Systems Integration & Automation

Overview

Most CPA firms operate with a patchwork of disconnected software—practice management here, tax software there, time tracking somewhere else, and document management in another system entirely. The result? Hours wasted on manual data entry, reconciliation headaches, and errors that damage client relationships.

What I Do

I design and implement integration solutions that create seamless data flow between your critical systems. Using API connections, middleware platforms, and custom automation scripts, I eliminate the manual handoffs that slow your firm down and introduce errors.

Common Integration Scenarios

• Practice management ↔ Tax software (client data, billing, contact info)
• Time & billing ↔ Accounting system (revenue recognition, invoicing)
• Document management ↔ Client portal (secure file exchange)
• CRM ↔ Practice management (business development tracking)
• Payroll ↔ HR systems (employee data, benefit deductions)

Technology Platforms

Experience with leading CPA firm technology including CCH, Thomson Reuters, Wolters Kluwer, Intuit ProConnect, Drake Software, and integration platforms like Zapier, Make (Integromat), and custom API development.

Data Engineering & Analytics

Overview

Your firm generates tremendous amounts of data every day—time entries, billing rates, realization rates, client profitability, staff utilization, and more. But if that data sits in disconnected systems without proper analysis, you're missing critical insights that could transform your firm's performance.

What I Do

I build data pipelines that extract information from your disparate systems, clean and standardize it, and deliver it through intuitive dashboards and reports. This isn't just pretty visualizations—it's actionable intelligence that drives better business decisions.

Analytics Solutions

• Firm Performance Dashboards: Real-time visibility into revenue, realization, utilization, and profitability
• Client Profitability Analysis: Understand which clients and service lines drive the most value
• Staff Utilization Tracking: Identify capacity constraints and optimize resource allocation
• Budget vs. Actual Monitoring: Track engagement performance and intervene before problems escalate
• Forecasting Models: Predict cash flow, capacity needs, and growth opportunities

Technology Stack

Power BI, Tableau, SQL Server, Python/Pandas for data transformation, Azure Data Factory, and direct connections to practice management databases.

Software Implementation & Optimization

Overview

Software implementations fail more often than they succeed in professional services firms. The cause? Poor planning, inadequate training, insufficient configuration, and disconnect between what the software can do and how your firm actually works.

What I Do

I manage end-to-end software implementations with a focus on user adoption and practical functionality. Having implemented systems across multiple firms, I know the pitfalls to avoid and the configurations that actually work for accounting professionals.

Implementation Services

• Requirements Gathering: Document your workflows and identify must-have features
• Vendor Evaluation: Compare options and negotiate favorable terms
• Data Migration: Clean, map, and transfer data from legacy systems
• Configuration: Set up the software to match your processes, not the other way around
• Integration: Connect new software to existing systems from day one
• Training: Hands-on sessions tailored to different user roles
• Change Management: Ensure the team adopts new tools successfully

Software Categories

• Practice management systems
• Tax preparation software
• Document management solutions
• Time & billing platforms
• Client portals and engagement letters
• Business intelligence tools