Meet the founder behind NeXtBRL:
evolving the CPA for the next generation of insight.
I am a CPA and programmer who founded NeXtBRL after nearly two decades building and leading data‑driven audit and finance functions. My background spans Deloitte advisory, data and finance innovation roles in healthcare, and internal audit leadership in financial services, where I have led audits across data, privacy, finance, operations, and risk in complex, highly regulated environments.
That experience sits at the intersection of practice and technology, and NeXtBRL is where I bring those together as a bridge between traditional CPA work and next‑generation data architecture. I believe the next generation of CPAs will not just certify numbers, they will architect the data and insight that drive strategic decisions. As co‑founder and CEO of NeXtBRL, I focus on turning dense financial and operational data into transparent, tangible insight that frees CPAs and finance professionals to spend more time on interpretation, storytelling, and forward‑looking judgment. I also serve on the XBRL US Domain Steering Committee, helping shape the standards that underpin digital financial reporting and analytics in the United States. NeXtBRL is an XBRL‑native platform for firms that want to compete with the largest players by scaling sophisticated, standards‑driven financial analytics, supporting rather than substituting for the decisions of their professionals.
My Philosophy
The CPA’s role is evolving from checker to architect of insight.
Modern finance and risk leaders are often drowning in data but starving for a clear path forward. The real gap is not just in gathering information, but in understanding how to architect the systems, structures, and narratives that connect that information to better decisions. I built NeXtBRL to serve as that bridge, helping CPAs and finance professionals move from ad hoc tools and one‑off analyses to a deliberate architecture that supports higher‑value analysis, storytelling, and strategic guidance.
How NeXtBRL Supports That Evolution
Turning standards, data, and technology into practical leverage for modern CPAs.
Proven at Scale
I have managed high‑stakes data at the highest levels, including reconciling $4 billion in transactions across diverse systems to achieve 100% audit coverage; a level of precision manual methods cannot match.
Industry Stewardship
As a member of the XBRL US Domain Steering Committee, I am actively involved in shaping the standards that govern digital financial reporting, ensuring the NeXtBRL platform remains transparent, standardized, and defensible.
CPA‑Centered Design
NeXtBRL is not a "black box" AI. It is an XBRL‑native SaaS platform built specifically for the finance domain, ensuring that every outlier and narrative insight is grounded in accounting reality and supports, rather than replaces, the professional judgment of the CPA.
"I do not replace the professional; I give them the capacity to be the advisor their clients want and expect."