How do you solve: Document collection is a nightmare?

Chasing clients for W-2s, 1099s, receipts, and bank statements. Sending reminders. Tracking who's sent what. For some clients you end up doing this all the way up to the filing deadline. We build automated systems that eliminate this problem entirely. Book a free discovery call to learn how: cal.com/thecatalyst/discovery

How do you solve: Data entry eats your team alive?

Transactions from bank feeds, receipt images, payroll reports, investment statements — everything needs to be entered, categorized, and reconciled. Your team is doing work a system could handle. We build automated systems that eliminate this problem entirely. Book a free discovery call to learn how: cal.com/thecatalyst/discovery

How do you solve: Client communication is reactive and inconsistent?

Clients call when they have questions. You respond when you can. There's no proactive system keeping clients informed about their return status, advisory deadlines, or financial milestones. We build automated systems that eliminate this problem entirely. Book a free discovery call to learn how: cal.com/thecatalyst/discovery

How do you solve: Deadline management is manually tracked?

Tax deadlines, extension dates, quarterly estimated payments, payroll filings — tracked in spreadsheets or calendaring tools that require someone to update them and check them daily. We build automated systems that eliminate this problem entirely. Book a free discovery call to learn how: cal.com/thecatalyst/discovery

ConsultingAccounting & Finance

Your billable hours shouldn't be spent on data entry.

Every tax season, your team drowns in document collection, data entry, and reconciliation. In between, it's client communication and deadline management. Most of this can be automated.

Book a Free Strategy Call See What I Build

The Problem

Your staff shouldn't spend 40% of their time on data entry. Your clients shouldn't have to email you the same documents three times. Your deadlines shouldn't live in someone's head.

Document collection is a nightmare

Chasing clients for W-2s, 1099s, receipts, and bank statements. Sending reminders. Tracking who's sent what. For some clients you end up doing this all the way up to the filing deadline.

Data entry eats your team alive

Client communication is reactive and inconsistent

Deadline management is manually tracked

What I Build

Services tailored to accounting / finance

Every engagement starts with understanding your specific operation. These are the systems I build for accounting / finance businesses.

Document Collection & Processing

Client portal for secure document upload, AI-powered data extraction from financial documents, and automated status tracking so nothing gets lost.

Branded client portal: secure upload, checklist of required docs, real-time completion status

Automated reminder sequences: "We still need your 1099-INT" — with specific items listed

AI extraction from bank statements, investment reports, and receipts into structured data

Document classification: income, expense, investment, payroll — auto-tagged and routed

Automation in Action

Here's what it looks like when it's working

Real automation examples for accounting / finance operations. Trigger → process → outcome.

Trigger

January 1st — tax season begins

Process

Client organizers auto-sent → document checklists published to portals → reminder sequences activated → as docs arrive, AI extracts data → prep tasks created when all docs received

Outcome

Document collection runs itself. Staff focuses on review and advisory instead of chasing paperwork.

Trigger

Client uploads bank statements to portal

Process

AI extracts transactions → categorizes based on client history → flags unusual items → populates trial balance → creates review task for assigned preparer

Outcome

Hours of data entry compressed into minutes. Preparer reviews and corrects rather than entering from scratch.

Trigger

Return completed and filed

Process

Client notified → copy uploaded to portal → estimated payment schedule generated → quarterly reminders queued → next year's checklist created → engagement letter for next year drafted

Outcome

Filing triggers the entire client lifecycle for the next year. No manual setup required.

Training

Want your team to understand this stuff too?

I offer hands-on training sessions tailored to your industry and your team's technical level. Not PowerPoint lectures — real, practical sessions where your people learn what AI and automation can do for their specific workflows.

AI for accounting professionals — practical applications for tax prep, bookkeeping, and advisory

Automation for CPA firms — identifying the highest-ROI processes to automate first

Building a client portal strategy — reducing inbound calls and improving document collection

Data extraction and categorization — how AI handles financial documents today

Training is arranged directly with me — no booking form, no sales funnel. Just reach out and we'll figure out what makes sense for your team. Sessions can be in-person (San Antonio area) or remote.

