Clear
Process
Automation
Targeted automation for CPA firms — eliminate manual work, reduce errors, and accelerate workflows with simple, reliable solutions.
What I Can Help You With
Small CPA firms face constant challenges: messy client data, repetitive manual work, tight deadlines, and error-prone processes. I build simple, targeted automations that remove these bottlenecks and give your team back valuable time.
Too Much Manual Work
Staff spend hours on repetitive Excel tasks — reconciliations, tie-outs, sampling, formatting — all of which drain capacity and introduce errors.
Break
→ Automation turns your team's workload into a smooth, reliable workflow.
Faster Work.
Fewer Errors.
Higher Accuracy.
Messy Client Data
Every client sends files in different formats. Cleaning, mapping, merging, and standardizing them takes huge amounts of time and inevitably causes mistakes.
→ Automation cleans and standardizes data automatically, with zero manual touch.
Cleaner data.
Shorter prep time.
Smoother workflows.
No Tools Fit Small CPA Firms
Enterprise software is expensive, rigid, and built for massive organizations. Small firms need lightweight, custom automation that actually fits how they work.
→ Automation designed specifically for small CPA firms — not generic software.
Built for your firm.
Tailored to your workflow.
Ready to scale.
What I Build for You
I design lightweight, custom automations that fit your workflow — not generic software.
Everything is built to solve real CPA-firm bottlenecks:🔹Excel & Workflow Automation
Turn messy spreadsheets into clean, stable workflows.
Automate tie-outs, reconciliations, sampling, formatting, and repetitive prep work.🔹Client Data Standardization
Automatically clean, merge, map, and format client files — with zero manual touch.🔹Report & Deliverable Automation
Generate management reports, rollforwards, trial balances, workpapers, and schedules instantly and reliably.🔹Custom Tools for Your Firm
Build tools tailored to your unique workflow so your team gets immediate value — no retraining, no complexity.
How It Works
1. Free 30-Minute Consultation
We look at one part of your workflow — a repetitive task, a bottleneck, or a process that slows your team down.
You don’t need to show your full workflow or client information.
A small example (e.g., a reconciliation step, a cleanup task, or a spreadsheet prep process) is enough.2. Clear, Simple Automation Plan
You receive a straightforward plan describing:
what part can be automated,
how it fits into your existing workflow,
and the time savings you can expect —
all without changing how your firm operates.3. Build & Test on Non-Sensitive Sample Data
I build the automation using sample or generic data — no client information required.
You see exactly how it works before anything is implemented.4. Deliver & Ongoing Support
You get a clean, reliable automation your team can run immediately.
Support is available as your workflow grows or changes.
Real Outcomes From Real CPA Firms
Who I Work With
🔹Small to Mid-Sized CPA Firms (5–80 staff)
Too much work, too many deadlines, not enough qualified staff.
These firms benefit the most because automation frees real capacity immediately.🔹Firms Over-Dependent on Excel
Reconciliations, tie-outs, sampling, schedules, data cleanup, vlookup/pivot-heavy workflows —if your team spends hours inside spreadsheets, automation provides instant ROI.🔹Firms That Want Automation Without Changing Their Workflow
Your team already knows Excel.
My tools plug directly into your existing process — no new system, no onboarding, no learning curve.
Just faster, cleaner work with the platform you already use every day.🔹Firms Wanting Fast, Measurable ROI
Most automations replace 5–30 hours per week of manual work.
Many pay for themselves in under 15-30 days.🔹Partners and Managers Tired of Staff Errors
If you’re cleaning up workpapers, reconciling client messes, or reviewing schedules that never look the same twice — automation fixes the inconsistency.
Real Example: Payroll Liability Reconciliation
A 15-person CPA firm in Los Angeles asked me to streamline their monthly payroll liability reconciliation for a 100+ employee client.The client’s data came from multiple inconsistent sources each month — ADP → Gusto system change, HR’s custom Excel file, and manual adjustments from the payroll specialist. Formats didn’t match, timing differences appeared frequently, and every file required manual cleanup.Each month the firm had to export data from different systems, standardize date and pay-code formats, find multi-line matches, and rebuild broken workpapers.
The process realistically took 8–12 hours of staff time per cycle, plus senior review to correct errors.After Automation
I built a lightweight matching tool that:
🔹standardizes any payroll export automatically
🔹finds exact and multi-line matches in seconds
🔹isolates true differences
🔹produces a clean, review-ready reconciliation
The entire process now runs in under 3 minutes.Cost Savings
With typical LA labor costs, the automation saves:
🔹$400–$700 per month （$5,000–$8,000 per year）
The project paid for itself in under 30 days.Reusable Across Clients
Because the tool accepts ADP, Gusto and custom Excel files, the firm now uses it across multiple clients with no retraining required.
Total annual time saved now exceeds hundreds of hours, and their reconciliation workflow is consistent, fast, and error-free.
About Me
I’m a CPA and Finance Technologist with 12+ years across accounting, FP&A, audit workflows, and process automation.
I’ve spent my career inside the same month-end close, reconciliations, tie-outs, schedules, cleanup, and review cycles your firm handles every day.Because I’ve lived the work, I know exactly which steps break, which ones cause staff errors, and which parts can be automated safely without changing your workflow.My specialty is building lightweight, targeted automation tools that plug directly into your existing Excel-based process — no new software, no onboarding, no learning curve.The result?
🔹reconciliations in minutes
🔹clean, review-ready schedules
🔹fewer staff errors
🔹consistent workflows across clients
🔹tools any junior staff can run without advanced ExcelEvery tool I build is reusable, reliable, and designed to reduce manual work by hours each week. For many firms, these automations replace 30–100+ hours per month and create predictable, error-free processes that scale effortlessly.
Let's Talk
If your team is spending hours on cleanup, reconciliations, sampling, repetitive schedules, or any recurring bottlenecks, targeted automation can eliminate the grind — instantly.Let’s talk through one workflow and see what’s possible.📞 Phone: (213) 394-6810
📩 Email: [email protected]