Services

Most firms start with one problem.

Here's what changes for your firm, and the work that gets you there.

Karbon implementation

A Karbon setup your whole team trusts

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Karbon is a trademark of Karbon, Inc. Not affiliated with or endorsed by Karbon.

I design work types, templates, and Engagements around how your firm really works, then teach your team to own it.

Most firms don’t need more features. They need the ones they already pay for, set up in a way that makes sense to the people using them.

Signs you need this

People keep side spreadsheets because they don't trust Karbon.
Templates have grown one exception at a time, and nobody wants to touch them.
Proposals, engagement letters, and the work that follows are three separate jobs.

What you get

A map of how work actually moves through your firm
Work types, templates, recurrence, and Engagements built on that map
Training on your own clients, plus plain written documentation

Custom automations

Routine work that runs itself

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I find the handoffs and status updates that eat your team's week, standardize them, and automate them with small tools you can see and trust.

Automation should make good work faster, not make messy work invisible. That’s why I standardize first.

Signs you need this

Someone copies the same details between systems every week.
Busy season exposes handoffs nobody clearly owns.
You have automations, but nobody's sure what they do anymore.

What you get

A list of repeated handoffs, ranked by time and risk
One agreed way of doing each one
Automations that log what they did and flag what looks wrong, with documentation your team can read

Software development

Tools built for the way your firm works

Illustration of a hand-built timber flume carrying water down a mossy forest ravine, with a glowing line running along it and a small light at each joint.

When off-the-shelf tools stop short, I build the missing piece: Karbon API integrations, internal tools, and reports shaped around your firm's real questions.

Software should be the last resort. When it’s the right answer, it should be small, clear, and yours.

Signs you need this

You need two systems to talk, and no connector does the job.
Your partners want a view of the firm no standard report gives them.
A manual process is too specific to your firm for any product to cover.

What you get

A short written brief, agreed before any code is written
Small, maintainable software, built in steps you can review
Hosting and handover options, plain documentation, and a clear plan for changes

Not sure where to start? The first conversation will help you decide.

I ran an accounting firm for five years, and I'm a Six Sigma Black Belt. No pitch deck, just questions about your people, your clients, and your Karbon setup.

Pick a time on the calendar