Years of experience: 39

Finance

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Nancy's Career Path
Fractional CFOFeb. 2025 -
Present
Beyond Accounting | Fractional CFOFractional CFO
Every business owner needs a roadmap to guide the company in the right direction so You don’t waste time or money anymore. Together we will define and create a strategic roadmap that will turn your vision for success into reality! If your business struggles with: ☑️Unpreditable cash flow ☑️Gaps in processes consuming profits ☑️Revenue is growing but profits are shrinking ☑️Defining a clear st...
Chief Financial OfficerNov. 2023 -
Feb. 2025
D and I DoorsChief Financial Officer
Loveland, Colorado, United Stateso Develop five-year Strategic Plan with Owner o System and process creation o Implement Acumatica ERP system o HR and Payroll; policies, compliance, and process o Financial Statements and analysis o Cost Accounting; standard costs, BOM, margin analysis
Director, School BoardNov. 2021 -
Present
Thompson School DistrictDirector, School Board
Loveland, COThe School Board is comprised of seven directors elected to serve four year terms and who as team set the policies and priorities for the school district. The board has one employee which is the superintendent who is responsible for overseeing the operations of the district and ensuring the policies and priorities established by the board are implemented. In partnership with the superintenden...

Nancy's Posts

  • About

    • 30+ years in strategic planning • Expertise in financial reporting • Skilled in automating financial processes • ERP software migration specialist • Financial process design and implementation • Proficient in cash flow analysis, budgeting, and forecasting

  • Cases & Experiences

    • Experience with startups to $250M revenue companies • Worked with D and I Door, Noosa Yoghurt, Local Hive Honey • Supported Teasdale Foods, Odell Brewery • References available upon request

  • Work Order

    • We help with a free 1-hour consultation to identify needs • Offer flexible pricing: $125/hour or a custom flat rate

  • How to contact

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