I decided Accounting was my career in High School. I ended up graduating with my Bachelors of Science majoring in Accounting from Lake Erie College in 2011 (small private school near Cleveland, Ohio). From there I worked in a few financial analysis and bookkeeping roles for the Auto Repair and Security Alarm industries. During that time I did some minor real estate analysis.

I didn't make it long working in a normal office setting and after a few years I decided to go out on my own. There were some twists and turns, but I landed on the the freelance sites called elance and Upwork, which is where my skills were truly developed in relation to financial models. I took any possible job that I could find in Excel and Google Sheets. This helped me learn about clever logic structuring required to build useful things for planning and decision making. I still am fairly active on Upwork even today.

My focus and expertise started with building real estate templates / cash flow waterfalls. Over time it was natural to also build general startup financial models as well as helpful business logic / tools. By taking on 100's of jobs on Upwork, my skills just kept getting more refined and I became more and more efficient as well as knowledgeable about what is helpful. My Accounting background helped with a general understanding of financial statements and generally accepted norms of this space.

In the middle of everything that was going on, I decided to build and list templates that I thought would be useful. What you see here now is the culmination of many 1,000's of hours of work and even more thought. I plan to do this for the rest of my life. I love it.

Schedule a 30 Minute Consultation (pay and schedule below)


Need to Reschedule?

As long as you reschedule 12 hours or more prior to the meeting start, that is fine. If you cancel / reschedule within 12 hours of the meeting start time, there are no refunds and you would have to buy another consultation credit.

Note, this 30 minute consultation doesn't guarantee I will do any modeling request. It is just to talk. Any unused time can be applied to the actual work that is to be done, if any.

Where to Next?


Customization / Consulting Work:


  • Bitcoin/Ethereum (just e-mail me for details)
Also note, I am now offering pay later and pay in 4 payments. You will see these options on the purchase pages.

You can buy all financial model templates and tools from in one large bundle here: (see 'buy in bulk' dropdown at the top of the page there)