Blue Oak Consulting


After more than 25 years in the corporate world, all in manufacturing businesses, I bring a big-company perspective to small and mid-sized businesses. My vision is to make a positive impact on the world by helping businesses and nonprofit organizations to make a difference in their communities, with sustainable impact for current and future generations.


What type of industries do you specialize in?

For fractional CFO Services, I specialize in manufacturing industries. My experience includes specialty and commodity chemicals, B2B Food & Beverage, Machining, Semiconductor, and discrete manufacturing industries.

What is your prior project experience?

I have led projects for medium and large manufacturing companies, either improving margins, reducing costs, system implementation, and/or improving processes. Examples are: 

  • Reduced the month-end closing cycle to 2.5 days, while improving accuracy and quality (eliminated all audit-mandated entries), and reducing overtime (year-end close overtime reduced by 75%)
  • Led projects to capture margin improvement efforts and implement solutions with cross-functional buy-in
  • Led projects to reduce costs

I am also Six Sigma Green Belt certified.

Who are you?

I am a senior finance leader, with nearly 30 years of experience in finance and accounting, leading teams of 5 to 17 team members.

My early career years have been focused on Accounts Payable, Accounts Receivable, and  Treasury functions. 

I was asked to join a global SAP Implementation and had leadership roles in various projects before I pivoted to General Ledger, Fixed Assets, and Financial Planning & Analysis.

I have led the Finance and Accounting function of a $200M legal entity, the FP&A function for a $800M Division, and Plant Accounting teams.

Our Mission

We dedicate ourselves to empowering small business owners through strategic development and innovative growth strategies. Our focus is on nurturing sustainable business growth and enhancing financial resilience, ensuring a robust foundation for long-term success.

Our Vision

Envisioning a future where small business owners thrive by leveraging the power of knowledge and community support. In this future, tenacity, wisdom, and foresight are the hallmarks of a sustainable and prosperous entrepreneurial journey. Our vision is to foster a landscape where businesses grow with confidence and financial resilience, navigating challenges with strength and strategic insight.
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