Project work
Some problems don’t need a retainer.
The engagements above are for running finance month after month. Sometimes that isn’t what you need — something happened, or something needs building, and either way it has a beginning and an end. Those are scoped as projects, priced as a fixed fee, and staffed by me.
Investigation
Find out what actually happened
Reconstruct the record, then prove it.
Suspected fraud, a partner dispute, an insurance claim, or books that stopped making sense two years ago. I rebuild the transaction history from source, document what the evidence supports — and, just as importantly, what it doesn’t — and produce something that stands up to a lawyer, an auditor, or a judge.
Modeling
A model that survives diligence
Built to be taken apart.
Raising a round, planning a hire, or testing whether the unit economics actually work. You get a model an investor can pull apart without it falling over — assumptions visible and separated from the math, scenarios that move together, and the version of the story the numbers genuinely support.
Transactions
Stand up finance for a carve-out
Day one, not day ninety.
A business being separated from its parent loses the systems and the back office on close. I build the standalone finance function before that happens — opening balances, a chart of accounts that fits the new entity, close process, reporting the sponsor expects — so the first month post-close is a normal month.
AI Implementation
Layer AI onto the ERP you already run
Built and deployed, not diagrammed.
You are not replacing a system that works, and you shouldn’t have to. I build on top of the data you already have — insights, controls and process efficiencies that link operations to finance and turn a monthly report into an actual decision. No rip-and-replace, and nothing that stops at a slide.