Integrations

Systems your accounting / finance business probably already uses. I build around them.

QuickBooks OnlineXeroDrake TaxLacerte / ProConnectCCH AxcessBill.comGustoKarbonCanopy

Why Me

Not a dev shop. Not a chatbot vendor. An engineer who builds.

Built AI document processing systems that extract, classify, and route at scale

Production data pipelines handling structured and unstructured financial data

Secure client portals with auth, file management, and status tracking

Workflow automation systems with deadline tracking, task assignment, and escalation

Book a Free Strategy Call ← Back to all consulting services

Get in Touch

Tell me what's costing you time

Describe the process that's driving you crazy. I'll tell you if I can automate it — and what that would look like.

I also work with:

Oil & Gas Medical / Dental Law Firms Contractors Real Estate Restaurants / Retail

Ready to stop doing it the hard way?

30 minutes. No pitch. Just an honest conversation about what automation can do for your accounting / finance operation.

Book a Free Strategy Call

Services tailored to accounting / finance

Every engagement starts with understanding your specific operation. These are the systems I build for accounting / finance businesses.

Document Collection & Processing

Client portal for secure document upload, AI-powered data extraction from financial documents, and automated status tracking so nothing gets lost.

Branded client portal: secure upload, checklist of required docs, real-time completion status

Automated reminder sequences: "We still need your 1099-INT" — with specific items listed

AI extraction from bank statements, investment reports, and receipts into structured data

Document classification: income, expense, investment, payroll — auto-tagged and routed

Here's what it looks like when it's working

Real automation examples for accounting / finance operations. Trigger → process → outcome.

Trigger

January 1st — tax season begins

Process

Client organizers auto-sent → document checklists published to portals → reminder sequences activated → as docs arrive, AI extracts data → prep tasks created when all docs received

Outcome

Document collection runs itself. Staff focuses on review and advisory instead of chasing paperwork.

Trigger

Client uploads bank statements to portal

Process

AI extracts transactions → categorizes based on client history → flags unusual items → populates trial balance → creates review task for assigned preparer

Outcome

Hours of data entry compressed into minutes. Preparer reviews and corrects rather than entering from scratch.

Trigger

Return completed and filed

Process

Client notified → copy uploaded to portal → estimated payment schedule generated → quarterly reminders queued → next year's checklist created → engagement letter for next year drafted

Outcome

Filing triggers the entire client lifecycle for the next year. No manual setup required.

Want your team to understand this stuff too?

AI for accounting professionals — practical applications for tax prep, bookkeeping, and advisory

Automation for CPA firms — identifying the highest-ROI processes to automate first

Building a client portal strategy — reducing inbound calls and improving document collection

Data extraction and categorization — how AI handles financial documents today

Training is arranged directly with me — no booking form, no sales funnel. Just reach out and we'll figure out what makes sense for your team. Sessions can be in-person (San Antonio area) or remote.

Not a dev shop. Not a chatbot vendor. An engineer who builds.

Built AI document processing systems that extract, classify, and route at scale

Production data pipelines handling structured and unstructured financial data

Secure client portals with auth, file management, and status tracking

Workflow automation systems with deadline tracking, task assignment, and escalation

Your billable hours shouldn't be spent on data entry.

Document collection is a nightmare

Data entry eats your team alive

Client communication is reactive and inconsistent

Deadline management is manually tracked

Services tailored to accounting / finance

Document Collection & Processing

Here's what it looks like when it's working

Want your team to understand this stuff too?

Not a dev shop. Not a chatbot vendor. An engineer who builds.

Tell me what's costing you time

Ready to stop doing it the hard way?

Catalyst OS

Your billable hours shouldn't be spent on data entry.

Document collection is a nightmare

Data entry eats your team alive

Client communication is reactive and inconsistent

Deadline management is manually tracked

Services tailored to accounting / finance

Document Collection & Processing

Here's what it looks like when it's working

Want your team to understand this stuff too?

Not a dev shop. Not a chatbot vendor. An engineer who builds.

Tell me what's costing you time

Ready to stop doing it the hard way?