Client Onboarding
Keep proposed work flexible. Make accepted work accountable. A governed entry point into STAR.
Selected work / 22 projects & products
Systems built.
Problems understood.
Original products. Long-running platforms. Carefully proven replacements. The challenge, the architecture, and what changed.
Client names stay private. The substance doesn’t.
Meet the four products
Financial Dashboard
One financial record. Frozen periods. A firm's many perspectives, without rebuilding the numbers.
Tax Dashboard
Keep live 1040 work readable—and actionable—across the systems already running the firm.
SQLX
Give SQL developers the reach of .NET. Keep orchestration where the business state is visible.
A warehouse built on proof.
Practice-management history, reshaped into a coherent and traceable financial model.
Knowledge with a chain of evidence.
A working R&D platform that keeps the source, the claim, and the independent verdict connected.
A new structure. An unbroken record.
A reversible multi-entity transformation inside a live practice-management estate.
Understand the machinery before moving it.
Legacy application discovery and retail integration for a consumer-products manufacturer.
Find the accounting inside the code.
Six financial-report families traced back to the staged data and rules that actually produced their results.
Two hundred thousand invoices. Carried forward.
A proprietary document archive converted, reconciled, and prepared for a new platform.
Rebuild the reporting. Preserve the routine.
A recovered SSRS estate, with report delivery and subscription settings carried forward deliberately.
From intake to accountable approval.
A licensed acceptance platform where rules, routing, and explanations belong to the system.
One surface. A whole tax season.
Practice management, tax, signature, workflow, and documents connected around each return.
The operational heart of a dealer network.
A complete self-service platform for a wholesale alarm and life-safety monitoring business.
Built once. Trusted through change.
Monthly financial reporting that outlasted two complete source-platform replacements.
A daily process, built to keep running.
Public-records collection and attorney letter generation, operated as a daily system for a decade.
A clearer view of the whole territory.
A full-screen mapping application connecting facilities, managers, and practical coverage.
A platform changes. The practice keeps working.
Retargeting a licensed onboarding product and its dependent applications during a CCH-to-STAR migration.
An audit workflow that carries its own evidence.
Large-scale payroll processing, fair review assignments, and re-imports that preserve the work already done.
A replacement has to earn equivalence.
A legacy .NET invoice generator rebuilt in T-SQL and tested side by side until the differences were resolved.
Information that moves with the cargo.
Customs messaging, task workflows, and freight interfaces across technology generations.
A platform built around trust.
Long-term engineering ownership of regulated candidate and recruiter workflows.
Original conceptual imagery represents the essence of each project. It does not reproduce client systems or confidential materials. Reference years are not engagement durations.