Columbia Business School CFO certified · 14+ years · Author, The CFO Operating System

I don’t just close the books.
I install the operating system.

The documented method executives use to make better decisions, protect cash, and build enterprise value — published in three volumes, installed the same way in every engagement. Built for founder-led businesses doing $2M–$20M, with deep benches in childcare & early education, faith-based organizations, and nonprofits.

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Three ways in

Meet the system on your terms

EXPERIENCE IT

The Capital Allocator

A 24-month business simulation. $35K in the bank, $140K of debt, a dozen real decisions. Finish Exit-Ready — or find out exactly where your instincts leak.

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READ IT

The three volumes

The complete method in print: diagnose and repair the cash engine, choose what the business becomes, and build the operator who runs it all.

See the books →
INSTALL IT

Work with me

From a focused cash-flow diagnostic to full CFO advisory — each step demonstrates value before the next.

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Why it matters

Most CFOs sell experience. I sell a documented system.

The same one published across three volumes — it produces the same result every engagement.

2,546
Transactions reconstructed to zero-variance reconciliation across 20+ months of books.
Zero
Variance across 11 consecutive statements in an automated reconciliation pipeline.
3
Volumes of The CFO Operating System — a published, repeatable methodology.
14+
Years across public companies, venture-backed startups, healthcare, and nonprofits.
Start here

Let’s look at your numbers together.

A 30-minute conversation. You bring the questions; I bring the system.

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