A background in the numbers.
I primarily work in accounting at a home services accounting firm. I’ve also always had a strong passion for finance and understanding what the numbers mean for a business. I’m studying for the Certified Management Accountant credential, continuing to develop how I think about finance, strategy, and business performance.
Outside of work, I trade index futures and usually whatever else is in play in the markets. I also explore AI and automation. I like learning how things work, then seeing what I can build with that knowledge.
A little beyond the numbers.
Basketball has been part of my life since I was little. My dad got me into it at a very young age, and it’s something I still love today.
I’ve always enjoyed poker and card tricks. Sleight of hand fascinates me: the practice behind something that looks effortless, and the moment you catch someone off guard and make them smile. I love that mix of skill and entertaining people.
I’m also into video games, especially CS:GO and other tactical games. I’m a big hip-hop fan, and I enjoy writing music. Those are a few of the ways I switch gears when I’ve spent enough time looking at numbers.
My girlfriend and I love hiking and traveling the world together. We’re also happy spending a day antiquing or wandering through estate sales. Finding something unexpected is half the fun.
Why I’m building Sumlino.
Sumlino started with a question: how much time goes into the month-end close that could be better spent working with clients?
As I researched accountants’ workflows, reconciliation kept coming up as a time-consuming part of the process. So did something less obvious: losing context. Switching between clients, remembering where you left off, and tracking down a note can make it harder to get back into the work.
That’s where I wanted to start. Sumlino keeps each client’s notes, to-dos, and shortcuts beside their books, so the next time you open that client, you have a place to pick things back up.
Longer term, I want to help make reconciliation and the rest of the close less repetitive. The accountant should stay in control of the decisions. My goal is to give them more time to understand what the numbers mean, talk with their clients, and help them move forward.
It’s still early. I’m building Sumlino one useful piece at a time, listening to the people doing this work, and learning as I go.
Thanks for being here at the beginning.