As businesses grow and become more established, the support team needs to evolve as well. At a certain point, it may become evident that you need to add a financial expert to your leadership team; however, a full-time position may not be necessary.That is where Optimized CFO & Controller Services can help! I bring to the table more than a decade of financial and accounting experience. I have a knack for solving problems, cleaning up messy financial statements and systems, as well as explaining complex accounting concepts in a way that is easy to understand.

Projects, Training & Ongoing Services

Optimized CFO & Controller Services can be a valued member of your team. Whether it is a one-time clean-up or training project, or recurring weekly or monthly meetings, I can add financial expertise to your team.

I work with clients to determine their needs, goals, and constraints. I would love to meet with you to learn more about your story, including where you have been and where you want to go.