Raleigh-Durham-Chapel Hill Area
A technology and automation focused CPA specialized in high volume O2C and ASC 606 revenue recognition, accounting, and reporting. Advise finance teams around technical accounting and automation - such as Cursor, Meta, Strava, and many others. I help SaaS and AI finance teams turn messy and usage data into clean, automated revenue reporting that actually matches how the business runs. If you’re a CFO, Controller, or Revenue Accounting lead, you’ve probably felt this pain: -12 different “sources of truth” for revenue and ARR -Usage, Billing, and CRM data that never quite ties out -Auditors asking ASC 606 questions your systems can’t answer I’ve sat on every side of that problem: -Big 4 and SOX / IPO readiness (KPMG) -In-house “full-stack finance” at high-growth startups -Director / Head of Product Experience for rev rec & O2C automation platforms (Leapfin, HubiFi) Now my work focuses on: -Rev rec and O2C automation for high-volume, PLG/self-serve, and usage-based models (Stripe, Apple App Store, GooglePlay Store, Paypal, Adyen, etc.) -Usage, and billing data design so AI, FP&A, and auditors can rely on it -Translating ASC 606 into systems, reporting, and journal entries your team can actually maintain On this profile, my posts are mainly for: -SaaS and AI CFOs, Controllers, and Revenue Accounting leaders who want clean, contextual revenue data -Accounting leaders building PLG / usage-based models -Finance teams trying to make AI useful without blowing up compliance Expect: -Tactical breakdowns of gnarly revenue problems -“In the trenches” stories from implementations with companies like Cursor, Perplexity, Strava, and others -"Occasional" memes about the pain of closing the books when Stripe is a dumpster fire If you: -Own revenue, O2C, or Stripe data -Are planning PLG / usage-based pricing -Or are trying to apply AI to finance data
HubiFi replaces Stripe’s broken rev rec to connect to your contract, billing, and payment sources, applies audited ASC 606 rev rec and O2C accounting daily and granularly. I design and implement HubiFi - Revenue Recognition and O2C Reporting for High Volume Businesses Or as I tell my daughters - “I’m saving the accountants”
Product and Implementation leader
Built and managed the south region professional services team.
Accounting Systems Consulting