Keep it simple. Solve problems. Share freely. And get after it
Mortgage Accounting CPA Leader
Passionate about applying AI and technology to unlock incredible productivity for the accounting departments of mortgage originators and financial services companies.
Recent Thoughts
Querying the GL in natural language, building a reconciliation skill, and running cash and hedging recons live -- the good, the bad, and the ugly
An introduction to Claude Code for non-technical folks -- installation, the Core Four framework, skills, and why accountants need to understand databases