Selected work.

Financial consolidation for a family office

Family office · commercial real estate · three cities · consolidation · reporting

A family office owns office, retail, multifamily, and hotel properties in three cities. Each property manager reported from its own accounting system. Every month the trial balances arrived in different formats with different line-item names, and a legacy consolidation product tied them together on an annual license. We built a system that collects the monthly files and maps every line item to one chart of accounts. It consolidates them with tie-outs and emails the finished workbook to the finance team.

• The client's accountant approves every mapping before it's used
• A second check runs on every workbook before it goes out
• Every number traces back to its source file

Order intake for a B2B manufacturer

B2B manufacturer and distributor · New York · email · voice · ERP

Twenty-eight outside sales reps sent in orders by phone and email, often incomplete. A small operations team retyped each one into the ERP, and one long-tenured employee carried most of the process in her head. We built two things. An email agent reads incoming orders, classifies them, and pulls out the order details. It writes them into the ERP through an adapter, so the client can change ERPs later without a rebuild. A dedicated order line records rep calls and transcribes them afterward. It produces a summary of each call and feeds the same pipeline.

• Incomplete orders go to a person for review
• The operations team reviews orders and no longer retypes them

A rewards and pickup app for a neighborhood shop

Specialty food retail · Florida · loyalty · ordering

A specialty bagel shop wanted to reward regulars and take pickup and merchandise orders without paying a platform fee on every transaction. We shipped a branded app with rewards, order-ahead pickup, and a merchandise store. It's built around how the shop already runs its counter. The app is in daily use.

• Regulars earn rewards in the shop's own app
• Pickup orders go straight to the counter
• The owner has referred us to his suppliers and peers

A website and lead pipeline for a roofing contractor

Residential roofing and HVAC · Texas and Ohio · web · lead capture

A roofing and HVAC contractor working in two states had no website and no consistent way to capture inbound demand. We built the site, the lead capture, and the follow-up that moves an inquiry to an estimate appointment. The first jobs closed through the new pipeline before the site launched publicly.

• Every call and form lands in one pipeline
• Follow-up runs until an estimate is booked