About Us

What We Do:

CCS a boutique firm specializing in financial advisory, consulting and asset management services.

We work closely with small businesses (privately held – either bootstrapped or venture-backed) including technology startups, manufacturing, construction, retail (business to business) sectors as well as other industries.

Our core focus is analyzing, evaluating and implementing solutions that address the specific needs of our clients which include business owners, manufacturers, financial institutions, private equity and other business stakeholders connected to the industries we serve. Our established team leverage extensive experience to support all aspects of an engagement and ensure successful execution.

We are based in Walnut Creek, Ca – approximately 25 miles east of San Francisco, Ca.

Our Mission:

To drive significant financial growth and operational excellence for dynamic organizations, leveraging expertise in strategic financial planning, M&A integration, and robust financial controls to deliver sustainable value and optimize performance.

Why Partner With Us?

We pride ourselves on results-oriented financial performance with a proven track record of driving substantial revenue growth with quick ROI improvements. Our expertise includes:

      • Strategic financial planning

      • M&A Due Diligence & post transaction integration

      • Rigorous internal control development, ensuring both top-line expansion and operational efficiency

      • Optimize cash flow and working capital 

      • Secure financing partnering with banks to establish or expand a line of credit for increased working capital  

      • Automate reporting, and transition functions to achieve rapid cost savings and sustainable ROI growth

Our Network of Trusted Partners

At CCS, we view ourselves not as a standalone advisory, but as the hub in a deep, curated network of best-in-class partners. When you engage with us, you gain access to specialists and service providers in banking, legal, audits & tax, operations, insurance, and more — all vetted, trusted, and aligned with our standard of excellence.

This ecosystem allows us to offer seamless, 360° solutions. Instead of just giving recommendations, we coordinate and integrate across disciplines so your business experiences cohesive support, not friction.

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Our Clients Are Saying…

  • "I cannot begin to express my thanks and gratitude to you for the great result you achieved in restructuring my company. I felt safe and understood. The professionalism, care, and consideration for my needs has been superb. I will be recommending you to every person I know looking for accounting help in the future!”

    Kristin S., Owner [Wine Industry]

  • “I was extremely happy with the way CCS facilitated my company’s fundraising needs and the result achieved. Throughout the process everyone at CCS was professional, polite, and friendly. I could not have asked for anyone better to support my business.”

    Sean M., President, CEO [Construction Industry]

  • "Working with CCS was a game-changer for our company. In a matter of months, he brought clarity and structure to our financial operations, implemented better forecasting tools, and helped us identify opportunities to unlock working capital. His expertise in post-merger integration and strategic finance positioned us for scalable growth during a critical period. CCS’s ability to balance high-level strategy with operational execution is rare—he doesn’t just advise, he delivers results. We wouldn’t be where we are today without his leadership.”

    Chris O., CEO [Manufacturing Industry]

Meet Me

Finance is not just about numbers — it’s about bridging vision and value. Every engagement is rooted in clarity, transparency, and impact. I work as an extension of your leadership team, providing not just advice but actionable solutions.

Organizations We Support

Giving back matters deeply to us. CCS is proud to support organizations that drive equity, professional development, regional business prosperity, and community wellbeing. Some we actively partner with include:

  • 1/1 Marines Foundation – A Newport Beach foundation to provide charitable assistance to 1/1 Marines and their family members. 

  • Local Chambers of Commerce – Supporting and promoting business growth in regional economies

  • Community & Non-Profit Initiatives – From supporting equity in construction to youth sports, cycling advocacy (NICA, NorCal Cycling), and other locally meaningful causes (Food Bank of Contra Costa and Solano)

These align with our core values of integrity, growth, and service.


  • CFO | Principal

    I am a finance executive with over 20 years of experience leading growth, transformation, and transactions for middle-market companies. My career has spanned industries including manufacturing, construction, renewable energy, healthcare, & technology sectors.

    I believe strongly in balance — the kind that comes from both professional purpose and personal passions. For me, that means time on a mountain bike, traveling with family, and supporting organizations that invest in community, equity, and leadership development.