Portfolio

Get in touch today to discuss how I can provide tailored solutions to drive your business forward.

Success isn't just about what you accomplish, it's about what you inspire others to do with those accomplishments.

ERP Implementation

  • $120K ERP software project – solution selection and implementation for this new companywide system

    • SAP MAS500

  • Evaluation and implementation of 3 complete ERP & CRM systems 0 to 1 Meeting all deadlines and securing budgets successfully

    • Fishbowl Inventory

    • MaintainX

    • QuickBooks Enterprise

  • Transformation of ERP after an acquisition

    • Microsoft Dynamics NAV

    • G-Suite to Microsoft 365 conversion

    • Paychex

    • UKG

  • All training and process documentation required for successful software implementation

    • Jira

    • Trello

    • Basecamp

    • Slack

    • Zoom

    • Dropbox

    • GoToAssist

    • VMware ESXi

    • PowerApps

    • Amazon Seller Central

Product (Software)

  • Lead the Program Management of two Barcode systems to support the manufacturing and warehouse processes. This created a 30% efficiency boost in picking speeds and reduced Error Rates to ~0.01%. Increased production entry movement by 95% efficiency gain saving ~$23k Annually

  • Reduced Manual Entry Hours by 25% per month resulting in ~$1k in labor savings per month perpetually utilizing an API and AI

  • Fully custom application to make manual entries automatically generated in ERP. Ground-up API production for inventory management

  • Created an API to connect to ERP system to integrate Amazon selling capabilities to properly track inventory levels and sales data

  • Collaboration with Executive Management Teams for identifying and creation of Weekly, Monthly, Quarterly, and Yearly Business Status Engagements and data points for data driven decisions within their business

    • Purchase Order Summary

    • Inventory Labeling for Mobile App

    • Inventory Summary Report

    • Inventory Valuation Summary Report

    • Manufacturing Order Label

    • MO Summary Label

    • On Hand With Part Subtotals Report

    • Open Order Report

    • Orders to Pick Report

    • Outstanding Work Orders Report

    • Production Report

    • Receiving Report

    • UL Inventory Report

    • Shortage Report

Product (Physical)

  • Replaced all time clock systems in the Business: The new time clocks use a user-friendly proximity card that each employee receives to clock in and out with and seamlessly integrates with their Payroll ERP system

  • Sitewide Wi-Fi Infrastructure –  New fiber line, cabling, UPS battery backup machine and porting. Install of switch and patch panel activation. Access Points throughout 7 separate buildings on one centralized network. Company previously did not have Wi-Fi in their manufacturing facility, only in their office.

  • Producing a garment involves several key steps, from initial design and sourcing materials to cutting, sewing, finishing, and packaging, ensuring quality control throughout the process

  • Set up VoIP system, VoIP hardware (phones and software), and a VoIP service provider. Assess needs, choose a provider, ensure network readiness, obtain hardware, configure devices, and test the system. 

  • Creation of 3 business websites

    • Includes Management of Domains

Mergers & Acquisitions | Legal

  • Principle Lead for Business Acquisition over a 2-year span ($4M Merger) that achieved the business goal of vertical integration within the company and secured dedicated capacity in the textile industry

  • (3) Trademark and (1) Patent Filing was filed, completed, and approved

  • Streamlining the entire contract lifecycle, ensuring that you can focus on what truly matters—growing your business. Proven strategies enhance clarity and efficiency, reducing the time spent on approvals by up to 30%. Using industry best practices, enabling teams to navigate complex negotiations with confidence.

    I provide comprehensive training to empower staff, equipping them with the tools they need to negotiate favorable terms. This not only enhances the team's negotiation skills but also cultivates a collaborative atmosphere that fosters successful partnerships.

    By leverage cutting-edge technology to automate and track contract progress, ensuring that every stakeholder is informed and involved. This transparency eliminates bottlenecks and accelerates decision-making, allowing you to move forward with agility.

    Don’t let inefficient processes hold you back. Refining your contract approval and negotiation practices, transforming them into a strategic advantage.

Business Growth

  • Manufacturing Company - Grew Division Revenue from $900K to $125M over 15 years

    Textile Company - Manage P&L: 2024 Revenue Responsibility $30M

    Sports Entertainment Business - Sales Revenue Growth from $100K to $6M over 7 years

  • Commercial Real Estate - 80,000 sq ft $4.4M Building Project: Legal and Commercial Real Estate advisement. Implemented project on schedule and 6% under budget

    Construction - 2,000 sq ft 3 Story Construction Project delivered on budget and on time

    Real Estate Agreement of Sales Advisory

  • 50+ full-scale product releases (both physical and technical) by leveraging market research, fostering cross-functional collaboration, and partnering with stakeholders to ensure successful outcomes.

Accounting & Financial

  • Harvard Business School Certified

    Unlock the financial potential of your business with trusted comprehensive accounting services grounded in Generally Accepted Accounting Principles (GAAP). In today’s dynamic marketplace, adhering to GAAP not only ensures compliance but enhances the credibility of your financial statements.

    With 12+ years my experience has provided meticulous bookkeeping, accurate financial reporting, and insightful analysis tailored each unique business’ needs. Prioritizing transparency and accountability in every financial process, giving a clear view of your company’s financial health.

    Embracing GAAP principles means you can confidently present your financial data to stakeholders, investors, and regulatory bodies, while also simplifying the audit process. With my expertise, you eliminate the guesswork from financial reporting and gain reliable data that drives informed decision-making.

    • Focus: Recording, classifying, summarizing, and reporting financial transactions. 

    • Goal: To provide a clear and accurate picture of a company's financial position and performance. 

    • Activities: Preparing financial statements (balance sheets, income statements, cash flow statements), auditing, tax preparation, and bookkeeping. 

  • Financial integrity is paramount when managing Millions in funds, whether they stem from private investors or corporate sources. Maintaining transparency and accountability is essential, as stakeholders expect a diligent stewardship of their investments. This entails rigorous financial planning, meticulous record-keeping, and adherence to ethical standards to ensure that every dollar is utilized effectively and responsibly. Implementing robust risk management strategies and conducting regular audits further reinforce trust, demonstrating a commitment to safeguarding assets while achieving optimal returns. Ultimately, upholding financial integrity not only strengthens relationships with current investors but also attracts prospective ones, fostering a reputation for reliability and excellence in fund management.

    • Focus: Managing assets and liabilities, making investment decisions, and developing financial strategies. 

    • Goal: To optimize an organization's financial performance and growth. 

    • Activities: Financial planning, budgeting, forecasting, cash flow management, investment analysis, and risk management. 

  • With my proven accounting and financial services, you can have complete peace of mind knowing your finances are in trusted hands. I ensure accuracy, compliance, and strategic financial planning to help you make informed decisions with confidence. Whether it's bookkeeping or financial forecasting, my commitment to transparency and precision ensures your business stays on track for long-term success.

Design. Make it stand out.

  • DESIGN