Operations & Software Setup
You’re juggling QuickBooks, Google Sheets, email, a CRM you barely use, and a whiteboard. Nothing talks to each other. Data lives in 5 places. Your team wastes hours every day on re-entry and reconciliation.
I help you pick the right tools for your business, set them up properly, connect them together, and migrate your data — so everything flows and your team can focus on actual work.
Platform Selection & Setup
Evaluate and configure the right all-in-one platform (ERP, CRM, project management) for your size and industry.
System Integration
Connect your existing tools (QuickBooks, CRM, email, scheduling) so data flows automatically between them.
Custom Dashboards
See how your business is performing at a glance — revenue, pipeline, team capacity — without asking 3 people.
Data Migration
Move from spreadsheets or legacy systems into proper software. Clean, organized, and nothing lost.
Process Automation
If a human is doing something a computer could do faster and more reliably, that’s a problem I can fix. Invoicing, scheduling, approvals, reporting, customer onboarding — all of it can be automated.
Invoicing & Payments
Auto-generate invoices from completed work, send payment reminders, reconcile with your books.
Scheduling & Dispatch
Automated booking, job assignment, calendar sync, and customer reminders.
Approvals & Workflows
Purchase orders, time-off requests, and expense reports routed to the right person automatically.
Reporting
Daily and weekly reports generated automatically instead of someone spending Friday compiling spreadsheets.
AI & Smart Automation
AI isn’t magic — but it is genuinely useful for specific, well-defined tasks. I help you identify where AI creates real value in your business and set it up so it works reliably.
Document Processing
Extract data from invoices, receipts, PDFs, and forms into your systems automatically.
Email & Communication
Categorize incoming messages, draft responses, send follow-ups, and flag urgent items.
Data Extraction & Entry
Stop typing data from one system into another. AI reads, interprets, and enters it for you.
Reports & Summaries
Generate plain-English summaries and insights from your business data — no analyst required.
Ongoing Support
Software isn’t a one-and-done project. Your business changes, new needs come up, and your team has questions. I offer monthly retainers so you always have someone in your corner who knows your systems inside and out.
- Maintenance and updates to keep things running smoothly
- New automations and features as your needs evolve
- Team training and documentation
- Priority support when something breaks or needs to change fast