🔷 Business Consulting
From GAAP compliance and audit readiness to financial system optimization and multi-entity reporting, I step into challenging situations and deliver clear, trusted results.
I partner with growing companies, startups, and business owners who are navigating rapid growth, recovering from disorganized systems, or preparing for regulatory events.
Whether you need to clean up your books, implement a new ERP, or prepare for your first audit, I provide hands-on support tailored to your goals—so you can move from chaos to control with confidence.
Core Competencies
✅ Financial Systems & Software: Sage Intacct, QuickBooks Online, and NetSuite
✅ Industry Expertise: Private Equity, Energy, SaaS, Manufacturing, Construction, Retail, Publishing, Art, Racing and Aviation
✅ Financial Reporting & Consolidations: Multi-entity reporting, intercompany eliminations, consolidated financials
✅ 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
✅ M&A Due Diligence & Post-Deal Integration: Seamless integration of systems, processes, and reporting post-acquisition
✅ 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
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Thorough review and reconstruction of historical records using tech-enabled tools to restore accuracy and compliance.
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Streamlining close processes for timeliness, consistency, and real-time insights.
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Preparation and documentation support to ensure you're ready for internal, external, or investor audits — GAAP-compliant, transparent, and defensible.
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Partnering with your CFO and finance team to guide organizations through financial change—from new system rollouts and process redesign to restructuring and rapid growth. I ensure smooth transitions by aligning stakeholders, training teams, and embedding best practices that drive adoption, accountability, and long-term operational success.
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With extensive experience leading financial systems integration projects, I drive seamless adoption with minimal disruption by coordinating across IT, finance leadership, and internal teams—delivering greater efficiency and transparency.
🗓️ 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.
🎓 With four degrees and multi-industry leadership experience, I approach every engagement with the expertise and integrity required to deliver results.
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, QuickBooks clean-ups, ERP system updates, 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 $4,500
Includes balance sheet clean-up, reconciliations, and preparation of audit documentation.ERP Migration Clean-Up – starting at $6,200
Post-migration reconciliations, process optimization, and stabilization of accounting operations.Capital Raise & Financing Support – starting at $8,000
Preparation of investor-ready reporting, bond applications, and ABL audit readiness. -
Monthly Advisory Retainer
Ongoing financial oversight and leadership without the cost of a full-time hire.
Starting at $3,600/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...
Preparing for an audit doesn’t have to be overwhelming. Whether your company is approaching its first external audit, strengthening its internal controls, or preparing for investor due diligence, Acrux Advisory helps you approach the process with clarity, structure, and confidence. We support businesses through every stage of audit readiness — from cleaning up financial records, reconciling accounts, and preparing documentation, to strengthening internal processes and communicating with auditors during fieldwork.
🧭 Audit Readiness & Preparation
Services Designed for Real Life — Business and Beyond
💼 Executive Bookkeeping & Financial Oversight
Monthly financial clarity for CEOs, founders, and professionals.
We manage your books, reconciliations, and GAAP-compliant reporting so you can focus on leading your business. With accurate monthly closes, custom reporting packages, and ongoing communication, you’ll always know where your finances stand — and where they’re headed.
🏡 Family Bookkeeping & Household Financial Management
Financial structure for your life beyond the boardroom.
We bring order to household accounts, investments, and trust activity, creating monthly reports and annual family budgets aligned with your goals. From vacation planning and education savings to philanthropy and estate clarity, our services keep your family finances organized, tax-ready, and in sync with your lifestyle.
📌 Services & Disclaimer
Acrux Advisory is not a CPA firm and does not provide services requiring a public accountancy license. All services are focused on accounting operations, financial reporting, and controller-level support. We do not provide audit, attest, or tax services that require licensure. Availability of services may vary, and engagements are accepted based on current capacity. Acrux Advisory reserves the right to decline or postpone an engagement if, in our professional judgment, the company’s records require significant cleanup or foundational work before audit readiness services can be provided — and in such cases, audit readiness support cannot be offered until those conditions are met.
