Hire the Best Financial Accountants in Denver, CO

I have almost 20 years of corporate finance and accounting experience, where I delivered actionable intelligence that improved decision-making. I can create your budget as well as analyze and present your company’s financial performance to current and prospective stakeholders. In addition to being a CFA Charterholder, I am a CPA and CMA. These financial certifications underscore my dedication to financial excellence. I have extensive experience with Excel, Power Point, and Word.

I hold a master's degree in accounting from Regis University. I have a heavy background in helping to implement new accounting systems for companies ranging from QuickBooks, Xero, and other larger systems such as Sage100 and Multiview. I am comfortable with many aspects of the accounting cycle, and financial reporting below is a breakdown. Financial Reporting (Including cash flow forecasting) Establishing Policy & Procedures Reconciliations (General Ledger, banks, credit cards, etc. ;) Chart of Account Establishment PP&E (Fixed assets, extensive knowledge on setting up new software's and integrating into GL) Payroll (Strategies and implementation of new software to integrate with HR programs) My experience and knowledge can help take the burden and strain off of your plate, and knowing my track record of any part of your accounting needs you need help with will be solved. Thank you for the opportunity!

Hello! I'm an Accountant with over eleven years of experience working with all range of businesses; from small private practices, to nonprofits, startups and large scale corporate operations. I am well versed in both Quickbooks Online and Xero, and can help you with payroll, invoicing, AP/AR, inventory, preparation of financial reports, month/quarter/year end close, bank reconciliations, financial projections, and performance reports. My goal is to facilitate finance and accounting operations of your business to allow you time to focus on growth!

I am a small business accountant with over 20 years of experience in - Pro-Advisor Quickbooks - Specializing in Clean-up Accounting - Financial Performance Analysis - Treasury Tax Compliance - Business Consulting and Coaching - Tax Preparation - National Personal and Business - Tax Preparation - International 1040 NR Foreign Corps, Fin Cen and FBAR - IRS Negotiations - Tax Audits - Licensed Real Estate Broker-CO

You started your business to run it — not to spend Sundays reconciling QuickBooks or wondering why your P&L doesn't match your bank balance. I'm a finance leader with 23+ years helping owner-operated SMBs turn messy books into clear decisions. My background includes complex, multi-department operations — country clubs, restaurants, and multi-entity hotel properties — environments where I had to make finance legible to non-finance owners. Most recently, as CFO at a flagship Colorado country club, I led an accounting remediation that identified and corrected $70,018 in prior-period errors across just two months — handicap revenue, tournament accounting, payroll accruals, and golf credit book balances that had gone unrecorded for years. The work was third-party verified by an external consulting firm. I bring that same operator-friendly approach to founder-led businesses across industries. 📊 WHAT I DO: 🔹 Fractional CFO — Cash flow forecasting, 12–13 week liquidity planning, budgeting and financial modeling, multi-year capital planning and scenario modeling, KPI dashboards in Power BI and Fathom, profitability and pricing analysis, lender and investor reporting 🔹 QuickBooks Online cleanup & ongoing bookkeeping — Catch-up bookkeeping, chart of accounts redesign, full balance sheet reconciliations, AP/AR workflow setup, month-end close 🔹 AI-assisted AP automation — I build AI-driven AP workflows that cut processing time and reduce payroll cost on routine bookkeeping operations 📈 RECENT RESULTS: ✅ Identified and corrected $70,018 in prior-period errors during a 5-week accounting remediation at a flagship Colorado country club — third-party verified ✅ Built a 5-year capital cash flow model that became the framework for board-level capital funding and multi-year reserve allocation decisions ✅ Cleaned multi-year QBO backlog (2023–2025) for a trust company, recovering thousands in misclassified entries and restoring audit-ready records ✅ Automated AP workflows using AI tooling, reducing payroll cost on routine bookkeeping operations ✅ Untangled commingled cash by designing a segregated bank account structure across operating, payroll, debt service, and capital accounts 💡 WHY OWNERS-OPERATORS HIRE ME: You don't want a CFO who emails you a 40-tab spreadsheet. You want one who looks at your P&L and tells you what to do next week. After 23 years across hospitality, food service, multi-entity operations, and fiduciary environments, I've learned the highest-value work isn't the modeling — it's translating finance into operator decisions: pricing, hiring, when to take a draw, whether that new location is actually profitable. 🛠 TOOLS: QuickBooks Online (advanced), Power BI, Fathom, Excel, AI-assisted AP automation If you're an owner-operator tired of guessing at your numbers, send me a message describing your business and what's keeping you up at night. I'll tell you honestly whether I'm the right fit.

