I specialize in driving business growth and increasing company value through entrepreneurial strategies and collaborative leadership. As a Fractional CFO and business advisor, I blend financial acumen with data-driven insights and digital innovation to propel strategic business objectives. My approach encompasses coaching services that are tailored to empower leaders to achieve their goals.My seasoned CPA and finance professional background spans various industries, equipping me with a diverse perspective and versatile skills. Key sectors of my expertise include:Restaurant and Food & BeverageHospitalityRetail, Production, Services, and DistributionTravel and Private AviationFinancial and Professional ServicesNon-Profit, Foundation, and TrustsFamily Office ManagementReal Estate Asset ManagementMedia and EntertainmentThis varied experience allows me to offer unique insights and customized solutions to businesses across these sectors, fostering growth, operational efficiency, and long-term success.

Senior Consultant with the Sassato Cooperativehttps://www.sassato.com/

At our very core we are fiercely focused on ethics, integrity and honesty. We are passionate about what we do and demonstrate that passion in the way we totally immerse ourselves in our clients’ organizations and the results of the consulting services we deliver for our clients. Our client’s success is our success. We are passionate about innovation and continually looking to create a reality that will generate even greater results to achieve the vision and dreams of our client.

https://www.upspringdigital.com/A true digital partner that goes beyond surface deliverables (i.e. website design, digital marketing campaigns, etc.), with the ability to integrate/analyze data, assess system infrastructure and re-engineer back office operations in order to truly understand what affects the overall business and customer experience.Upspring’s team of business consultants, data analysts, technologists, software/database engineers and marketing strategists can deliver on true digital transformation.

Responsible for domestic and international expansion and franchising strategy and development for the 50+ year old iconic Hawaii company; Developed mobile delivery strategy and implementation; Organized a cross-functional group to assess operational data systems and identify efficiencies available; Applied data analytics to previously manual systems to enable basic and advanced analysis for business decision-making; Completed special projects including: out of state trademark research, evaluated Hawaii proposed legislation and its effects on the business, employment-related recruitment strategies.

Oversaw operations and finance for a company transitioning from hospitality to asset management. Completed large financing(s) and real estate transactions including the sale of the majority interest in a large hotel, financing of land assets to purchase out of state real estate and operational required financing. Directed additional domestic and international start-up ventures including an organic farm and beauty product development. Also oversaw financial and accounting areas on CFO's departure. Finance and Business Consultant as of 2/1/2016

Set up and managed all operations of a private family foundation formed to provide assistance to "those in desperate circumstances through no fault of their own," mainly in Hawaii. Also set up and managed family office with all related entities.

Set up and manage all administrative, HR and accounting functions for a private aviation company.

Business consulting - finance, strategy and development for start-ups and small businesses in real estate, media, retail and production.

Managed accounting department responsible for all financial accounting and reporting functions, including SEC filings. Led finance role in preparing information and due diligence for private equity offering, IPO and Secondary IPO, as well as sale to Cendant Corporation (Former NYSE: CD), including SEC filings. Also acted as Acting Retail Stores Manager and Acting VP of HR at various times in addition to Controller.Cheap Tickets employed over 1,500 employees with offices in Hawaii, California, Florida and Colorado, with sales revenue of almost $700 million.Formerly NASDAQ: CTIX, IPO and Secondary Public Offering in 1999,Acquired by Cendant 2001

Provided tax services for various clients including individuals, trusts and corporations. Focused on hospitality and construction industries, as well as consolidated corporations. Started as a tax intern while at UH and continued through graduation to become a full-time employee.