Accounting · Controller · Tax compliance

Clear books. Confident decisions. Any level of complexity.

I'm Helen M. Axelson, MBA, a Corporate Controller with more than nine years of corporate accounting and finance experience, including time as interim CFO. Through Lion Worldwide Consulting I bring that same level of expertise to businesses, yacht owners and growing companies.

Helen M. Axelson, MBA
MBAFinance & Economics
Nova Southeastern University
9+years in corporate accounting & finance
CFOlevel experience (interim CFO)
GAAP & IFRSU.S. and international reporting
20+accounting, ERP & payroll platforms
Helen M. Axelson at work
About me

A controller's experience, a partner's attention

My career has taken me from staff accountant to Corporate Controller of a major shipyard group, where I also stepped in as interim CFO. Before that I was Financial Controller for a medical device manufacturer and for the U.S. subsidiary of an international public company, and Assistant Controller for a multinational technology group.

I've led month-end and year-end closes, consolidations and external audits, ERP migrations, post-M&A integrations, and tax compliance at the federal, state and international level. I've also built and led accounting teams across locations.

In 2018 I founded Lion Worldwide Consulting, LLC. There I work directly with business owners, captains and owner's representatives on bookkeeping, payroll, taxes and yacht accounting, including refit and charter projects. I'm meticulous, process-driven and easy to reach, so clients always know where their numbers stand.

Helen M. Axelson, MBA
Services

Everything your books need, in one place

From a small business that needs reliable monthly bookkeeping to a multi-entity company that needs a part-time controller, the service scales to fit you.

Bookkeeping, A/R & A/P

Accurate day-to-day books, receivables and payables, bank, credit card and intercompany reconciliations.

Close, consolidation & audit

Month-end, quarter-end and year-end close, multi-entity consolidation and full support for your external auditors.

Financial reporting

Financial statements under U.S. GAAP or IFRS, management reports and Power BI dashboards for owners, boards and lenders.

Tax compliance

Federal and state returns, quarterly filings, sales tax, payroll taxes via EFTPS, BOI reporting, and coordination with your tax advisors.

Payroll

Payroll setup, processing, reporting and transitions on ADP, Paychex, Paycom, Insperity PEO or QuickBooks Payroll.

Budgets, forecasts & cash flow

Annual budgets, cash flow projections, variance analysis and support with bank financing and loan covenants.

Fractional controller / CFO

Senior-level oversight without a full-time hire: internal controls, GAAP policies, cost accounting and process documentation.

Yacht accounting

Refit and charter accounting in Voly and Pinpoint Works, owner reports, funding requests and captain's expense audits.

ERP & system migrations

Moving to a new system safely, for example QuickBooks to Dynamics 365 or PierVantage to Odoo, with testing and new procedures.

Experience

A career built step by step

Hands-on experience at every level of the accounting function, from daily reconciliations to leading the entire finance department.

  • Corporate Controller & interim CFODerecktor Shipyards
  • Financial ControllerAtlas Spine, Inc., medical device manufacturing
  • Financial ControllerBraemar PLC, U.S. subsidiary of an international public company
  • Assistant ControllerFaceBank, Inc. & Subsidiaries (U.S., UK, EU, Brazil)
  • Senior AccountantBlue Water Accounting and Asset Management (formerly Vault Wealth Management)
  • Financial Analyst, Staff & Yacht AccountantSafe Harbor Rybovich, Fraser Yachts, Fairport Yacht Support
  • Research AnalystKingscote Capital, investment fund
  • FounderLion Worldwide Consulting, LLC (since 2018)

Industries

Shipyards & marine Superyachts: refit & charter Medical device manufacturing Shipbroking Technology Public companies Wealth & asset management Investment funds Construction Small & mid-size businesses

Areas of expertise

U.S. GAAP & IFRS Consolidations External audits M&A due diligence & integration Cost accounting Internal controls Treasury & banking International tax & VAT Team leadership

Software I work in

QuickBooks Online QuickBooks Desktop Pro & Enterprise Microsoft Dynamics 365 Odoo PierVantage Power BI Excel ADP Workforce Now ADP Run Paychex Paycom Insperity PEO HiBob Voly Pinpoint Works BuilderTrend Avid Strongroom Morningstar Google Workspace Slack
Education

Strong academic foundation

A graduate degree in finance and economics, built on a science background that trained me to be precise and analytical.

2017

Master of Business Administration (MBA), Finance & Economics

Nova Southeastern University, Fort Lauderdale, FL
GPA 3.67
2010

Bachelor of Health Science (BHSc)

Vascular Sonography

Nova Southeastern University, FL
2006

Bachelor of Science (BS)

Forensic Science

King University
Why work with me

What you can count on

01

Controller & CFO-level expertise

The same standards I use as a Corporate Controller and interim CFO, applied to your business.

02

Any level of complexity

Multiple entities, consolidations, international subsidiaries, cost accounting, yachts and audits. I've handled all of it.

03

Works in your systems

No need to switch software. I'm fluent in 20+ accounting, ERP and payroll tools, and I can lead a migration when it's time.

04

Personal, responsive service

You work with me directly, not a rotating team. I'm based in Jupiter, Florida and work with clients on site or remotely.

Let's talk

Ready to get your books in order?

Tell me about your business and what you need. The first consultation is free and there's no obligation.