Reimagining Business Models to Accelerate Small Business Growth
18+ years experience in accounting, CFO, Controller and Chief of Staff roles, business development and strategy, and general business advisory for start-up and high growth businesses across 10 industries.
Creative problem solver who is passionate about client service and who develops meaningful, actionable recommendations for operational improvement by leveraging technology to achieve operational efficiency
Quickbooks Online expert with full charge accounting capabilities.
Discernment to establish long term strategic priorities with disciplined attention to immediate-term decision making.
T-Shaped consultant with a deep understanding of Finance and Accounting but broad experience across operations, business development, project management, design and branding, website development, and partnership building.
FINANCE, OPERATIONS & DEVELOPMENT
Senior Account Executive
Zeteky is a SaaS company focused on bringing mobile applications for public policing and community security. With Zeteky, I have secured and extended our contract with Dallas Police Department, worked to build a grass roots marketing effort to include other surrounding police and school districts to expand sales, and continue to act as the company Controller whereby I maintain all accounting and financial models for investors and management.
Startup & Growth Consultant
COUNCIL & CRAFT, LLC
Council & Craft is a leading interior design+build firm in Dallas. I helped in the startup process for the company, maintain financial records and have taken part in helping build and market the business from inception. Current services include general business consulting, accounting and business development.
Startup & Growth Consultant
LARC SALON, LLC
LARC Salon is a luxury hair salon in Dallas serving hundreds of clients. I consulted to build a business plan and financial model for the startup and consulted to start the business among 4 partners. The business has met the financial goals and exceeded all expectations and is thriving in the Dallas area. I also built the company website.
VP of Business Development
ECAP HOLDINGS, LLC
A boutique business consulting and investment firm in Highland Park, TX. I was brought in to analyze businesses within the portfolio and build presentations for investors and clients. I helped the firm build a presence within an investment community and was eventually asked by a portfolio company, Zeteky, to come on-board full time.
CANNON OPERATING COMPANY, LLC
Cannon is a drilling and exploration company based in Garland, TX. After hitting several successful wells I was brought in as a VP of Finance to put into place controls and procedures. I worked to establish proper contracts with consultants and maintained all accounting and joint interest billing. I was in charge of state and regulatory taxes filings. I also helped in business strategy and development directly with the owner and CEO.
CURATED / RISING GALLERY, LLC
I founded this fine art gallery in 2008 to showcase local and regional artists. By 2010 we were representing artists from across the country and holding large receptions for our artists. I was in charge of contract, accounting and marketing for the business and we successfully made a name for ourselves in the community and still represent a few of our artists even after closing the brick and mortar business.
MAC PARTNERS, LP
MAC Partners was a small business incubator and micro-cap business consultant. I was hired in 2001 as an accountant and was promoted through the company to Managing Member. I was in charge of financial and project analysis on new deals for clients. I worked with corporate legal counsels to file SEC filings and effectuated 4 successful reverse mergers. I worked with transfer agents to analyze and report shareholder information for past and new management teams during and after mergers. I also consulted and analyzed corporate equity for C-Suite members to improve communications with investor relations firms. In my time with the company I led 4 reverse mergers, hired and led a team of 25 employees, worked on capital raises cumulating over $65mm for client companies and served as interim CFO for a publicly listed client to lead a major asset sale for the company.
Intern > Accountant
AURION TECHNOLOGIES, INC
Aurion Technologies was a leading developer for remote monitoring of oil and gas wells. In two summers with the company I took a hands on approach and helped deliver and install flow meters to better understand the company. Back at the office I worked directly with the head of Accounting and CFO to reorganize the chart of accounts and help in both billing and receiving.
Bachelors of Science, Finance
OKLAHOMA STATE UNIVERSITY, Stillwater, OK
Sigma Nu Fraternity, Epsilon Epsilon Chapter
Business Scholar Leader - International Business
MIDWEST CITY HIGH SCHOOL
Microsoft Excel - Advanced
Adobe Illustrator - Proficient
Quickbooks - Advanced
Presentations - Advanced
New Business Development
Analysis and Strategy
I have spent 15 years representing companies as CFO, Controller and VP of Finance whereby I have raised capital, built financial models, maintained full accounting books and records, and built internal controls. I build lasting and profitable partnerships to ensure success for my teams.
STRATEGY & OPERATIONS
I am a creative problem solver who is passionate about client service and who develops meaningful, actionable recommendations for operational improvement by leveraging technology to achieve operational efficiencies for business success.
What started as a passion and hobby has turned to a major asset to my clients. I am a self taught graphic designer and website designer. My clients have found that my background lends itself to understanding what is important to the client to reach success and productivity.