We carry the financial burden — so you don't have to. Black Diamond FA brings Big 4-trained, CPA-level financial strategy to small businesses and startups, so you can focus on building something extraordinary.
Senior financial leadership on a flexible basis. Strategic oversight, board reporting, and executive guidance — precision cut for your stage of growth.
Raise-ready models, investor reporting, and cash flow clarity. We cut through the financial noise so every decision you make is grounded in truth.
Operational finance, budgeting, and KPI frameworks. We build the financial foundation that holds its brilliance no matter how much pressure your business faces.
Every recommendation is deliberate. We cut through financial complexity with the same precision a master cutter applies to a raw stone — nothing wasted, every facet intentional.
No jargon. No confusion. We translate complex financial data into clear, confident decisions. You always know where your money is, where it's going, and why.
In diamonds, color grades purity. In business, it's integrity. We bring honest counsel, ethical strategy, and work that reflects the quality your business deserves.
Carat measures weight — we measure results. Every engagement we take on carries real consequence. We ensure the outcomes we deliver are proportional to what is at stake for your business.
We've taken companies from zero finance infrastructure to completed S-1 filing in under 90 days. We know exactly what the SEC, your auditors, and your underwriters will need — and we build it right the first time.
We've led full ERP implementations under pressure — NetSuite, SAP, Epicor — with a focus on scalability, clean data, and audit-ready output. We don't just implement software. We build the controls and processes that make it defensible.
We provide senior financial leadership on a fractional basis — board reporting, investor communications, cash management, and strategic financial planning — at the level your investors expect, without the full-time cost.
We've guided companies through their first PCAOB-compliant audit from scratch — designing controls, preparing technical accounting work papers, and serving as the primary point of contact so your team isn't overwhelmed.
We speak board. From audit committee presentations to investor reporting to variance analysis that actually tells a story — we translate your numbers into the narrative your board needs to make decisions with confidence.
Multi-entity structures, foreign currency consolidations, intercompany eliminations — we've built and managed complex international accounting environments and can design a structure that scales cleanly across borders.
We've extended cash runway from 90 days to 9 months through 13-week rolling cash flow management, vendor payment optimization, and bridge financing coordination — while simultaneously supporting a $120M Series C raise.
We build raise-ready financial models, clean up historical financials, prepare investor-grade reporting packages, and manage the data room — so when the right investor asks for your books, the answer is ready.
Black Diamond FA was founded on a simple belief: great businesses, like diamonds, are formed under pressure. The difference between a raw stone and a brilliant one is what happens during that process — the precision, the clarity, the CPA-level expertise applied at exactly the right moment.
My foundation is Big 4 — Deloitte-trained, with 35 years of experience as a Certified Public Accountant spanning venture-backed startups, NASDAQ-listed public companies, and everything in between. I have led companies through IPOs, filed six S-1 registration statements with the SEC, supported $500M+ in capital formation across IPOs, PIPEs, private placements, and debt facilities, and built the accounting and reporting infrastructure that boards, audit committees, and external auditors rely on.
That depth of public company experience — SEC reporting, SOX 404 compliance, technical accounting under US GAAP, PCAOB audit support — is what I bring to small businesses and startups. The same rigorous, institutionally-grounded financial thinking that takes a company to NASDAQ, applied to the stage where it matters most: right now, in your business.
I take on the financial pressure and own it completely. The numbers, the strategy, the reporting, the decisions — that is my domain. Your business is yours to run.
Based in Santa Cruz, California. Serving clients nationwide.
You built something worth protecting. Schedule a complimentary discovery call and let's talk about taking the financial pressure completely off your plate.