Owned the P&L. Built the tools.
Most recently I was COO of a premium direct-to-consumer brand with real strength and a lot of untapped potential. It had stalled and was losing money. I owned the P&L, built the three-year plan, and turned it into a profitable growth engine.
Along the way I automated our own operations with AI: the close, the weekly recap, replenishment, returns, hiring. The difference was never the AI. It was teaching it how an operator thinks about the numbers. Trim Tab brings that to other brands.
BackgroundThree-time COO, one exit. One-time CEO. P&L, operations, growth.
BuildsFinance, operations and ecommerce workflows on Claude and the tools a brand already runs
Works withConsumer brands between $10M and $100M, founder-led or investor-backed
Based inCharleston, South Carolina. Works with brands anywhere.
Why Trim Tab
I'm an instrument-rated private pilot. A trim tab is the small surface on an aircraft's controls that moves the whole plane with almost no effort. That's the job: small changes in how the recurring work gets done that move the whole company.
How I work
- Fixed fees, never hourly. The work gets faster every month, and you should get the benefit. See pricing.
- You own everything I build, in your own accounts, with your data staying where it is.
- Working tools, not decks. Every audit ends with the first workflow running.
- Your definitions first. Start with the free definitions worksheet, or see what that means for finance teams and operating partners.