You've worked hard to build a strong, growing business. What you need now is disciplined financial operations that consistently give you clarity and peace of mind — not just data entry. That's what I do: I build systems that turn financial confusion into confidence, so you understand every dollar your company touches and still have the bandwidth to run the business.
Chart of accounts restructuring, bank feed automation, clean historical books, documented workflows.
Bank and credit card reconciliations, inter-account cleanup, and necessary journal entries.
Quarterly tax estimates, annual filing readiness, contractor and employee payroll processing.
Monthly reports delivered and explained, with forecasting and projections as needed.
Systems that work whether I'm involved monthly or quarterly. No dependency trap, no gatekeeping.
"I run point on your financial operations and work directly alongside you, not around you — building a repeatable engine you understand and can operate independently."
Every engagement is scoped to your business — reach out and we'll figure out the right fit together.
My time in the SEAL teams taught me that innovation and taking the road less traveled are two major pillars in mission success. I don't just punch numbers — I build systems that empower owners to make informed decisions. I bring the discipline, transparency, and accountability necessary to move your business forward financially, without locking you into dependency relationships.
First I assess your current systems and identify gaps. Then I execute — cleaning books, implementing efficient processes, building reporting dashboards, streamlining payroll — while teaching you how everything functions.
Financial Operator, Locana Legacy
I grew up in Northeast Ohio, and went to Ohio State, where I wrestled varsity and earned my accounting degree from the Fisher College of Business. Out of college, I took a job with PricewaterhouseCoopers in international tax — and spent that first year earning my CPA license. Once I'd checked that box, I started hearing a louder calling. I could feel the complacency of a corporate track where climbing the ladder just meant doing what was asked of you and sticking around long enough — the same path as everyone around me.
So in my mid-twenties, I decided it was the perfect time to uproot everything and make a big change. I enlisted in the Navy to go through BUD/S and become a Navy SEAL. I graduated, reported to SEAL Team One, and went to sniper school as my specialization. I was proud to serve in that capacity, and prouder still of the men I served alongside. It was in that chapter of my life that I met my amazing wife, and we started building a life and family together.
When that chapter came to an end, my next adventure was becoming a husband and a father. After the SEAL teams, I went looking for my next challenge — one where I could combine everything I'd learned and set my own priorities, without submitting a permission request just to spend time with my family. That search led me to start Locana Legacy LLC: bringing the same discipline I learned as an operator to how founders run their businesses, on my own terms.
NCAA Division 1 Varsity Wrestling.
Advised multinational Fortune 500 oil & gas companies on U.S. and international tax strategy, and earned my CPA license.
Sniper, lead navigator/point man.
Financial operations for founder-led businesses — bookkeeping, reconciliation, payroll and compliance, and monthly reporting, delivered with the discipline of an operator.
Client testimonials will appear here as engagements complete.
Client testimonials will appear here as engagements complete.
Client testimonials will appear here as engagements complete.
Confirm scope and start date
Execute service agreement
Complete onboarding — COA setup, bank feeds, initial cleanup
Begin first month of service with weekly strategy calls
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