Process & Systems
Process & Systems
The operations and automation side of the practice.
Operations & advisory
Fixing how the business runs, and the numbers behind it
Process Audit & Improvement
Business consulting, management consulting, and project management for finance-heavy businesses that have outgrown ad hoc processes.
SOPs, Roles & KPIs
Written procedures and policies, clear roles and responsibilities, and measurable KPIs, so the work no longer depends on one person’s memory.
Finance Operations Setup
The month-end close calendar, roles, handoffs and recurring deadlines for your finance team, set up so the close runs on schedule without relying on one person.
Systems & technology
Building what keeps it from breaking again
Financial Systems & Automation
Financial systems implementation, workflow automation, custom software development, and cloud application development, built around how your business actually runs.
Dashboards & Reporting
Management dashboards built around the numbers you actually run the business on, so you see what is happening without waiting for month-end.
AI Systems & Custom Webapps
Bespoke AI-powered programs and web applications built for the exact problem you have, not an off-the-shelf tool bent sideways to fit.
Systems and tools
Tools and platforms I work in
AI & automation
Projects & workflow
Accounting & ERP
Let’s fix what’s broken.
Operations and numbers, handled by the same person who understands both.