CPA × Software Developer
Digital Transformation for Modern Accounting
Bridging the gap between data engineering and accounting practices with precision and clarity.
Works withExcel · Word · PowerPoint · Xero · QuickBooks Online
← Hover the index
-
01 Service
System Integration
Connect your accounting system, CRM, and other data sources with enterprise data systems. We handle complex ETL processes while ensuring complete data integrity and maintaining comprehensive audit trails for compliance.
Principle · Data IntegrationSeamlessly connect accounting systems with modern data infrastructure while maintaining audit integrity and compliance standards.
-
02 Service
Workflow Automation
Automate repetitive accounting tasks including bank reconciliations, journal entries, and financial reporting. Our solutions understand the nuances of monthly accounting processes and reporting requirements.
Principle · Process AutomationIntelligent automation designed with deep understanding of accounting workflows and regulatory compliance needs.
-
03 Service
Analytics & Reporting
Transform static financial statements into dynamic dashboards. Deliver real-time insights to stakeholders while maintaining the accuracy and rigor expected from professional accountants.
-
04 Service
Compliance Technology
Implement continuous auditing systems and automated compliance checks. Digital audit trails designed to comply, while significantly reducing manual review time.
Principle · Regulatory ComplianceSolutions built with CPA expertise ensuring adherence to Canadian accounting standards and regulatory requirements.
-
05 Principle
Scalable Architecture
Future-proof technology designed to grow with your practice and adapt to evolving business needs.
-
06 The Person
I help founders, operators, and finance teams stop drowning in spreadsheets — so they can focus on growing their business.
If you've ever lost hours manually reconciling payments, chasing down reports from different platforms, or stitching together half a dozen tools just to get a clean picture of your numbers... I've been there.
Most growing companies hit a point where their financial operations become a bottleneck. What used to work — a few spreadsheets, a bit of manual bookkeeping, the occasional integration — no longer scales. You need reliable systems, not more band-aids.
That's where I come in.
My focus: financial clarity through smart automation
I specialize in building custom finance and accounting automation that actually works for how your business runs — not the other way around.
- Automating reconciliations, reporting, and data sync between platforms like Xero, Stripe, HubSpot, and internal databases.
- Designing clean data pipelines that keep your financial records accurate and audit-ready.
- Giving your accounting team the real-time visibility they need to make confident, informed decisions.
I don't just build integrations — I build systems that operate reliably and scale seamlessly with your business.
Why clients work with me
I speak both languages. I'm fluent in finance and tech, which means you won't need a translator between your accounting team and your developers.I've done this at scale. From venture-backed startups to lean service businesses, I've built finance automation that eliminated manual work, tightened controls, and scaled with growth.I care about outcomes. My goal isn't to deliver "a project" — it's to make your business run cleaner, faster, and more confidently. -