I help small and mid-sized businesses eliminate back-office chaos — by combining deep IT infrastructure knowledge with hands-on accounting, payroll, and tax expertise. Most consultants do one. I do both.
I currently serve as IT Manager at a mid-sized CPA firm, where I oversee cloud infrastructure, cybersecurity coordination, and the full document workflow from client intake through tax return delivery. I know what a well-run financial operation looks like from the inside.
Through my own LLC, I provide accounting, payroll, and tax preparation services to a growing client base — which means I'm not just an advisor. I'm a practitioner who does this work every day.
That combination — technical depth plus financial operations fluency — is what lets me solve problems most consultants can't even see.
Let's TalkPractical, high-impact engagements built for small and mid-sized businesses that are ready to operate smarter.
Risk assessments, FTC Safeguards Rule compliance, vendor vetting, and virtual CISO retainers for businesses handling sensitive financial or personal data.
Map, streamline, and automate your accounting operations using tools like Karbon, Canopy, or Monday.com — eliminating manual handoffs and bottlenecks.
Monthly bookkeeping, payroll processing, financial reporting, and cash flow advisory. A fractional finance department for growing businesses.
DMS selection and implementation (ShareFile, NetDocuments, Laserfiche), e-signature integration, and paperless workflow design.
Evaluate, select, and implement the right tax software stack — Drake, UltraTax, TaxDome, SafeSend — and integrate it into your existing workflow.
Written security policies, acceptable use policies, phishing simulations, and staff training workshops — often required by cyber insurers.
Current-state assessment, vendor comparison, migration project management, and staff onboarding for businesses moving off legacy systems.
Platform selection, data migration, and compliance review for businesses switching to Gusto, Rippling, Paylocity, or other modern payroll platforms.
Process mapping, gap analysis, and written SOPs for businesses preparing to scale, hire, franchise, or raise capital.
Federal and state tax preparation, IRS correspondence support, and compliance advisory for individuals and small businesses.
A straightforward, no-fluff engagement process designed to respect your time and get to value fast.
Free 30-minute conversation to understand your situation, pain points, and goals.
I audit your current systems, workflows, and gaps — then deliver a clear findings report.
A plain-English scope of work with defined deliverables, timeline, and fixed or retainer pricing.
I implement, configure, or build — keeping you informed at every milestone.
Training, documentation, and optional ongoing support so results stick long-term.
Anyone can give advice. Very few can show you exactly how it works in a real financial environment.
I manage live IT infrastructure, run real payroll, and file actual tax returns. My advice comes from doing, not theorizing.
Most consultants are IT or finance. I'm both — which means I catch problems that fall through the gap between your tech team and your accounting team.
Every engagement starts with listening. You get solutions built for your business, not copy-pasted from the last client.
No jargon walls. I translate technical and financial complexity into plain language so you can make confident decisions.
Examples of the service experience Choice Strategies LLC strives to provide through practical guidance, clear communication, and dependable support.
“Choice Strategies helped us simplify our accounting workflow and identify several technology risks we had previously overlooked. The recommendations were practical, clearly explained, and tailored to the way our business actually operates.”
“The combination of IT knowledge and financial operations experience made a real difference for our company. We received straightforward advice, responsive support, and a solution our team could confidently maintain after implementation.”
Choose the engagement model that fits your needs. Custom scopes always available.
Whether you're dealing with a specific problem, considering a new system, or just not sure where to start — reach out. The first call is always free, and there's no obligation.