MABC Blog

Congratulations to Stuart B. Fields on receiving the 2024 Walter Jankowski award!

Established in 2022, the award honors the legacy of former member Walter Jankowski who passed away suddenly in 2021. While he specialized in process improvement, metrics, and change management, Walter will be remembered for the gracious way he volunteered his time. And for the unforgettable joy he exhibited when sharing his knowledge and mentoring others.

An expert facilitator and business

coach guiding professionals on

their path toward abundant

success.

Stuart partners with business managers and teams around the world to to identify and delivery personalized learning solutions. These solutions expand their ability to transform setbacks into the stepping stones on their path toward achieving abundant success.

More specifically, these learning and training solutions help his clients:

• Enlarge the vision of who they are and what they can achieve.

• Look at situations from different perspectives to see possibilities not previously considered.

• Narrow the possibilities to the most effective solutions.

• Move forward along a path of continual development.

• Build resiliency so they bounce back from setbacks and prosper.

Stuart has delivered a broad array of over 50 different educational programs to audiences ranging in size from 2 to 502. When companies partner with Stuart, they benefit from his:

Extensive toolbox of learning and training solutions

A lifelong learner, Stuart’s gathered and mastered leadership development exercises, trainings, assessments and processes for more than three decades. He often uses this extensive toolbox to adapt an experience or exercise in the moment to meet the needs of the person or group he’s guiding.

In addition to having a master's degree in adult learning and leadership, Stuart’s a certified:

• DDI Leadership Program facilitator for target selection (behavioral-based interviewing) and more than 60 soft-skill leadership courses

• Trainer in Jack Canfield's Methodology and the facilitation of individual and group transformation through the experiential teaching of Canfield's principles of success

• Technical Trainer (CTT+) by the International Bureau for Standards in Training and Performance Improvement Board (IBSTPI)

Stuart's also been certified in Business Writing (Brainbench) and holds many proprietary certifications through Hewlett-Packard, Agilent Technologies and The Schwan Food Company.

Global perspective on the benefit of working with people of diverse cultural backgrounds

Living, working and training around the world shaped Stuart’s appreciation for diverse cultural backgrounds and the global perspective he provides. With an academic background in intercultural communication and management, Stuart spent 10 years working overseas in Europe and Asia-Pacific. And, he often partners with global learning and development consultancies to adapt and deliver training materials for U.S. based employees.

This global perspective Stuart provides brings a unique understanding of contrastive views to most situations. As a result, Stuart’s able to guide teams to explore possibilities in ways many others may not be able.

Personal Experience

Stuart shares personal stories of resiliency to provide the encouragement his clients need to keep moving forward during challenging time. Like many, he’s experienced several setbacks in life, and he knows first hand it’s possible to come out stronger on the other side of a challenging situation. By learning the skills to see possibilities instead of problems, Stuart was able to transform these obstacles into opportunities and reach greater levels of success. He's committed to helping others do the same in their lives.

Have questions?

Email info@stuartbfields.com

Call the office at +1 (608) 644-9999.

MABC NEEDS YOUR HELP in 2025!

The MABC Board of Directors and Team Leaders are busy planning for 2025. Part of our goal is to continue to engage our members in all our initiatives!

While there's no shortage of opportunities to showcase your talents to the MABC membership, there are two significant ways for you to get involved. You can:

1. Join an MABC Team

or

2. Volunteer for tasks at an MABCLive! event.

OR you can do both!

 For our small non-profit professional organization, we all can lift a little so no one sinks!

Thanks for a great 2024 filled with professional growth and learning opportunities, and here's to a prosperous 2025 for all of us!

Contact Heather Dean with any questions!

Take a look below for more details and 2025 sign-up links!

JOIN AN MABC TEAM

Marketing Team (Wendy Herrmann)
Membership Team (Laura Beck)
Programming Team (Lee Johnsen)

The teams have two meetings per year (January/July) to brainstorm ideas and take on tasks.

