At D3 Consulting
we bring accounting services
to your company.
What We Do
Consulting and Controlling
With a wealth of experience under my belt, I specialize in offering a wide range of services to small businesses, acting as a fractional CFO or controller to manage their financial operations. My services include but are not limited to:
Financial Planning & Analysis
Identify strengths, weaknesses, and opportunities for improvement. Developing strategic plans that align with your business goals, ensuring a solid foundation for growth.
Management Accounting
Understanding profitability and businessess drivers to provide relevant financial data to aid in decision-making, enhancing the efficiency of business operations.
Financial Accounting
Leveraging my certification as a QuickBooks ProAdvisor and comfort with learning financial systems to manage your financial transactions accurately and efficiently and provide ongoing reporting and analysis.
Recent Works
Here are some of the projects I've worked on.
Medical Device Company
Provided analysis support for medical device manufacturer, providing ongoing cash flow monitoring and reporting. When the company was acquired, stepped in as interim Controller/CFO, completed major cleanup of their books, getting them to public company standards. Implemented 5-day close process for consolidation and reporting. Transitioned work and updated balance sheet to new controller for ongoing operations.
Hospitality Company
Took a hospitality company's books to the next level. Organization had clean books with conscientious bookkeeping. Using Fathom, coupled with QuickBooks, devised a system for consolidating the books on a monthly basis for timely management reporting. Further, developed first-ever budget to provide a roadmap for success and relevant discussion of operations. Finally, devised a method for segmenting and forecasting the business, then transitioned financials, with more than $11M in revenue, to full-time employee for ongoing operations.
Operational Analysis
Provide ongoing statistical, operational analysis for a manufacturing service company, analyzing the predictive value of their service. Identify opportunities to improve and work with a data scientist to further refine their product.
Web Designer
Provide annual review and cleanup of financials for a single-member LLC. Review annual profit and loss to ensure that taxes are filed accurately, taking appropriate deductions and reviewing areas that get increased scrutiny to ensure proper documentation (e.g., mileage). File taxes electronically using ProConnect software, enabling instant filing and annual payment plan. Research areas in question to ensure compliance.
QuickBooks Transition
Took a small manufacturer off of an existing Peachtree system and transitioned to QuickBooks Online. Researched and recommended tools to implement with QuickBooks to enable job order costing.
Corporate FP&A
Working on a contract basis with a large company, enable transition from legacy systems to SAP and SAP Analytics Cloud (SAC) for ongoing management reporting and analysis. Provided input on standard reports as well as developing competencies in Excel add-in tools for ad-hoc reporting.
Welcome to my professional space! I am an accomplished Certified Public Accountant (CPA),
Certified Management Accountant (CMA), and a Certified QuickBooks ProAdvisor with a rich
history of serving in the private sector of finance and accounting since 2007. My experience
is as varied as it is deep, covering roles as a controller, treasurer, and in numerous
analyst positions. This diverse background has earned me the nickname of the "Swiss Army
Knife" of finance.