Strategic Consulting, Elevated

For Workiva Partners/Customers

I take on subcontract project work for Workiva partner firms or customers who need experienced implementation hands without the ramp-up time. Because I spent 11 years on the platform, I can step into a project mid-stream and be productive fast. You have your rituals and processes, but the grunt work doesn’t need to strain your resources to build efficient processes within the Workiva platform.

• Wdesk platform implementation and configuration

• GRC initialization and customization

• Integration design and builds

• Technical review and cleanup of existing builds

• Overflow project capacity during busy season or staffing gaps

For Gunnison County Businesses

Most of the businesses locally aren't using Workiva — they're using QuickBooks, Excel, and a lot of manual work. My job here isn't to sell a platform; it's to look at how you close your books, build your reports, and hand off financial information, and find where the friction is.

• Bookkeeping and close process review and streamlining

• Recurring report/process automation

• Staff training and upskilling

• General advisory for small and growing businesses