I do more than bookkeeping—but I don’t charge more for it.

I built a system that helps find what’s actually driving your business results. It’s based on my work in data science and is being tested through my PhD research.

Here’s how it works:

I break your financial data into smaller groups, such as customer types, services, time periods, or pricing levels. Then I compare those groups to your results, like profit or growth.

This shows which parts of your business are helping, and which parts are holding you back.

No guessing. Just clear cause and effect.

Bookkeeping is the easy part. Anyone can do it.

The real question is:
Is it worth your time?
And are you getting anything useful from your numbers?

Most businesses aren’t.

That’s where I’m different.

I handle your bookkeeping, but I also use your data to show what’s working, and what’s not in your business, and why.

Bookkeeping gets the data in place.
I use it to give you answers.

It’s a win for both of us. You get clean books and real insight, without extra work or extra cost.

My Experience

I’m a software engineer (by title) working on defense programs for a Department of Defense (DoD) contractor. For the vast majority of my tech career, however, I’ve been leading teams of software engineers to deliver systems engineering products.

I apologize for speaking generically here, but it’s required of me.

My Education

I hold a Bachelor of Science in Computer Science and a Master of Science in Data Science degree from Colorado Technical University. I’m currently working on my PhD in Business – Strategic Management, and I’m using my dissertation to validate my root cause analysis framework, which is the backbone of this business.

I wanted to get my PhD anyways, to set an example for my kids. While there, I decided to use it to validate the framework.

My Certifications

• QuickBooks Online Certification Level 1
• QuickBooks Online Certification Level 2
• Google Project Management
• SAFe Special Practice Consultant (SAFe SPC)
• SAFe Product Owner/Product Manager (SAFe POPM)
• SAFe Scrum Master (SAFe SSM)