Meet Derek, the CFO who reviews your work.

Derek, CFO

Derek has nearly three decades in accounting and finance. He began as a staff accountant, advanced to controller, and went on to serve as CFO, COO and CEO of startup, growth-stage and enterprise companies. Today he is a fractional CFO and controller for privately held businesses and the families who own them. He reviews our catch-up, cleanup and assessment work before it reaches you, so your books can be relied on by you, your tax preparer, and anyone else who asks to see them.

• What the review checks

  Accounts agree to your statements, every correction traces back to the underlying transaction, and anything unusual is explained in plain language.

• Why it matters to you

  Books that hold up when a lender, buyer or tax preparer relies on them, and no surprises when someone looks closely.

• Books first, strategy second

  Derek holds one working principle: strategic financial leadership is only as reliable as the accounting foundation beneath it. Engagements begin with remediation of the general ledger and financial reporting, so the books can support decisions by lenders, investors and tax professionals.

• Experience

  Derek has led finance for a real estate development firm with a portfolio of several hundred legal entities, built and led a company from inception through years of rapid growth, and installed GAAP-compliant reporting for domestic businesses and IFRS-compliant reporting for international ones. He has served privately held businesses as their fractional CFO and controller since 2022.

• Specialized experience

  Lender reporting and monthly borrowing base certificates. Multi-entity and intercompany accounting. Buy-side and sell-side M&A due diligence. State sales and use tax audit representation, drawing on more than 25 years of first-hand audit experience. Forensic accounting work in legal disputes, including expert analysis of QuickBooks Online file handling.

• Credentials

  Intuit ProAdvisor Platinum, with the highest-level Intuit certifications. QuickBooks Online Certified at Level 1 and Level 2 (Advanced), plus QuickBooks Workforce certification, Client Advisory Services Foundations and Intuit ProAdvisor Academy Artificial Intelligence certifications. Xero Advisor Certified, and experienced in NetSuite and Sage Intacct. Certified Management Accountant (CMA) candidate. Identity and background verified through Checkr (view the verified profile).

• Systems

  QuickBooks Online and Desktop, NetSuite, Sage Intacct, Sage 50, Xero, Zoho Books, FreshBooks and Wave, with workflow automation and AI-assisted close, reconciliation and reporting.

• Education and service

  Bachelor of Science in accounting and organizational development, University of North Texas. Derek served in the United States Marine Corps as a forward observer.

• Where we are

  Based in Dallas, Texas, serving businesses across the United States.