Eliminate the Document Bottleneck for Your Firm


I help small businesses and professional teams reclaim hours of manual work every week by turning dense, messy PDFs into mathematically reconciled spreadsheets in seconds, ensuring your small team can handle more clients with absolute accuracy.


No technical expertise required on your end.

Workflow Automation


I build custom pipelines that parse messy, unstructured financial PDFs—like dense 1099-Bs and Schedule K-1s—directly into reconciled, import-ready spreadsheets that integrate with your existing business software  saving you hours per complex return.

Custom Data Parsing

Stop manually cleaning spreadsheets and PDFs. I build custom apps that turn messy, unstructured data into clean, actionable formats

AI Implementation Consulting

Need to use AI but don’t know where to start? I help teams build prompt libraries, custom internal GPTs, and automated task-management systems

Troubleshooting & Support

Already have AI-generated scripts that won't run? I specialize in environment deployment, debugging, and getting your code production-ready

Get a Free 15-Minute Automation Audit

Not sure how AI can help your specific business? Book 15 minutes. Tell me one task you hate doing, and I’ll tell you exactly how it can be automated

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