Fractional Controller & CFO
Financial Operations Optimizer
Revamp Your Accounting Systems, Ignite Financial Transformation
Why work with me
I specialize in revamping your accounting and financial operations to ignite a profound transformation within your organization. With meticulous attention to detail and a keen eye for efficiency, I delve deep into your existing systems, identifying areas for improvement and implementing strategic solutions that drive tangible results. I understand that the key to sustainable growth lies in the optimization of processes. We can unlock new opportunities for enhanced accuracy, transparency, and agility, paving the way for a future of financial success.
When you're in the market for a fractional Controller, fractional CFO, or somewhere in between, you want more than a spreadsheet. You need confidence that you're partnering with an experienced leader that dives into the details and the big picture and isn't afraid to ask the tough questions. As a solopreneur, I approach each project with attention to your unique needs and collaborate with other experts to give you the highest quality results. And you will always get a timely response from me!
Areas of Specialties
Accounting & Financial Operations
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Industries
CPG & product-based, retail, restaurant, sports entertainment,
construction, fitness, professional services, medical offices, franchises
Accrual-Based Accounting
Inventory Integrations
FP&A
Tech Savvy
Process Optimization
Implementation & Training
Services
1
Controller Plus
Part-time financial leadership and oversight, utilizing expertise in accounting and cash management. Optimize financial processes, ensure regulatory compliance, and drive business growth with an efficient accounting system that readily produces information needed for effective decision-making.
2
CFO Lite
Essential financial leadership on a part-time basis, advising businesses on strategic financial planning, budgeting, and forecasting. Leveraging experience and insights to help businesses navigate complex financial challenges while offering flexibility and cost-efficiency before a full-time CFO is needed.
3
Financial Operations
Optimization
Building efficient accounting and financial processes from scratch or overhauling those already in place. Analyzing business needs, budget, and employee competencies to determine the best tech stack fit.
Oversee implementation, delegation, and training of staff.
Ready to learn more? Schedule a call.
These aren't in my skill set, but I've got a squad of superheroes ready to swoop in!
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Capital Fundraising
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Mergers & Acquisitions
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Exit Planning
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Extensive Demand Planning
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Tax prep and tax strategy
Hi 👋, I’m Jamie, a numbers enthusiast who loves to stare at lightning storms for hours and capture the beauty of nature with my camera lens. I have two young kids who keep me busy and humble, and I live with them and my husband in the Sierra Nevada mountains. When I’m not knee-deep in children, or slushing through snow, you can find me at my desk with my music cranked up, maybe walking on my treadmill pad, and rolling up my sleeves to work with some amazing founders. Who are these founders? They have 7- to 8-figure businesses that are growing. They want to be intentional with how they invest profits into their people, processes, and products. And….they want to enjoy the journey! When I work with my clients, we focus on being inherently curious and not shying away from tough topics or questions. We focus on the driving force of success - their employees and customers - and how optimized financial operations can fuel that success. My clients who make the leap of faith and accept that the time is NOW to make a change finally have clarity - a newfound visibility into their financial health and a clear roadmap to scale efficiently. My approach utilizes First Principles Thinking and an ABI (always be improving) mindset. If something feels clunky or off, there is always a better way!
Professional Background
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Serving clients since 2016 under the DBA Reno Accounting Solutions
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CPA license - state of CA - active since August 2015
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MBA - Univ. of NV Reno
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Bachelor's of Accountancy - CA State Univ. Sacramento
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Over a decade of corporate accounting roles prior to serving clients