• My professional accounting, finance and audit/tax background includes over 30 years in various industries including private equity/venture capital (~23 years), multiple other industries from start-ups (15 years - SaaS, Mfg. Medical Device & Services, Mobile) to large corporations including catalog and restaurant retail (4 years), distribution (4 years), public accounting (2.6 years - audit assurance and tax compliance), real estate (4 years), and as a Fractional CFO/CCO/Controller (18 years since 2005) for VC, P/E, start-ups, construction, nonprofit organizations, and crypto assets (2 years).
• Systems: proficiency in multiple cloud-based applications including: Analytx, Bill.com, Concur, Expensify, Intralinks, Gusto, Carta, Slack, Teams, Microsoft Office, Sage, QBO, QuickBooks Enterprise, Dropbox, Box, Blackline, Xero, Pipedrive, Asana, Google Cloud, Great Plains, Dynamics 365, Appfolio Oracle Power BI, and Ring Central.

BBA Accounting, CPA