Projections +
Financials

My management accounting expertise gets you to the numbers you need and depend on. Financial projections help you visualize alternative paths forward to capture opportunities and address challenges. Monthly analysis of financial statements monitors actual performance against plan so you can adapt and achieve intended results.

I help clients see and understand information they already have. Side-by-side with business leadership, I make fundamental improvements in accounting systems and processes to support growth, meet lender requirements, and keep management informed.

Clients lean on my experience as a CEO’s financial counsel. My work quickly helps leaders improve understanding of their financial position and gain confidence in managing cash flow and making critical business decisions.
“Improve understanding of your financial position and gain confidence in all company-wide decision-making.”

Fulcrum Drive Accounting Services

Modeling & Budgeting

Accounting System Improvements

Financial Statement Analysis

Bookkeeping Support