With a CMA designation and a background in Financial Planning & Analysis, I bring structured financial leadership to growing businesses. My experience includes budgeting, rolling forecasts, margin optimization, capital planning, and building financial frameworks that drive smarter decisions.
I’ve helped organizations move beyond basic rep
With a CMA designation and a background in Financial Planning & Analysis, I bring structured financial leadership to growing businesses. My experience includes budgeting, rolling forecasts, margin optimization, capital planning, and building financial frameworks that drive smarter decisions.
I’ve helped organizations move beyond basic reporting into forward-looking strategy — creating systems that clarify profitability, cash flow, and long-term growth.
Small businesses deserve the same financial rigor as large enterprises.
Modern businesses need more than spreadsheets. They need connected systems.
My background in reporting automation, dashboard design, and AI-enhanced workflows allows Local Biz Whiz clients to move from manual bookkeeping to intelligent financial systems.
From automated KPI dashboards to integrated forecasting tools, I build reporting envir
Modern businesses need more than spreadsheets. They need connected systems.
My background in reporting automation, dashboard design, and AI-enhanced workflows allows Local Biz Whiz clients to move from manual bookkeeping to intelligent financial systems.
From automated KPI dashboards to integrated forecasting tools, I build reporting environments that:
• Reduce manual work
• Improve accuracy
• Deliver real-time visibility
• Support confident decision-making
We don’t just produce reports.
We build financial intelligence infrastructure.
Before working directly with small businesses, I helped support financial operations within companies generating over $500M in annual revenue.
That experience shaped how I approach finance:
• Structured monthly close processes
• Advanced forecasting models
• Data-driven performance tracking
• Cross-department financial integration
• Execut
Before working directly with small businesses, I helped support financial operations within companies generating over $500M in annual revenue.
That experience shaped how I approach finance:
• Structured monthly close processes
• Advanced forecasting models
• Data-driven performance tracking
• Cross-department financial integration
• Executive-level reporting standards
I bring that same discipline and clarity to growing businesses — scaled appropriately for your size and stage.
You get enterprise thinking without enterprise overhead.
I understand the weight of running a business — because I work with founders who carry that responsibility every day.
Behind every spreadsheet is a family, a team, and a future you’re building.
Local Biz Whiz was created to help business owners gain clarity, reduce financial stress, and make decisions with confidence.
This isn’t transaction
I understand the weight of running a business — because I work with founders who carry that responsibility every day.
Behind every spreadsheet is a family, a team, and a future you’re building.
Local Biz Whiz was created to help business owners gain clarity, reduce financial stress, and make decisions with confidence.
This isn’t transactional bookkeeping.
It’s building a stronger financial foundation for your business and your life.