If you're spending too much time organizing client documents, chasing missing files, or manually entering data—I can help. I specialize in document automation and have a background building workflow tools for financial institutions.
I'm making a career transition into accounting consulting, but I'm not starting from scratch.
I've spent years building software for commercial lenders, where I specialized in document processing, OCR (optical character recognition), and automated data categorization—the same challenges accounting firms face during tax season.
After talking with several CPAs about their workflows, I realized the problems are eerily similar: scattered documents, manual data entry, disconnected systems. These are problems I know how to solve.
I'm currently learning the accounting side of the business—understanding your processes, software ecosystem, and specific pain points. But the technology expertise? That's where I can help immediately.
Based on conversations with accounting professionals, these are the workflow challenges that keep coming up:
Clients sending documents via email, text, portal uploads, even paper mail. Organizing everything becomes a full-time job.
Copying information from bank statements, receipts, and invoices into accounting software. Time-consuming and error-prone.
Audit teams tracking down missing documents, dealing with version control issues, and managing status across dozens of requests.
QuickBooks, tax software, email, and document storage don't talk to each other. Everything requires manual coordination.
I'm not selling a packaged solution because I don't think one-size-fits-all works. Here's my approach:
We talk about your specific workflows, where you're losing time, and what's frustrating your team. No sales pitch—just understanding your problems.
If it makes sense, I'll spend time observing your workflows firsthand. I need to see the actual problems, not just hear about them.
I'll provide specific ideas for improving your workflows—whether that's process changes, automation opportunities, or custom development.
If you want help implementing solutions, we can discuss that. But there's no obligation—you're free to take my recommendations and run with them.
No obligation, no sales pressure. Just a conversation about the problems you're facing and whether I might be able to help.