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CFO & Financial Advisory

Diamonds don't form without pressure. Neither does greatness.

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.

What we do
Fractional CFO

Senior financial leadership on a flexible basis. Strategic oversight, board reporting, and executive guidance — precision cut for your stage of growth.

Financial Advisory

Raise-ready models, investor reporting, and cash flow clarity. We cut through the financial noise so every decision you make is grounded in truth.

Business Consulting

Operational finance, budgeting, and KPI frameworks. We build the financial foundation that holds its brilliance no matter how much pressure your business faces.

The 4 C's of Black Diamond FA
C
Cut
Precision

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.

C
Clarity
Transparency

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.

C
Color
Character

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.

C
Carat
Impact

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.

When to call us
You're 12 months from an IPO and your accounting infrastructure isn't ready.

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.

Your ERP is a patchwork and your audit is in 90 days.

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.

You just closed a Series B and need a CFO but can't afford a full-time hire.

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.

Your first PCAOB audit is coming and your team has never been through one.

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.

Your board is asking financial questions your team can't confidently answer.

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.

You're expanding internationally and your accounting structure isn't built for it.

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.

You're running out of runway and need someone who has managed through a cash crisis before.

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.

You're preparing to raise capital and your financials aren't investor-ready.

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.

Core Expertise
Capital Markets & Transaction Support
  • IPO Readiness & S-1 Execution
  • NASDAQ & SEC Registration
  • PIPE & Private Placement Support
  • Debt & Structured Finance
  • M&A Due Diligence & Integration (ASC 805)
  • Investor Data Room Governance
SEC Reporting & Technical Accounting
  • 10-K, 10-Q & 8-K Preparation & Filing
  • XBRL Tagging & ActiveDisclosure / Workiva
  • US GAAP & Regulation S-X / S-K
  • Revenue Recognition (ASC 606)
  • Stock-Based Compensation (ASC 718)
  • Lease Accounting (ASC 842)
Controls & Compliance
  • SOX 404 Design & Implementation
  • PCAOB Audit Support
  • Internal Controls Documentation
  • Audit Committee Liaison
  • Board & Investor Reporting
  • Disclosure Committee Process
FP&A & Operations
  • Fractional CFO & Controller Services
  • Cash Management & 13-Week Forecasting
  • Budgeting, FP&A & Variance Analysis
  • ERP Implementation & Systems Scalability
  • KPI Frameworks & SaaS Metrics
  • Team Building & Staff Development
Specialty & Complex Situations
  • Multi-Entity & Fund Accounting
  • International Accounting & Consolidations
  • SEC Registration Statement Support
About

Rare by design.
Sharp by nature.

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.

Mined at Deloitte. Cut at Fortune 500. Polished at Silicon Valley startups.

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.

35+
Years as a CPA
$500M+
Capital supported
6
S-1 filings
Contact

Let us carry the weight.

You built something worth protecting. Schedule a complimentary discovery call and let's talk about taking the financial pressure completely off your plate.

LocationSanta Cruz, California
AvailabilityCurrently accepting new clients

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