CFO

• Accomplished accountant with 24 years of experience at aboutique firm supporting a portfolio of small and mid-sized businesses,including German subsidiaries in the solar and insurance sectors.
• Extensive hands-on accounting experience including journal entries, A/P, A/R,payroll (ADP, Paylocity, Intuit), financial statement preparation, andfull-cycle month-end close.
• Served as part-time controller for a $25M revenue company with complexcommissions, deferred comp plans, and multiple ownership changes—known fordelivering accurate, timely reporting with minimal direction and navigatingcomplex personalities with ease.
• Highly regarded by former clients for being 100% trustworthy, responsive, andproactive—quickly resolving urgent financial issues and building deep, lastingtrust with both executives and support staff.
• Praised by long-term reference as someone who “always handled things in ourbest interest” and who “could explain technical accounting clearly to bothseasoned professionals and support staff.”
• Former U.S. Army service member with 8 years of military experience—bringsdiscipline, reliability, and mission-first thinking to every engagement.
• Software experience includes QuickBooks Online (primary), ADP, Paylocity, andExcel (advanced spreadsheets for financial tracking/reporting).
• Currently manages 6–8 clients (approx. 25 hours/month) and is focused onhelping companies with part-time needs. Flexible availability, includingweekend support.
• Known for his professionalism, calm demeanor, and sense of humor. Excellentinterpersonal skills and a strong ability to manage sensitive financial datawith care and confidentiality.