You’ve got your big why.

You have a purpose. You are passionate about your mission and want to leave your mark with services that you believe will change the world or revolutionize people’s lives.

But how do you make it happen?

Your business is growing too big, too fast to continue making decisions with your gut. You need to professionalize your finances and get rid of all that uncertainty and stress.

That’s what I am here to help you with. You need an expert.

No more guessing where you are and what you need to plan for.

I’ll help you take control of your finances and use them as a powerful tool to succeed more efficiently.

Why me?

My strength is to go from complex to simple using everyday words instead of jargon. You don’t need a PHD to understand your finances.

If you think your business is challenging, hear this: I have saved a business from bankruptcy and turned it into a profitable group in just eight months with no additional investment.

I solve problems before they become crises.

I do what I do because it makes me feel fulfilled. I have seen too many business owners who are emotionally impacted by their businesses: stressed, frustrated, and confused. Some cried with me over the phone. I get it; this can be heavy stuff.

But you’re doing good work in the world and don’t deserve to struggle because you don’t understand finances.

I love witnessing the transformation from feeling confused to becoming confident and empowered. It really lights me up and I want that clarity for you.

My mission

I help business owners go from disorganized, confused, and chaotic to structured, clear, and empowered around your finances.

When we’re done, you’ll feel calm and confident about your business, knowing it’s on the right track to make the impact you want.

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Qualifications

How do I know to help you? For + 15 years, I’ve worked with Fortune 500 companies, listed multinationals, and successful family offices in the most challenging circumstances, including mergers, restructures, and rapid and sudden growth.

I am a licensed CPA from the US, a highly-regarded and closely regulated license.

I bring a wealth of experience from +10 industries across 3 continents and 7 countries.

The businesses I’ve known looked successful on the outside. But on the inside, it was a very different story. A daily battle. They lacked the right systems to support them in their growth. And they delayed putting them in place until it was too late and they became too big or grew too fast.

In some cases, the level of chaos was so high that the business owners were totally overwhelmed and unhappy.

So I decided to change my career because I know I can help business owners like you feel more confident and financially successful.

I bring my Fortune 500 expertise to smaller, impactful businesses because you don’t need to be a large corporation to achieve financial success.

SAAS

Healthcare

Fast Moving Consumer Goods

Real Estate

Media

Defense

Advisory / Consulting

SAAS Healthcare Fast Moving Consumer Goods Real Estate Media Defense Advisory / Consulting

Industries I’ve worked in:

Anything else?

Absolutely! I’m unconventional.

I don’t belong to one category like most CFOs. Instead, I have a foot in 3 main disciplines. Each of them requires a unique skill set.

It’s like having a panoramic view of your business.

  • With Accounting, I’m the numbers detective.

  • With Financial Planning and Analysis, I’m the forward-looking advisor.

  • With Auditing, the guardian who spots holes and missed opportunities.

I connect the dots others might not see and drive success in a way that breaks the mold so that I set you up for success, now and in the future.

My favorite way to work

I love working as a Fractional CFO because you get the financial help you need (without the C-level expense) and I get to help multiple businesses succeed.

We can also create a bespoke package to address your current needs.

How I can help you?

Book a call and let’s chat to find out.

Besides all the work stuff…

  • I recently moved to Portugal and live in Porto with my family. I work with people all over the world.

  • You’ll hear my French accent when I speak English.

  • I am an introvert and a precrastinator.

  • I have travelled to +45 countries. But what I love most is creating fun Legos and inventing fantastic stories with my son.

Download this free Financial Dashboard so you can

  • Track income, expenses and cash so you know where you stand

  • Spot variations before they become problems