The finance and ops guy for owners and nonprofit leaders who are growing faster than their systems
Bring me a real problem and we'll work it out together.
Maybe a project isn't penciling out and you can't see why. Maybe month-end is a mess, or your team's growing faster than the systems holding it together. Maybe you're a nonprofit trying to stretch every dollar further. Or maybe you're weighing a career move into a bigger finance or operations leadership seat.
I've spent 5 years running finance and operations for a fast-growing company, currently as CFO of two businesses doing about $20M combined. I've scaled multiple organizations over the last 20 years, helped one exit, and working on the exit of another. I keep it plain-spoken. No jargon, no 40-page reports, just a straight answer to "so what do we do about this?"
You'll leave with clear next steps you can actually act on. Bring your numbers if you've got them.
Bring a real problem: a project that won't pencil out, a messy close, an org outgrowing its systems, or a career move you're weighing. I've run finance and ops for a fast-growing company for 5 years, and I keep it plain. You'll leave with a clear next step, not a lecture.