I help cooperative businesses get the answers they need to take action confidently.
I create systems that make accountability easy.
I plot a course through shifting financial waters.
Fractional CFO
A strategic advisor for start-up and growing co-ops
Designs internal systems to meet operational needs.
Plans capital fundraising and expenditures to meet growth needs.
Creates a financial roadmap and performance monitoring to achieve your co-ops goals.
management Accountant
A trusted partner to keep financial operations on track
Reviews, reconciles, & closes books.
Provides cost allocations, depreciation, & GAAP adjustments.
Generates internal financial reports for staff and boards.
Configures accounting systems & integrations.
Financial Planning & Analysis
A veteran guide to point you in the right direction
Financial Feasibility Studies
Forecasts & Budgets
Profitability Analysis
Co-op Investment Terms & Pricing