I Didn't Come to Business Finance From a Spreadsheet.
I came from the floor of an operating business, in 2017, during one of the most uncertain and complex periods I've ever navigated professionally.
Why I Do This Work
I've always believed that small businesses are the most important economic force in the country — and the most underserved when it comes to real financial leadership.
I started my career in operations, not finance. I managed dispensaries through California's licensing transition — one of the most financially complex regulatory environments in modern business. What I discovered was that the difference between operators who survived that period and those who didn't almost always came down to one thing: financial infrastructure. Not funding. Not products. Not even execution. The businesses that had clear books, defensible cost structures, and someone who actually owned the numbers — those businesses made it.
That realization drove me to formalize what I was already doing in practice. I went back to school, earned a Master of Science in Accounting with a specialization in Management Accounting, and built the technical foundation to match the operational experience I'd spent years accumulating. Management accounting isn't about recording what happened — it's about understanding why it happened and what to do next. That's the lens I bring to every client engagement.
That perspective didn't leave me when I transitioned into corporate finance. If anything, it sharpened. As a controller in hydrogen and clean energy manufacturing, I see the same dynamic at a different scale — businesses with real potential that are flying blind because they don't have the right financial support in place.
Ledger & Code exists because small business owners deserve controller-level financial leadership. Not a bookkeeper with a fancy title. A real financial partner who understands operations, knows what questions to ask, and builds infrastructure that actually serves the business.
Where I Am Now
Today, I serve as a controller in the hydrogen and clean energy manufacturing sector — one of the most financially complex operating environments in the country. That role keeps my financial skills sharp across cost accounting, variance analysis, inventory management, internal controls, and executive reporting.
I built Ledger & Code to bring that controller-level expertise — grounded in direct cannabis operational experience — to operators who need more than bookkeeping but aren't yet ready for a full-time CFO or controller.
Credentials
Bachelor of Science in Business Administration, Accounting
Master of Science in Accounting, Management Accounting Specialization
QuickBooks ProAdvisor Certified
Current Role: Controller, Hydrogen & Clean Energy Manufacturing
Where Ledger & Code Is Going
Ledger & Code is built as a platform, not a solo practice. The financial leadership services we offer today are the foundation — and we're actively expanding to include technology and software development services, bringing web design and engineering capabilities to the same clients we serve financially.
The goal is simple: to be the firm that growing businesses call when they need to get something done — whether that's their month-end close, their tax strategy, or their next digital build.
Let’s Talk
If you're a business owner who's ready to build real financial infrastructure — or even if you're just not sure what you need yet — I'd genuinely enjoy the conversation.
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!