From spreadsheets
to systems.
I help small business owners make their data work harder — automating the spreadsheets you have today and building the dashboards and processes you'll need tomorrow.
I help small business owners make their data work harder — automating the spreadsheets you have today and building the dashboards and processes you'll need tomorrow.
I spent 13 years in finance and operations. At Kaiser Permanente, I managed an analytical team and worked hand in hand with programmers to build monitoring tools and lead process improvement projects across clinical operations.
What's changed: AI lets me do that same work without the programming team. The dashboards, the monitoring tools, the process redesigns I used to need engineers to build — I can build them now, for a fraction of the cost and time. That's what I bring to small businesses.
The dashboards, KPIs, and recurring reports your leaders actually use — built once, refreshed automatically. Stop rebuilding the same deck every month.
Take legacy spreadsheets and turn them into AI-assisted workflows. Faster close, fewer errors, and a paper trail your auditors will love.
A focused look at where your team loses hours every week — and a concrete plan to claw them back. Built on 13 years of doing the work myself.
Need a tool that doesn't exist? I build small, focused apps — close checklists, reconciliation helpers, variance commentary generators — tailored to your workflow.
Hands-on workshops that teach your team to use ChatGPT, Claude, and Copilot for real finance tasks — not generic prompt theory.
An ongoing partnership for SMBs that need a thinking partner on AI strategy, vendor selection, and prioritization — without hiring a CTO.
30-min call to understand what's really broken. Not a sales pitch — a diagnostic. You walk away with a clearer picture of the problem either way.
I document your current process and propose a sharp, time-boxed project that pays for itself within a quarter. Fixed scope, fixed price.
I build, deploy, and train your team. You get the system, the documentation, and ongoing optionality of having me on call — not a black box.
Free 30-minute call. No pitch deck, no pressure — just an honest conversation about what could be automated.