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Looking to buy or sell a business? I provide top-tier Quality of Earnings analysis, including full reports and databooks.
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Is the finance function of your business taking up more bandwidth than you’d prefer? Consider fractional CFO/bookkeeping services.
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Solutions for any pain points within your finance or accounting practice.
The services you receive are only as good as the team working for you.
This reality was consistent in my experience as an associate at a Big 4 firm auditing Fortune 500 companies, as an experienced associate at a top 10 accounting firm spearheading audits and attestation engagements for middle-market companies, and as a senior associate and manager leading financial due diligence engagements at the middle-market level.
At the middle-market level, teams rarely consisted of more than three people. Partners prospected new clients and reviewed finished product minimally, while managers often delegated work and navigated the corporate ladder, leaving seniors and associates to do the work. Of those three people on the job, one person was usually doing 90% of the work. I was almost always that one person.
In this day and age, quality has unfortunately become a second-rate priority for many. Specifically, in the finance and accounting field, it is tough to know whether your work will be completed by experienced professionals or outsourced to third parties.
You can go to a larger firm and cross your fingers that the team assigned to your project includes someone like me. Or you can work directly with me and be assured that you will receive the same quality as at a top firm, without all the noise and added fuss.
Proven Expertise and Results
- 35+ Quality of Earnings engagements completed (majority in Manufacturing & Distribution and Tech industries)
- 2+ years of audit & attestation experience, executing a full range of attestation engagements
- 2+ years of industry accounting experience, leading month-end close and process optimization projects
- Proven success in implementing process improvements and efficiencies at the Fortune 1,000 level
- TSBPA Registered Firm
Want to learn more about me and the services I can provide?
Interested in getting a work estimate or viewing sample work product?
Schedule a call, shoot me a message, or do both, whatever works best for you.