Costing Models for Better Decisions
I help finance teams replace high-level estimates and manual reporting with adaptable, automated financial models built around their growing business.
Financial Systems Built Around Your Business
Every project begins with a specific financial question, recurring process, or spreadsheet limitation - not a predetermined software package.
Costing and Financial Modeling
Replace high-level estimates with tailored models that calculate true costs, test scenarios, and support confident decisions.
Report Automation
Turn recurring spreadsheet preparation into dependable, repeatable reporting that frees your finance team to focus on analysis.
Custom Finance Tools
Build scalable Excel and data tools that connect workflows, reduce errors, and adapt as your business requirements grow.
Support Beyond Implementation
A financial system’s requirements may change after it enters regular use. Ongoing support is available to maintain, validate, and improve eligible systems as your data, processes, and business needs evolve.
Financial Expertise Meets Technical Depth
Over a Decade in Finance & Accounting
Experience solving financial and operational problems across Fortune 500, mid-sized, and small-business environments.
Certified Management Accountant
CMA and Distinguished Performance Award recipient, with additional credentials in strategy and project management.
Proven Process Improvement
Built automated costing and planning systems that transformed multi-day preparation processes into reliable workflows completed in hours.
CLIENT PERSPECTIVE
“Bob designed our financial reporting structure with our long-term growth in mind. Rather than focusing solely on our immediate needs, he established a scalable foundation that will support more detailed reporting on projects, services, and profitability as our business continues to expand.
He continues to guide us through each stage of development, helping us implement the right capabilities at the right time while providing clarity on the next steps. His strategic and forward-thinking approach has given us a practical financial reporting system for today and a clear path toward greater financial visibility and informed decision-making as we grow.
We strongly recommend Bob as an expert in financial systems and analysis. We are looking forward to utilizing his systems and services for years to come.”
— Gage Carles, Owner
Carles & Co. Construction LLC
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Ready to Build a Better Financial System?
Reserve 20 minutes to discuss the costing model, recurring report, or finance tool your team needs—and how it can continue delivering value as your process evolves.