When I joined the firm, the company had just completed its third acquisition, and part of my responsibility was helping smooth the operational and technical transition. In 2025, the firm completed its fourth acquisition, and I continued to support the integration from a technical operations perspective.
I led the technical integration, bringing together infrastructure, systems, and workflows into one secure, streamlined setup. I unified user access, handled data migrations across files and collaboration tools, aligned non-accounting systems and vendor contracts, and managed change to make sure teams could adopt everything smoothly.
Handled IT vendors and contractors, making sure everyone was on the same page, and projects stayed on track. Coordinated onboarding, access, and communication between our team and external partners. Kept an eye on contracts, deliverables, and performance while resolving issues quickly.
Streamlined processes, cut down on unnecessary costs, and made sure services ran smoothly. Acted as the go-to person for vendors, keeping things organized, efficient, and helping projects get done without hiccups.
Led technical operations for two strategic side ventures, a fund management company and an accounting and tax firm, developed to target new clients and introduce current clients to the firm's other services.
Focused on building the systems and workflows needed to run each business, including software setup, process design, and automation. Helped turn early ideas into functional operations by making sure the tech and day-to-day processes were aligned and scalable; domain, email, user accounts, document management and secure storage, launch client communication systems, CRM for client tracking, and communication.
Managed a range of business process projects focused on improving structure, clarity, and accountability across operations. Built SOPs, audit and review frameworks, and organized systems for vendors, contractors, and software access.
Developed processes for new services, marketing, partnerships, and federal contract procurement. Created tools for tracking responsibilities, budgets, and deliverables, along with corrective action plans. The goal was to make operations more organized, repeatable, and easier to manage as the business scaled.
I led the design and rollout of several SaaS platforms that make financial operations, workflows, and system integrations easier. This included bill pay and invoicing tools synced with accounting software, practice management platforms for CRM, project tracking, and time billing, plus investor portals with document management and e-signatures.
I also built QuickBooks migration and reconciliation tools, set up time-tracking integrations, and created automation for document routing and task management. The goal across all projects was to simplify processes, cut down on errors, and centralize operations in user-friendly, scalable systems.
See More Software Projects Below
Managed IT vendors to keep systems running smoothly and responsive. Acted as the main point of contact for issues, tracked progress, and made sure work was completed on time. Focused on clear communication and quick resolution to minimize downtime.
The goal was to make vendor interactions seamless, keep systems reliable, and ensure the team could work without disruptions, while building strong relationships with vendors to make future support easier.
Worked closely with marketing vendors to keep campaigns and deliverables on track. Coordinated timelines, clarified requirements, and made sure execution was consistent across all channels.
I focused on keeping communication simple and clear so vendors knew what was expected, deadlines were met, and campaigns ran smoothly. This approach helped the firm maintain a professional presence while reducing bottlenecks and keeping marketing efforts aligned with business goals.
Coordinated contractors during a Zoho implementation, making sure tasks were clear and priorities aligned. Tracked progress, addressed blockers, and ensured the system was built to meet the firm’s business needs.
I focused on keeping contractors on the same page, facilitating collaboration, and maintaining momentum so the implementation stayed on schedule. This made the rollout smoother and ensured the system was practical and ready for the team to use effectively.
Managed software programmers to keep development projects on track and aligned with business goals. Assigned tasks, tracked progress, and facilitated communication between developers and other teams. Focused on making priorities clear, resolving blockers quickly, and keeping timelines realistic.
This approach helped ensure projects stayed on schedule, code quality remained high, and the team could collaborate efficiently. By providing structure and support, programmers were able to focus on building solutions that met the firm’s technical and operational needs.
Handled day-to-day Zoho operations, including setting up users, managing permissions, and updating workflows. Made sure the system stayed aligned with business processes while making improvements to keep it running smoothly.
I focused on making the platform easy to use for the team, reducing confusion, and supporting efficient project management so everyone could focus on their work instead of troubleshooting the system.
Managed the demo, onboarding, and training of teams on new firm software, covering financial analysis platforms and tools such as Fathomhq and LivePlan.
Made sure teams understood how to use the tools effectively and that software adoption was smooth. Focused on practical guidance, addressing questions, and setting up workflows so the software supported day-to-day operations. This helped teams get up to speed quickly and ensured the tools added real value to the firm’s work.
Configured Karbon to match team workflows and improve project tracking. Set up templates, permissions, and structures that helped the team see progress clearly and stay consistent across projects.
The setup made collaboration smoother, reduced missed tasks, and gave leadership better visibility into work in progress. It was all about making the tool practical and intuitive so the team could focus on getting things done.
