Small Financial Services Firm Owner Specializing in Accounting Process Improvement and Automation
Foxglove Financial Services
I specialize in transforming accounting operations through intelligent automation and continuous process improvement. At Foxglove, I’ve led initiatives that streamlined payroll tax reconciliations, monthly close flux analysis across multiple business units, and enhanced the delivery of timely, actionable financial insights to clients. My automation strategies have eliminated over 3,000 hours of manual work annually, accelerating reporting cycles, improving accuracy, and scaling efficiency across both domestic and international teams. My approach combines technical fluency with a deep understanding of accounting workflows. I hold a Master of Science in Business Analytics and a BA in Business Administration (Accounting Focus) with a Minor in Economics from UW Tacoma, graduating Magna Cum Laude. My academic work includes developing a statistical risk model for the Washington State Department of Natural Resources, demonstrating how I apply data-driven thinking to solve complex, real-world challenges. I’ve led audit teams and implemented analytics tools that strengthened internal controls and reduced review cycles. I’ve also taught finance and consulted on quantitative projects, helping professionals harness data for smarter decision-making. My foundation in systems thinking comes from eight years in the U.S. Army National Guard, where I managed aviation maintenance and logistics for missions including wildfire response and Operation Enduring Freedom. I’m actively engaged in the accounting community through the IMA and AICPA, and I volunteer with Washington Explorer Search and Rescue. If you're working on automation, process redesign, or data integration in accounting, I’d love to connect and exchange ideas.
Automation & Workflow Optimization I help accounting firms and their clients modernize financial operations through targeted automation. From streamlining reconciliations to improving reporting workflows, I implement scalable solutions that reduce manual effort, enhance accuracy, and accelerate turnaround times. Data-Driven Advisory & AI Integration I collaborate on projects that apply analytics and AI to deliver smarter, more proactive financial insights. Whether supporting firms in expanding advisory services or helping clients make data-informed decisions, I bring a strategic lens to financial analysis and reporting. Bookkeeping & Service Collaboration I partner with bookkeeping professionals to offer integrated financial support tailored to small businesses, contractors, and startups. These collaborations combine foundational accounting with automation and analytics to deliver efficient, end-to-end solutions. Process Improvement Consulting I work with firms and clients to identify inefficiencies, redesign workflows, and implement sustainable process improvements. My systems-based approach helps teams operate more effectively and adapt to growth with confidence.
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