
Business Operations Consultant
Greater Seattle Area

Business Operations Consultant
Greater Seattle Area
I am an experienced business executive and consultant with more than 30 years in the trenches. I have seen the inside of 100's of companies, both large and small, across multiple industries. Currently, I am focused on small businesses, specializing in business operations, management and finance. My goal is to help my clients address the internal roadblocks that inhibit growth and build a sound operational foundation that positions them to make the leap to the next level of business success. In addition to specific guidance on how to run a business efficiently and effectively, I help my clients take a step back and see the business forest for the trees. As an outside advisor and executive peer, I can also help my clients identify potential issues, spot trends and see where the business is heading in the future, then redirect it when necessary. Essentially, I am a Chief Operations Officer (COO) or Chief Financial Officer (CFO) for hire for small businesses who need this skill, but not on a full time basis.
Business Operations, Financial Management, Business Valuations & Acquisitions, People Management & Team Building, Strategic & Succession Planning, IT Application Selection & Implementation, Cost Controls & Operational Efficiency, Corporate Tax & Accounting, Teaching & Public Speaking
(Privately Held; 1-10 employees; Management Consulting industry)
August 2001 — Present (7 years 3 months)
Business operations consultant focused on enhancing the success of small- to medium-sized businesses in Western Washington. Passion for helping entrepreneurs and CEOs address the internal operational roadblocks holding them back. Work regularly with clients to establish a sound operational foundation, help them run their companies more effectively and efficiently, and position themselves for growth. Act as Chief Operating Officer and/or Chief Financial Officer for small companies in need of interim executive support.
(Privately Held; 1-10 employees; Management Consulting industry)
September 1985 — July 2001 (15 years 11 months)
Founded in 1985 as a CPA firm, the practice evolved over the years to include business consulting, since this is what the clients requested. CPA work is critically important, but is primarily compliance work. It doesn’t impact the client’s bottom line. As a business consultant, the focus is on improving the business itself, helping clients make more money.
(Privately Held; 51-200 employees; Construction industry)
January 1985 — August 1985 (8 months)
Chief Financial Officer for a commercial general contractor with clients across the Western United States. Responsibilities included all finance functions - cash management, banking, financial reporting, budgeting, etc. – as well as many operations functions for the headquarters location – HR, IT, management systems for subcontractors (bonds, payments, insurance, etc.), and managing staff.
(Privately Held; 51-200 employees; Construction industry)
October 1983 — January 1985 (1 year 4 months)
Only Financial Officer for a commercial electrical contractor. Responsible for all financial management for the company. Also handled Personnel, IT and general management tasks.
(Privately Held; 51-200 employees; Accounting industry)
January 1974 — October 1983 (9 years 10 months)
Starting in the Audit and Accounting department, worked with a wide variety of clients, primarily located on the West Coast, but stretching from Hawaii to Illinois. Moving into the Tax department, became a Superviser and eventually Tax Manager. Benson & McLaughlin offered its CPAs the opportunity to stretch beyond standard CPA work and act as business advisors to its clients. Used this opportunity to broaden skills and grow as a proactive business expert and consultant.
BA, Business Administration
Community service (have served on many nonprofit boards), classical music and opera, boating, flying (planes & hot air balloons), computers & electronics, reading, politics
American Institute of CPA's, Washington Society of CPA's