What I do

CFO & CPA Services Tailored for Growing Businesses

Brian combines decades of CPA expertise with executive-level CFO leadership. His services are designed to give companies the financial insight, systems, and strategies they need to scale with confidence.

Fractional CFO Services

For CEOs and leadership teams who need strategic finance without the full-time cost.


Budgeting, forecasting, and scenario planning

Brian builds tailored budgets and forecasts that align with your goals, then runs scenario planning to prepare your business for best- and worst-case outcomes. You’ll always know where you stand and where you’re headed.

Cash flow optimization and treasury management

Brian analyzes your inflows and outflows to improve liquidity, reduce risk, and keep your company funded. He helps you manage reserves and financing so you can operate without cash flow surprises.

Board and investor reporting

Brian prepares polished, insightful reports that speak the language of boards and investors. He highlights key metrics, risks, and opportunities so your stakeholders feel confident in your leadership.

M&A strategy and due diligence

Whether you’re buying, selling, or merging, Brian guides you through the process with rigorous financial analysis. He identifies risks, validates valuations, and ensures you make deals that create long-term value.

Financial modeling and performance dashboards

Brian builds models and dashboards customized for your business, giving you real-time visibility into performance. With the right data at your fingertips, you can make faster, smarter decisions.

CPA & Accounting Services

Ensuring accuracy, compliance, and efficiency at every step.


Advanced tax strategy and preparation

Brian goes beyond basic compliance, creating tax strategies that minimize liabilities and maximize savings. He ensures your filings are correct, timely, and fully optimized.

GAAP-compliant financial statements

Brian delivers clean, accurate, GAAP-compliant statements that provide a true picture of your company’s health — ready for investors, lenders, or regulators.

Audit readiness and representation

Brian prepares your books for scrutiny and represents you with auditors, ensuring you’re compliant, protected, and positioned to succeed under review.

Complex bookkeeping and reconciliations

Brian tackles the hard stuff — from untangling messy books to consolidating multiple entities — so your numbers are precise and trustworthy.

Accounting system setup (QuickBooks, Xero, NetSuite)

Brian sets up and customizes accounting systems that grow with your business, integrating technology to save you time and improve accuracy.

Why choose Brian?

Executive Perspective

Not just compliance, but financial leadership.

Proven Expertise

30+ years across multiple industries.

Tailored Partnership

Services built around your company’s goals.

Year-Round Support

Reliable guidance beyond tax season.

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GET IN TOUCH

Interested in working with Me?