With over 20 years of experience in operations, accounting and finance, and sales (and the grey hair to prove it), I founded ClearBooks to help businesses elevate their performance with strategic financial leadership and bookkeeping services. As a CPA and MBA, I have the credentials and the expertise to drive growth, efficiency, and profitability for my clients across various industries, including SaaS, tech (various), healthcare, biotechnology & diagnostics.

I am also a co-founder and managing partner at New Leaf Ventures, a boutique venture capital firm focusing on remarkable entrepreneurs building disruptive companies to tackle meaningful problems in a challenging economic environment. Our Genesis Fund focuses on investing in early-stage companies, ranging from seed to series A funding rounds, and we employ a sector-agnostic approach, allowing us to back the most promising and innovative businesses.

I have a passion for discovering and supporting disruptive ideas and entrepreneurs, and use my operational and financial skills to provide guidance, mentorship, and value-added services to our portfolio companies.

My mission is to empower businesses to achieve their vision and goals with strategic financial solutions and partnerships.