What we do
- Deliver clarity on the levers that matter: profit, cash and performance.
- Provide sharper visibility into performance, risk, and opportunity – when it counts.
Where discipline meets growth
Who We Are
- A finance partner who speaks the language of operators and investors.
- Focused on clarity, simplicity, and practical insight – not jargon.
- Committed to making finance a tool for action, not just compliance.
Our Services
-
Accounting & Close — Streamlined cleanup and reliable reporting that supports sound decision-making.
-
FP&A & Cash — Define and refine the KPIs that matter, with budgets, rolling forecasts, and 13-week cash analysis.
-
Transactions — Financial models and diligence support that hold up under scrutiny.
Why Are We Different
- 14+ years of finance leadership across PwC, BDO, CohnReznick, and industry.
- Supported 60+ mid-market buy & sell-side M&A quality-of-earnings transactions.
- UCLA Anderson MBA (Finance) • UCLA BA (Economics).
- Licensed CPA.