What we do
Seven lines of work. Most engagements cross more than one, because a firm's systems do.
Get the numbers right, then get them out
SQL Server design and repair, reporting with SSRS and Power BI, a Fabric fact layer when the firm is ready for one. Reconciliation of accounting, time and billing data that has drifted apart.
Keep the practice systems running
Administration, troubleshooting and hardening of practice management, accounting, case management and document management systems. Vendor tickets escalated with the evidence attached.
Move without losing the ledger
Platform, version, tenant and server migrations, planned around the firm's calendar, rehearsed before cut-over, and reconciled afterwards on the authoritative keys.
Make the system fit the firm
Forms, workflows, reports, stored procedures and extensions built inside the products the firm already owns, documented so the next administrator can read them.
Connect the systems, and watch them
Integrations across practice, accounting, document and identity systems; sync monitoring, reconciliation checks and alerts, so a failed job is known the hour it fails rather than at month end.
Take the repetition off people
Power Platform, PowerShell and scheduled jobs for intake, provisioning, reporting and reconciliation. Every automation proposes and logs; anything that reaches a client record is held for a person.
Assistants that show their work
Assistants that work inside the firm's own systems, answer in plain language, and show the query behind every number. Each one is scoped to the data its job needs and writes nothing without a person's approval, so the routine follow-up gets done without a partner doing the following up.