Financial Operations Support for New York Owner-Led Businesses
I help owner-led businesses across New York get reliable financials, a disciplined monthly close, and clear cash visibility — controller-level support without the cost of a full-time hire. Based in the Hudson Valley and working remotely with businesses throughout New York.
Who this is for
New York owner-led businesses past the startup stage — real revenue and real expenses moving through the books — that need financials they can actually run the business on, for cash decisions, hiring, pricing, or a lender or partner who’s asking.
What I do for New York businesses
- A disciplined monthly close, delivered on a fixed date each month
- Cleanup and catch-up when the books are behind or unreliable
- Controller-level review — not just data entry, but making sure the numbers are right and flagging what needs your attention
- Clear, consistent reporting: P&L, balance sheet, and cash position
- Cash flow visibility you can plan around
How it works
- Diagnostic Review — we look at where your books and financials stand today.
- Stabilize — if there’s a backlog or cleanup needed, I get the books right first.
- Ongoing monthly close — I run a disciplined, controller-reviewed close on a fixed cadence.
What clients say
“Professional, attention to detail, and deep understanding of financial management are the key aspects of this business.” — Luis Sierra
“Excellent service and very professional.” — Nancy Diaz