Most members of a team take on one small job to do throughout the year, making it very manageable for all of our busy schedules!

MABCLive! VOLUNTEER SIGN UP 

MABCLive! are our in-person meetings and events. We need help with different small tasks (greeter, set up, snacks, etc.) for just that event. You can sign up for one job, one time or multiple jobs, multiple times.

Lee Johnsen - Madison Area Business Consultants Member Profile

Most of us have limited experience leading remote teams and yet, now most, if not all of our teams, are working from home. We’ve all had to jump in with both feet and just try to figure it out as we go along. Lee Johnsen is the author of Literally Virtually: Making Virtual Teams Work. Lee is an expert in helping virtual team leaders and members feel like they're working in the same room--when they're not.

He specializes in helping global and virtual teams navigate the challenges and opportunities of working in a virtual world. He has worked and spoken internationally to assist organizations and their remote workforce. He is a proven expert in the fields of leading the remote workforce, including leadership training and coaching, management and organizational development.

Lee has a 30-year record of successfully guiding organizations toward improved productivity and enriched work relationships resulting in significant growth. His broad practical experience in consulting and strategizing with corporate learning and development managers, as well as his technical knowledge, have served him well in creating winning strategies and achieving optimal results.

Lee has held officer and management positions in Fortune 500 corporations and government agencies. His expertise encompasses executive coaching, strategic planning, leadership and management development training, performance improvement, change management, and sales and service development.

Specialties:

Virtual team and remote workforce development

Executive development

Leadership training

Management and organizational development

Workplace learning and performance consulting

Services

Consulting to identify workplace performance obstacles and methods to overcome them. Specialized development of virtual team leaders and members. Lee is an expert at helping virtual team leaders and members feel like they're in the same room--even when they're not!
Customized leadership and management development training.
Customized training design, development and delivery. Executive coaching and team building.

Background Info

Partners in Development is the leading virtual team consulting firm, committed to strengthening the skills and performance of your team’s leaders and members. We design our services to build long-lasting solutions to the challenges of virtual team management.

We are a network of experienced performance leaders, committed to helping organizations raise their industry position and profitability. We work with you to establish best practices and processes to improve virtual team excellence. We offer a variety of performance improvement solutions

Consulting Specialties

·        Leadership
·        Management Consulting
·        Coaching & Personal Development
·        Performance Improvement
·        Organizational Development & Planning

Frances Parker - Madison Area Business Consultants Member Profile

Frances Parker spent over 25 years as a corporate manager and director within four major pharmaceutical companies. She held positions in a multitude of disciplines including merchandising, marketing, sales, pharmacy affairs, operations, customer service, distribution, regulatory, project management and quality. During that time, she focused the development of key skills: effective communication across all levels; complex, cross-functional problem solving; strategy development and implementation, and leadership. Frances is known for her engaging and inclusive style, her inquisitive and optimistic nature, and her innate ability to connect with people.

She is best known for finding unique, resourceful solutions to multi-faceted issues while also thinking through the intricate details of implementation. She is passionate about the coaching and
mentoring of others to achieve their personal and professional goals and aspirations.

Frances has both a BS and MS degree from the College of Pharmacy at The University of Texas at Austin. In addition to her degrees, she is a certified Project Management Professional. Frances is a continual learner and enjoys adding new certifications to her list of credentials on a frequent basis. Frances became an Executive Agenda Group Chair in 2021.

When not working, you can find her loving her family fiercely and extravagantly, finding something to create in her overabundance of art supplies, or spending time outdoors in nature. She and her husband, Doc, reside in Madison, WI and their daughter Sydney attends The University of Minnesota.

