Business & Financial Advisory
Experienced Finance Leadership. Practical Execution.
Financial complexity doesn't always require a larger team. Sometimes it requires experienced leadership, structure, and someone who can step in and get the work done.
Acrux Advisory provides hands-on finance and controller-level support to companies navigating growth, transition, financial cleanup, reporting challenges, system changes, audit preparation, and other complex financial initiatives.
I work directly with leadership and finance teams — not only identifying what needs to change, but helping implement it.
Engagements can be structured around a defined project, interim or embedded support, or an ongoing advisory relationship.
Finance Support Built Around the Business
Every company reaches points where the existing finance function needs additional experience or capacity.
The books may need to be cleaned up. Reporting may no longer provide the visibility leadership needs. A close process may need to be rebuilt. Cash flow needs greater attention. An ERP implementation or migration may have created problems. An audit may be approaching. Or the company may simply need experienced financial leadership without immediately adding another full-time executive.
That's where I come in.
I work alongside leadership and existing teams to understand what's happening, identify the gaps, establish priorities, and build practical financial processes that work beyond the engagement.
The goal isn't to add complexity.
It's to create clarity, structure, and a finance function leadership can rely on.
Need a Consultation ?
If your company is navigating financial complexity, transition, growth, or a project that requires experienced finance support, let's have a conversation.
We'll discuss what's happening today, where the gaps are, and what type of engagement would be most useful.
SCHEDULE A COMPLIMENTARY 30-MINUTE CONSULTATION
How I Can Help
Financial Operations & Controller Support
Strengthen the day-to-day financial foundation of the business through hands-on controller-level oversight and execution.
Support may include:
Month-end close management and improvement
Balance sheet reconciliations
Financial reporting
Multi-entity and consolidated reporting
Accounting process design
Internal controls
General ledger review and cleanup
Management reporting
Finance-team transition support
Cash Flow, Budgeting & Forecasting
Give leadership greater visibility into where the business stands and where it's going.
Support may include:
13-week cash flow forecasting
Short- and long-term cash planning
Annual budgeting
Rolling forecasts
Budget-to-actual analysis
KPI and management reporting
Scenario modeling
Working-capital visibility
Financial Cleanup & Transformation
When the financials or processes have become difficult to rely on, I help bring them back under control.
Projects may include:
Historical accounting cleanup
Cash-to-accrual conversions
Reconciliation of complex or aged accounts
Chart-of-accounts restructuring
Close-process redesign
Reporting cleanup
Accounting policy and process improvement
Finance-function stabilization during periods of change
The objective is not simply to correct historical issues, but to leave behind a structure that works going forward.
Systems & ERP
Financial systems should support the finance function — not create more work for it.
I support companies through financial-system changes and the accounting issues that often surface during implementation or migration.
Experience includes:
QuickBooks Online
Sage Intacct
NetSuite
ERP implementation and migration support
Post-migration cleanup
Chart-of-accounts redesign
Reporting structure
Workflow and process improvement
Integration and reconciliation issues
Technical Accounting & Audit Preparation
Complex accounting requirements often become most visible during an audit, financing event, acquisition, or period of rapid growth.
Support may include:
GAAP financial reporting
ASC 606 revenue recognition
ASC 842 lease accounting
Accruals and estimates
Supporting schedules and reconciliations
First-year audit preparation
PBC organization
Audit-request coordination
Financial documentation
For companies preparing for an external audit or due diligence process, Acrux Advisory also offers dedicated Audit Readiness engagements.
M&A, Due Diligence & Change
Transactions and organizational changes create financial demands that existing teams may not have the capacity to absorb.
I provide hands-on financial support during:
Mergers and acquisitions
Financial due diligence
Post-acquisition integration
Finance-team transitions
Organizational restructuring
Reporting changes
New system implementations
Rapid growth and operational change
The focus is on maintaining financial continuity while helping the organization build the structure needed for what comes next.
🗓️ 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.
Pricing & Engagement Options
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Interim & Embedded Finance Support
For companies that need experienced finance or controller-level support for a defined period.
I can work directly within the organization alongside leadership and existing finance teams during a transition, close cycle, system implementation, special initiative, or period of increased workload.
These engagements may be structured on an hourly or contracted basis depending on the scope and duration.
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Project-Based Advisory
For financial initiatives with a clearly defined objective and scope.
Projects may include financial cleanup and transformation, ERP implementation or migration, reporting redesign, audit readiness, process improvement, cash-flow infrastructure, and other complex finance initiatives.
Each engagement is scoped individually based on the work required, timeline, and complexity.
Project engagements are quoted after an initial consultation and review of the scope.
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Ongoing Finance Advisory
For companies that need experienced controller-level or senior finance support on an ongoing basis without immediately adding another full-time finance leader.
Ongoing engagements can include financial oversight, reporting, cash-flow management, forecasting, process improvement, leadership support, and coordination with the existing accounting or finance team.
Monthly engagements are individually structured around the level of support required. Starting at $7,100/month
Industry Experience
Financial fundamentals are consistent, but every industry has its own operational realities.
My experience spans a broad range of businesses and financial environments, including:
Construction • Energy • Commodities • Manufacturing • Retail • SaaS • Professional Services • Publishing • Art • Private Aviation • Horse Racing
Working across industries has taught me to quickly understand how a business operates, identify what matters financially, and build processes around the realities of the organization rather than applying a generic template.
Systems Experience
I have worked across financial systems and operating environments including:
QuickBooks Online • Sage Intacct • NetSuite
My role is not simply to understand the accounting software. It is to make sure the financial structure, reporting, workflows, and processes surrounding the system actually work for the business.
Why Acrux Advisory
Senior-Level Experience. Hands-On Support.
Acrux Advisory is intentionally boutique.
I work directly with my clients rather than passing engagements through layers of consultants or subcontractors.
That means the person discussing the financial challenge with leadership is also closely involved in understanding the numbers, building the solution, and helping implement it.
I take on a limited number of engagements so I can remain involved and provide the level of attention complex financial work requires.
This is not high-volume consulting. It's experienced financial support built around the needs of the business.
Practical Solutions That Last Beyond the Engagement
The best consulting work shouldn't leave a company dependent on the consultant.
Whether I'm brought in for several weeks, several months, a specific project, or an ongoing advisory relationship, my objective is to strengthen the underlying finance function.
That may mean cleaner financials, a better close, stronger reporting, improved cash visibility, more reliable processes, or a team that has a clearer structure for moving forward.
The goal is to leave the finance function stronger than I found it.
Compliance & Scope of Services
Acrux Advisory is not a CPA firm and does not provide audit, attest, assurance, tax preparation, or other services requiring a license to practice public accountancy. Services are focused on financial operations, bookkeeping, financial reporting, advisory, and controller-level support permitted under applicable law.
