Business & Financial Advisory
When financial operations become complex, structure matters more than effort.
I work directly with companies to bring clarity, discipline, and control to their financial environment — whether that means stabilizing reporting, cleaning up historical data, or preparing for audit, financing, or growth.
This is hands-on, controller-level support focused on building financial systems that are reliable, scalable, and aligned with how the business actually operates.
I partner with growing companies, startups, and business owners navigating rapid growth, recovering from disorganized systems, or preparing for regulatory events.
Whether you need to clean up your financials, implement a new ERP, or prepare for your first audit, I provide hands-on support tailored to your goals — helping you move from chaos to control with confidence.
Core Competencies
✅ Financial Systems & Software: Sage Intacct, QuickBooks Online, and NetSuite
✅ Industry Expertise: Private Equity, Energy, SaaS, DFR- SaaS, Manufacturing, Construction, Retail, Publishing, Art, Horse Racing, and Aviation
✅ Cleanup & Catchup: Thorough review and reconstruction of historical records to restore accuracy and compliance
✅ Month-end Close Optimization: Streamlining close processes for timeliness, consistency, and real-time insights
✅ Financial Reporting & Consolidations: Multi-entity reporting, intercompany eliminations, consolidated financials
✅ 13-Week Cash Flow Forecasting: Rolling cash flow visibility and liquidity planning to support short-term decision-making and financial control
✅ GAAP Implementation & First-Year Audits: Audit preparation, financial clean-up, and support for new or scaling businesses
✅ Budgeting, Forecasting & Strategic Planning: Enabling executive decision-making and long-term growth
✅ Technical Financial Reporting: Expertise in ASC 606 (Revenue Recognition) and ASC 842 (Lease Reporting)
✅ Strategic Controller Expertise: Internal controls, process optimization, and scalable solutions aligned with growth and compliance
✅ Change Management: Partnering with your team to guide organizations through financial change, new system rollouts and process redesign
✅ M&A Due Diligence & Post-Deal Integration: Seamless integration of systems, processes, and reporting post-acquisition
Need a Consultation ?
If you’re ready to bring clarity, structure, and confidence to your finances — whether for your personal life or your business — I invite you to fill out the form below and connect with me.
📅 Once I receive your message, I’ll reach out to arrange a complimentary 30-minute confidential consultation to discuss your goals and how Acrux Advisory can support you and your team.
🗓️ Availability
All business and consulting projects are accepted based on my availability and workload. I take my commitments seriously and only accept projects I can deliver with full integrity and accuracy.
Flexible Engagement Options — Transparent Pricing
Every business has unique financial needs. Some projects can be wrapped up in just a few weeks, while more complex clean-ups or conversions from cash to accrual may take several months. To ensure clarity and transparency, I provide a tailored proposal after discovery.
Pricing & Engagement Options
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Hourly Consulting
Every business has its own financial story — some clean-ups can be completed in just a few weeks, while others take a little longer. To keep things flexible and transparent, Acrux Advisory offers several ways to work together.
For specialized or short-term projects such as account reconciliations, ERP implementation, or audit preparation support, I provide hourly consulting services tailored to your company’s specific needs, with project details and investment outlined during an initial consultation.
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Project-Based Consulting
Best for outcome-driven work with defined deliverables:
Audit Readiness Support – starting at $8,000
Includes balance sheet clean-up, reconciliations, and preparation of audit documentation.ERP Migration Clean-Up – starting at $10,700
Post-migration reconciliations, process optimization, and stabilization of accounting operations.Change Management – Financial Transformation Support – starting at $12,500
Support through financial transitions, including reporting restructuring, financing preparation, and ABL audit readiness to ensure your financials are organized, reliable, and ready for external review. -
Monthly Advisory Retainer
Ongoing financial oversight and leadership without the cost of a full-time hire.
Starting at $6,200/month
Designed for growing companies that need controller-level expertise to keep books audit-ready, improve processes, strengthen controls, and track KPIs. With a focus on monthly bookkeeping, management reporting, and process improvements, Acrux Advisory helps your business stay compliant, scalable, and financially confident.
♻️ Why Work With Me
A Different Kind of Financial Partner
I work with a limited number of clients at a time, allowing me to stay deeply involved in every detail of your financial operations. My clients choose Acrux Advisory because they value more than just reconciliations — they want proactive insight, disciplined systems, and the peace of mind that their numbers are always accurate and investor-ready.
This is not a high-volume service — it’s a high-impact partnership.
And that makes all the difference.
Financial Clarity for Business and Home — CFO-Level Expertise, Boutique Attention...
🗂️ Audit Readiness
Audit readiness isn’t built when the audit starts — it’s built in the months leading up to it.
Whether you’re preparing for your first audit, strengthening internal controls, or getting ready for investor or lender due diligence, the focus is the same: clean, structured, and reliable financials.
I work directly with companies to organize financial records, reconcile key accounts, and prepare audit-ready documentation. The approach is practical and proactive — reducing last-minute issues and keeping the process moving smoothly.
The result is a more predictable audit process, with fewer adjustments, fewer delays, and greater confidence in your financials.
📌 Services & Disclaimer
Acrux Advisory is not a CPA firm and does not provide services requiring a public accountancy license. All services are focused on operations, financial reporting, and controller-level support. We do not provide audit, attest, or tax services that require licensure.
