Why Me?

In 2013 I started a cloud-accounting firm from scratch and scaled it to the point of being acquired by an international firm in 2018. In those 5 years, I learned a heck of a lot about starting, crafting and running a modern, online, automated accounting firm that provided customers with an exceptional customer experience and team members with a modern work environment. I can help you apply lessons I’ve learned throughout my journey to your firm.

How Can I Help?

AUTOMATE INTERNAL PROCESSES

We'll assess, select and implement the latest technology to: eliminate accounts receivables, automate proposals, engagement letters & invoicing, improve efficiency in internal communication & streamline any of your inefficient firm workflows

AUTOMATE CLIENT SERVICES

Implement the best cloud accounting tools and offer your customers a modern client service experience by automating the accounting & bookkeeping process.

IMPLEMENT A SUBSCRIPTION MODEL

Eliminate your billable hour pricing model and replace it with something that gives you predictable, monthly recurring revenues (and makes your clients happy too!).

ATTRACT BUSINESS ONLINE

Are you still relying on referrals as your primary source of business? It's time to establish an online presence on Google and social media.

ATTRACT & RETAIN A REMOTE MILLENNIAL WORKFORCE

Looking for help on how to help attract, manage and retain millennials and Gen Z? Want to give your employees remote work opportunities? I'll show you the tools and tactics needed.

If you are interested in modernizing your firm,
shoot me a message!

Let's Chat