Zan R.

Fractional CFO | Financial Systems | Tax Strategy | CPA (VA)

I help scaling businesses build financial systems that executives actually trust for decision-making.

As a U.S. Licensed CPA and Certified Information Systems Auditor (CISA), I've rebuilt finance functions for high-growth companies across SaaS, eCommerce, and multi-location operations. My work spans financial transformation, forecasting infrastructure, tax optimization, and systems implementation. Over 10+ years, I've moved from Big 4 audit rigor to hands-on CFO advisory, which means I understand both what auditors need to see and what leadership needs to run the business.

What I Focus On:

Financial visibility and reporting. Most businesses can't answer basic questions: what's actually profitable, where's cash flow at risk, what's our tax liability. I design monthly close processes and KPI frameworks that change that. You'll know your numbers by the 5th of each month, not the 20th.

Systems implementation and automation. I build accounting infrastructure using QuickBooks Online, Odoo, and API integrations so your team spends time on strategy, not reconciliation. Real example: one client went from 12+ hours of weekly manual reconciliation to under 2 hours through smart system design.

Tax strategy and planning. Entity structure optimization, multi-state compliance, and proactive tax reduction for pass-through businesses. One engagement saved over $40K annually through S-Corp restructuring and planning.

Where I've Worked:

GoNoodle, Inc. - Led financial transformation including sales forecasting, board reporting, and AR recovery from complex multi-year systems. Improved cash flow visibility and implemented structured close processes. The owner moved from uncertainty to monthly financial clarity.

Classkick - Rebuilt AR systems and collections workflow, reducing exposure from $1.5M to $400K while implementing improved financial dashboards for leadership. Established disciplined collections process that improved cash realization.

Rocade Capital - Built post-spin finance function including Sage Intacct implementation, loan tracking infrastructure, and first audit preparation. Designed waterfall models and capital allocation reporting from the ground up.

Tobacco King - Transitioned from cash-based to accrual accounting, built and managed full accounting team, implemented ERP restructuring, and improved operational cost structure by approximately 30% through workflow optimization.