
CFO & COO Advisory
Enhancing financial and operational efficiency through strategic planning, process improvement, cash flow management and innovation.
Everything the engagement calls for.
You get the team.

Former PwC partner and financial executive with 30 years in assurance and advisory services, including accounting, financial reporting, auditing, audit readiness and remediation, internal controls, enterprise risk management, financial transformation, regulatory compliance, and M&A due diligence. Later a partner at CohnReznick and Guidehouse, and Public Sector Market Leader at MorganFranklin Consulting. Deep experience supporting C-Suite executives, with an emphasis on government contracting and technology.
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Seasoned accounting and finance executive with 30 years of leadership across consumer, hospitality, retail, financial services, and public accounting, including two Fortune 500 companies. Public and private experience across CFO, Chief Accounting Officer, and Controller roles, with an early foundation in Big Four public accounting and at the SEC.
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Experienced C-suite executive with 40 years in professional services. Co-Founder and General Partner of Hibiscus Capital Management, a registered investment bank and venture-capital fund, and former COO of a global law firm. He serves on the boards of directors of RightEye and Tectura. His work spans team leadership, operational improvement, financial reporting, risk evaluation, and governance.
LinkedIn →What clients ask first.
Enhancing financial and operational efficiency through strategic planning, process improvement, cash flow management and innovation.
Yes. Capabilities include audit readiness and remediation, accounting and financial reporting, policies and procedures, and training and communications.
Yes. The practice covers financial planning and analysis (FP&A) and treasury and cash flow management, alongside business and operational process improvement and strategic planning.
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Contact us to discuss how we can address your business needs.
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