One task
5 hrs / week
14+ YEARS · FINANCE
A task that eats five hours a week eats six work-weeks a year. That's time you're paying for that isn't growing anything.
I find that buried time, show you exactly what it's worth, and build the automation that hands it back. It starts with a free discovery call, no cost, no obligation.
Most people selling automation come at it from tech. I came at it from finance, from years inside the books and operations where the slow, manual grind was the enemy and rebuilding the process to run clean was second nature. AI and automation are simply the sharpest tools I've ever had for that, so when I tell you something's worth automating, it's because I've spent fourteen years learning to see exactly where a business leaks time and money.
Fourteen years finding efficiencies inside real accounting and finance operations, not a tech background looking for a problem.
I automate what pays off and leave the rest alone. No hype, no shelfware, just the work that earns back its time.
You work directly with me from analysis through build. Nothing gets handed down to a junior or a black box.
Automation that fits the tools you already run, like QuickBooks, your CRM, and your spreadsheets, rather than forcing a rip-and-replace.
Say one task eats five hours a week. That's six work-weeks a year lost to something a computer could handle. Put a wage on those hours and it's real money, every year, for as long as the work exists. Automation doesn't just save time, it hands back capacity you're already paying for, to spend on the work that actually grows your business.
That return is what I look for before I build anything. If the numbers don't justify it, I'll tell you, and we won't do it.
My roots are in finance, so that's often where I start, but inefficiency doesn't respect departments. The same lens applies wherever work is repetitive, manual, and quietly eating hours.
Month-end close, reconciliations, AP/AR, expense handling, and the reporting that ties it together.
Lead routing, follow-up sequences, proposals, and keeping the pipeline clean without manual data entry.
Approvals, hand-offs, scheduling, and the recurring internal processes that depend on someone remembering.
Recurring reports, dashboards, and the copy-paste between systems that should never have been manual.
Onboarding, document handling, email triage, and the small tasks that add up across a week.
Drafting responses, routing requests, and surfacing the answers your team needs without the hunt.
I'm a CPA and I've worked closely with Chris for nearly four years… She is reliable, detail-oriented, and brings a level of analysis that goes beyond typical bookkeeping. I'd recommend her without hesitation.
Start with a conversation about your business and where things stand. No pitch, no pressure, just a clear-eyed look at where the time is going.