Expert Profile
My credentials include a Master of Accountancy and a BS, Accounting. I am a CPA in the State of Florida and a Certified IT Professional (CITP) from the AICPA. I am known for my ability to rapidly analyze business situations, formulate recommendations, and implement solutions that improve performance.
With experience as a business owner, as both full-time and interim CFO and senior management roles, I rapidly assess financial performance and deliver timely and effective business management changes to both grow and improve profitability. I redesigned operations and accounting functions, developed and implemented budgets, SAS-70 internal controls and process improvements, managed product line and business divestitures and integrated acquisitions, negotiated deals, terms and financing.
Principal/Consultant, ***** Partners, LLC., 2008 to Present. Provide financial and business management consulting to start-ups and SMB’s in IT, construction, insurance, and financial/other services industries. Acted as Interim CFO, redesigning internal accounting and management systems to increase productivity and profitability and helping to raise capital.
Chief Financial Officer / VP, Unisource Administrators, Inc., a $35M insurance claims management company, 1999 to 2008. Managed shared corporate services including finance/accounting, payroll, human resources, facilities and IT for six-subsidiary businesses. Led M&A activity through integration and responsible for project management of budgets (corporate and subsidiary), financial audits, SAS-70 and tax. Started as Controller with rapid progression in scope/duties.
CPA in the State of Florida and a Certified IT Professional (CITP) from the AICPA. Master of Accountancy and a BS, Accounting from the University of South Florida.
Florida Institute of CPA’s, the Tampa Bay Executives Forum, and Toastmasters International. Boards: Miss North Port Fastpitch Softball, Crossfire Softball Assoc., North Port Area Little League (prior)
15+ years as CPA in Florida
Extensive experience as internal employee and outsourced resource
Love to work with small and mid-sized businesses, especially start-ups
Conduct trainings and conferences in-person and webinar
Utilize remote and virtual solutions for clients