 

EXECUTIVE COACHING:
I lead executive peer groups in the greater Madison, WI area that offer deep professional and personal growth and development. Called Executive Agenda, each group consists of 12-16 hand-selected, non-competing executives from all business disciplines and from various industries. Working with leaders who are passionate about what they do and have a variety of opinions, backgrounds and job functions brings me great energy and joy. We meet quarterly in a safe, trusting environment to help address each person’s issues and opportunities, offer guidance around potential next steps, and hold members accountable for follow-up on each action item. During our individual 1:1 sessions, I listen intently and ask probing questions so that you discover what is at the root of your issue and find creative solutions. Through these processes and discussions, participants grow to become even greater exceptional leaders.

ACCOUNTABILITY COACHING:
https://francesbparker.podia.com/coaching


Background:
Frances Parker spent over 25 years as a corporate manager and director within four major pharmaceutical companies. She held positions in a multitude of disciplines including merchandising, marketing, sales, pharmacy affairs, operations, customer service, distribution, regulatory, project management and quality. During that time, she focused the development of key skills: effective communication across all levels; complex, cross-functional problem solving; strategy development and implementation, and leadership. Frances is known for her engaging and inclusive style, her inquisitive and optimistic nature, and her innate ability to connect with people.

She is best known for finding unique, resourceful solutions to multi-faceted issues while also thinking through the intricate details of implementation. She is passionate about the coaching and mentoring of others to achieve their personal and professional goals and aspirations. EXECUTIVE COACHING: I lead executive peer groups in the greater Madison, WI area that offer deep professional and personal growth and development. Called Executive Agenda, each group consists of 12-16 hand-selected, non-competing executives from all business disciplines and from various industries. Working with leaders who are passionate about what they do and have a variety of opinions, backgrounds and job functions brings me great energy and joy. We meet quarterly in a safe, trusting environment to help address each person’s issues and opportunities, offer guidance around potential next steps, and hold members accountable for follow-up on each action item. During our individual 1:1 sessions, I listen intently and ask probing questions so that you discover what is at the root of your issue and find creative solutions. Through these processes and discussions, participants grow to become even greater exceptional leaders.

ACCOUNTABILITY COACHING: https://francesbparker.podia.com/coaching Background: Frances Parker spent over 25 years as a corporate manager and director within four major pharmaceutical companies. She held positions in a multitude of disciplines including merchandising, marketing, sales, pharmacy affairs, operations, customer service, distribution, regulatory, project management and quality. During that time, she focused the development of key skills: effective communication across all levels; complex, cross-functional problem solving; strategy development and implementation, and leadership. Frances is known for her engaging and inclusive style, her inquisitive and optimistic nature, and her innate ability to connect with people. She is best known for finding unique, resourceful solutions to multi-faceted issues while also thinking through the intricate details of implementation. She is passionate about the coaching and mentoring of others to achieve their personal and professional goals and aspirations.

Services

Wendy Herrman - Madison Area Business Consultants Member Profile

Hi! I’m Wendy and I believe you have the ability to build the life you want, personally and professionally.

Sometimes you need a little help along the way. I became a professional coach to combine my experience as an educator, consultant, mentor, and leadership developer.

My calling is to help you learn about yourself, define your goals, and support you on your path.

My Background, Education, & Training:

After 20+ years in the professional world, I discovered I had built a diverse and helpful portfolio of skills. The one thing they all have in common? Helping others connect to their passions and life paths.

I am a born and raised Midwesterner, currently living in rural Wisconsin. My educational background includes political science/policy, English literature, interpersonal communication, and educational leadership. I have a master’s degree in education-focused counseling, am facilitator-trained, and always seeking learning opportunities.

I am a Certified Professional Coach through the Certified Life Coach Institute (CLCI).

I am open minded and open hearted and bring compassion to our work together.

Bring it to the table – get to where you want to be.

Let’s talk!

Wendy Herrmann is an experienced coach, facilitator, and educational consultant. An open-minded lifelong learner who enjoys new challenges, she has spent most of her career in training & development and higher education. With the belief that personal growth is professional development, she is passionate about helping others learn and grow.

