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.
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.
Pursuing an MBA while building Locana Legacy, deepening the strategic and operational foundation behind the firm.
I don't believe in social media. I keep a small footprint and a narrow aperture.
No. I work inside whatever you already run — QuickBooks, Xero, doesn't matter. I'm not here to sell you a platform, I'm here to make the one you have actually work for you.
A bookkeeper records what happened. I build the system that tells you what to do next.
Founder-led businesses that have outgrown a spreadsheet but aren't ready for a full-time CFO. If you're not sure where that puts you, that's a good reason to talk.
Every engagement is scoped to the business, not sold off a menu. Expect to invest roughly what you'd pay for a part-time hire.
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
🔐 Encrypted email available