Andrew Smith, founder

“I help small to medium sized businesses realize profitability by harnessing their data to provide clarity and purpose.”

Andrew is a turnaround and transformation CFO. For more than 25 years he has run finance for family-owned and owner-led companies from $30M to $200M in revenue, across manufacturing, construction, healthcare and commercial trucking. Owners, lenders and equipment makers brought him in when finance was broken: no reliable cash forecast, a close run on spreadsheets, collections out of control, or a sale or audit that needed credible numbers.

His pattern is the same each time: install the systems, controls and team, deliver the result, and leave behind a finance function that runs without him. Most recently he built more than 50 AI agents that run in production inside a company's accounting, and cut its month-end close from 20 days to 5.

He has led ERP rollouts on SAP, Sage 300 CRE and industry systems, moved companies off paper ledgers and Excel, and served as CFO of a public healthcare district running a rural hospital, including revenue cycle, grants, audits and board reporting.

Education and credentials

• MBA, Accounting, National University. BS, Accounting and Finance, California State University, Fresno.
• CEO Program, The Wharton School.
• Lean Six Sigma certification; SAP Certified Application Professional; Sage 300 CRE Accountant Certified; QuickBooks certification; Power BI training.
• Member, REF Fresno CFO Peer Group.

Based in Clovis, California. Works on site across the Central Valley and remotely.