Her educational background covers political science and policy, literature, student counseling, and educational leadership. Her latest endeavors include people and organizational culture development, creating leaders at all levels, and bringing positive psychology to the workplace.

Wendy lives in rural Wisconsin with her farmer husband, Jon, and chocolate lab, Penny. She enjoys reading, podcasts, Dave Matthews Band, camping, outdoor walks, and puzzles of all types.

Services

Organizational & Educational Consulting (including DEI & Culture)
Facilitation (Workshop, Retreat, Special Session)
Leadership Development
Personal Growth
Coaching

Background Info

Wendy Herrmann is an experienced coach, facilitator, and educational consultant. An open-minded lifelong learner who enjoys new challenges, she has spent most of her career in training & development and higher education. With the belief that personal growth is professional development, she is passionate about helping others learn and grow.

Her educational background covers political science and policy, literature, student counseling, and educational leadership. Her latest endeavors include people and organizational culture development, creating leaders at all levels, and bringing positive psychology to the workplace.

Wendy lives in rural Wisconsin with her farmer husband, Jon, and chocolate lab, Penny. She enjoys reading, podcasts, Dave Matthews Band, camping, outdoor walks, and puzzles of all types.

Consulting Specialties

Organizational Development & Planning

Learning and Development

Coaching & Personal Development

Diversity & Inclusion

Leadership

Brittany Coleman - Madison Area Business Consultants Member Profile

Introduction

At Tree-HR our journey began with a fervent dedication to people and a mission to help individuals uncover their purpose and maximize their potential. We firmly believe that through innovative talent programs HR can champion inclusion and empowerment, fostering environments where every employee can thrive while driving organizational success. We also understand that behind every successful HR strategy are dedicated professionals navigating complex landscapes. That is why we are committed to supporting HR professionals, empowering them to grow and evolve as indispensable partners to both companies and employees. Gone are the days of HR being viewed as the ‘rule enforcers’- at Tree HR, we are here to redefine the narrative. We are dedicated to equipping HR professionals with the tools and knowledge they need to optimize talent programs, drive strategic initiatives, and cultivate workplaces where everyone can reach their full potential.

Meet Tree-HR

Tree-HR understands what matters most, PEOPLE. Our talent solutions help organizations reduce turnover and increase efficiency in recruitment. When the people thrive the organization thrives. At Tree-HR we offer staff and leadership training, HR coaching, employee retention assessments, policy and procedure reviews, and customized talent solutions. We have over 20 years HR experience in a variety of industries. However, our HR experience is second to our understanding of people, our creativity in solutions, and our ability to make connections with people and business strategy.

Services

Talent Reimagined: Planning, Recruitment Process Enhancement, succession planning, competency frameworks, performance development, career pathways.

Employees Empowered: surveys, trend analysis, leadership training, skill and gap assessments, inclusive policies and procedures.

Roots Supported: HR professional Coaching, HR training, HR workshops and retreats.

Background Info

I have Human Resources and Diversity; Equity and Inclusion skills gained from 20 years of working in multiple industries coupled with a degree in psychology. I started Tree-HR to use my unique blend of skills to help organizations of all types better understand their talent resources and to leverage that understanding to attract, retain and develop the talent they need to meet their organizational goals.

Consulting Specialties

• ·       Diversity & Inclusion
• ·       Human Resources
• ·       Woman Owned

 https://www.tree-hr.com/

Aaron Bakken - MABC Member Profile

Aaron Bakken - Senior Franchising Consultant / Broker

The Franchise Consulting Company
http://www.aaronbakken.com/

Making the decision to become a business owner is a big step for most people. After years of working for someone else, it can sound exciting and liberating. But it isn’t simple. Which is why you’re giving some consideration to franchising. As someone who has had 12 different businesses over 22+ years, I bring this experience to every prospective franchise owner relationship. I truly enjoy coaching people interested in starting a business. I’m committed to helping you navigate the complex selection process & ultimately choosing the right franchise to invest in.

