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Client Services

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Ready to collaborate?

 
Strategy & Growth Consulting

Consulting

My consulting practice focuses on elevating the work of nonprofits and privately held companies. I focus on organizations experiencing tremendous growth to help them navigate new operating, financial and leadership models. This work represents a third of my portfolio.

Accounting+Services

Accounting

My book of business focuses on improving the financial performance, systems and strategy of civic groups and family-run businesses. I perform capacity audits, develop new leadership paradigms and offer future forecasted strategies in organizations who have experienced rapid growth.

Workshops

Thought Leadership

As a faculty member of the cutting edge MBA program at CCA and as a guest lecturer and facilitator at other major Universities, I focus on integrating innovation and creativity into quantitative business models creating a more complete value narrative found in today's companies.

 Meet the Associates

 
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Wisdom of the crowd

I find the wisdom of the crowd a powerful tenet. A range of associates are brought onboard for client engagements. Associates are a mix of prior students, faculty colleagues, and people I encounter through business and other collaborations.

This list represents the innovative minds I have collaborated with over the years and their nine to five.

 

Charlie Sutton, Facebook

Chrissy Charlton, Autodesk

Dario Cazzani, Cisco

David Racz, Google

Divya Jindal, Google

Eunice Chang, Google

Freddy Anzures, Apple, Family Affair Gallery

Kate Nadolny, Phillips Van Heusen Corp

Maciej Zylewicz, Piasecka & Zylewicz

Marcie Chin, WBDL

Marimar Suarez, Adobe

Sally Yee, Uber

Sean Krepp, Google

Sonia Marciano, NYU Stern School of Business

Will Reed, Cisco

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Join the family

Here are a few examples of the companies I work with.

Educational-focused Organizations

VIA: Volunteers in Asia

California College of the Arts

Wharton School of Business

New York University, Stern School of Business

Social Impact/ Social Justice

Homeless Action Center

Team Up For Youth

Movement Strategy Center

The Learning Shelters, Inc.

Evergift, Inc.

Civic Projects

San Francisco Fleet Week Association

Corporation for Supportive Housing

SF Mayor's Office of Innovation

Civic Bridge

 

Family-owned Enterprises

Siena Imports, Inc.

Queen Anne HOA

R.Carrie Insurance Agency

Dine Republic

Health Services

Hearing and Speech Center of Northern California

Planned Parenthood of Hawaii

Stepping Stone Adult Day Health Services

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