Services

Work With Me

I help finance teams and businesses navigate the AI revolution.

How I Can Help

AI Strategy & Implementation

Audit your finance workflows, identify high-impact AI opportunities, and implement solutions that deliver measurable results.

Best for: CFOs, Finance Teams, Accounting Firms

  • Workflow audit
  • Tool selection
  • Implementation roadmap
  • Team training

Fractional AI-Finance Advisor

Ongoing strategic advisory combining deep financial expertise with cutting-edge AI capabilities.

Best for: SMBs, Startups, Growing Companies

  • Financial strategy
  • AI-powered reporting
  • Systems optimization
  • Executive advisory

Speaking & Workshops

Engaging presentations and hands-on workshops on the future of AI in finance and accounting.

Best for: Conferences, Corporate Events, Professional Organizations

  • Keynotes
  • Half-day workshops
  • Team training sessions

Process

  1. 1 Discovery Call
  2. 2 Assessment
  3. 3 Strategy & Execution
  4. 4 Results & Iteration

What to Expect

  • Clear scope and deliverables up front
  • Regular updates and async communication
  • Confidentiality when needed (NDA-friendly)

Get in touch to discuss your needs.

FAQ

How do we get started?

Book a discovery call. We'll discuss your goals, current workflows, and where AI could have the highest impact. From there we'll agree on scope and next steps.

Do you work with teams outside the US?

Yes. I have regional exposure in EMEA and am expanding toward global engagements. Remote collaboration is standard.

What does "AI strategy" include?

Workflow audit, tool selection, implementation roadmap, and team training. The goal is measurable results—faster close, better reporting, or clearer insights—not just pilots.

Can you run workshops for our finance team?

Yes. I offer keynotes, half-day workshops, and team training sessions on AI in finance. Topics can be tailored to your level and tools.

What's the typical engagement length?

Strategy and implementation projects vary (e.g., 4–12 weeks). Fractional advisory is often ongoing (monthly or quarterly). Workshops are typically one-off or a short series.

I've served finance and strategy teams at Netflix, NBCUniversal, and Sony Pictures.

Ready to get started?

Send a message to get started.

Get in Touch