At the beginning of 2023 I sold my Rockin’ Jump Trampoline Park franchise in Eagan, MN (Minneapolis/St. Paul Metro) and invested in 3 more, completely different franchise systems. I also spent 5 years as Rockin’ Jump’s Franchise Sales Director from 2013 – 2018. So, I know both sides of the franchise relationship, and can help you with setting expectations and understanding the nuances and responsibilities that come with buying a company’s concept.

While I have worked with a broad range of businesses, my deepest experience is with family entertainment & recreation, restaurants, spas, boutique hotels, resorts, travel & tourism, food, beverage and home services companies.

I have learned that the most important way to ensure you minimize your failure potential in business is to work with people who have been there, done that and lived to tell about it. I’m one of those people.

Services

Free franchise matchmaking for aspiring & existing entrepreneurs.
Helping existing business owners assess if franchising their business is the right growth strategy.
Working with franchisors long term to prepare them for exit.
Customer experience services including inbound/outbound domestic call center, LinkedIn lead generation, digital & social marketing, and one-of-a-kind direct mail solution

Background Info

Aaron has created/owned 13 companies since 2001 - 5 non-franchise business and 8 franchise.

Consulting Specialties

Business Strategy

Growth Management

Organizational Development & Planning

Communications

Strategic Planning

Kim Anderson - MABC Member Profile

Introduction

How did I get here? I’m glad you asked.

It all started when I was accepted to attend a writing and running retreat in Bend, Oregon hosted by Olympian Lauren Fleshman in May of 2020 … and you know the rest. At the time I was working as a middle school language arts teacher and was in the midst of burnout. Honestly, the pandemic was a welcome break from the breakneck speed of a normal school year and the ever increasing pressure of academic rigor. 

As school became virtual and hours reduced, I found myself with enough time to participate in “27 Wilder Days,” a virtual writing event hosted by Laurie Wagner of 27 Powers. The practice blew me away. It opened my eyes to a whole new world of processing emotions, events, feelings, thoughts, relationships, and perspectives. I spent just 15 minutes a day writing and I could not believe the words that came out of me.

I was hooked.

In the fall of 2020 I applied for one of ten seats in Laurie’s Wild Writing Teacher Training program in hopes of becoming certified to teach this incredible practice. To my delight, I was accepted and became part of a cohort of women from around the world that successfully completed a rigorous six month training program.

As I was completing the training during the spring of 2021, my burnout reached a level that was not sustainable. I was chronically stressed, starting to become disengaged, and felt myself purposely disconnecting from my career, my colleagues, and even my family. This was not me. I had lost myself, and as a result my family was losing me. So, I made the brave decision to leap into the unknown. I resigned from my 16 year teaching career in June of 2021 and launched The Unapologetic Pen that July.  

It was a fast and furious start and I have never looked back. This writing practice has grounded me, brought me relief during stressful times, helped me recall events from my past that shaped who I am, and created a record of small moments with my family that I don’t want to forget. I am honored to now lead other women through this life-changing practice.

Beyond writing, I love to spend time biking, reading, hiking, drinking coffee, helping my kids with their show calves and traveling with my husband.

And because I put in a lot of freaking work, I want you tell you that I have completed four Half Ironmans, five half marathons, two adventure races, and climbed one 14'er....and  lots of physical therapy (-:

I’m passionate about helping women find freedom through writing. I sincerely believe the act of putting pen to paper can change your life – because I’ve experienced it.

Writing calms my anxiety and helps me reflect on and reconcile my past. It gives me room to be curious and present about my life today. It creates space for a deep breath, to embrace who I am, to show up unapologetically.

