Provide outsourced CFO services for small businesses. Services include budgeting, cash flow management, cost efficiency strategies, construction job-costing, income tax planning, strategic planning, ownership exit strategies, evaluation of acquisition candidates, financial modeling & projections, business valuation. Industry experience includes construction, golf operations, beverage production, food service, agriculture, real estate development, property management, political campaigns.

Co-founded and operated start-up venture to produce and distribute artisan/craft hard cider using locally grown apples. Distributed product throughout NC and central SC. Sold equity position.

Co-owner of golf course construction & renovation business. Completed projects nationwide with primary focus on Southeastern US. Managed daily operations, finance, accounting, personnel, HR, project bidding, contracts and project management. Owned and operated a public golf course and practice facility.

Interim CFO for food brokerage business during merger with another company and relocation of administrative office. Responsible for managing all accounting and HR functions.

Co-owner of multi-unit restaurant business with eight stores in eastern North Carolina. Responsibilities included accounting, financial, HR, operations and administrative functions.

Provided investment management, financial planning and income tax planning to affluent individuals and families. Managed investment portfolios using mutual funds and individual stocks and bonds. Evaluated alternative investment opportunities including real estate and private equity investments.

Staff accountant for various CPA firms located in NC. Experience included audit work and income tax compliance.