Rightstead Consluting LLCFounder & CEO
Jul. 2025• ✅ Built the firm from the ground up, defining the service model, brand identity, and operational infrastructure to serve clients globally. • 📊 Provide fractional CFO and strategic advisory to early-stage startups, scaling businesses, and global enterprises, aligning financial planning with business vision. • 🧾 Deliver comprehensive US federal & state tax advisory, entity structuring, and compliance support for clients across industries including fintech, crypto, e-commerce, and SaaS. • 🌍 Manage international client portfolios with a strong focus on cross-border taxation, business setup, and global financial reporting. • 🔧 Implement process automation, AI model training, and cloud accounting tools to optimize internal workflows and client deliverables. • 💼 Lead client onboarding, strategic planning sessions, and quarterly business reviews to ensure consistent value delivery and relationship retention. • 📣 Created scalable SOPs and knowledge frameworks for crypto taxation, virtual CFO services, and advisory engagements. • 🤝 Cultivated a high-performance, cross-functional team of CAs, CPAs, tax advisors, and consultants aligned with Rightstead’s vision and service excellence. • 🏆 Achieved consistent client satisfaction through a solution-first approach, agile delivery, and personalized financial strategies.