New York City Metropolitan Area
I founded Cardigan Consulting LLC after 25 years in public accounting, including 17 years as a Partner in a leading regional firm, because I kept seeing the same challenge: business owners working harder than ever but still falling short of their goals. Shrinking profits. Unpredictable cash flow. Financial decisions made without clear, reliable data. Cardigan Consulting exists to change that. As a fractional CFO, I work directly with business owners and their leadership teams to bring clarity, discipline, and strategy to their financial operations. My focus is helping companies improve profitability, strengthen cash flow, build meaningful budgets and forecasts, and make better decisions with confidence. I partner with clients on: · Cash flow management and profitability improvement · Strategic planning and budgeting · Key performance indicators and industry benchmarking · Risk management and succession planning · Acquisition analysis and due diligence · Financial reporting and decision support My goal is simple: help business owners stop guessing, understand what the numbers are really saying, and build companies that are stronger, more profitable, and better prepared for the future. If you’re a business owner ready to gain financial clarity and move forward with confidence, let’s talk.
We founded The AI Ready Business to help small business owners & their teams cut through the AI noise with clear tools, real financial guidance, and a plan that actually fits how you work and your business operates.
Serve as an engagement partner to clients in various industries, including real estate, distribution, manufacturing, construction, and ERISA, overseeing their financial and tax reporting requirements. Serve as client engagement partner for strategic business planning, including cash flow projections, revenue growth, and increasing profitability with clients in multiple industries. Led senior management on potential acquisitions, including performing due diligence reviews and preparing financial projections. Responsible for interviewing and hiring staff at different levels and responsibilities. Serve as engagement partner working with business owners and management regarding succession planning.