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01 — UNDERSTAND
See the business as it actually operates. Find the real issues behind the symptoms.
02 — TRANSFORM
Redesign the people, processes, and systems that create clarity and consistency.
03 — SUSTAIN
Embed the changes so the business can perform without constant intervention.
Built Through Experience
Pivoted from accounting, tax, and finance after a decade inside founder-led firms revealed a consistent pattern: operational problems—not technical expertise—were often what held businesses back. Working in small, admin-heavy environments gave me firsthand experience building structure across workflows, communication, team alignment, and day-to-day operations.
10+ Years
Client Delivery & Workflow Management
100% Job Success
$70K+ in successful client engagements on Upwork.
800+ Deliverables
Completed in high-pressure, deadline-driven environments
Trusted With High-Stakes Work
Supported clients where precision, coordination, and trust were essential — including teams affiliated with UBS and Wells Fargo.
Repeatedly Trusted Beyond My Role
Promoted, recruited, referred owner-to-owner, and entrusted with responsibilities beyond my job description.
Cross-Industry Experience
CPA • Investment • Real Estate • Construction • Interior Design • Wellness
Technology Aptitude
Rapidly adopts new business software — troubleshoots, configures, and optimizes independently, without IT or engineering support.
B.A. in Business Administration
California State University -
Fullerton