Built and managed Trello boards to organize projects and tasks for the team. Created simple, easy-to-follow systems that kept everyone on track and improved collaboration.
By structuring boards for clarity and efficiency, I helped reduce confusion and make it easier to manage deadlines and priorities. The setup also allowed the team to adapt quickly as projects evolved without losing sight of important tasks.
Oversaw access to marketing and AI tools, making sure the right people had the right permissions at the right time. Managed onboarding and offboarding processes to keep systems secure and organized.
I also tracked subscriptions to avoid unnecessary costs, ensuring the firm only paid for what was being used. The focus was on keeping everything structured, efficient, and safe while giving the team the tools they needed to do their jobs.
Set up a VOIP system using 3CX and Flowroute, handling everything from configuration to number setup and call flow design.
Made sure calls were reliable, and the system met the team’s communication needs. I focused on creating a setup that was easy to manage, scalable, and practical, allowing the team to stay connected and efficient without technical headaches.
Managed and administered the firm’s marketing software to keep tools running smoothly and efficiently. I handled setup, access, integrations, and updates while making sure the team could use the software effectively for campaigns and tracking.
The goal was to reduce friction, improve adoption, and ensure marketing operations ran without technical issues, allowing the team to focus on strategy and execution rather than troubleshooting tools.
Totale, an all-in-one practice management platform for accounting and professional services firms. It brings CRM, project management, and time and HR tools into one system. Teams can manage clients and pipelines, track engagements with workflows and task templates, and log time, expenses, and team performance.
It also supports integrations with tools like QuickBooks and Google, plus automation for recurring work. The platform replaces multiple systems with a single, organized workspace tailored to professional services operations.
SBT, a financial operations platform for CPA firms and finance teams managing multiple clients. It centralizes bill pay and invoicing with approval workflows, vendor and customer management, and document handling.
Users can create, track, and approve bills, send invoices, and sync everything with QuickBooks to keep records accurate. The platform supports multi-client environments with role-based access and team collaboration. It helps reduce costs and eliminates gaps that happen when payments are made outside accounting systems.
Treasure IQ, a cash management platform for a CPA firm to oversee finances across multiple client companies. It transforms accounting data into clear, actionable insights inspired by Fathom.
The platform includes a dashboard for portfolio-level visibility, full company management, and detailed cash position tracking. It also features forecasting with scenario planning, variance analysis comparing actuals vs projections, and treasury reporting with metrics like burn rate, runway, and cash health to support better financial decisions.
Vestio, a white-label investor portal for private equity and investment firms to manage investor relationships and financial operations. It combines investment tracking, secure document sharing, e-signatures, and CRM into one platform.
Fund managers can run capital calls and distributions, share data through secure portals with analytics, and collect signatures without third-party tools. Each portal is fully branded, giving firms a professional way to communicate with investors while replacing multiple tools with one streamlined system.
QuickBooks Online Data Toolkit, for accountants to migrate, reconcile, and clean up financial data across company files. It includes a guided migration wizard with conflict detection, full preview, and dependency handling to avoid duplicates.
The system compares source and destination data to find mismatches and provides tools to fix, merge, or reassign records with audit trails. It also supports trial balance migrations via summary journal entries and bulk data cleanup, making it easier to reset or restructure messy books.
Harvest and QuickBooks Online to improve reporting, data management, and billing workflows for professional services firms. It allows teams to export and customize time and project data, sync clients and financials between systems, and import or clean up records in bulk.
The platform also includes a customizable analytics dashboard to track project profitability, team utilization, and client performance, helping firms make better decisions without relying on separate reporting tools.
Task Flow, a task management app that blends the simplicity of a to-do list with team-level structure. It supports role-based visibility so managers can track their team while admins have full oversight.
Users can create and assign tasks to multiple people, set priorities, reminders, and tags, and organize work by projects. The app includes list, kanban, and calendar views, plus focused sections like My Day and Important, making it easy for teams to collaborate without the complexity of larger tools.
PopuliSync, a dashboard that connects Populi with QuickBooks Online to automate financial workflows for small schools. It syncs students, invoices, payments, and contact data between systems, removing the need for manual entry.
The platform understands education specific data like tuition and financial aid, so records stay accurate across both systems. It helps schools save time, reduce errors, and keep their books aligned without relying on generic or expensive integration tools.
Lacerte, a tax document routing tool for firms to automate how PDFs are organized and uploaded to systems like SharePoint and OneDrive. Users can drop in exported files, and the app parses filenames to identify client, tax year, and document type, then routes each file to the correct folder using configurable rules.
