Financial Operations & Reporting
Close process, management reporting, forecasting, and the systems behind them. Numbers that arrive on time and mean something.
Mirkwood Consulting LLC · Houston, Texas
Management consulting for founders, family enterprises, and closely held companies — where finance, structure, and operations have to work as one system.
Start a conversationEngagements are scoped to the decision in front of you. Most begin as a focused review and continue as ongoing advisory.
Close process, management reporting, forecasting, and the systems behind them. Numbers that arrive on time and mean something.
Multi-entity design for operating companies, holding vehicles, and trusts — coordinated with your tax and legal counsel so the structure serves the business, not the other way around.
Underwriting, diligence, and decision memos for acquisitions, investments, and real estate. Independent, documented, and built to be challenged.
The rhythm of a well-run company: payroll and vendor controls, policy, dashboards, and the recurring reviews that keep owners informed and operators accountable.
Founder & Principal
Houston, Texas
Dave founded Mirkwood Consulting after a decade spent on every side of the private-company table: public accounting, financial advisory, corporate finance leadership, and family office management.
He was a partner at an Orange County, California accounting firm serving closely held businesses and their owners, and began his career in financial and investment advisory. Since 2019 he has led finance and operations for a Microsoft-focused software reseller while managing tax, estate, and investment strategy across a family office's trusts and operating entities.
That range is the point. Most problems a private enterprise faces sit at the seam between disciplines — where the accountant, the attorney, the investment manager, and the operator each see only part of it. Mirkwood's work is to see the whole thing and make the decision legible.
Small by design. One principal, direct access, no hand-offs.
Entities, ownership, cash flows, people, and systems — mapped before any recommendation is made.
Most engagements reduce to two or three choices with real trade-offs. The work is making those explicit, quantified, and documented.
Mirkwood works alongside your attorneys, tax preparers, and investment managers — translating between them and holding the plan together.
Reporting, controls, and cadence are installed in your systems and your team, not held in ours.
Write directly: [email protected]
A short note on your situation is enough. Replies within one business day.