Services for small businesses that want to run more efficiently

I work with local solo professionals and small teams to simplify systems, reduce wasted time, and improve how their businesses operate — using practical methods developed over 30 years in corporate IT.
My Process

A clear, structured approach

Most clients begin with a focused efficiency review. From there, I provide implementation support and ongoing guidance as needed.

Each engagement is practical and designed to make your business easier to run — without unnecessary complexity.

1

Efficiency Checkup

Identify where time and energy are being lost and create a clear improvement plan.

2

Implementation & Optimization

Streamline systems, automate routine work, and simplify daily operations.

3

Ongoing Advisory (Optional)

Continued guidance to keep your business running smoothly as it grows.

What I Offer

Most Popular

Small Business Efficiency Checkup

A focused review of your current systems, workflows, and tools to identify inefficiencies and opportunities to simplify and improve operations.

Includes:

  • Workflow and systems review
  • Identification of inefficiencies
  • Automation opportunities
  • Software/tool evaluation
  • Cost reduction opportunities
  • Clear written action plan

Best for:

Businesses that feel disorganized, inefficient, or overly manual.

Learn More About the Efficiency Checkup
Business efficiency workspace

Workflow & Automation Implementation

Once opportunities are identified, I implement practical improvements that make daily operations faster and simpler.

Examples:

  • Automating repetitive administrative tasks
  • Connecting software and tools
  • Simplifying daily workflows
  • Cleaning up inefficient systems
  • Reducing unnecessary software
Result: A smoother, more efficient business that requires less manual effort to run.

Technology & Software Simplification

Many small businesses accumulate too many tools over time. I help simplify and rationalize your technology so it supports your business rather than slowing it down.

Includes:

  • Software consolidation
  • Tool selection guidance
  • Subscription cost reduction
  • Simplified processes
  • Clear system organization

Ongoing Efficiency Advisory (Optional)

For clients who want a trusted, experienced resource available as their business evolves.

Includes:

  • Periodic reviews
  • Advice before new tech decisions
  • Ongoing optimization
  • Process improvement recommendations
  • Priority access
Small business professional
Who I Help

Designed for local professional businesses

My services are best suited for solo professionals and small service-based businesses under $1M in revenue that rely on technology daily but do not have internal technical leadership.

Common clients:

  • Consultants
  • Financial professionals
  • Real estate professionals
  • Agencies and creatives
  • Independent service businesses
Why Choose Me

Senior-level expertise without corporate overhead

After three decades in corporate IT, I've seen how efficient systems make organizations more profitable and far easier to operate.

I now bring that same structured, practical approach to local small businesses — providing experienced guidance normally only available to much larger companies.

Key differentiators:

  • 30 years corporate IT experience
  • Local and accessible
  • Plain-English guidance
  • No unnecessary complexity
  • Focused on real operational improvement
Professional consultation

Start with a conversation

The first step is a brief consultation to understand your business, current systems, and where you're experiencing friction.

Book a Free 20-Minute Consultation

If it makes sense to move forward, we'll begin with a Small Business Efficiency Checkup.