Personal consulting
Your Controller and Head of FP&A, without the full-time hire.
I step into the finance seat at startups and run it with my own platform behind me. You get the judgment of an experienced operator and the speed of systems I've already built.
What I take on
Fast monthly close
Clean books on a predictable calendar, reconciled and ready for review.
Billing and collections
Deal tracking, automated invoicing and follow-up, so cash comes in on time.
Planning and forecasting
An operating plan for the team and a five-year forecast for investors.
Dashboards and reporting
Accounting and finance dashboards that show where the business stands.
SOX-ready controls
An accounting environment built to hold up for audit and an IPO track.
Crypto accounting
Deep experience with digital assets, for crypto and Web3 companies.
Good fit if
- 01
You're hiring a Controller or Head of FP&Aand would rather have the function running next month than after a long search.
- 02
You run on Xero and HubSpotor are willing to. Other ledgers and CRMs connect too.
- 03
Investors or auditors are on the horizonand you need numbers and controls that stand up to them.
Product demo
See the platform behind the work
A walkthrough of the system I run for clients, from deal tracking and invoicing through close, dashboards and the investor forecast.
- Deal tracking
- Invoice automation
- Collections
- Monthly close
- Finance dashboards
- Operating plan
- 5-year forecast