Unified Systems Consulting
Custom software, process automation, AI integration, financial models and accounting workflows for businesses that have outgrown spreadsheets and copy-paste, but don’t need an enterprise IT project.
01 Services
Every engagement starts from how the work gets done today: which exports get pulled, which cells get pasted, which reconciliations get re-done every month. Then the repetitive parts get built out of the process.
1000 Software
Purpose-built applications, internal tools and integrations, written in Python and JavaScript, tested against your real data and documented so your team can run them.
2000 Automation
Scripts, scheduled jobs and small services that take recurring work off people’s desks and run it the same way every time.
3000 AI
Practical use of AI models inside real workflows: reading invoices and documents, drafting entries, and checking the output before anyone relies on it.
4000 Finance
Models built from your trial balance and operating data, structured so next month’s update is a refresh and not a rebuild.
5000 Accounting
Close checklists, reconciliations and journal entry packages designed to tie out, with the automation built in where it pays back.
6000 Data
One view of the numbers people check every morning, fed from the systems that already hold them.
7000 Process
Mapping a workflow end to end, cutting the steps that don’t need to exist, and documenting what remains so it survives staff changes.
02 Selected work
Work built for a multi-entity, multi-location organization with dozens of accounting entities, several banks and a locked-down IT environment. Client details are kept confidential; the problems are common to any growing business.
Accounting · Close
Close packages for affiliate entities generated from the month’s source files, so the accountant reviews instead of rebuilds.
Built · AI-assisted close, with a standard template rollout in progress
Treasury · Cash
A zero-balance-account reconciliation that ties bank activity to the dealer system and the general ledger by entity, plus a daily cash position across multiple banks.
Built · cash report runs daily
Payables · Documents
Folders of vendor invoice PDFs, both digital and scanned, turned into ready-to-post journal entries.
Built · freight, import and fleet invoices
Finance · Reporting
A trial-balance-driven reporting model covering every entity and region, built for lender covenant reporting and management review.
Built · rebuild in parallel testing
Operations · Inventory
Daily dashboards and analytics for vehicle inventory, acquisition and reconditioning teams.
Built · unified pricing system in development
Apps · Workflow
Front ends that put structure around manual processes and add features to vendor web apps the business can’t change.
Built · used by operations staff
AI · Agents
AI set up as a dependable part of the workflow, with written procedures, versioning and test folders, not as a chat window.
Built · shared across departments
Excel · Engineering
Fixing the workbooks a business already depends on, so they stay fast and stop failing quietly.
Built · validated against history
03 Expertise
Accounting knowledge decides what to build. Engineering decides how it holds up. Most of these tools were built for an environment with no installs and no outside services, so they run anywhere.
04 Background
The work started on the numbers side and grew into building the systems behind them. That’s why the tools fit how finance and operations teams actually work.
Inventory forecasting and allocation across a national store network.
Budgets, forecasts, variance analysis and executive reporting.
Valuation and consolidated financial models for business sales.
Month-end close, payroll entries, reconciliations and SOPs.
Custom software, automation and AI for a multi-entity organization.
05 Approach
You get working tools, documented and handed over, with a clear owner on your side. Each phase ends with something you can use.
A working session on the process as it runs today: the files, the systems, the people, the pain.
Out: process map and a ranked list of fixes
A fixed-scope proposal for the fixes worth doing first, with the time they’ll save stated up front.
Out: scope, price and timeline
Build against your real data, test against last month’s actuals, and review it with the people who’ll run it.
Out: working tool, tested and tied out
Documentation, a walkthrough, and a support window so the tool keeps working after I’m gone.
Out: runbook, training, 30-day support
06 Engagements
Most clients start with a single project and move to a retainer once the first tool is earning its keep.
Start here
A focused review of one workflow, such as month-end close, reporting or invoice processing, with a written plan of what to automate and what it’s worth.
Most common
A defined tool or automation, delivered working, tested on your data and documented for your team.
Ongoing
A monthly block of hours for maintenance, small builds and questions, for teams without an in-house developer.
Community · Volunteer work
I take on a limited number of volunteer projects for nonprofits and community organizations, such as cleaning up their books, automating reporting or improving their websites and member systems. I also serve on the board of a regional arts nonprofit.
07 The mark
The USC mark spells the company’s initials in the oldest runic alphabet, set the way runestones were: cut into stone and filled with red pigment so the message would read for centuries.
It’s the standard the work is held to. Systems should be built once, built plainly, and still make sense to the next person who has to read them.
08 About
Business systems architect · Software developer
I design and build the systems a business runs on, drawing on a background in finance, accounting, automation, software engineering, AI implementation and statistical analysis. Close and reconciliation tools, financial models, data pipelines, forecasting models and AI workflows are all part of the same job: getting accurate numbers to the people who need them with as few manual steps as possible.
That mix comes from work that started on the finance side, in inventory planning at a Fortune 500 retailer, corporate FP&A, month-end close and M&A modeling, and grew into designing and engineering the systems behind it for a multi-entity, multi-location organization.
Unified Systems Consulting brings that same work to businesses that need it but don’t have a systems team. I speak both accounting and code, so nothing gets lost between the person who knows the process and the person who builds the fix.
09 Contact
Describe the process in a few sentences. I’ll reply with whether it’s a good fit and what a first step would look like.
