A clearer, more efficient way to run your business

The Small Business Efficiency Checkup is a focused review of your systems, tools, and daily workflows to identify where time is being lost and how to make your business run more smoothly and grow faster.

Built on 30 years of corporate IT and operational experience, adapted for SF East Bay small businesses.

Schedule a Consultation

A brief conversation to see if this is a good fit. No obligation.

Business efficiency

Most small businesses are working harder than necessary

Over time, most small businesses accumulate software, workarounds, and manual processes that slowly make operations more complicated than they need to be. This is your operational debt, and it becomes a burden if it's not addressed.

Tasks take longer. Information is scattered. Simple changes feel harder than they should. And valuable time is lost to administrative work instead of client and revenue-focused activity.

The Small Business Efficiency Checkup brings large-company knowledge and experience to your business in a practical, understandable way.

What the Checkup is

A practical review of how your business actually operates

This is not generic IT support or a technical audit.

It is a business-focused efficiency review designed to identify friction, unnecessary complexity, and opportunities to simplify how your business runs.

You will receive clear, easy-to-understand guidance on where to improve and how to do it.

Areas we evaluate

  • Daily workflows and recurring tasks
  • Software and tools currently in use
  • Manual processes that could be automated
  • Gaps or duplication between systems
  • Organizational and process inefficiencies
  • Unnecessary software costs or complexity
  • Opportunities to simplify and streamline

The focus is always practical improvement, not technical theory.

What you receive

Clear direction and a practical improvement plan

At the conclusion of the checkup, you receive:

  • Identified inefficiencies and friction points
  • Automation and simplification opportunities
  • Software and system recommendations (if needed)
  • Cost-reduction opportunities
  • Prioritized action plan
  • Straightforward, plain-English explanation

You leave knowing exactly what to change to make your business run more smoothly.

Designed for local solo professionals and small teams

Best suited for businesses that:

  • Generate under $1M in revenue
  • Rely on technology daily
  • Do not have internal technical leadership
  • Feel their systems could run far more efficiently
  • Want experienced guidance before making changes

Common clients include:

  • Consultants and advisors
  • Financial professionals
  • Real estate professionals
  • Agencies and creatives
  • Independent service providers
Small business owner working
What happens after

From clarity to implementation

Some clients use the roadmap to make improvements themselves.

Others choose to have me implement the highest-impact changes — simplifying systems, automating tasks, and improving daily workflows.

There is no obligation. The checkup is valuable on its own and provides a clear path forward either way.

Fixed-fee engagement

The Small Business Efficiency Checkup is a fixed-fee engagement of $750.

This includes a structured review of your workflows and systems, a clear written improvement plan, and practical guidance based on 30 years of corporate IT experience.

Most clients uncover multiple hours per week of recoverable time.

Why work with me

Senior-level experience applied locally

After 30 years in corporate IT and systems work, I've seen how efficient operations make organizations more profitable and easier to manage.

I now bring that same structured, practical approach to local small businesses — helping them operate with less friction and greater clarity without adding unnecessary complexity.

  • 30 years corporate IT experience
  • Local and accessible
  • Plain-English guidance
  • Focused on practical results
  • No unnecessary software or complexity

Schedule your Small Business Efficiency Checkup

If your business feels more complicated to run than it should, this is the best place to start.

Book a Free 20-Minute Consultation

We'll briefly discuss your business, current systems, and whether this is a good fit before moving forward.