About
Lucinda Hunt, CPA
Sage Financial Solutions exists because owner-managed businesses deserve the same quality of financial thinking that large companies buy by the department — delivered practically, and at their scale.
Lucinda has spent her career on the inside of operating companies rather than beside them. That distinction matters: the recommendations she makes have to survive Monday morning, a short-handed crew, and a bank covenant — not just a review checklist.
Her work spans construction and specialty trades, distribution, and professional services, with particular depth in project-based finance where margin is earned or lost long before the invoice is written.
Every engagement is led personally by a CPA, supported by modern tools that speed up the analysis. You get clear answers, practical next steps, and a professional who stands behind every recommendation.
Track record
Proof, not promises
8 acquisitions
Supported eight acquisitions in fewer than three years.
5+ days faster
Reduced a monthly close cycle by more than five days.
6x+ turns
Improved inventory turns to more than six times annually.
3 industries
Executive finance experience across construction, distribution, and owner-managed businesses.
ERP + M&A
Led ERP implementations and post-acquisition integrations.
Experience
Where the judgment comes from
Executive finance leadership
Controller and CFO-level responsibility inside operating businesses — owning the close, the forecast, the lender relationship, and the reporting the owner actually used to decide.
Construction & project accounting
Job costing, work-in-progress schedules, retainage, change order discipline, bonding support, and percentage-of-completion reporting done correctly the first time.
ERP implementations
System selection, data migration, chart of accounts redesign, and the unglamorous post-go-live work that determines whether the investment ever pays off.
Internal controls
Control frameworks sized to small teams — protecting cash and assets without adding process the business cannot sustain.
Acquisitions & integration
Diligence support, opening balance sheets, and the operational integration work that follows the closing dinner.
Executive reporting
Board, lender, and owner reporting packages that answer the question being asked rather than restating the general ledger.