Some of our representative engagements have included:


  • Consultant and advisor to a sustainable, social venture water filtration business in south Asia.
  • Contract CFO for leading private –equity backed, pre-IPO Internet video streaming company in Denver area.
  • Interim CFO for a large Wisconsin boat dealer, installing new accounting system, recruiting personnel and securing $2.5M in new financing.
  • Contract CFO for a Denver-based philanthropic technology firm focused on the technology space, where we built accounting infrastructure, strategic development, and providing Board counsel.
  • Contract CFO for a Connecticut-based $75 million assets mutual fund, where we wrote business plan, drove SEC compliance, developed investor materials, built out accounting function and secured $1.5 million in angel investments