I’m a finance and accounting executive, consultant, and founder of SumSolutions with more than 35 years of experience helping businesses strengthen financial operations, improve reporting, and build the infrastructure needed to support growth.
I began my career in corporate finance and accounting and later became an early pioneer in remote accounting services, building SumSolutions long before outsourced and virtual accounting became commonplace. My experience spans financial operations, controllership, financial reporting and analysis, cash flow, budgeting and forecasting, internal controls, process improvement, and strategic decision support. I’m highly experienced with QuickBooks and comfortable working hands-on within the accounting function as well as alongside owners and leadership teams.
Throughout my career, I’ve stepped into businesses during periods of growth, transition, and complexity—building and rebuilding accounting functions, strengthening controls and reporting, improving financial workflows, integrating acquisitions, and helping leadership understand what the numbers are telling them.
What distinguishes my approach is that I don’t look at accounting in isolation. Financial problems are often signals of broader operational or structural issues. I look across the numbers, processes, and business model to identify what is actually creating the problem and build practical solutions that improve financial visibility, profitability, and the way the business operates.
Today, I work with growing businesses as a fractional and interim financial leader, Controller, and strategic advisor. I’m particularly well suited to organizations that have outgrown their existing financial infrastructure, need stronger accounting and reporting, are navigating a transition, or need experienced financial leadership without adding a full-time executive.
