SBS Director of Operations
Brady Martz
Kirsten Phenicie provides CFO-level financial guidance and strategic advisory services, helping clients achieve their business goals through financial analysis, cash flow management, and operational efficiency. She takes a hands-on approach to complex challenges, from optimizing systems to streamlining processes and delivering actionable insights.
Passionate about both client and internal operations, Kirsten drives efficiency and effectiveness within her teams, implementing best practices, enhancing collaboration, and ensuring high-quality outcomes across the firm. A natural mentor and leader, she empowers her team to take ownership of projects and fosters a culture of innovation and accountability.
With extensive public and private accounting experience across diverse industries, Kirsten brings a well-rounded perspective to her advisory work. She is also the creator of the “Make It Better” (MIB) communication protocol, designed to improve team collaboration and deliver meaningful results for both clients and the organization.
Discover how firm leaders transformed a traditional outsourcing model into a scalable, advisory-led CAS practice. In this candid session, Alex and Kirsten share hard-earned lessons from five years of trial, error, and success—covering the evolution of pricing, operational redesign, and client strategy shifts that drive profitability, clarity, and stronger client relationships.