Bio
Chris helps businesses meet their goals by delivering innovative services that go beyond conventional accounting. He specializes in enhancing financial insights through advanced visual reporting, business intelligence and analytics dashboard development, which empower business owners to monitor key performance indicators (KPIs) and metrics to make informed business decisions. His expertise also extends to outsourced financial planning and analysis (FP&A) and accounting including financial modeling, transaction advisory, cash flow analysis and forecasting, working with clients to ensure they have a comprehensive understanding of their financial landscape.
Amid an ever-changing business environment, Chris continues to advise businesses on navigating the complexities of the CARES Act by unlocking opportunities related to the Employee Retention Credit, Paycheck Protection Program, and other COVID-19 relief programs.
Chris’ prior experience includes a role in transaction advisory, where he specialized in pre-acquisition due diligence, advising corporate and private equity buyers and sellers on mergers and acquisitions in the financial services sector. Chris' personal touch and unique set of skills make him a trusted partner in driving financial success and sustainable growth for businesses across a diverse set of industries.
Experience
“The Challenge for CPA Firms: Applying RPA in the Real World,” Accounting Today, July 20, 2020
