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Finance Advisory & Transformation

Finance leadership
for a more demanding
environment.

Senior finance expertise delivered directly — without the overhead of a large firm.

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Results
71%
Close time reduction at a national quick serve restaurant chain
6 mo.
To deliver a full ERP implementation — GL, payroll, and workforce management — at a regional transit agency
Days → Minutes
Multi-entity reconciliation automated at a leading global staffing firm

Case Studies

Results over representations.

71%
Close time reduction in 9 weeks
National Quick Serve Restaurant Chain
Director of External Reporting · Finance Transformation
The Problem
14-day close — every task deferred to close week. Systems went down. Process collapsed under its own weight every month.
The Diagnosis
The close wasn't the problem — what happened the other three weeks was. Move everything possible out of close week. Structural fix, not technical.
The Result
14 days to 4 in 9 weeks. No headcount added. No systems replaced. Process redesign by someone the CFO trusted with the function.
6 mo.
Full ERP implementation
Regional Transit Agency
Interim CFO · ERP Implementation Recovery
The Problem
A full ERP implementation — covering GL, payroll, and workforce management — had stalled completely. No meetings, no accountability. Consultants had adapted to the dysfunction.
The Diagnosis
Not a technology problem — a leadership vacuum. The implementation needed someone to own it and drive it every single week.
The Result
Full implementation delivered in six months. Stalled ERP projects fail for organizational reasons, not technical ones.
Days
→ Min.
Per validation cycle
Leading Global Staffing Firm
Fractional Finance Transformation · AI & Automation
The Problem
PE-backed firm, 20+ entities, two financial systems that disagreed. Multi-day manual reconciliation, no audit trail, unreliable results.
What Was Built
Python-based automated framework built by a CPA using AI as the technical execution layer. Accounting logic from the human. Code from AI.
The Result
Multi-day process runs in minutes with full audit trail. Domain expertise plus AI — no development team required.

How We Work

The approach.

01
Operators, not advisors
We've held the roles. We've managed the close, run the audit, owned the ERP implementation. The advice is grounded in what actually works under pressure.
02
AI as a real tool
Not a strategy deck about AI — actual deployments, actual automation, actual time saved. We build things that run.
03
Direct delivery
Every engagement is delivered by the principal. No junior staff, no account managers. You get the experience you're paying for.
04
Measurable outcomes
Every engagement has a defined objective with a measurable result. We don't bill for presence — we deliver outcomes.