I've spent over a decade building and running an accounting firm — growing it to over 900 clients. I've sat on both sides of the table: as the accountant that SaaS companies were trying to sell to, and as the business owner navigating technology decisions.
I know exactly how accountants think, how they evaluate trust, why they hesitate, and what actually moves them from "interested" to "committed." I've seen where SaaS companies consistently get it wrong — not because of product, but because of approach.
That's what I bring. Not a consultant with a framework — but someone who has lived it, made the mistakes, and knows what works.
This work is also personal to me. I want to help the next generation of accountants avoid the struggles I've seen. And I want to create the kind of flexibility that lets me be genuinely present for the things in life that matter most — family, experiences, time well spent.
That's why I keep this deliberately small. A maximum of two or three clients at any one time. High impact, controlled access, real partnership.
