As Head of Strategy and Technology at TMS Financial, I focus on bridging strategy and innovation to drive meaningful growth and transformation. My role is about aligning technology with the company's broader vision while solving real-world challenges that modern accounting firms face. Every day, I work to develop long-term strategies that leverage technology to create competitive advantages. This includes exploring and implementing solutions that address business challenges, streamline operations, and open new opportunities for the firm. Collaboration is at the heart of my role. I work closely with marketing, engineering, and product teams to ensure that every project aligns with our strategic priorities. Whether it's using data to guide decisions, driving innovation through emerging technologies, or solving complex problems, I bring a mix of strategic thinking and hands-on technical expertise to the table. A significant part of my work involves acting as a translator between technical teams and business leadership. By articulating the value and direction of technology initiatives, I ensure that every investment in innovation delivers measurable results. At TMS Financial, I’m not just building systems, I’m building systems that scale professional expertise, creating tools and processes that allow accountants to do their best work while helping the firm stay ahead in an evolving industry.

As General Manager of TMS Financial, I led the firm’s day-to-day operations, ensuring smooth delivery of tax and accounting services while driving strategic initiatives to support growth and innovation. My role centered on empowering the team to perform at their best, optimizing workflows, and maintaining the firm’s reputation for client-focused excellence. Key Responsibilities:- Team Development: Worked closely with accountants to build their technical expertise and leadership skills, enabling them to deliver exceptional client service while supporting their professional growth. - Workflow Optimization: Designed and implemented systems to manage tax compliance, planning, and advisory workloads, ensuring consistent quality and timely delivery. - Technology Integration: Introduced tools and systems to simplify workflows and support scalable growth, paving the way for data-driven decision-making. Key Achievements:- Successfully guided the firm through significant operational changes, creating a foundation for scalable growth. - Improved team engagement and performance by fostering a supportive and growth-oriented culture. - Increased efficiency through systematized workflows, allowing accountants to focus more on strategic and client-facing work. - Prepared the firm for its next phase by mentoring and supporting the transition of leadership to Nohadra, ensuring continuity and sustained success. During my tenure, I focused on building a firm where good accountants could thrive, clients received exceptional value, and the business was positioned for long-term sustainability and growth. This experience laid the groundwork for my current focus on strategy, technology, and innovation in the accounting industry.

As a Board Advisor through Wize. I work directly with accounting firm boards to help them build businesses that thrive independently of their owners. Drawing on decades of proven strategies developed by Ed Chan the Founder of Chan & Naylor Group, I guide firms in implementing structures and systems that enable scalability, profitability, and sustainable growth. A successful firm, in our view, is one that runs smoothly without daily input from its owners, achieves 25%+ EBITA (after owner salaries at market rates), maintains minimal lockup, demonstrates consistent positive sales growth, and fosters exceptional experiences for both clients and teams (NPS 9+/10). My advisory work focuses on: - Designing and implementing the 7-division organizational structure for operational clarity and efficiency. - Developing scalable team structures that allow firms to grow deeply and sustainably. - Capacity planning to align staffing with present and future turnover needs. - Optimizing systems, technology, and workflows to reduce inefficiencies and drive productivity. - Guiding firms in tracking and improving performance using the our KPI framework (revenue, profitability, lockup, net sales, team, and client NPS). - Advising on growth through referral strategies, monetization of existing services, marketing, and acquisitions. Wize founded by industry leaders Ed Chan, Jamie Johns, and Brenton Ward, is the global leader in board level strategic advisory for accounting and bookkeeping business owners, operating in over 32 countries. With over 40 years of experience building and scaling successful firms, Wize provides the blueprint for creating businesses that are both scalable and sustainable, freeing owners to focus on their next chapter. As a Board Advisor, I am passionate about helping firms achieve their potential while fostering cultures of excellence, accountability, and growth.