One session · 90 mins
The forecast that will not reconcile. The output you cannot defend. The workflow that ran on the course data and broke on yours. Bring the one that is costing you this week.
Booked and paid in one step. Reschedule free up to 24 hours before.
Bring anything from
Closing workflows, variance explanations, reconciliations that keep coming back.
Valuation, COGS, slow-moving analysis, product mix, landed cost.
13-week cash, demand forecast versions, scenario models.
Running several clients through one AI account without mixing them up.
How it runs
24 hours before. You send 1 line naming the thing you want finished. No files, no homework.
The 90 minutes. You share your screen and build. I ask the questions that stop it breaking later, and we fix things as they appear.
The same day. You get the recording and the 3 actions we agreed, written down.
What it is not
I do not read your files beforehand, I do not write you a review, and I do not build it for you. Your hands stay on the keyboard, because that is what makes it yours afterwards.
If what you need is someone to look at your numbers and write up what is wrong, that is a Focused Diagnostic, not coaching.
If the AI output is wrong because the data underneath it is wrong, no amount of coaching fixes that. We will spot it in the first 20 minutes and I will tell you.
Who is on the other side
I have sat in the CFO chair and run inventory operations at Fortune 500 scale, cutting non-moving inventory from 8.5% to 5% at 3M while holding a 100% fill rate through the semiconductor shortage. I am a registered Cin7 implementation partner and I build production AI workflows for closing, variance and inventory analysis.
So the session is not a prompting lesson. It is a working review of what you are building, by someone who knows what a controller, an auditor and a board will each do to it.
If one is not enough
One session answers the question in front of you. If what you want is the whole workflow finished, tested and handed over, that is the 4 session build.
In their words
Not a concept. A workflow on your own data, working by the end of the session.
She has great ability in distilling complex subject into practical workflow and application.
Emily M.Senior finance and FP&A leader. CPA, PMP
She brings positive energy, strong subject matter expertise, and practical AI insights to every interaction. Her feedback was always constructive and actionable, helping participants elevate their thinking.
Saule S.CFO and management consultant. CPA, ACMA, CGMA
Sharon is knowledgeable and approaches a situation from a real-world perspective.
Michael W.CFO, manufacturing and distribution. CPA, CPIM
Guided to your own answer, so you can rebuild it next month without me.
Sharon has deep expertise in AI and she teaches it with ease, giving students tips without giving a complete solution from the start. This approach motivated me extremely to come up with my own solution.
Valeria G.International group CFO
Her coaching style encourages critical thinking, problem-solving, and genuine understanding rather than reliance on prescribed answers. She creates an engaging learning environment that consistently challenges and inspires students to reach a higher level.
Kim R.Head of finance, SaaS and fintech. CA(SA)
Sharon's guidance was exceptional. She provided thoughtful, detailed reviews of my project submissions. By expertly identifying both my strengths and specific areas for improvement, she helped me take my AI skills to the next level.
Jeannie S.Senior finance manager, FP&A
She provided thorough, insightful feedback on our projects and demonstrated deep expertise in the subject matter. Highly valuable, helping me improve both my work and my understanding of the concepts.
Rodger W.Head of finance, turnaround and transformation. ACCA, MBA
I received very thorough feedback that was an appropriate mix of positive and constructive: direct and actionable as well as completely fair and on point.
Stacey L.CEO and founder, growth advisory
Sharon is an excellent hands-on instructor. Her coaching is amazing and her AI skills are incredible.
Jimmy S.Fractional CFO. CPA, ABV
Sharon was a great coach, providing comprehensive feedback on my assignments.
Wai-Yip W.Director of fund reporting, asset management. FCA, CFA
90 mins, your screen, your data.
Not sure it is the right one? Take the free 30 minutes and I will tell you.
