Review & Roadmap
I look at how things work today, find where time is wasted, and give you a short plan to fix it — without overcommitting.
AI and automation that fits how your business actually runs.
I take the time to understand your business properly, then I help you reduce admin, tighten processes, and improve confidence in reporting by implementing practical automation and careful AI.
Practical automation
Documented & controlled
Reply within 24 hours
Invoices matched
12/12Reports sent
3 newPending review
2 itemsLeads qualified
8 today94%
Auto-processed
127
Leads captured
23
Reports ready
40+
Hours saved
ACA Qualified
5+ Years Audit & Advisory
Sydney-Based
Documented & Handed Over
What I help with
Every engagement is shaped around your business. These are the areas I work in most.
Custom Automation
I connect your existing tools, remove the repetitive steps, and add checks so nothing slips through. Built around how your business actually works.
Finance & Reporting
Invoice checks, reporting routines, and dashboards that give you confidence in the numbers without the manual work.
Lead Capture & Qualification
Enquiries captured, scored, and organised so you respond faster and never lose track of a potential client.
AI Implementation
Practical AI that fits your workflow — with guardrails, documentation, and training so your team uses it safely.
Process Improvement
Clear process maps, tighter handovers, and better visibility so the team knows what's happening without asking.
Every engagement is custom. These are starting points — we shape the work around what you actually need.
How It Works
From manual work to clear results
Your existing tools stay the same. The repetitive steps in between are handled for you.
Your data comes in
Invoices, orders, payments, emails — from the systems you already use.
It's checked and organised
Matched, validated, and flagged automatically. Nothing slips through.
You see what matters
Clean reports, clear alerts, and confidence in the numbers.
Your data comes in
Invoices, orders, payments, emails — from the systems you already use.
It's checked and organised
Matched, validated, and flagged automatically. Nothing slips through.
You see what matters
Clean reports, clear alerts, and confidence in the numbers.
Lead Qualification
Every enquiry handled, none forgotten
Leads are captured, qualified, and ready for your reply — without you chasing spreadsheets.
Enquiries come in
From your website, email, or referrals — captured in one place automatically.
Scored and researched
Each lead is qualified, prioritised, and enriched with context before you see it.
You respond faster
A draft reply ready to personalise. No lead sits unanswered, no opportunity missed.
Enquiries come in
From your website, email, or referrals — captured in one place automatically.
Scored and researched
Each lead is qualified, prioritised, and enriched with context before you see it.
You respond faster
A draft reply ready to personalise. No lead sits unanswered, no opportunity missed.
Things I've built
Real examples of work I deliver. Each one is different because each business is different.
Automated invoice checks
Invoices matched and flagged automatically. You only review the exceptions.
Reporting dashboards
Numbers pulled together in one place. Less copying, more deciding.
Lead capture pipeline
Enquiries scored, researched, and ready for your reply. Nothing sits unanswered.
Payment reconciliation
Stripe, Xero, or similar — broken down cleanly so the numbers are easy to trust.
Automated alerts & notifications
The right person gets told when something needs attention. No one has to remember to check.
Customer messaging with guardrails
Messages that feel personal but run on clear rules. No tone or compliance risks.
About
My name is Greg. I'm an ACA-qualified accountant with a Financial Services audit background. I have over five years' experience reviewing systems and processes, identifying control weaknesses, and giving practical recommendations to clients and senior stakeholders. I'm used to working with people who need clarity and confidence in the numbers.
Today I implement automation and careful AI in a way that is documented, controlled, and sustainable. I provide a personal service and take time to understand how your business actually works before building anything. You work directly with me: no handoffs, no hype.
I'm based in Sydney and happy to work on-site when that works better for you.
How I work
- Understand
How things work today and what's getting in the way.
- Improve
Simplify the process and strengthen controls where needed.
- Build + Handover
Automate the repetitive parts, add guardrails, document everything, and hand it over so it's easy to maintain.
Contact
Tell me what you're trying to improve and what systems you use today. I'll come back with whether it's a fit and what a sensible next step looks like.
I'll reply within 24 hours. No spam; your details stay private.