Financial Clarity. Faster Decisions.
For owner-led service businesses with messy or unclear financials, Luna Accounting Operations helps clean up the numbers, tighten the monthly close, and create clear cash visibility so you can make faster, more confident decisions.
About Me
I help owners and operators get reliable financials and a stronger monthly close process in place so they can stop guessing, see cash more clearly, and make decisions faster
I’m a senior accounting and finance leader with 15+ years of experience across multi-entity, high-volume environments. My work focuses on the space between the books and leadership: getting the numbers right, building a cleaner close process, and turning reporting into something management can use.
My work sits between the books and leadership:
- Cleaner financials and reconciliations
- Better visibility into cash and working capital
- More reliable monthly reporting
- Stronger processes around close, payables, and accountability
WHAT I HELP YOU SOLVE
- Month-end close that drags on or never really feels done
- Messy GLs, stale reconciliations, and reports you cannot fully trust
- Unclear cash position and reactive decision-making
- Weak processes around AR, payables, and approvals
- No consistent cadence for monthly reporting and accountability
EXPERIENCE HIGHLIGHTS
- Led accounting operations across multi-entity environments
- Built disciplined close processes and audit-ready reporting support
- Strong systems experience: NetSuite OneWorld, QuickBooks, ADP, and Viventium
- English and Spanish
HOW I WORK
Diagnostic Review
A focused review of your current books, reporting, cash visibility, and close process to identify what needs attention first before moving into cleanup or monthly support.
Stabilize (Close Reset)
Reconcile accounts, clean up the books, and rebuild a reliable close process so reporting becomes more accurate and usable.
Maintain (Monthly Close + Reporting)
Run a consistent monthly close, deliver clear reporting, and keep the books decision ready.
Not sure where your financials stand? Start with a Diagnostic Review.
MY SERVICES
Diagnostic Review
A focused review to identify what is broken, what needs attention first, and what support makes the most sense.
Close Reset
Cleanup and close process stabilization for businesses that need more accurate numbers and a stronger month-end process.
Monthly Financial Operations Support
Ongoing support for monthly close, reporting, and cash visibility without the need for a full-time controller.
Pricing is scoped case by case based on cleanup level, transaction volume, reporting needs, and overall business complexity.
Every engagement starts with a conversation to understand where things stand and what level of support fits.
Service areas: New York, New Jersey, Connecticut & Florida.
Let’s talk through where things stand and what support makes the most sense.
Resources
Free tools for owner‑led businesses
Three short, practical checklists pulled from real controller‑level engagements — use them to see where your financials stand before you talk to anyone.
01 · Start here
A quick self-assessment to see how clearly you can actually see your numbers today — cash, close, and reporting — and exactly where the blind spots are costing you time and money.
Best for: a first read on where things stand
02 · Cash
A practical worksheet for mapping what’s coming in and going out — including payroll timing and collections — so you can spot a cash gap weeks before it becomes a problem.
Best for: payroll timing, collections, cash visibility
03 · Close
A step-by-step checklist to tighten your month-end process and tell whether your close is actually complete — or just quietly waiting to make next month harder.
Best for: reconciliations, reporting accuracy, timely financials
Featured In
Featured Member Spotlight
Luna Accounting Operations: Turning Financial Chaos Into Clarity
CONTACT ME
Tell me a little about your business and what kind of support you’re looking for.