Next Level Consulting — Bookkeeping, Automation & AI

what I actually do

Bookkeeping is half judgment and half data-wrangling. The judgment I'm trained for. The data-wrangling I'd rather automate — so I taught myself to build software, and AI is what makes that practical for one person. So far that's meant moving a company's entire bookkeeping out of QuickBooks into a plain-text ledger I can version-control like code, and building a system that turns a forensics firm's inspection notes into finished, consistent reports. At an accounting firm, the same instinct shows up smaller and more often: the monthly report that's assembled by hand could assemble itself.

services

Three ways I help.

01 / books

Bookkeeping & cleanup

Full-cycle bookkeeping in QuickBooks Online
A/R, A/P, reconciliations, month-end close
Catch-up and cleanup, including charts of accounts that have sprawled past what the business uses
Migrations, including QuickBooks to plain-text (Beancount)

Intuit Certified Bookkeeping Professional
QuickBooks Online Certified

02 / tools

Software & automation

Custom web apps that retire the spreadsheet-and-sticky-note workarounds
Workflow automation: intake, reminders, alerts, hand-offs
Integrations that let people work where they already are, without another login
Built with AI, shipped fast, and yours to keep

03 / ai

Putting AI to work

An honest read on where AI saves your team time and where it's just hype
AI built into the actual workflow, not another demo nobody opens twice
I'm the proof it works — a bookkeeper who ships software because of these tools, and I can show your team how

recent builds

Real things, already running.

Plain-text books

Fairwinds — books out of QuickBooks

Moved a yacht-charter client's full set of books out of QuickBooks Online into Beancount: a version-controlled, business-only chart of accounts. Auditable, durable, and not tied to any one platform's subscription.

Report system

Reports that write themselves

Built a tool for a forensics firm that turns raw inspection notes and case files into finished, consistently formatted reports — drafting and editing handled with AI, the firm's standards built in so every report comes out right.

Web apps & sites

Tools and sites, shipped

A working web application and a live client website with a real contact form — built with AI, deployed, and handed over. Proof that "I'll build you the tool" isn't hypothetical.

where next level consulting comes from

A consulting firm, brought into its next chapter.

Next Level Consulting started as my parents' business and IT consulting firm. I run it now — the same work they did, figuring out how a business actually operates and making it run better, with the tools available today.

I'm based in Portland, Oregon, and work remotely with firms anywhere. I'm equally at home in a chart of accounts and a codebase, which is a sentence I didn't expect to be writing a couple of years ago.

A bookkeeper who builds.