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Process automation for accounting firms.

I look at how your firm delivers each service from start to finish, like client onboarding, month-end, tax and reporting, and automate the steps that repeat. I work with whatever tools you already run.

Book a Workflow Audit View Case Studies
POWERING WORKFLOWS WITH

Systems I have built

Multi-Branch Education Group

The "No-Code" Consolidation Engine

Saved 7 days/month Multi-Site Childcare Group

The Labor Benchmark Engine

Cut labor to 42% Mid-Size Accounting Firm

Firm Profitability Ops Dashboard

Single source of truth for EHR

3 systems listed · Open the full index

How I work

  1. Today

    Every service, from onboarding to tax, goes through stages like these. Today, your team moves the work from one stage to the next by hand.

  2. Discovery

    Workflow Audits

    I review every tool your firm uses and how your team works in each one, from the bookkeeping system to the workload tracker.

    You get
    A map of your tools and how work moves between them.
    Tools like
    XeroQuickBooksKarbonClickUp
  3. Mapping

    Service Walkthroughs

    I pick one service and follow it from the first client request to final delivery, noting each handoff and each manual step.

    You get
    A step-by-step view of how the service runs today and where the time goes.
    Services like
    Client onboardingMonth-endService deliveryPersonal taxClient reporting
  4. Analysis

    Pattern Finding

    Many services repeat the same steps, such as copying data between tools or sending status updates by hand. I group these patterns and work out which ones a system can take over.

    You get
    A short list of what to automate first, and what should stay with a person.
  5. Implementation

    Custom Automation

    I build the automation inside the tools you already use, so each service runs with fewer manual steps.

    You get
    Automations that pass work and data between your tools, with your team stepping in to review.
    Built with
    MakeZapierAirtableAPIs
  6. After

    Each stage hands off to the next without someone pushing it. Your team spends that time on clients.

  7. Retainer

    Fractional Systems Manager

    For firms that want ongoing support once the system is live.

    You get
    Automations that keep running as you add tools and your processes change.
  8. Back to discovery when something changes

If your team loses hours every week to manual steps, say hello and tell me how the process runs today.