I help owner-led businesses transform financial data into better decisions, stronger execution, and sustainable growth.

Over the past 25+ years, I have served as a Founder, COO, CFO, and business leader across manufacturing, construction, home services, and professional services organizations. Today, I work as a Fractional CFO and business advisor helping small and mid-sized businesses build the financial systems, operating disciplines, and strategic clarity needed to scale successfully.

My approach combines financial leadership with practical business management. I specialize in budgeting, forecasting, cash flow management, job costing, pricing strategy, profitability improvement, annual planning, KPI development, and organizational accountability.

I am also the creator of the Closed-Loop Financial System (CLFS), a practical framework that connects strategy, budgeting, pricing, job costing, financial reporting, and performance management into a single decision-making system. Combined with EOS (Entrepreneurial Operating System), this approach helps leadership teams move from reactive management to proactive execution.

I am the author of The Eight Pillars of Small Business Success and work primarily with businesses that are committed to building long-term value through disciplined execution, continuous improvement, and financial transparency.

Whether you need help improving profitability, building a scalable financial infrastructure, implementing EOS, preparing for growth, or gaining greater control over cash flow and operations, I bring hands-on executive experience and practical solutions tailored to small business realities.

MBA

Bachelor of Arts in Economics

NABCEP PV Installation Professional

PMP — Project Management Professional · 2017