Finance · Technology · Transformation
Where Deep Accounting Expertise Meets Modern Technology

Modernize.
Automate.
Elevate.

I cut through the noise of disconnected solutions and one-off upgrades, and build connected solutions for what your finance team actually needs to run at full capacity — in most cases utilizing your already established systems and technologies.

📈
Strategy
That Aligns
⚙
Processes
That Scale
📊
Data & AI
That Deliver
20+
Years Experience
Big 4
Background
CPA
AICPA · PCAOB · SEC · IFRS · SOX
Multi
Industry Tech Implementations
Problems I Solve

Your Finance Team Is Buried.
It Doesn't Have to Be.

Most organizations have accumulated layers of tools, workarounds, and outside consultants that don't connect to one another. The result is a team spending more time managing complexity than moving the business forward.

⚠
Tech investments that underdeliver
New systems promised to simplify everything. Instead they added reconciliation steps, manual workarounds, and a longer close — often without touching the core issue.
📊
Numbers nobody agrees on
Multiple sources, multiple versions. No one wants to present to the board until someone reconciles them the night before.
📋
Accounting risk hiding in plain sight
Complex contracts, equity structures, and revenue arrangements create exposure that surfaces at exactly the wrong moment.
🔒
Controls that exist on paper only
SOX compliance feels like a documentation exercise. The controls look good in writing but don't catch anything in practice.
⏰
A close process that owns your team
Month-end is an all-hands event and still runs late. Nobody has time to analyze anything because the mechanics take too long.
🗺
No clear path through the vendor noise
Every platform promises transformation. What you need is someone who can evaluate objectively and tell you what is actually worth the investment.
AI-Powered Finance. Real-World Impact.

The Bridge Between Deep Accounting
and Real Technology

Most accountants don't understand technology. Most technologists don't understand accounting. Having spent two decades building both skill sets — in Big 4 audit, advisory, industry leadership, and hands-on implementation — I work at an intersection that is genuinely rare.

📈
AI-Enhanced Analytics
Uncover patterns, detect risks, and identify opportunities faster with data models built on sound accounting logic.
⚙
Intelligent Automation
Eliminate manual work, reduce errors, and accelerate the financial close — in most cases by unlocking the full potential of systems you already own.
📊
Predictive Modeling
Scenario planning and forecasts built by someone who understands why the accounting rules exist, so they hold up when rules shift.
🔎
Data Storytelling
Dashboards and models designed for CFOs, boards, and operators — different audiences, same underlying truth, communicated clearly.
20+
Years
Bridging accounting expertise with technology to deliver measurable results.
01
Diagnose before prescribing
The presenting problem is rarely the real one. I start by understanding what's actually broken before recommending anything, which means solutions that hold up past implementation day.
02
Cut through the vendor landscape
I evaluate any technology through the lens of someone who has to live with the accounting outcomes. That changes the questions you ask vendors entirely.
03
Build automation on sound accounting logic
The automations I design are grounded in GAAP, SEC, and PCAOB requirements. They work and provide the finance and accounting outcomes needed as they are built by someone who understands the rules and how to properly apply them.
04
Make data tell the right story
I build models and dashboards that communicate clearly to CFOs, boards, and operators — presented in a way each group can actually use to make decisions.
Services

What I Can Do For You

📚
Technical Accounting Advisory
Revenue recognition, equity structures, business combinations, derivatives, lease accounting. Rigorous analysis under GAAP, IFRS, and SEC standards, written to hold up under scrutiny.
🔍
Audit Readiness and IPO Preparation
From S-1 filing support to 10-K/10-Q preparation. Having led large-scale public company audits and served in a QC review capacity, I know precisely what the process demands.
🛡
SOX and Internal Controls
Control design that actually works in practice, not just on paper. Automation-enabled testing, detection logic, and remediation built into the framework from the start.
🚀
Finance Transformation
ERP optimization, close process redesign, and automation — with accounting integrity at every step. The goal is a finance function that runs faster using the tools you already have.
📈
Data Analytics and Dashboarding
Financial models and dashboards that serve the people making decisions, not just the people building them. I prioritize clarity, narrative, and accessibility across skill levels.
🏭
Fair Value and Fund Accounting
Deep expertise in PE, hedge, and leveraged fund accounting — NAV calculations, fair value assessment frameworks, complex instrument accounting, and controls across the full fund lifecycle.
Insights

Financial Visibility That Drives Better Decisions

Transform raw data into clear, actionable insights. Interactive dashboards and analytics give executive teams real-time visibility into performance, cash flow, projections, and risk.

P&L Projection to Actual
YTD Revenue
$18.6M
vs Forecast
+8.7% ▲
Cash Burn & Runway
Cash Balance
$4.2M
Runway
18.6 Mo
Cash Flow Projection
FY Ending Cash
$6.8M
vs Prior Year
+22% ▲
Key Financial KPIs
43.6%
Gross Margin
+3.2%
21.3%
EBITDA Margin
+2.7%
14.8%
Revenue Growth
+4.6%
1.12x
Cash Conversion
+0.18
Balance Sheet Health
Current Ratio2.35xHealthy
Debt to Equity0.48xHealthy
Working Capital$6.3MHealthy
Top 5 Expense Categories
Revenue by Segment
Forecast Confidence
High
87% Confidence
AI models indicate strong forecast accuracy based on historical trends and current indicators.
About Mona Dickerson

Two Disciplines. One Advisor.

Big 4 Public Accounting
Audit and Advisory Services
~8 Years · Deloitte & Touche LLP
Top 20 Public Accounting
QC — Concurring Partner Reviewer
10+ Years · CohnReznick LLP
Industry Leadership
Controller · Sr. Director of Finance
Software · Financial Services · Construction
Certifications and Standards
CPA · AICPA · GAAP · PCAOB · SEC · IFRS · SOX
IPO · PE/Hedge Funds · Biotech

Mona Dickerson's career has been shaped by two parallel tracks that most people keep entirely separate: technical accounting and technology. Starting at a Big 4 firm, she spent nearly eight years in public accounting, leading large audit teams on public company engagements, working directly on IPOs and S-1 filings, and taking on advisory assignments where the focus was redesigning internal controls for efficiency, automation, and precision. That work made clear that good accounting isn't only about getting the numbers right — it's about building systems that reliably produce the right numbers.

At a top 20 public accounting firm, Mona served in a quality control capacity as concurring partner reviewer, advising audit partners on technical accounting and auditing matters across a range of industries. She developed particular depth in biotech and financial services, including private equity, hedge funds, and leveraged fund structures, where the complexity of valuations and the stakes of getting them wrong are both significant.

Outside of public accounting, Mona held controller and senior finance leadership roles across software, financial services, and construction. Those positions showed her what it means to be on the receiving end of an audit, manage a close under real pressure, and lead a team through a finance technology implementation that has to work from day one. She has led multiple ERP and reporting system rollouts and spent years building analytical tools that turn raw financial data into clear narratives for stakeholders at every level.

What Mona brings to clients is the combination of those two paths: accounting rigor grounded in standards, and technology fluency grounded in practice. That is how she helps companies move past surface-level fixes and build a finance function that works the way it should.

Industries Served

Where I've Done the Work

🔬
Biotech
📈
PE & Hedge
💻
Software & SaaS
🏛
Construction
🏭
Financial Services
📊
Public Companies
Contact

Let's Talk About Your Situation

Tell me a bit about your company and what you're working through. I'll review your note and follow up personally.

🏠 San Diego, CA
Ready to Transform Your Finance Function?
Let's discuss how I can help you gain clarity, improve performance, and create lasting value.
🏠 San Diego, CA
Schedule a Consultation