Flexible. Experienced.

Your Fractional Controller and Business Partner.

Controllership & HR

  • Full-Cycle GAAP Accounting

  • Cash Management

  • Financial Statement Preparation and Review

  • Internal Controls and Compliance

  • External Audit Management and Process Reviews

  • QuickBooks Pro Advisor

  • Payroll and Benefits Administration

  • Employee Records Management

  • HR Compliance and Policy Administration

  • Employee Onboarding and Offboarding

Tax

  • Federal Business Tax

  • State and Federal Payroll Tax

  • Multi-State Sales Tax

  • Unclaimed Property Compliance and Reporting

  • Individual Income Tax

  • IRS Enrolled Agent Services (Coming Soon)

Business & Finance

  • Budgeting and Forecasting

  • Financial Statement Analysis (Variance and Sensitivity Analysis)

  • Financial Modeling and Analysis

  • Business Plan Development and Financial Modeling

  • Financial Planning for New Product Roll-Outs

  • Excel Automation and AI-Assisted Analysis (Data Clean-Up, Modeling, Dashboards)

  • Contract Management

  • Facilities and Lease Management

  • M&A Due Diligence

Helping businesses operate with financial confidence and clarity.

About

One Flexible Partner. Everything Your Business Needs to Run. FinFlex is backed by 25+ years of cross-functional expertise to help small and growing businesses run smarter. Whether you need financial leadership, accounting support, or help with a complex one-time project, you have a true partner — learning your business and delivering flexible solutions that fit your specific situation, not a generic playbook.

Areas of Service Include: Financial Leadership - Controllership, FP&A, and financial management that gives you clarity and control over your numbers, Operations & HR - HR administration, contract management, pricing strategy, and facilities support, Special Projects - M&A support, new product rollouts, and federal income tax filing, AI & Automation - Tools for automating Excel workflows and identifying and leveraging built-in features of your existing software.

Familiarity with the Following Industries: SaaS · Consumer Products · Aerospace · Commercial Real Estate · Hospitality & Tourism · Non-Profit & Government · Professional & Administrative Services.

How Engagements Work: Every engagement is structured for clarity and flexibility. Each project is covered by an NDA, MSA, and SOW that clearly define objectives, scope, and deliverables — with cancellable terms so you're never locked into something that needs to change. Before any engagement begins, I invest time upfront to fully understand your business, challenges, and goals. From that first conversation, you'll walk away with clarity, insights, and value you can use — regardless of what comes next.

*Introductory pricing is available on federal income tax filing services beginning in Q4; reach out to learn more. Tax filings covered by WISP; insured and bonded.