Leader for CLA's BizOps team in Southeast Wisconsin focused on providing entrepreneurial businesses and non-profits with flexible enterprise business level solutions including outsourced CFO, Controller, and Business Process Outsourcing services. More than 20 years of experience assisting clients with improving profitability, reducing risk and building business value in a variety of industries including technology, professional services, manufacturing and distribution, construction, health care, and retail/franchise. Passionate about helping entrepreneurs, startups and emerging growth companies launch their businesses and take them to the next level and experienced in helping global businesses expand their reach within the U.S.
Specialties include business strategy, benchmarking, capital budgeting/asset utilization, cash management, customer and market analysis, financial statement analysis for profit improvement, forecasts and budgeting, KPIs and dashboards, private equity, venture capital and debt financing, transaction/M&A support, accounting software, tax consulting, and business succession planning.
Marquette University, MBA
University of Wisconsin Oshkosh, BBA Accounting and Finance
In the community
AICPA and WICPA, Member
Racine Area Manufacturers & Commerce, Inc., Board Member
Racine Founders Rotary, Member/Past-President
Resources and events
Media coverage 7/14/2021Expanded Employee Retention Credit Q&A
Article 1/5/2021COVID Relief Bill: Five Things to Consider Now
Article 1/4/2021New Law Clarifies and Expands CARES Act Employee Retention Credit
Webinar 11/17/2020Pittsburgh 2020 Audit and Assurance Year-End Update
Article 9/2/2020What Businesses Need to Know About Payroll Tax Deferral