SAM

I'm a passionate accounting / finance leader with a proven track record of helping professional services businesses achieve their growth goals.

My expertise lies in bookkeeping, accounting, strategic financial planning, analysis, and modeling. I have over ten year of experience in across companies of varying sizes ranging from mom and pop shops to large corporations.

My key focus areas include:

Building a data-driven culture: Designing and implementing customer and vendor cubes to enabling real-time insights

Optimizing accounting processes: Accurate bookkeeping, streamlining the company chart of accounts, enhancing expense tracking, speeding-up bank reconciliations, and establishing clear workflows

Optimizing financial processes: Streamlining reporting structures, enhancing budgeting, forecasting, and budgeting vs. actual (BVA) efficiency

Strategic initiatives: creating multi-year company financial models, assisting in securing financing, and optimizing tax saving strategies

I'm a strong communicator with a results-oriented mindset. I thrive in collaborative environments and am passionate about empowering professional services businesses to unlock their full financial potential.