We provide day-to-day accounting, custom reporting, financials, month-end close, payroll, and more—but what truly sets us apart is our approach. With a strong background in operations and process optimization, we don’t just manage your numbers—we help you build a business that runs smoothly, scales smartly, and thrives financially. From setting up the right systems to ensuring compliance and efficiency, we take a proactive role in your company’s financial success. If you want an accounting partner that adapts as you grow and builds a strong foundation for the future, we’re the perfect fit!

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Manage Finance, Accounting, Legal, Facilities, HR, and IT for mid size construction company located in Santa Clarita Valley.

Manage Finance and Accounting for a large Telecommunications company located in Santa Barbara. • Accounting Team Build Up - Revamped accounting team ensuring ownership, accountability, and accuracy • Cash management - increased working capital by forecasting and decreasing DSO • Procedures - Renovated old financial processes to create more efficient work flow while increasing accuracy and checks and balances.

• Facilitated and closed a $26 million dollar S&P Bond financing for land and construction • Decreased financial close from 20 days to 10 day while increasing school location P&L and balance sheet accuracy • Set up company structure / accounting policies, controls and procedures / budgets / board packages

Head of Corporate Office as part of the Executive Team managing HR, Admin, Accounting, Finance, IT, Purchasing, Reporting, Fleet Management and Customer Service. • Strategic planning – Develop and implement annual company strategic initiatives • Cash Flow Management – cutting down AP lag time by 5% • Debt Restructure plan saving 1% in interest • Company recovery plan – Created and implemented cost cutting controls netting a reduction of losses by 30% • Acquisition – Integrated 60 new employees and over $2m in revenue. • IRS audit / EDD hearings – minimizing company exposure

• Oversee all aspects of Accounting, Finance, Reporting, HR, IT, Shipping, and Operations – including Payroll, AR, AP, Month end, Customer Service, Shipping, Inventory Control, Reporting, System set up and Computer/ printer issues • Led management team in identifying and correcting critical problems, lowered overheard expenses, and improved policies. • Increased inventory accuracy and controls as well as quarterly inventory counts. • Managed client services, account receivables and minimized chargebacks for over 400 locations. • Saved $50k a year in factoring AR and Credit card fees. • Built a call log database with analysis and reporting that showed the President where the improvement would be needed from sales force. • Created Sales reports to analyze trends and growth. • Worked with Marketing to create coupons, giveways, and online presence to increase brand awareness.

• Led Colleges and Management team in new budgeting and forecasting model built from the ground up. • Created and implemented new policies to conform to Sarbanes and GAAP reporting. • Increased productivity and accuracy by standardizing reports across all divisions. • Utilized P&L analysis to make decisions on improving operations as well are providing direct financial analysis and support for over 140 locations across 8 states. • Audited locations for state and federal regulation conformity. Built budgeting model utilizing Access to build budgets from ground up – starting with rooms within schools rolling up to district level.

• Prioritized and allocated workload to achieve deadlines. • Guided Directors and VPs to establish cash flows and working capital targets. • Handled California Sales tax audit leading to a positive outcome. • Implemented inventory controls and ordering process with a multi-level criteria database • Led High Level Management to the decision of outsourcing customer service • Completed all Accounting and Financial month/ year end reporting, analysis and reconciliations. • Created an operating plan for a $20 million dollar business unit before deadline.

Leadership Development Program; Multiple Departments: Overhead budgets, Accounts Receivables, Cost Accounting, Pricing, Financial Planning, and Forward Pricing • Introduced and approved by CFO a proposal for new collections department and procedures. • Created several databases to automate reports saving over 50 hours of cumulative manpower. • Collected over $3 Million Dollars in outstanding receivables in less than four months. • Worked with Directors to build overhead budgets.