Today, I use this practice often to help me navigate the rollercoaster of midlife: raising teenagers, rediscovering my purpose, reflecting on my relationships and processing all that comes with perimenopause and beyond. It helps me slow down and reflect on my life...the hard, the beautiful and everything in between.

http://www.theunapologeticpen.com/

Services

My goal is to help as many people as possible experience the healing power of Unapologetic Writing.

I offer 8 week sessions for small virtual groups, corporate workshops, and am launching five digital courses this spring. I have also been a workshop host at retreats and for several veterans groups.

Background Info

I graduated from UW- Madison with a BA in International Relations in 2002 and Aurora University with an MA in Education in 2005. I was a classroom teacher until 2021 when I decided start The Unapologetic Pen. I was trained in Wild Writing by Laurie Wagner in a 6 month intensive in the spring of 2021.

Consulting Specialties

• ·       Coaching & Personal Development
• ·       Employee Relations
• ·       Learning and Development
• ·       Writing & Editing

Eric Townley - Chief Marketing Officer/Marketing and Technology Consultant

Madison Area Business Consultants Member Profile

Introduction

Born to help businesses find and promote their individuality, Flamingo Theory is the premier Madison-area Digital Marketing and Creative agency.

We are a full-service digital marketing agency which means that you can handle all of your digital marketing needs through a single point of contact on our team.

​From services like Email Marketing, Social Media Management, Search Engine Optimization (SEO), Paid Digital Advertising, Review Management, Branding, Strategy Development, PR, Website Production, and more, we have all the tools in the digital marketing toolbox to help your company's online presence Stand Unique.

Services

• In a world of increasing distractions and instant gratification, it’s important to use effective, strategic marketing to catch and hold your audience’s attention. We offer all that, and more.
  
  ​From services like Email Marketing, Social Media Management, Search Engine Optimization (SEO), Paid Online Ads, Review Management, Branding, Strategy Development, Website Production, and more, we have all the tools in the digital marketing toolbox to help your company's online presence Stand Unique.In a world of increasing distractions and instant gratification, it’s important to use effective, strategic marketing to catch and hold your audience’s attention. We offer all that, and more.​From services like Email Marketing, Social Media Management, Search Engine Optimization (SEO), Paid Online Ads, Review Management, Branding, Strategy Development, Website Production, and more, we have all the tools in the digital marketing toolbox to help your company's online presence Stand Unique.
• Advertising • Brand Marketing • Digital Marketing • Email Marketing • Marketing Consulting • Marketing Strategy • Search Engine Optimization (SEO) • Content Marketing • Lead Generation • Social Media Marketing

-Strategy Development
-Branding
-Website Production
-Email Marketing
-Social Media Management
-Search Engine Optimization (SEO)
-Paid Digital Advertising
-Review Management
-PR

Background Info

I am an experienced marketer with over 15 years of planning and executing worldwide marketing campaigns for some of the world's most renowned companies and products. From launching AAA video game titles with Electronic Arts, to iconic food brands with General Mills, or world-altering tech products with Apple, I was fortunate to embark on a career that took me all across the US and allowed me to learn marketing from some of the top minds in the business.

My most current role is as Chief Marketing Officer for Flamingo Theory Marketing which is a local full-service digital marketing agency that specializes in helping businesses throughout Dane County nail every aspect of their online marketing presence.

Born and raised in Waunakee, My main goal now is to take all the best components I’ve learned throughout the years and distill them into a company offering that elevates the digital acumen of the Madison-area business community.

Consulting Specialties

Marketing & Sales

Consulting Specialty

Direct-to-Consumer Marketing

Consulting Specialty

Competitive Analysis

Consulting Specialty

Brand and Product Management

Consulting Specialty

Business Strategy

About

In today’s ever-changing business environment, companies need Marketers who think like entrepreneurs, bravely lead their respective teams into new frontiers, and have the fortitude to push day-in and day-out to sell the value of a great idea.

Not only do I fit that description, but I am a hard-charging, forward-thinking, futurist who loves to apply my unique skillset to steer companies towards a brighter future.

