01
Finance Leadership
The information and routines leaders need to make timely decisions.
Work
Finance systems built around the operation.
My work connects reporting and decisions with the processes that create cash, cost, inventory, and performance.
02
Operating Finance
The processes that create the financial record before the ledger.
03
Cross Border Systems
The teams, tools, and handoffs behind dependable U.S. & Mexico operations.
Selected work
Four examples.
A concise view of the challenge, approach, and outcome.
Current scopeCross Border Finance LeadershipCash, close, forecasts, reporting, and budget ownership across U.S. & Mexico operations.
01
Challenge
Separate entities, currencies, teams, and outside accountants needed one management cadence.
02
Approach
Built recurring cash, close, forecast, and budget routines with named owners and decision points.
03
Outcome
Leadership gained a clearer view of liquidity, spending, performance, and responsibility.
In implementationInventory and Cost AccountingConnecting physical production, inventory stages, units, and cost accumulation.
01
Challenge
Operational records and accounting described different parts of the same production activity.
02
Approach
Mapped material movement first, then connected source records, ownership, costing, and reconciliation.
03
Outcome
Inventory, COGS, margin, and operating variances became more defensible and useful.
ImplementedPractical Operating ControlsPurchasing, approvals, accounts payable, payroll, timekeeping, and documentation.
01
Challenge
Recurring workflows crossed roles, languages, systems, and levels of financial knowledge.
02
Approach
Created short processes with clear approvals, evidence requirements, account coding, and ownership.
03
Outcome
Teams can see what was requested, approved, recorded, and still requires follow-up.
CompletedFinance Systems and ERP ChangeConnecting finance, warehouse, CRM, controls, and management reporting.
01
Challenge
A growing operation needed systems and reporting that could support greater complexity.
02
Approach
Led implementation around process ownership, controls, reporting needs, and user adoption.
03
Outcome
Improved management visibility and reduced manual-process errors by 40 percent.
Resources & deliverables
Useful ideas, protected implementation value.
Selected resources will remain free. Implementation-ready models and tailored deliverables require a consultation and scope-based pricing.
- 01Free Public Download
Trade File Intelligence White Paper
PDFA proposed operating model for standardizing trade documentation, automating broker workflows, and creating shipment-level cost intelligence.
Download free - 02Free Public Download
Selected Problems Solved
PDFAnonymized mini case studies covering the situation, business problem, approach, and result.
Coming soon - 03Free Public Download
Burton Bennett Advisory Overview
PDFA concise capability statement covering services, client fit, common problems, geographic focus, and engagement types.
Coming soon - 04Free Public Download
Executive Finance Dashboard Sample
PDFA sample board and CEO reporting package that demonstrates strong reporting without sharing the underlying model.
Coming soon - 05Free With Email
Cross Border Company Readiness Checklist
PDFA concise checklist for companies preparing to expand between the U.S. and Mexico.
Coming soon - 06Free Abbreviated Guide
U.S. & Mexico Cross Border Finance Playbook
PDFA practical overview of entities, currencies, VAT and IVA, accounting, treasury, payroll, compliance, and reporting across both countries.
Coming soon - 07Free Summary | Full Version Priced by Scope
CFO Operating System
PDFA framework for cash forecasting, budgeting, monthly close, KPI reporting, procurement controls, inventory accounting, and management reporting.
Coming soon - 08Free With Email
Finance & Accounting Controls Checklist
XLSXA practical checklist covering close, accounts payable, purchasing, payroll, inventory, treasury, reporting, and segregation of duties.
Coming soon - 09Consultation & Scope-Based Pricing
13 Week Cash Flow Framework
XLSXAn implementation-ready working model for short-term cash visibility, ownership, and decision-making.
Discuss scope - 10Consultation & Scope-Based Pricing
U.S. & Mexico Chart of Accounts Framework
XLSXA tailored account architecture for companies operating across multiple entities, currencies, and reporting requirements.
Discuss scope