Office Automation · Los Angeles, CA
I build custom Excel, Word, and PDF automations for CPA firms and small businesses — the same report, reconciliation, or file conversion your team redoes every week, turned into one click.
How It Works
A free 20-30 minute call to understand your current process and where the time actually goes.
You get a clear, written scope and quote before any work begins — no surprises, no hourly clock.
You don't need to hand over real or live files to get started — I build and test on templates or sanitized sample data, with checkpoints along the way so you can review progress.
You get the finished tool, a short walkthrough, and documentation — yours to keep and run for free, forever. No subscription, no per-use fees.
Sample Projects
These are representative examples to show scope and approach — not results from a specific client engagement.
A CPA firm's staff manually copied numbers from 6 client sub-ledgers into a master close file every month. The rebuilt workbook pulls each source automatically, applies standard adjusting entries, and highlights any account that doesn't tie to prior month within a set tolerance.
A small business matched a bank statement export against internal records by eye, line by line. The tool auto-matches on amount, date window, and reference text, then produces a short exceptions list of only what still needs a human look.
Overdue client invoices were tracked in someone's memory and a scattered inbox. The new tracker ages every open invoice automatically and generates a ready-to-send follow-up list every Monday morning.
Engagement letters were built one at a time in Word, printed to PDF, and renamed by hand for 80+ clients each season. The new script merges the template against a client list and outputs correctly-named, ready-to-send PDFs in one run.
Frequently Asked Questions
Get In Touch
Tell me a bit about your process and I'll follow up to schedule a free consultation call — no obligation, no pressure.