ADVISORY
Helping leaders build what’s next.
Strategy for accounting firms, software companies and venture-backed teams navigating an AI-first profession.
Not traditional consulting.
01 / MODERN FIRMS
Build the firm people want to work with—and clients want to buy from.
For established firms evolving their model and new firms designing it differently from day one.
AI and innovation strategy · Advisory operating models · Pricing and value creation · Leadership and talent strategy · Client experience · Executive workshops
02 / SOFTWARE COMPANIES
Build products accountants actually want to use.
I bridge the gap between product teams and the realities of accounting practice.
Product and category strategy · Voice-of-customer insight · Industry positioning · Go-to-market messaging · Workflow and adoption · Executive and product-team advising
03 / VENTURE-BACKED COMPANIES
Turn a promising idea into a company the market understands.
I advise founders, investors and leadership teams building professional-services technology.
Founder and executive advising · Market and category strategy · Accounting-industry intelligence · Product-market fit feedback · Partnership strategy · Board and strategic advisory
I’ve been the practitioner, buyer, operator, product executive, advisor and founder.
That makes me unusually good at translating between the people building the technology and the professionals expected to trust it.
ENGAGEMENTS
Strategic Advisor
Ongoing counsel for founders, CEOs and leadership teams.
Executive Workshop
A focused session that turns a complex challenge into a clear path forward.
Product Advisory
Practical industry insight for product, positioning and adoption decisions.