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 - identifying 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.

Book Your Free 20-Minute Consultation

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

The Problem

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.

How much is your time worth?

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

Stop wasting time on inefficient processes

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.

Every tier starts with the same thorough review. What differs is how much of the work I do for you afterward.

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

Note: The focus is always practical improvement, not technical theory.

What every checkup includes

Clear direction and a practical improvement plan

At the conclusion of the checkup, every client receives:

Identified inefficiencies and friction points
Automation and simplification opportunities
Software and system recommendations (if needed)
Cost-reduction opportunities
Prioritized action plan
Straightforward, plain-English written report
30-minute follow-up call to walk through the findings

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

Choose your level of support

The same thorough checkup. Your choice of how much help you want implementing it.

Every tier includes the full efficiency review and written plan. The difference is how involved I am in making the changes.

Checkup Essentials

"I can handle it myself"

$750

What's included:

Full efficiency review of your systems, tools, and workflows
Written improvement plan with prioritized recommendations
Automation and cost-reduction opportunities identified
Plain-English explanations throughout
30-minute follow-up call to walk through the plan

Best for: Business owners who are hands-on and comfortable implementing recommendations on their own once they know what to do.

Checkup + Guided

"I need help with the hard parts"

$1,500

What's included:

Everything in Checkup Essentials, plus:
I implement the complex and technical recommendations for you
You handle the simpler process changes
One additional follow-up check-in after implementation

Best for: Business owners who want to stay involved but don't want to wrestle with the technical side of making changes.

Full-Service

"Just handle it for me"

Starting at $2,500

What's included:

Everything in Guided Implementation, plus:
I implement all or the vast majority of recommendations
You review, approve, and receive the results
Full documentation of what was changed and how it works
60-day follow-up check-in

Best for: Business owners who want the transformation without spending their own time on it.

Feature	Essentials ($750)	Guided ($1,500)
Full efficiency review
Written improvement plan
30-min follow-up call
Complex/technical implementation
Full implementation of all items
Implementation documentation
60-day follow-up check-in
$750 fee credited on upgrade	✓ →	✓ →

Stay informed

Not ready yet?

If now isn't the right time, join the list. I occasionally send practical notes on running a small business more efficiently - no fluff, no hard sell.

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

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

Common questions

Everything you want to know before getting started

How long does the checkup take?

The review itself typically takes one to two weeks from start to finish - including the initial intake, my analysis of your systems and workflows, and the follow-up call to walk through the findings. It does not require a large time commitment on your part.

What if the checkup doesn't find much?

That's a good outcome - it means your business is running well. You'll still leave with a clear, documented picture of your systems and a prioritized list of any improvements worth making, even if the list is short. In 30 years of systems work, I've never completed a review that found nothing worth improving.

What does implementation actually involve?

It depends on what the checkup finds, but common examples include: setting up automation between tools you already use, migrating data from a clunky system to a better one, consolidating duplicate software, configuring a CRM or project management tool, and documenting recurring processes so they run without you. Everything is practical and specific to your business - nothing generic.

Can I start with Essentials and upgrade later?

Yes - and it's designed to work that way. Some clients prefer to see the plan first before deciding how much help they want with implementation. If you start with Checkup Essentials and decide to upgrade, your $750 fee applies toward the Guided or Full-Service price. You never pay for the checkup twice.

How does the $750 credit work exactly?

If you purchase Checkup Essentials ($750) and later decide to move to Guided Implementation ($1,500) or Full-Service Implementation ($2,500+), your $750 is credited toward the higher-tier price. For Guided, that means you'd pay the remaining $750. For Full-Service, it reduces the total accordingly. The credit applies as long as implementation begins within 90 days of the checkup.

Do I need to be technical?

No. Plain-English explanation is a core part of every deliverable. You don't need to understand how the technology works - you need to understand what it does for your business and why it matters. That's what I make sure you leave with.

What if I only want to address one or two specific problems?

The checkup is a full review, not a targeted fix - that's intentional. In my experience, the problems that feel most obvious are often symptoms of something else, and addressing one area in isolation can miss the real cause. The value of the checkup is the complete picture. That said, the improvement plan is prioritized, so if your situation calls for focusing on a specific area first, that will be reflected in the recommendations.

What's the process from start to finish?

Free consultation - We briefly discuss your business and confirm it's a good fit.
Intake - You complete a short questionnaire and give me access to review your tools and workflows.
Review - I analyze your systems, identify inefficiencies, and build the improvement plan.
Delivery - You receive the written report and we walk through it together on a 30-minute call.
Implementation (optional) - If you choose a Guided or Full-Service tier, implementation begins after the plan is delivered.

From people I've worked with

... Besides being brilliant... [Corey] is witty and personable

... [Corey] is a fantastic architect and developer

Schedule your Small Business Efficiency Checkup

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

Not sure which tier is right? We'll figure it out together during the free consultation - once we know what your business needs, the right level of support becomes obvious.

Book Your Free 20-Minute Consultation

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