I’ve always wanted a career that genuinely helps people. When determining what that could be, I realized my superpower is utilizing data to bring clarity in an overwhelming industry.
I partner with CPG founders because I genuinely believe in what you’re building. From ethical sourcing to cleaner ingredients, I’m deeply aligned with brands that are raising the standard and creating meaningful impact. Building something innovative and disruptive isn’t easy—it requires precision, vision, and the right collaborators. I bring a high level of strategic focus and commitment to match that ambition, serving as a true partner in elevating and scaling your brand.
Bookkeeping & Controller Support for Purpose-Led CPG Brands.
Pillar 03: Strategic Roadmap
We untangle the financial mess so you can Scale with Clarity and make proactive decisions in real-time.
Pillar 02: CPG Specialized
We deep-dive into the nuances—inventory, trade spend, and multi-channel complexity —that generalist accountants often miss.
Pillar 01: Technical Rigor
With a B.S. in Accounting and multiple years of experience working in public accounting, we provide the precision of a big firm at a boutique scale.
I founded Wizard to close the knowledge gap in the CPG industry. Every financial model and tax return is only as good as the bookkeeping it’s built on.
The Gold Standard of Bookkeeping.
From managing end-to-end bookkeeping in healthcare and real estate to leading finance teams for high-growth tech startups in the F&B and cannabis sectors, I’ve seen the financial spectrum from every angle. I chose to stay in the bookkeeping & Controller space because I know it is the most critical baseline for any successful business. I give growing brands the high-level data they need to stay in the driver’s seat.
When I’m not tackling complex financial challenges for clients, I’m usually exploring. I’m a lover of food and beverages (and yes, I’ll likely want to try your product!), a traveler, and a hiker. You can usually find me out on a trail with my four-legged crew-- Bear and Daisy—who keep me grounded and inspired to help other founders build lives they love.
High-Level Expertise meets a Lifestyle-First Approach.
