I am a Tax Operations Manager and Systems Architect. I don't just log data; I build secure, automated workflows that eliminate administrative drag and scale business operations.
Most firms solve high-volume friction by throwing expensive human labor at it. I solve it by architecting the machine. Toggle the switch to see the difference.
Automated bank-feed APIs pull transactions directly into Xero/QBO. AI scripts auto-categorize 80% of standard expenses instantly.
Integrated Stripe auto-pay and automated CRM follow-ups. Invoices trigger automatically upon milestone completion. Zero drag.
Scripts handle the triage. CPAs spend 95% of their time on high-margin corporate advisory, tax strategy, and client relations.
"I have absolutely zero patience for manual data entry. If a process requires a human to click a button 50 times when a script could do it instantly, I won't do the manual work. I will stop the line and build the script."
I operate as a pragmatic bulldozer. I rely on strict mental models to ensure high-level strategy isn't lost in the weeds of execution.
I fire myself from low-leverage tasks. If my strategy generates $500/hr in value, doing a $25/hr admin task costs the firm money.
Instead of asking how to succeed, I ask what will cause absolute failure (e.g. data breaches, bad APIs)—then build systems to avoid it.
First-order thinking is cutting a tech budget to boost margins today. Second-order thinking is knowing it will cause top CPAs to quit tomorrow.
I value objective truth over ego. If I don't know the answer, I say so. I don't postulate; I assess the data and execute.
Professional accountability requires public milestones. Here is the trajectory.
Pursuing BS in Accounting at College of Coastal Georgia. Directing high-level automated tax operations and managing Dreamwalker Studios.
Pass the Special Enrollment Examination (SEE). Transition fully from operational management to specialized, high-billing tax authority.
Secure Georgia CPA license. Leverage comparative advantage and automation to negotiate partnership equity or launch a high-margin independent firm.
Income decoupled from hourly labor. Focus shifted to CFO-level advisory and corporate philanthropy within Liberty County and the Rose Creek Band.
Directed daily branch operations. Overhauled legacy paper systems into cloud workflows. Acted as on-site sysadmin to ensure 100% tech uptime during peak season.
Guided commercial clients through implementation of high-volume treasury solutions. Performed strict regulatory compliance audits and financial due diligence.
Diagnosed software conflicts and Active Directory issues. Engineered an in-house IT ticketing system prototype using HTML, CSS, and JavaScript.
Manage an e-commerce merchandise brand utilizing automated print-on-demand fulfillment. Direct e-commerce integrations, automated vendor logistics, and Cost of Goods Sold (COGS) tracking.
Direct community correspondence, handle data entry, and maintain secure record-keeping for a regional cultural association. Manage cross-department scheduling for large-scale public operations.