About Randy

35 Years of Turning Financial Complexity Into Clarity

I'm a CPA who fell in love with data — and spent three and a half decades figuring out how to make financial systems actually work for the people who depend on them.

My career has taken me through healthcare finance, corporate accounting, systems implementations, and analytics build-outs — always chasing the same goal: information that arrives in time to matter.

These days I work with organizations that have good people and messy processes, and I help them fix the second part without replacing the first.

Certified Public Accountant (CPA)

35+ Years in Accounting & Finance

Healthcare Finance Specialist

Power BI · Excel · Power Query · Python · DAX · SQL

Phoenix, Arizona

My Story

Why "The End of the Month Is Too Late"

Early in my career I watched a healthcare system make a major staffing decision based on financial data that was already six weeks old. The decision made sense in the moment — but the numbers had moved. They were managing a situation that no longer existed.

That stayed with me. I spent the next three decades obsessively working on the problem: how do you compress the distance between when something happens and when a decision-maker knows about it?

"The data exists. It's in your systems right now. The question is whether you've built the infrastructure to see it."

The answer, I've found, is almost never about buying new software. It's about connecting what you already have — Excel, your EHR exports, your GL — with the right queries, automations, and dashboards. It's about compressing a two-week close process into five days. It's about replacing the monthly deck nobody fully understands with a single screen that shows everything that matters.

That's the work I do. Not just for clients — but publicly, on YouTube, where I've been teaching accountants and finance professionals the specific tools and techniques I use every day. Over 80,000 views later, I'm convinced that most finance teams are capable of far more than their current tools let them do.

Areas of Expertise

Deep experience across the full finance stack

Accounting & Close Management

Monthly close, financial reporting, journal entries, reconciliations, audit prep, cash-to-accrual conversions.

Healthcare Finance

Net revenue reporting, cost accounting, budget preparation, variance analysis, and compliance in hospital and health system environments.

Financial Analysis & Modeling

Budgeting, forecasting, KPI development, scenario modeling, variance decomposition, board presentations.

Excel at the Expert Level

Power Query, Power Pivot, DAX, VBA/macros, large dataset reconciliation, custom financial models built to last.

Power BI Dashboards

Interactive dashboards connected to live data — built for finance teams. Your team will know how to use it.

Python & SQL Automation

Automating repetitive data tasks, building reusable pipelines, connecting systems that weren't designed to talk to each other.

Systems Implementation

ERP and accounting system implementations and conversions — with the data cleanup and process redesign that makes them actually work.

Staff Training & Development

Teaching finance teams Excel, Power BI, and Power Query so they don't need a consultant for every change.

Accounts Payable & Payroll

Process design, controls, and analytics for high-volume AP and payroll environments.