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The ActionCFO unique process was innovated by Advisor Catalyst, Inc. Advisor Catalyst, Inc. holds the rights to the brand and manages the Professional Community of certified advisors who use the ActionCFO brand and process.

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My experience includes more than 10 years of experience as on or more of the following: (1) CPA working in public or private accounting. (2) Chief Financial Officer of mid-sized or larger organizations. (3) Commercial banker for small to mid-sized organizations. (4) CFO advisor to small and mid-sized organizations.
My experience has focused on working with small to mid-sized businesses.
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