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 coffee chain

Coffee chain · Florida · loyalty · ordering

A coffee chain 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 shops already run their counters. The app is in daily use.

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

A digital platform for an education consultancy

Education consulting · K-12 school districts · growth · platform

An education consultant with a track record of raising reading and math scores worked district by district, in person. He could only serve as many districts as he could visit, and new business came from referrals and conferences. We built two things. Interested districts now book a conversation through the site. The first digital version of his program lets a district run it without the consultant in the room for every session.

• Districts book a conversation without a conference or a referral
• The program runs without the consultant on site

An online store for a packaging supplier

Eco-friendly packaging supplier · West Palm Beach · catalog · e-commerce

Two founders supply eco-friendly packaging to local food businesses. They were selling in person and sending buyers a price list. They needed a site that made the case for buying from them: good products, prices close to buying direct from the factory, and someone local to call. We built the site with a full product catalog, the story of the business, and ordering in one place. An in-person conversation can now end with a link.

• A product catalog the founders update themselves
• Built for a sales process that starts face to face