FDD Partner
Principal Consulting Group
A trusted partner in accounting and finance consulting for CFOs and finance leaders.
- Quality of earnings
- Net working capital and net debt
- Purchase price accounting
- Carve-outs
Partners
Partners and Community
The teams I work alongside, and the nonprofits I teach with and recommend supporting.
Who I Work With
Advisory and Technology
Deal Intelligence & Custom AI Solutions
TAbot
AI technical accounting software for ASC 606 and US GAAP.
- Contract intelligence
- Term sheet review
- Audit-ready memos
- SOC 2 Type 2
Data Intelligence
LuminaData
Finds where AI moves EBITDA across finance operations, then deploys the agents that capture it.
- Lumina Discover
- Lumina Activate
- FinEdge LLM
Education
Technical Accounting Community
Gaapsavvy
The practitioner-only community for enterprise technical accountants.
- 1,200+ senior accountants
- Peer learning
- AI in practice
Professional Education
Business Learning Institute
A training affiliate of AICPA and CIMA, and a strategic learning partner for organizations worldwide.
- On-site programs
- Webcasts
- CPA and CGMA paths
Executive Education
Leavey Executive Center
Santa Clara University’s executive education center, drawing on the expertise and innovation of Silicon Valley.
- Custom programs
- Certificates
- Global university partners
Nonprofits Worth Your Time and Money
I teach financial education with these organizations, or am building programs with them. I recommend volunteering or giving where you can.
Silicon Valley
Pivotal
Scholarships, coaching, and jobs for young people in foster care.
San Jose
HomeFirst
Shelter, housing, and services for more than 5,000 people a year.
Silicon Valley
LifeMoves
Interim housing and services that return families to stability.
San Mateo County
Samaritan House
Food, shelter, healthcare, and financial empowerment.
The Peninsula
Peninsula Family Service
Early learning, financial empowerment, employment, and older adult services.
Santa Clara and San Mateo Counties
SCORE Silicon Valley
Free mentoring and workshops for small business owners.
San Jose
Sunday Friends
Economic mobility for families through education.
Milpitas
Christ Community Church of Milpitas
A diverse, multicultural church community, known as C3.
Run a nonprofit? I teach financial education workshops. Tell me who you serve.
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