I AM CFO is designed to give small to midsize companies the opportunity to compete with the fortune 500 corporate giants without access to a complete finance team.

I started my career in both public and private accounting. I was able to learn the ins and out of accounting and finance in many different industries such as service, manufacturing, consignment, subscription, leasing and many more! But the one trait that I was able to constantly build and improve upon was my excel skills! I would constantly build reports that even top companies would not be able to replicate.

Small businesses and companies prepare the traditional financial reports (Balance Sheet’s, P&L’s, Statement of Cash-Flow, etc.), however, many just glance at them without understanding the true value they bring. At the end of the day, the business owner always asks the same questions “why can’t I pay myself more”, “how can I grow the business” and “how can I make the business more profitable”.

This is when I discovered a niche market and built a product that bridges the gap between financial statements to financial interpretation and understanding. Our clients have grown revenues, reduced expenses and increased profits by understanding reports that have been customized for them. Our goal is for you to have the same success.

At I AM CFO, WE ARE MORE THAN JUST A BALANCE SHEET!