Jun 2020 – Jun 2023 · 3 yrs · United States

• Gusto's "PAC" is an exclusive and select community of accounting professionals who partner with Gusto in advising their clients through payroll, benefits, and HR. This group exists to drive innovation and platform updates at Gusto that best reflect the accounting and small business community at large. Think of the GPAC as our go-to panel of experts for product and service feedback, and industry knowledge.
• Gusto's "PAC" is made up of accounting practices of all sizes, representing the accountant and bookkeeper life of all stripes. GPAC is a group that challenges and champions the needs of our clients in deep partnership with the modern resources that bring that support to life.

Apr 2019 – Present · 6 yrs 11 mos

• What is the Accounting Salon?
• Elefant has always had a bit of a French accent. In the spirit of a European salon of the 1700s, we host a semi-annual gathering of the most enlightened minds of our time. Each calendar year, eighteen accounting leaders are invited to join the newest cohort. Each of them has something in common-a commitment to innovation in accounting and a spirit of generosity.
• The framework is simple: invite-only by nomination, all are equals, no agenda other than to exchange ideas. Great food, strong drinks and most certainly, unparalleled conversation.
• It’s not just an event, it’s a movement.
• Visit: https://www.accountingsalon.com

Jan 2018 – Present · 8 yrs 2 mos · Greater Salt Lake City Area

• Nimbl is the merger and rebranding of two similar companies I founded: Venture CFO and Tanalytics. I founded these companies to bring sophisticated accounting professionals, processes, and technology to organizations that don't need a team of full-time accounting employees.
• Nimbl became a pioneer in the cloud accounting industry by building a fully remote, worldwide team and becoming early adopters of leading online accounting software, such as Xero, Quickbooks Online, Gusto, and Bill.com. Our team uses these tools to handle all or part of an organization's accounting department, such as bookkeeping, payables, receivables, and payroll. The result of these services is data analytics and reporting that provides you with better insights into your data, financial and otherwise.

Jan 2018 – Present · 8 yrs 2 mos · Salt Lake City Metropolitan Area

• We help North American companies affordably and reliably fill administrative roles in this challenging labor market.
• In 2015 I partnered with an accountant in the Philippines to create an office of bookkeepers for my solo CFO and cloud accounting practice. These incredible people were instrumental in helping that practice grow into what is now Nimbl, a fast-growing, full-service accounting outsourcing and tax provider.
• Along the way we have also hired full-time people in our Philippines office for other North American companies in a variety of accounting and administrative roles. The growth and success of that service led to the creation of Nimbl Staffing.

Jan 2013 – Jan 2014 · 1 yr · Lindon, UT

• Using a unique, patent pending lattice structure design and mass production capabilities, GeoStrut provides affordable carbon fiber telecommunication towers that are engineered for peak strength to weight performance. Its carbon fiber towers are revolutionizing the telecommunications industry and have been enthusiastically received worldwide.
• Lead the finance team and regularly present financial performance to the board of directors
• Participate in strategy development with the executive team
• Primary contact with tax, legal, and other advisors for international expansion

Jan 2012 – Jan 2013 · 1 yr · Lethbridge, Alberta

• 1st Choice Savings and Credit Union Ltd. is a regional credit union serving members in Southern Alberta. I was elected to the Board of Directors to represent members in the Cardston area.

Jan 2011 – Jan 2017 · 6 yrs · Salt Lake City, UT

• RenewableTech Ventures is an early and growth stage venture fund investing in renewable energy, clean technology, energy conservation, green materials and other technologies.
• Compile and present financial performance and portfolio updates to investment committee and LP’s
• Serve as CFO for portfolio companies Waterton Polymer Products, Ashtech, and Geostrut

Jan 2010 – Jan 2014 · 4 yrs · Salt Lake City, UT

• Waterton develops gel formulations for consumer and medical applications and sells gel parts to other manufacturers. Revive is a manufacturer and distributor of finished products with gel components to the sleep industry.
• As President, oversee all company operations under the direction of the CEO, including two factories and locations in the United States and Canada
• As CFO, lead the finance team and direct investor relations
• Drive strategy development with the executive team

Jan 2008 – Jan 2014 · 6 yrs · Springville, UT

• Kodiak Mountain Stone is a manufacturer and distributor of architectural stone headquartered in Cardston, Alberta with manufacturing facilities in Springville, Utah and stores in Lethbridge, Alberta and Calgary, Alberta. We also distribute stucco, natural stone, brick, and other masonry products through our retail stores.
• Successfully navigated through the 2007 housing crash by cutting costs and diversifying into retail operations with new product lines
• Build and lead the finance and operations teams, including direct oversight of the factory
• Participate in strategy development with the executive team
• Developed financial and operating systems from scratch, including installing new information systems

Jan 2007 – Jan 2017 · 10 yrs · Remote

• From 2007 to 2017, I transitioned from serving as CFO of a growing startup to building a fractional CFO and accounting practice serving multiple early-stage and growth companies. Over this decade, I provided strategic financial leadership, implemented scalable accounting systems, and supported fundraising and M&A activities for diverse clients. In 2018, I founded Nimbl to expand these services at scale, integrating my fractional CFO practice into the new venture.

Jan 2007 – Jan 2008 · 1 yr

• Aquatherm is the exclusive North American importer of the revolutionary German-manufactured Aquatherm polypropylene piping system.
• Joined soon after startup during a period of rapid growth in Canadian distribution
• Assisted in the negotiation and structuring of the United States distribution rights acquisition
• Responsible for all aspects of finance, accounting, administration, and operations for both Canada and US
• Built the finance team and systems from scratch

Jan 2005 – Jan 2007 · 2 yrs · San Francisco Bay Area

• Served in both the IT and financial audit functions. Rated in top 10% of peer group.

Jan 2004 – Jan 2004 · 0 mo

• Worked with Dr. Conan Albrecht to investigate indicators of fraud in financial data
• Worked with Dr. Paul Lowry to research factors that increase usability and subsequent trust of e-commerce websites
• Co-authored paper on methods for motivating participation in large online systems.

Jan 2003 – Jan 2005 · 2 yrs · Orem, UT

• Led Amazon.com merchant integration services practice. Headed other projects through the full life cycle to integrate client POS and Web databases using XML and SOAP.

Jan 2003 – Jan 2003 · 0 mo

• Prepared and monitored multi-million dollar budgets for the entire life cycle of several finance and HR information systems.
• Tracked the progress of Peoplesoft 8.x upgrade projects.
• Wrote system requirements documents for review by top university management.

Jan 2001 – Jan 2003 · 2 yrs · Provo, Utah Area

• Developed and implemented plans to convert classroom-based PowerPoint and Excel classes into online classes that handled over 1000 students per semester
• Wrote 150-page PowerPoint 2002 textbook and updated Excel textbook for 2002 version changes in preparation for this conversion.