Case Studies & Projects
A comprehensive look at my work, process, and impact across different industries.
Bookkeeping Segment Launch
Spearheaded the launch of a new bookkeeping segment, driving process mapping, pricing strategy, sales optimization, and marketing alignment, resulting in $140K in revenue within the first year.
Payouts System
Led end-to-end development of a scalable payouts system with an intuitive UI, enabling internal teams to track transactions and streamline payments—cutting processing time by 78%.
Tax Automation Software
Leading development of a tax automation platform using AI and OCR to streamline data extraction and entry for tax prep, achieving 90%+ accuracy and integrating seamlessly with leading tax software.
AI-Powered Tax Assistant
Spearheaded the development of an AI AI tax assistant to answer user tax questions and reduce time spent gathering information, accelerating document collection time by 46%.
Staffing Manager
Led the development of an end-to-end applicant tracking tool with routing logic to match qualified Pros to outsourcing opportunities based on account requirements—improving visibility, and reducing staffing workload by 50%.
Dynamic Routing Algorithm
Designed a weighted job routing model incorporating metrics such as job count and performance ratings, improving opportunity distribution amongst tax professionals and boosting engagement metrics by 18%.