Accounting
Accounting, GAAP reporting, and internal controls
More than ten years of corporate accounting across asset management, healthcare, a global public company, and multichannel consumer products. This is the work itself, broken out by area.
Close and reporting
I own the month-end and year-end close and the US GAAP financial statements that come out of it. A close is a sequence problem before it is an accounting problem: the same tasks in the same order, with dependencies that have to be respected, run by a team where not everyone has done every task. The work that makes a close reliable is mostly done before it starts, in how the sequence is documented and who can pick up which piece.
Revenue and compliance
ASC 606 compliance lives in the contracts, not the journal entries. I review customer contracts in NetSuite for the terms that drive recognition: performance obligations, discount structures, and contract duration. The entries follow from that review, which is why the review is where the time goes. On the controls side, I design, document, and maintain internal controls over financial reporting to SOX standards, which means a control is not finished until the evidence it produces would satisfy someone who was not there when it ran.
Inventory and cost accounting
In a company that manufactures and sells across e-commerce, retail, wholesale, and direct to consumer, the same unit carries different economics depending on how it reaches the customer. Margin analysis is only as good as the standard costs and the inventory valuation underneath it, which means the physical count and the system count have to agree. Cycle counts are the mechanism that keeps that true between physical inventories, and partnering with operations and supply chain is what keeps the data consistent across systems.
Audit
I serve as the primary point of contact for the annual external financial statement audit, owning preparation, documentation, walkthroughs, and the resolution of every inquiry. Those audits have resulted in zero findings. An audit goes well or badly based on work done months earlier: whether the controls actually ran, whether the evidence was retained as the control was performed rather than reconstructed afterward, and whether anyone can explain the process without checking first.
Planning and analysis
I lead annual budgets and rolling forecasts, built from historical trends, seasonality, and the operating plan, and then monitored through budget versus actual variance analysis. The purpose of variance analysis is not to explain the past. It is to catch the assumption that stopped being true early enough to do something about it.
Systems
Most of my current work is in NetSuite, where I have led workflow enhancements that increased reporting speed and accuracy. Across earlier roles I have worked in the systems below.
Where accounting meets automation
Nearly every improvement on this page eventually turned into something I built: a close checklist wired to its procedures, dashboards that surface AP, AR, and inventory problems during the period, and automation for reconciliations and accounts payable that leaves the control points with a person. That side of the work is on the AI and finance automation page, and the individual builds are written up under projects.
Articles on accounting
Building a Month-End Close Checklist Anyone on Your Team Can Follow
A close checklist that links every task to its procedure lets someone who has never done the task complete it correctly. That is most of the value.
Automating Bank Reconciliations: What to Automate and What to Keep Under Human Review
Reconciliation looks like a matching problem, which is why it gets over-automated. The work splits into three categories, and only two should run alone.
Accounts Payable Automation Without Weakening Your Controls
Automating AP is easy. Doing it without ending up with faster payments and weaker controls takes one discipline: separating clerical steps from controls.
How Accountants Can Use Claude, ChatGPT, and n8n in Real Finance Work
Where Claude, ChatGPT, and n8n genuinely help in accounting work, where they do not belong, and the one rule that reliably tells the difference.
Building KPI Dashboards for AP, AR, and Inventory
Most finance dashboards fail because they show too much. A small set of metrics that each point to an action beats a comprehensive one nobody opens.
SOX-Style Internal Controls for Growing Companies
You do not need to be public to benefit from the discipline behind Sarbanes-Oxley. The trick is separating the substance from the compliance apparatus.
From Accounting Operations to Business Automation
The habits that make a month-end close reliable are the same habits that make any process reliable. Accounting is unusually good preparation for this.
Accounting for a Multichannel Consumer Products Company: E-Commerce, Retail, Wholesale, and DTC
The same unit sold through four channels creates four different accounting problems. Where the complexity actually sits, and what it does to margin.
ASC 606 Contract Review in Practice
The standard is well documented. The operational routine that keeps contract review from becoming a year-end scramble is not. Here is that routine.
Inventory Accuracy: Cycle Counts, Standard Costing, and Reconciliation
Inventory accuracy is three separate assertions: quantity, valuation, and cost assignment. They fail independently and need different controls.
Preparing for an External Audit: A Practical Checklist
An audit goes well or badly based on work done months earlier. What that work is, and when it has to happen to matter.
Why SOPs Are the Foundation of Finance Automation
You cannot automate a process you have not defined. Most failed automation projects are undocumented processes discovering that expensively.
Lessons From Running a Remote Bookkeeping Practice
Four years, 20+ small business clients, and a distributed team. What it taught me about small business and the limits of doing it alone.
Accounting Systems and Operational Efficiency
An ERP does not make a finance team efficient. Configuration, reporting, and what gets built on top are where the difference comes from.
Questions about close, controls, or audit?
I am glad to compare notes on close process design, control documentation, ASC 606 contract review, or preparing for a first external audit.