Specialized consulting in Construction in Progress (CIP) transformation and fixed asset lifecycle management. 27+ years turning capital project chaos into clarity, compliance, and confidence.
After 27 years building expertise in fixed asset management and business systems — most recently at Sage Software — I made a deliberate choice: to step away from full-time corporate roles and return to independent consulting where my work can be deeply focused, joyful, and in true equal exchange with clients who value specialized knowledge.
I love the precision, the problem-solving, and the tangible transformation that happens when organizations move from decentralized manual processes to standardized, system-driven CIP and fixed asset frameworks. This is where I bring the most value — and where I feel most alive in my work.
Structured support and knowledge transfer partnership throughout my transition and beyond.
Project-based work, knowledge transfer programs for internal teams, and part-time retained advisory (including legacy Sage relationships).
Regular publisher on LinkedIn covering CIP bottlenecks, componentization, healthcare & retail CIP, M&A impacts, sub-ledger accuracy, and holistic capital planning.
Most organizations don't set out to mismanage capital projects. They inherit decentralized processes, spreadsheet-driven tracking, and inconsistent definitions that compound over time — especially across hundreds of locations.
GAAP requires depreciation to begin when an asset is placed into service — not when invoiced. Without system-enforced capture, financial reporting carries inherent risk.
When every location manages CIP in its own large spreadsheet, budget vs. actual analysis, variance identification, and consolidated reporting become manual, slow, and error-prone.
Inconsistent data structures, vendor naming, cost categorization, and project hierarchies make audits heavier and strategic decision-making slower.
Six integrated phases designed to deliver lasting control, not just temporary fixes.
Validate current-state processes across representative locations. Document workflows, identify source systems, assess data structures, and clarify reporting requirements.
Define standardized project lifecycle stages, data standards (especially placed-in-service governance), workflow controls, and enterprise reporting hierarchy.
Evaluate options for rationalizing entity structures. Design how data aggregates across locations for true enterprise visibility and scalable consolidation.
Configure Sage Fixed Assets CIP (or equivalent platforms) so that project structures, workflows, and data requirements enforce the designed future-state model.
Reduce manual entry through structured data ingestion from ERP, AP, expense management, and other source systems. Interim automation solutions where full integration takes time.
Enable CFOs, controllers, and project managers through hands-on training and knowledge transfer. Support phased deployment across all locations with change management focus.
End-to-end standardization of Construction in Progress across multi-location, multi-year capital portfolios — especially in healthcare, retail, and manufacturing.
Comprehensive support from CAPEX planning through acquisition, depreciation, adjustments, M&A integration, and disposal.
I don't just implement — I transfer expertise. Ideal for organizations building internal capability or through alliance partners like the GA Group.
Part-time, on-call, or retained advisory for organizations that want ongoing access to deep expertise without adding headcount.
Navigating multi-year, multi-million capital projects in hospitals and health systems.
Uncovering the real bottlenecks in capital planning and why naming conventions matter.
Why fixed assets often become tangled in organizational complexity — and how to untangle them.
Why dissecting assets during construction is essential for financial accuracy and compliance.
Why consulting and clean data conversion matter more than most implementations realize.
Moving beyond compliance and depreciation to people, process, and perspective.
I bring 27+ years of specialized knowledge, a genuine passion for this work, and a commitment to delivering transformation that feels as good as it performs. Whether through a full project, knowledge transfer program, or flexible advisory relationship, the goal is always the same: clarity, control, and confidence in your capital assets and projects.
Proudly allied with the GA Group • Open to part-time retained relationships