I’m a strategic, hands-on CFO with experience leading finance for companies up to $30M in revenue and a $600M public school system. Through UB Capital Advisors, I help owners strengthen cash flow, improve margins, build dependable forecasts and reporting, and scale operations. I combine executive-level strategy with practical execution—from financial cleanup and process improvement to capital planning and exit readiness—so owners can make confident decisions and grow profitably.
No agencies · No commissions · No markups
Outsourced Accounting Services
Vetted Accounting Experts
Matched Within Hours
Matched Within Hours
Clean, reconciled books and reliable monthly financials – without hiring in-house. Our team reviews your request and introduces vetted accounting professionals and firm leaders with relevant industry experience, usually within hours. Ongoing accounting from $500 a month, paid directly to them – no commissions or markups.