It includes client mapping, bulk imports, and a full activity log for tracking and audit. This removes manual sorting during tax season and keeps document storage consistent and accurate.
Built and launched MDA Fund as a strategic fund management venture to expand a CPA firm’s services into investment management. I set up the core systems, workflows, and infrastructure to support fundraising, investor onboarding, compliance, and portfolio tracking.
Designed processes for capital intake, reporting, and stakeholder communication while aligning operations with legal and regulatory requirements. The fund serves as a growth engine, attracting higher-value clients and positioning the firm as a full-service financial partner beyond traditional accounting.
Launched Banner Tax as a strategic tax and accounting venture designed to attract smaller clients and feed long-term growth into the CPA firm. I built the full operational setup, including systems, workflows, and client intake pipelines. Implemented tax software, CRM, document management, and secure data handling processes.
Designed repeatable workflows for preparation, review, and filing, along with automated communication and tracking. Positioned the brand as simple and approachable while maintaining CPA level accuracy and compliance.
Created a flexible approach process to guide how I handle technical operations projects. Since these projects can vary a lot, the goal was not to force a rigid system but to build a reliable starting point.
I outlined key steps, thinking frameworks, and decision points that help shape each project based on its needs. This gave other managers more confidence in the process and made it easier to kick off projects with structure while still leaving room to adapt as things evolve.
Led post-merger folder audits to clean up and standardize file structures across merged companies. Since each company had its own way of organizing files, I reviewed existing systems, identified inconsistencies, and redesigned a unified structure that made sense for the combined organization.
I also handled the migration and cleanup process to reduce clutter and improve accessibility. This made it easier for teams to find what they needed and created a more organized foundation for future operations.
Created a deliverable and audit memo system to reinforce how procedures are followed without being overly rigid. Managers were not required to follow processes at all times, but they were expected to submit a weekly memo showing how a process was applied or reviewed.
This helped keep procedures top of mind while still allowing flexibility in how work gets done. It also created visibility into how teams were operating and encouraged more consistent interaction with established processes.
Led the structuring and optimization of the firm’s service offerings, including defining clear tiers and packages. I broke down services based on client needs, value, and complexity, then organized them into offerings that were easier to understand and sell.
I also refined pricing logic and positioning to better align with the firm’s goals. This made it simpler for clients to choose the right option and helped the team present services in a more consistent and strategic way.
Created service agreements and contracts that aligned with the firm’s newly structured service tiers and packages. I translated each offering into clear terms, scope, and expectations so clients understood exactly what they were getting.
I also made sure the contracts supported consistency across engagements while covering key legal and operational details. This helped reduce confusion, set better boundaries, and made onboarding smoother for both the team and clients.
Built workflow documents and SOPs to support how the firm operates day to day. This included onboarding guides for staff and clients, along with step-by-step procedures for core services.
I focused on making everything clear, practical, and easy to follow so new team members could ramp up quickly and existing staff could stay consistent. These documents became a central reference point that improved training, reduced confusion, and kept operations running more smoothly.
Developed client audit corrective action plans and supporting policies to improve how managers interact with clients. I reviewed real scenarios, identified gaps in communication and service delivery, and turned those insights into clear action steps.
This included setting expectations, outlining better approaches, and creating guidance managers could actually use. The goal was to improve consistency, strengthen client relationships, and make sure issues were addressed in a structured and proactive way.
Created a process for developing and launching new services within the firm. I mapped out how ideas move from concept to execution, including validation, planning, pricing, and rollout.
The goal was to make service development more intentional instead of ad hoc. This gave the team a clear path to follow when introducing new offerings, helped reduce guesswork, and made it easier to align new services with the firm’s overall strategy and client needs.
Built a centralized responsibility and task spreadsheet to clearly define what each manager owns. I mapped out roles, recurring tasks, and key responsibilities so there was less confusion around who handles what.
The goal was to create visibility and accountability without overcomplicating things. This made it easier to track work, balance workloads, and identify gaps or overlaps. It also gave leadership a clearer view of how responsibilities were distributed across the team.
Designed and implemented a marketing structure to keep the firm organized and accountable across marketing, business development, and sales efforts. I built a system for storing campaigns, ideas, and concepts that could scale as the firm grew and adapted.
The focus was on creating a process that allowed for quick iteration, general visibility of results, and documentation rather than a plug-and-play solution. This made it easier to track initiatives, manage resources, and implement new marketing strategies consistently and efficiently.
