Your Accountant Should Think Like an Investor.

I am a CPA with an MBA who gets genuinely excited about technology — which is either a rare combination or a red flag depending on who you ask. For me it has always meant one thing: if a process is slow, manual, or opaque, there is probably a better way to do it.

I am also a real estate investor. Long-term rentals, STRs, always watching the next market, always running numbers on the next deal. There is something about the intersection of data and real property that I find genuinely addictive — if you model it correctly, you can see things other people miss.

When I started working with short-term rental operators as a CPA, I kept seeing the same gap. Smart investors — serious people who absolutely knew how to evaluate a deal — who had no idea what their portfolio was actually doing once they owned it. Making six-figure expansion decisions without knowing which of their existing properties was profitable after every cost. That bothered me. Not just as an accountant but as a fellow investor.

So I did what I always do — I solved it with technology. I built AutoBooks because I watched clients pay for software that nobody understood. I built DirectLine because I have been on the other side of an urgent question that sat in an inbox for three days while a deal window closed. I built the STR CFO Agent because nothing in the market connected revenue performance with actual accounting. AssetIQ exists for smart real estate minds who deserve better financial infrastructure. I am a CPA who builds technology and invests in the same asset class as my clients — which means I am not just advising you. I am thinking about the same things you are.