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  • CFO and COO functions

  • Management consulting

  • M&A Support

  • Due Diligence preparation

  • Expert witness engagements

  • Financial statement presentation

  • Investor relations

  • Business plan development

  • Proforma modeling

  • Forecasting & budgeting

  • Accounting and HR organization

  • Contracts & leases

  • Operational support

  • Helping you source critical services

    • Employee Benefits​

    • Public Relations

    • Staffing

  • Assist in the hiring and vetting of key accounting personnel​ (for example, I have created an accounting knowledge quiz that several clients have successfully used to vet Bookkeeper candidates).

  • Coach/tutor - many executive-level professionals find accounting difficult or confusing. I will help distill the complexities of accounting down to understandable and useful information, tailored to your role.

Dave Wilsn being interviwed on "The Money Hour"

Many small businesses find themselves at the frustrating point of needing C-Level support yet not having the ability to afford a full-time executive.  Using a "for-hire" executive is a solution many have found successful.  My objective is to help you shore-up your existing operations while putting in place the needed infrastructure to accommodate future growth.

I'm a chartered, global managerial accountant (CGMA) as well as a CFO/COO who can work with you as a business partner to help ensure you're on the right path.

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