Who We Are
Finance Leaders turned Technologists,
for Finance Leaders
Our team is built from former CFOs, Controllers, and finance leaders with decades of experience inside the office of the CFO. We don't advise from the outside—we've managed the close, survived audit season, and built the reports your board actually reads. At Coast, our consultants have sat in your seat.
Who We Are
Finance Leaders turned Technologists, for Finance Leaders
Our team is built from former CFOs, Controllers, and finance leaders with decades of experience inside the office of the CFO. We don't advise from the outside—we've managed the close, survived audit season, and built the reports your board actually reads.
25+ Years of Experience
Former CFO who designs ERP solutions grounded in decades of hands-on accounting, operations leadership, and financial systems architecture.
Expertise
ERP ImplementationFinancial SystemsRevenue OperationsAcumaticaaiSia
Achievements
- Led 50+ successful ERP implementations
- Reduced client month-end close by 60%
- Speaker at Acumatica Summit 2023 & 2024
30+ Years of Experience
Serial entrepreneur and technology strategist. Built Coast on the belief that the best consulting relationships are measured in decades, not deliverables.
Expertise
Business DevelopmentPartnership ArchitectureERP StrategyExecutive Leadership
Achievements
- Co-founded two successful technology companies
- 100% client retention rate over 10+ years
- Grew Coast revenue 300% in first five years
Leads Coast's technology practice. Self-taught developer who built Coast's entire technical stack from scratch.
Tech Stack
Next.js / ReactTypeScriptPostgreSQL / SupabasePineconen8nAWS
Achievements
- Built production multi-tenant SaaS platform from scratch
- Developed RAG pipelines with 30K+ vectorized documents
- Integrated real-time meeting transcription systems
15+ Years of Experience
Specializes in client onboarding and change management, ensuring smooth transitions from legacy systems to modern ERP platforms.
Expertise
ERP ConsultingChange ManagementClient OnboardingStakeholder Training
Achievements
- Onboarded 30+ enterprise clients with zero missed go-lives
- Trained 500+ end users across 12 ERP implementations
- 98% client satisfaction score
12+ Years of Experience
Expert in data migration and system configuration, with a track record of clean, on-time ERP go-lives across multiple platforms.
Expertise
Data MigrationSystem ConfigurationUser TrainingGo-Live Support
Achievements
- Migrated 5M+ records with 99.97% data accuracy
- Completed 20+ go-lives on time and under budget
- Built reusable data validation framework
10+ Years of Experience
Focused on technical configuration and post-go-live optimization, ensuring clients get maximum value from their ERP investment.
Expertise
Technical ConfigIntegration TestingWorkflow DesignPost-Go-Live
Achievements
- Designed integration architecture for 200+ user orgs
- Saved clients $2M+ through workflow optimization
- Zero critical defects across last 8 go-lives
15+ Years of Experience
Deep expertise in financial module configuration, reporting, and compliance workflows that keep finance teams running efficiently.
Expertise
Financial ModulesReportingDashboardsCompliance
Achievements
- Built financial reporting suite used by Fortune 500 boards
- Reduced audit prep time by 45%
- Published author on ERP financial best practices
35+ Years of Experience
Seasoned revenue executive with 35+ years driving growth at scale. Leads Coast's commercial strategy, forging enterprise partnerships.
Expertise
Revenue StrategyEnterprise SalesGo-to-MarketClient Partnerships
Achievements
- Generated $50M+ in enterprise pipeline
- Built go-to-market playbook scaling revenue 5x
- Keynote speaker at 10+ industry conferences
8+ Years of Experience
Drives Coast's brand presence and growth strategy through data-driven digital campaigns, compelling content, and market positioning.
Expertise
Brand StrategyContent MarketingDigital CampaignsLead Generation
Achievements
- Grew organic web traffic 400% in 18 months
- Redesigned brand identity increasing engagement 3x
- Page 1 rankings for key ERP terms
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Coast welcomes the complex problems others shy away from.