Accounting Firm Owners

Partnering with you in acquisitions, developing advisory services, and leveraging strategic tech.


Acquisition Leadership

Advisory Service Development

CFO-Level Advisory for Your Firm

System & Tech Optimization

People-First, Process-Smart

Acquisition Leadership

You want to acquire, sell, or merge?

I am your partner to navigate the process and negotiate your best outcome. I use my acquisition playbook which starts and ends with the owner's personal, financial, and business needs.


Develop CFO & Advisory Services

Are you leveraging your team and tech with best practices as you build CFO and advisory services?

I help you — within your unique processes — determine how to  improve them to better leverage your time, your team, and your tech; all while improving your services and your client's experience.

This is paragraph text. Click it or hit the Manage Text button to change the font, color, size, format, and more. To set up site-wide paragraph and title styles, go to Site Theme.

Strategic Systems & Tech Consulting


You know you have great client services, but do you want more from your tech?

I am passionate about leveraging systems and processes to make your firm's operations more beautiful — for your team and your clients. I start with your needs and your processes and find options that are a great fit, rather than leading with tech's functionality and forcing you to comply.