Selected work

Case studies

Production deployments with the numbers, and the design decisions behind them

Full case studies

  1. PICPA / CPA Crossings · AI Adoption

    Start from Trust

    A research package that meets a skeptical profession where it stands

    6 state CPA organizations license the research

  2. PICPA · Applied AI

    The Missing 62%

    Member research at a scale no team could do by hand, verified by a zero-error audit

    0 wrong entries in the accuracy audit

Method notes

Shorter write-ups of repeatable methods, shared at the level of approach rather than client detail.

  1. Applied AI

    Autonomous scenario forecasting

    A membership forecast built overnight by autonomous AI agents, then made to prove itself

    <1% backtest error on the full sample

  2. Benchmarking

    Profession-wide benchmarking census

    A full-population portrait of a state's accounting profession

    Full population every licensee in the state, member or not

Earlier work

Usability research with 1,000+ participants across medical and consumer devices (Bresslergroup); seven years of mixed-methods research at the University of Delaware contributing to 20+ publications and 23+ conference talks; AI upskilling workshops for faculty and graduate students at Drexel University.

Want the full story on any of these?

Happy to walk through the methods on a call, including what I'd do differently now.

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