Passion. Experience. Diligence.

Whether your company needs timely, accurate, and detailed accounting records or tax preparation, we can provide unrivaled service at competitive pricing. Also, we can be the trusted advisors for transactions (buy-side/sell-side), and guide you through the complex process. I have been blessed in life with great opportunities, great mentors, great family, and great friends which have enabled me to work hard and accomplish the following:

  • Experience as CFO (overseeing Accounting, Finance, Legal, and Technology)

  • Sell-Side M&A experience. Complete entity divestiture and partial entity divestiture. Expeditious and detailed information garnered praise from multiple Investment Banks (aided in timeliness, confidence, and ability to lock-in LOIs).

  • Buy-Side M&A experience. Spin-out Division into its own entity. Was forced to complete an entire entity spin-off within 5 weeks

  • Contract Negotiations (Vendors and Leasing)

  • Implemented Accounting Software

  • Built various Analysis Tools for looking into Segment and Customer Profitability (using Direct and Indirect costs)

  • Reduced DSO by facilitating quicker Cash Conversion (added 2.0M in Cash Flow during 1 Fiscal Year)

  • Ran Propane company:

    • Helped to grow Customer Base by 10-15% and EBITDA by 5-10% in 3 year period (created inside Sales program and used digital marketing campaigns)

    • Grew 20lbs cylinder exchange business by locking in supply (during COVID) and penetrated competitor base

  • In Corporate (mainly Fortune 500 and Fortune 10):

    • Revamped the Budgeting tools for an entire Business Unit. Consolidated over 40 departments (330 FTEs) and produced an accurate Budget (3.5% Variance on 136M Top Line and 1.5% Variance on 95M OpEx).

    • Business Impact Award winner 2017 for building a Business Case pertaining to Hardware Optimization.

    • Created comprehensive Financial Model pertaining to New Technology Platform Build. Major decision was executed as the result of this model.

  • Obtained College Degree while working full-time (went to school at nights) and maintained a 3.96 GPA