About
Drawing on 15 years of progressive experience bridging accounting expertise with cutting-edge technology solutions, I specialize in transforming CPA firm operations through strategic integrations, process automation, and advanced data analytics. My foundation as a CPA enables me to understand client workflows, regulatory requirements, and operational pain points from an insider's perspective. Combined with hands-on experience as a data analyst, software implementation specialist, and firm technologist, I deliver solutions that are both technically sophisticated and practically aligned with how accounting professionals actually work. This dual expertise allows me to translate complex technical capabilities into tangible business outcomes that enhance efficiency, accuracy, and client satisfaction.
Career Timeline
Years 1-7:
Practicing CPA
I started my career doing what you do—serving clients, managing engagements, and experiencing firsthand the operational challenges that CPA firms face daily. This foundation gives me credibility and context that pure technologists simply cannot replicate.
Years 8-10:
Data Analyst at CPA Firm
Transitioned into a data analyst role where I discovered the power of transforming scattered firm data into actionable insights. Built custom reports, automated processes, and saw how the right information at the right time transforms decision-making.
Years 11-12:
Implementation Specialist & Consultant
Joined a time and billing SaaS company where I implemented systems across dozens of professional services firms. Learned what makes implementations succeed or fail, and developed expertise in change management and user adoption strategies.
Years 13-15:
Manager of Business Transformation
Led technology and process improvement initiatives at a growing CPA firm. Managed integrations, data projects, software rollouts, and strategic planning—gaining the perspective of a firm technology leader navigating competing priorities and limited resources.
Present:
Technology Consulting for CPA Firms
Launched independent consulting practice to bring this comprehensive expertise to CPA firms nationwide, helping practices of all sizes leverage technology for competitive advantage.
Philosophy & Approach
Start with Business Outcomes
Technology should serve the business, not the other way around. Every recommendation I make starts with your firm's objectives—whether that's improving profitability, scaling operations, or enhancing client service. The tools and implementations follow from there.
Speak Both Languages
I can discuss realization rates and utilization targets with your partners, then turn around and architect API integrations and data pipelines with your IT team. This bilingual capability ensures nothing gets lost in translation between business needs and technical solutions.
Practical Over Perfect
The best solution is the one your team will actually use. I prioritize practical functionality and user adoption over theoretical perfection. If a 90% solution can be implemented in a month versus a 100% solution taking six months, we start with 90% and iterate from there.
Transparent Communication
You'll never wonder what's happening with your project. I provide regular updates, explain technical concepts in plain language, and flag potential issues early so we can address them together.
Working Together
Engagement Types:
- Project-Based: Defined scope, deliverables, and timeline for specific initiatives
- Retainer: Ongoing advisory and implementation support for continuous improvement
- Hourly Consulting: Flexible arrangement for targeted guidance and problem-solving
My Commitment:
Every engagement receives the same meticulous attention whether you're a sole practitioner or a 100-person firm. You'll work directly with me—no junior staff, no handoffs. Your firm's success is my success.
Ready to Transform Your Firm's Technology?
Let's discuss your specific challenges and explore how strategic technology solutions can drive efficiency, accuracy, and profitability for your practice.