35 Years of Integrity
Our Leadership Legacy
I’ve spent 35 years as a CPA, CMA, and MBA helping small and mid-sized businesses fix broken books, untangle cash flow, and make smarter decisions. Today, through Marks and Smart Accounting, I serve as a fractional CFO and outsourced accounting partner so owners finally get clear numbers, real insight, and the confidence to grow.
The Value We Add
Small businesses come to us when they’re overwhelmed by messy books, unclear cash flow, and constant money stress. As your fractional CFO and outsourced accounting team, we clean up the numbers fast and put simple systems in place so you can see where you stand, plan ahead, and grow with confidence.
01
Clean Books
We provide audit-ready records and optimized charts of accounts, giving your small business a solid financial foundation.
04
Action Insight
Using monthly closes and KPI dashboards, our fractional CFO services deliver the visibility required for smart leadership.
02
Solvent Cash Flowing
Master your budget with expert forecasting and scenario planning that secures the long-term stability of your entire operation.
05
Systemized Ownership
We implement robust financial systems so every team member is aligned with your business goals and performance metrics.
03
Informed Decisions
Replace guesswork with data. We offer an objective perspective, helping small businesses make high-stakes choices with ease.
06
Scalable Strategy
From pricing to capital raises, our outsourced accounting team provides elite financial strategy to fuel your next level.