35 Years of Expertise
The Founder's Journey
I've spent 35 years as a CPA, CMA, and MBA fixing the financial problems founders don't talk about. After three decades as a Controller and CFO—from PE-backed multi-entity groups to high-growth startups—I built Marks and Smart because founders shouldn't have to navigate financial chaos alone. I bring the same precision and authority to your business that I did to the biggest corporate groups.
Immediate Impact
When we step in, we don't just fix spreadsheets—we restore the operational discipline and clarity your business needs to thrive.
01
Clean Books
We deliver audit-ready financial records and a clear chart of accounts, ensuring your foundation is solid and transparent.
04
Real Reporting
From monthly closes to KPI dashboards, we deliver the financial clarity and operational discipline your business requires.
02
Predictable Cash Flow
Eliminate uncertainty with professional forecasting and scenario planning that provides the financial stability your business needs.
05
Team Accountability
Clear ownership of financial systems ensures every team member understands their role in the success of the business.
03
Restored Confidence
Decisions grounded in real numbers. We provide the objective perspective and data-driven insights to restore your team's confidence.
06
Strategic Growth
From pricing strategy to capital raises, we provide the elite executive talent your business needs to scale with confidence.