As a technical consultant, I have worked with several audit and accounting firms to create solutions to technical problems and concerns that firms encounter when making a change from one workflow system to another.


In assessing the technical operations of clients that I work with, I come with the approach of understanding the client’s current environment with a focus on past decisions and goals that led to the present. From here, a focus on future goals and priorities is taken, leveraging the resources that are available to get the job done for the client.


As a technical consultant, I have a duty and an obligation, as a professional, to:

  • listen carefully to figure out what problems need to be solved;

  • communicating clearly

  • keeping clients updated

  • thinking critically

  • collaborating well with all involved

  • Develop and test what the customer wants
    • Identify the objectives the customer wants to accomplish in utilizing the solution

    • Review and explain the key objectives of the software

    • Reconcile those needs to the customer


  • Design manuals and best practice documentation/business process documents
    • Use relevant manuals or repurpose manuals for client to utilize

    • Craft best practice documentation via a business process document


  • Understanding differences between methodology and output and creating plans
    • In accounting and auditing, the changing landscape in technology also leads to changing methodologies and thought processes. Being up-front and clear about the change from one system to another often involves:

      • an in-depth focus on what methodologies have worked in the past

      • what might be different going forward

      • what the future may hold and what items need to be looked at very carefully.


  • Managing the learning curve of the teams through one-on-one consulting and training
    • Identifying learning and training needs is paramount in consulting engagements that I facilitate.

    • I lean on my experience as a lead trainer who has facilitated several training sessions for 


  • Transition planning
    • Assessing data migration needs; map out a strategy to migrate data; test and iterate on plan to ensure success

    • Identifying resources that need to be “sun-set” with the change in systems and tracking progress in doing so

    • Creating transition plans to migrate data from one system to another

Working Silhouettes
In a Meeting

"Learning new systems and processes is not mandatory, but neither is staying in business." - Bobby Darnell





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