24-month forecasting
Rolling forecasts that guide expansion and owner distributions through rapid growth.
Selected work
The tools and systems behind the numbers. Each one started with a real problem in a real business.
Acaydia · Chief of Staff & Director of Finance
An accredited aesthetics college and medical spa: two revenue lines, a 160-person organization, and federal Title IV funding that left zero margin for error.
As the CEO's right hand, I owned the full financial operation (budgeting, forecasting, and reporting) alongside Title IV compliance, SOPs, and training and feedback systems for staff and students.
41% revenue growth, a 100% federal compliance record, staff turnover cut by two-thirds, and multiple acquisition offers by the time I left.
Executive leadership · FP&A · Federal compliance · Sale-readiness
GainzTrain · Finance
A young business needed books it could trust, with a clear month-by-month view of revenue, costs, and profit.
A finance dashboard that pulls revenue from payment records and expenses from the bank, reconciles the two, and only marks a month final when everything ties out and nothing is left uncategorized.
A 55% profit margin (before owner pay), tracked month by month with the same discipline as a formal close.
Month-end close · Reconciliation · Financial reporting · Designed by me, built with Claude Code
Summit Graphics · Pricing
Quotes were built differently every time, which made them slow, inconsistent, and easy to under-price on a fast-growing team.
A standardized quoting dashboard covering six service lines, priced by vehicle size and wrap type, that calculates job costs as you quote and builds a running quote summary.
Faster turnaround, more accurate quotes, and better margins. Every job covers its costs before it's ever sent.
Pricing strategy · Margin protection · Sales operations · Designed by me, built with Claude Code
GainzTrain · Operations
Every order was tracked on paper. Ingredient quantities were calculated by hand, and during prep there was no way to tell whose order had been made or bagged.
An AI-built dashboard that runs the whole week across eleven modules, from orders and assembly to delivery, customers, analytics, and finance. The weekly menu publishes straight to the website, and orders turn into a shopping list automatically.
About 8 hours saved every week and sharply reduced fulfillment errors. Prep day now runs off one screen.
Operations design · Process automation · AI tooling · Designed by me, built with Claude Code
Behind the scenes
Some of my most important work lives in confidential files. Here's what it covers.
Rolling forecasts that guide expansion and owner distributions through rapid growth.
Real-time views of performance so owners can make decisions from numbers, not gut feel.
Documented systems across three businesses that let teams run without the owner in the room, which is the foundation of sale-readiness.
Beyond the numbers
Events, content, and the stage: the people side of building something.