If that sounds like someone you’d like to work with, then hit that Connect button and let's start talking!

https://www.flamingotheory.com/

https://www.thinkinprompts.com/

Madison Area Business Consultants Member Profile - David K. Biel III, CPA

Welcome to my professional space! After working in several corporate finance roles, ranging from planning and analysis, P&L management, treasury, and controllership, I knew I wanted to work with small to mid-sized businesses where I could make more of an impact. So, I earned my CPA license and transitioned to private practice.

It's been a great road so far. The following are a few examples of businesses that I've worked with:

Controller/CFO of a growing hospitality company: Developed budgeting process, monthly review process, and management reporting. Presented to Board of Directors.

Controller/CFO of a recently-acquired manufacturing company: Cleaned up books to public company standards and successfully transitioned to new divisional CFO.

Controller of a cash constrained manufacturer: Developed detailed cash flow management tools/schedule and managed cash budgeting.

System implementation lead: Transitioned manufacturer off of legacy accounting system and onto QuickBooks Online.

Controller of growing IT company: Cleaned up books, developed estimated tax schedule for single-member LLC and ongoing close, P&L, and planning support.

Financial analyst: Took existing financials for rapidly-growing service provider, built out a five-year model with detailed assumptions and valuation.

I provide fractional controller and CFO services to clients across various industries. I have over 15 years of corporate finance experience in roles such as FP&A, treasury, controller, marketing finance, and commodities analysis. I am also a Certified Public Accountant (CPA) and a Certified Management Accountant (CMA) with a MBA from University of Wisconsin-Madison and a Certificate in Accounting from University of Washington.

My skills and expertise enable me to deliver high-quality results and solutions for my clients. Some of my current projects include streamlining the month-end close process and analyzing balance sheet accounts for a startup manufacturing company, implementing Fathom as a consolidation, reporting, and budgeting tool for a multi-entity organization, and providing financial analysis and insights for strategic decision making. In addition, I have a strong background in operations and management, thanks to my 24.5 years of service in the Air Force Reserve, where I currently hold the rank of Captain and serve as an Aircraft Maintenance Officer. I am passionate about teambuilding, process improvement, and business growth.

Qualifications

Certified Public Accountant (CPA)

Master of Business Administration (MBA)

Certified Management Accountant (CMA)

QuickBooks ProAdvisor

I have worked in the private sector in finance/accounting roles since 2007. My background has made me the “swiss army knife” of finance/accounting, having worked as a controller, treasurer, and in several different roles as an analyst. This diverse background has developed a key strength of jumping into a new situation and quickly understanding what needs to be done, as well as making me versatile and scalable, easily transitioning from G/L accounting, analysis, and reconciliation to understanding the key drivers of a business, planning, and budgeting. I am both a Certified Public Accountant (CPA) and Certified Management Accountant (CMA). Also, I am a certified QuickBooks ProAdvisor.

In addition to accounting/finance, I have served in the Air National Guard/Air Force Reserve since 1999 as an aircraft maintenance officer. I’ve gone on several deployments and am comfortable rolling up my sleeves and getting to work.

I look forward to learning how I can partner with you and and your firm to improve your finance function and streamline your business!

Services

I provide freelance financial planning/accounting. I work primarily in Quickbooks Online and Desktop and am a certified ProAdvisor. Current projects include 1) accounting cleanup for a startup company and 2) implementation of consolidation/budgeting tool (Fathom), as well as developing a first-ever budget for another growing organization.I provide freelance financial planning/accounting. I work primarily in Quickbooks Online and Desktop and am a certified ProAdvisor. Current projects include 1) accounting cleanup for a startup company and 2) implementation of consolidation/budgeting tool (Fathom), as well as developing a first-ever budget for another growing organization.…see more

Accounting • Bookkeeping • Financial Accounting • Financial Analysis • Financial Planning • Financial Reporting • Budgeting