About

20+ Years in the Trenches: From premiere sports organizations to your front office

With over two decades of experiences—from the rigor of PwC to the offices of the NBA, professional sports teams, and multiple growth ventures—I know that an ambitious vision is only as strong as its financial foundation. Throughout my career, I have focused on one critical goal: helping organizations run faster and smarter. As a CPA with an MBA and a concentration in IT Management, I've led diverse financial initiatives, from global consolidations to 100-person audits, team buildout, and everything in between. Through it all, I serve as a bridge between complex accounting/finance operations, technology enablement, and executive communication.

Why JCW Accounting Advisory?

After years of driving strategy for premier organizations, I realized that the businesses that need this expertise most are the ones often priced out of it. I founded JCW Accounting Advisory to bring this experience to growth-stage entrepreneurs. By leveraging a deep technical toolkit that includes NetSuite, MS Dynamics, and Ramp, I eliminate operational friction so you can focus on strategy rather than spreadsheets. I join your team as a dedicated partner, providing the systems, integrity, and velocity your organization needs to reach the next level.

What I Bring to Your Team

Operational Excellence: I don’t just "do the books." I architect tech-forward systems (NetSuite, MS Dynamics, Quickbooks, Ramp) that automate manual work and reduce errors.
Stakeholder-Ready Reliability: With deep experience in audit management and board-level reporting, I ensure your financials are always ready for partners, creditors, or investors.
A Partnership Mindset: I lead with a service mindset. I’m here to be a teammate who understands your operational pains and works alongside you to solve them.

Technical Toolkit

I don't just recommend software; I have deep, hands-on experience managing and implementing the tools that drive modern financial operations.

Core Financial Systems (ERP)

Enterprise-Grade: NetSuite, MS Dynamics GP, SAP, PeopleSoft
Growth-Stage: QuickBooks, Xero, Sage MAS 90.

Operational & Specialized Systems

Spend Management: Ramp, Tipalti, Workday, JP Morgan Access, Bank of America CashPro.
Compliance & Tax: Avalara (Sales Tax),TaxJar (Sales Tax), ProLease (Lease Management).
Data & Analysis: SQL, MS Management Reporter, MS Visio, Celigo, and advanced MS Excel modeling (Pivot Tables, V-Lookups, and complex data manipulation).
Retail: Shopify

Education & Credentials

The expertise behind every strategic recommendation is built upon rigorous training and professional standards. My credentials ensure your business is guided by industry-leading practices and ethical oversight.

Certified Public Accountant (CPA): Licensed in New York since 2007 (License # 095136), I maintain an active status and a commitment to the highest levels of financial integrity and compliance.
Master of Business Administration (MBA): I earned my MBA from Seton Hall University (Summa Cum Laude) in 2020, with a specific concentration in IT Management. This allows me to bridge the gap between complex accounting needs and the technology required to solve them.
Bachelor of Science in Accounting & Finance: Graduated Magna Cum Laude from Syracuse University in 2004, providing a dual-threat understanding of both the "how" (accounting) and the "why" (finance) of business.

I’m excited to hear from you!

Let’s discuss your goals and find out how JCW Accounting Advisory can help you scale with confidence.