised
$120M+in capital raised for clients
20+ yrsexecutive finance experience
CPACertified Practising Accountant + MIT AI & ML certified
Trusted by finance and ops leaders at
SI Corporate
Dominion Canada
Tactic Canada
Fulfillment USA
SERVICES
One path, from clean books to boardroom strategy
Most firms hand you off as you grow. I don't — the same person who reconciles your accounts is the one presenting your numbers to your board or investors.
Foundation
Bookkeeping & financial hygiene
Monthly reconciliation, accounts payable/receivable, clean chart of accounts, and financial statements you can actually trust.
QuickBooks · Xero-ready
Strategy
Fractional CFO advisory
Financial modeling, capital raise support, M&A guidance, and board-level strategy — sized to what your business needs.
$350M+ M&A experience
Ready for numbers you can actually build on?
Book a free consultation and I'll tell you exactly where your books and financial strategy stand today.