Financial Solutions Tailored to Your Needs
Specialize in public & privately-held advertising agencies and professional services firms.
Your Partner in Going Beyond the Numbers
In my 20+ years as a finance professional, in roles ranging from Director of Administration & Operations to CFO, I've come to understand that profit isn't just a number.
Profit is an outcome.
It depends on a multitude of factors: Your people. Your processes.
The sense of purpose and the “why” that you bring to your work each day. The culture that’s fostered by you and your team.
People, Purpose, Process, and Profit. They all matter. I care about each of them deeply and equally. Which is why I approach my work as your finance partner differently.
Together we’ll tackle your financial opportunities and challenges by understanding all of the factors – operational and human – that contribute to your bottom line.
And we’ll partner to close the gap between where you are today and where you want your business to go.
Profit is an outcome.
It depends on a multitude of factors: Your people. Your processes.
The sense of purpose and the “why” that you bring to your work each day. The culture that’s fostered by you and your team.
People, Purpose, Process, and Profit. They all matter. I care about each of them deeply and equally. Which is why I approach my work as your finance partner differently.
Together we’ll tackle your financial opportunities and challenges by understanding all of the factors – operational and human – that contribute to your bottom line.
And we’ll partner to close the gap between where you are today and where you want your business to go.
We should chat if you’re…
Struggling to make informed decisions and questioning your financials
Growing so fast that your financial processes aren’t keeping up
Facing a challenging financial moment and need a better path forward
Working harder but less profitable
Operating on a cash basis without budgets or forecasts to plan
In the weeds and have to get out
Growing so fast that your financial processes aren’t keeping up
Facing a challenging financial moment and need a better path forward
Working harder but less profitable
Operating on a cash basis without budgets or forecasts to plan
In the weeds and have to get out
Services
Financial Assessment
Deep dive into financials and processes to identify areas of improvement & recommend solutions.
Financial Reporting
FP&A, forecasting and reporting to drive results, accountability and facilitate informed decision making.
Business Performance
Improve performance by focusing on metrics, goals, resourcing, cost-savings, income recognition & pricing.
Turnaround Management
Implement strategies to restore financial stability - be it a downturn or period of growth and transformation.
Strategic Planning
Develop short and long-term plans to drive profitable growth and achieve financial goals.
Management & Oversight
In addition to project scopes, offer on-going financial leadership, mentoring & support at the fraction of the cost.