Professional Services

“Life is 10% what happens to you and 90% how you react to it.”

- Charles R. Swindoll

At Naismith Consulting, I bring over 16 years of executive-level experience across finance, accounting, and operations to help businesses unlock efficiency, improve visibility, and scale with confidence. I work closely with leadership teams to translate complex financial data into actionable strategy, streamline processes, and deliver results in fast-paced, growth-oriented environments.

Whether you're preparing for growth, navigating change, launching a new initiative, or simply seeking more clarity and control, I provide tailored solutions that align people, process, and performance.

Finance & Accounting Consulting

  • Fractional CFO, Controller, and FP&A support

  • Financial modeling, budgeting, and forecasting

  • GAAP compliance, audit readiness, and internal controls

  • Financial statement analysis and board reporting

  • Profitability analysis and performance dashboards

M&A Preparedness & Integration

  • Financial due diligence support for buy-side and sell-side transactions

  • Development of clean, auditable financial packages for investor review

  • Integration planning across systems, teams, and financial workflows

  • Post-close financial reporting and KPI alignment

  • Experience with private equity-backed organizations and multi-entity scaling

Finance Transformation

  • ERP and system implementation

  • Workflow automation and reporting modernization (Excel, Power BI, Velixo, Cube)

  • Process redesign for budgeting, close, and revenue cycle operations

  • Development of scalable financial infrastructure for multi-entity organizations

  • Integration support for mergers, acquisitions, and new business units

Project Management

  • Cross-functional leadership for system transitions and finance initiatives

  • CAPM-certified with structured methodology and hands-on execution

  • Development of project charters, timelines, and stakeholder documentation

  • Proven ability to deliver under tight deadlines in complex environment