Make your next move
with clearer numbers.

Finance engineering, business strategy, and AI integrations that help you see what’s happening and decide what comes next.

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Financial planning & strategy

Can you afford the next hire? Will growth leave enough cash for the next inventory order? Which services actually make money?

As your finance engineer, I turn disconnected numbers and manual processes into useful tools, reliable reporting, and systems that work together.

Financial planning and analysis (FP&A) connects your financial results to the decisions you make every day. I build a working view of revenue, costs, and cash, then help you understand what changes when your plans change.

A plan you can use.

Cash-flow forecasts that show when money comes in and goes out
Budgets and financial models tied to your sales, staffing, and operating costs
Actual results compared with your plan, with explanations of what changed
Profitability analysis by product, service, or channel, where your data supports it

Strategy behind the spreadsheet.

Scenarios for pricing, hiring, inventory, and expansion
Cash and capital planning before you commit to growth
Clear financial reporting for owners, investors, and lenders
Regular conversations about priorities, tradeoffs, and next steps

For an e-commerce business, that might mean understanding how inventory purchases, ad spending, and payment timing affect cash. For a service business, it might mean connecting staffing capacity and project margins to your hiring plan.

Accounting systems you can build on.

Useful financial decisions start with numbers you can trust.

I help set up or improve the systems and workflows behind your accounting. We look at how transactions reach your books, where manual work creates errors, and what needs a consistent review process.

Accounting system setup and migrations, with opening-balance checks
Connections between sales, payment, payroll, and accounting systems
Reconciliation and month-end close workflows with clear ownership
Collections, commission, and reporting processes
AI-assisted transaction workflows with human review and exception handling

You get a documented process your team can maintain, with clear responsibilities and checks before information becomes a financial report.

Business engineering & AI integrations.

Start with the work that takes too much time. Build the system around the people doing it.

I help identify useful applications for AI, connect the tools you already use, and build workflows your team can actually adopt.

A searchable company knowledge assistant built around approved documentation
Automated handoffs between your CRM, spreadsheets, and business software
Custom internal tools for repeatable business processes
Documentation, access controls, and human review points
Team training so the system stays useful after setup

The goal is less copying, chasing, and re-entering information. More time for your people to serve customers and build relationships.

Start with the problem that matters most.

Our first conversation is about your business, your current systems, and the decision or bottleneck you want help with. From there, I propose a focused scope with clear deliverables. That may be a setup project, ongoing financial support, or both.