I've been on both sides of the cap table: as a founder who raised, and as an advisor who helped others close. That perspective changes everything. 🎉 Recent Track Record: Continuum AI: $4.1M Seed (Led by Cowboy Ventures) SUREPASS: $3.49M Pre-Seed (Reg D) Alloy: $3M+ Seed (Led by Unity Holdings) Research Pathfinder: Oversubscribed Pre-Seed in 90 days (Q1 2026 - Mucker Cap) The investor decks and playbooks I built were used to close every one of these rounds. WHO I AM: I've spent 25 years inside the startup ecosystem: as an advisor, a Chief Strategy Officer, and as a founder/CEO myself. Two successful exits. Three failures that taught me more than the wins ever did. That combination gives me a ground-level understanding of what founders are actually up against when they step into a room with a VC. My work has been featured in the Wall Street Journal and profiled in multiple books, including bestseller The Customer Funded Business by Dr. John Mullins and Business Results Revolution by Sandy Richardson. I'm a vetted mentor with TechStars, Boomtown, MassChallenge, Volta, SaaS Launch, and Graham & Walker From 2010 to 2018, I grew an investor-backed B2B SaaS startup from zero clients to 130+ global partners across a dozen countries. We exited in 2018, selling to our largest client. I've been on your side of the table. I know what the pressure feels like. HOW I WORK WITH FOUNDERS: I work with founders raising pre-seed, seed, and Series A rounds in three ways: 1. INVESTOR DECK I've built hundreds of investor decks across more than two decades of engagements. Most decks fail for the same reason: they're built around the founder's product, not the investor's psychology. I flip that. The result is a narrative that speaks directly to what early-stage angels and VCs are actually looking for, and addresses it before they ask. 2. INVESTOR PLAYBOOK & CAMPAIGN Depending on your needs, I'll either coach you through running a disciplined investor campaign yourself, or I'll manage the full campaign on your behalf — freeing you up to focus on building. This includes investor targeting, outreach sequencing, funnel management, and follow-through to close. 3. BOTH Most retained clients engage me for the full scope: deck plus campaign. This is where the real leverage is. 4. BEYOND VENTURE The same work applies outside startups. I build the materials and run the process for acquisition financing, roll-up strategies, search funds, and independent sponsors raising deal capital. Buyer narrative, target list of investors or lenders, outreach sequencing, and follow-through to close. Before I advised founders full time I sat in corporate strategy seats with Shell, Bertelsmann AG, BMW, and Pfizer. I know how the institutional side reads a deal. I am not a licensed broker-dealer. I do not broker transactions or take success fees on securities. I build the narrative and run the capital process. Your banker, attorney, and accountant handle the rest. SCOPE & CREDENTIALS: --- Top Rated: 100% Job Success Score, Top Talent designation (Elite 1%), and hundreds of 5-star reviews on Upwork --- Sectors: B2B SaaS, AI, PropTech, D2C, Retail, Deep Tech, Hardware, and more --- Range: I've supported raises from $500K pre-seed rounds to $60M Series B ventures --- Network: Angels, institutional VCs, and micro-VCs — plus direct relationships built through years of accelerator mentorship --- Beyond venture: acquisition capital, roll-ups, search funds, independent sponsors, and LP materials for emerging fund managers --- Media: Wall Street Journal, The Customer Funded Business (Mullins), Business Results Revolution (Richardson) If you're preparing to raise and want a strategist who has built decks that close and campaigns that convert then send me a message. I'm happy to have a brief scoping conversation to see if we're a fit.