Operational and financial consulting and bookkeeping for non-profits and small to mid-sized companies. Project-by-project or in-house services for bookkeeping, business plans, financial projections, budgets, HR, customer support systems, contracts, HR, operational evaluation & recommendations, education/training, and/or operational plans for new or growth businesses.Business Consulting & Bookkeeping services for small and mid-size businesses.Angel Heart dba First Tracks SBA

Operations and service support for launch of Splunk MINT Express mobile app product.Splunk is the leading platform for Operational Intelligence. Where you see servers and devices, apps and logs, traffic and clouds; we see data… everywhere.Splunk enables the curious to look closely at what others ignore: machine data, and find what others may never see: insights that can make your company more productive, profitable, secure and competitive. What can Splunk do for you? Just Ask.

Provide integration support for the acquisition of Bugsense, Inc. by Splunk.

Bugsense, Inc., data analytics for mobile developersDefinition and implementation of operational processes for finance, HR, contracting, customer support, and CEO support.CFO and COO during growth and acquisition of Bugsense by Splunk, a NASDAQ public company.

Self Health Network, a silicon valley health and wellness startup, acquired MyExpertSolution in August 2011, to add mental and behavioral health to their online employee health benefit packageImplemented effective operational processes for sales, marketing, fulfillment, creative/design, and customer support

Provided organizational support in the areas of budget/finance, strategic/business planning, executive support, business process setup and education, HR/staffing, contracts/legalCoordinated with contracted professionals, attorneys, portfolio managers, and tax planners across multiple entitiesAssisted with operational setup for several investment companies as acting CFO

MyExpertSolution operated in the wellness and behavioral health space, offering employers digital life coach benefit packages to help maximum employee wellness and productivityParticipated as a member of the Board of DirectorsStrategized product planning and prioritization for interdepartmental teamsManaged company through successful acquisition & transitionProvided CEO support by developing company operational infrastructure

Career Step provides online training for individuals in healthcare support professions including medical transcription, medical coding, and pharmacy support with 15,000 actively enrolled students in 2009, curriculum offered in dozens of colleges and universities, and over 700 employer partnersDeveloped and maintained strategic partner relationships; supervised content development team, front office, enrollments, student and graduate support, employer partner program, and technical support; managed product planning, development, and quality assurance including ongoing industry certification; member of the executive management team, planning business growth and sales strategy; authored medical coding training program used to train medical coders in direct enrollment and college settingsPrepared the company for sale to private equity in 2009 & provided 6 months of transition support

ExecuMed, medical transcription service organization, provided medical transcription services to Veterans’ Affairs Hospitals in 13 states with an at-home MT workforce of 130 Planned and managed growth from 15 to 130 employees and 2 to 13 hospitalsManaged all operational aspects of the company including sales, RFPs, bids, contracts, HR, AR, AP, technology, purchasing, and trainingSold company to country’s largest MTSO, MedQuist in 1999; consulted 1 year as transition manager