As a fractional CFO for outsourced financial strategy and management services at Roberts Accounting, I provide strategic guidance to executive teams across diverse industries. My focus is on fostering business growth and market expansion through sound financial decision-making. I specialize in developing and executing robust financial controls and risk management frameworks, as well as implementing capital strategies and streamlined budgeting processes to improve fiscal health and increase profitability for my clients. Collaboration is key in my approach, and I work closely with external legal teams to navigate intricate business structures and ensure compliance with regulatory requirements. My goal is to empower organizations with the financial insights and strategies they need to thrive in today's dynamic business landscape.• Elevated company operations by developing high-performing accounting teams, implementing effective change management strategies, and improving business insights through complete overhaul of accounting processes and systems for clients. • Significantly improved business insights and data-driven decisions by delivering innovative financial reporting systems with comprehensive financial forecasting models.

As interim CFO for a startup software company, my primary focus is on providing strategic financial leadership and direction at Taxexact. I spearhead initiatives related to financial planning, budgeting, and capital acquisition, ensuring alignment with the company's overall goals and objectives. I oversee staff restructuring efforts to optimize resource allocation and enhance operational efficiency while playing a central role in managing the product development budget and forecasting future cash flow projections to support sustainable growth. Leading a diverse management team, I am actively involved in the day-to-day operations of the company, working collaboratively to drive innovation and position the organization for long-term success in the competitive software market.• Play a pivotal role in capital raise initiatives, actively participates in management meetings, and navigated internal processes to propel the product to the Minimum Marketable Product (MMP) stage of development.• Collaborate with department heads to strategically allocate budgets for product development, leveraging insights from beta testing feedback and advancements to optimize resource utilization.

A business advisory firm focused on providing in-house accounting, tax and business consulting services to entrepreneurs and established business owners. Providing outsourced CFO advisory services combined with management guidance and oversight, to assist the business owner in gaining overall efficiencies and lead to improved profitability.

As CFO at A-1, I assumed a pivotal role within the company during a significant growth period, tasked with providing executive leadership and strategic direction for financial management. My responsibilities encompassed developing budgets, financial policies, and internal controls to ensure the company's fiscal health and regulatory compliance. Leading a team of 4 accounting professionals, I oversaw critical functions such as accounts payable (AP) and accounts receivable (AR), financial statement preparation, tax compliance, and regulatory adherence. I served as a mentor to the HR department, offering guidance on compliance matters related to benefits, compensation, and employment regulations and I worked closely with executives, key stakeholders, outside legal teams, and various external partners including banking, accounting, technology, and insurance firms. Together, we aligned our efforts to drive the company forward and navigate through the complexities of the transition period.

Recruited to CFO and COO at North Shore, I provided invaluable insights to the owners, facilitating the decision-making process that ultimately led to the determination to proceed with the organizational restructuring. I spearheaded and directed operations and financial administration, leading a dedicated team of 5 direct reports. This team included professionals overseeing vital functions such as controller, accounts receivable (AR), accounts payable (AP), assistant controller, and director of operations. We managed all accounting operations, ensured regulatory compliance, and supported the sales team in their endeavors. Collaboration was essential throughout this process, and I worked closely with external legal teams to navigate the complexities of the organizational restructuring and ensure alignment with our strategic goals and objectives.• Significantly improved operations by implementing strategic organizational development initiatives for multiple company operations, advising on process and procedure enhancements across all entities. • Skillfully facilitated the company’s unwinding process, navigating a challenging management team to split the business into three separate corporations over two years, ensuring distinct reporting for each entity. • Navigated intricate and multifaceted circumstances, leveraging legal expertise to address complexities and ensure effective resolution.

In 2014, I founded and led an advisory firm, Leadership Efficiencies, providing outsourced accounting and tax consulting services to entrepreneurs and established businesses, with revenue ranging from $1 million to $75 million. I offered strategic guidance and practical support to address operational challenges in finance, accounting, legal, and HR. By conducting thorough assessments and implementing targeted strategies, I helped clients optimize their operations for sustainable growth.• Enhance profitability, operational efficiency, and company growth for diverse clientele by collaborating with business owners to develop effective change management tactics. • Address and resolve potential knowledge gaps from third-party sources/CPA firms through implementation of comprehensive policies and best practices. • Identify knowledge gaps from third-party sources and implement comprehensive policies and best practices to optimize financial strategy, budgeting and forecasting, cash flow management, financial reporting, risk management, and operational efficiency. • Improve business insights and data analysis by streamlining accounting processes, enhancing the comparison and consolidation of information, and reducing time spent on accounting tasks.

Over the course of 17 years, worked in a range of accounting, tax, and consulting services to a diverse clientele, including startups and businesses with up to $50 million in revenue while achieving the position of Partner. As part of our commitment to client success, we offered ongoing management consulting to help optimize their operations and maximize efficiency.• Assisted in the growth of the firm from 4 to 40 staff members focusing on talent acquisition, coaching, and training senior-level employees to ensure team and organizational success. • Collaborated with external legal teams to navigate intricate and multifaceted client issues, leveraging legal expertise to address complexities and ensure effective resolution.