Business · Small offices

Get your business out of your head.

I organize your software, connect the tools you already pay for, and write down how your office runs, so your team can keep it going without you. Local, hands-on and priced up front.

Book a $350 working session Call or text 941-300-TECH

Sound familiar?

What I hear from owners.

Typing it twiceThe same customer details entered in three different places.
Lost inquiriesNot sure where website requests end up.
No master listSoftware logins and vendor accounts scattered across inboxes.
It all lives with youNo real vacation, and a sale or handoff that depends on your memory.
Mystery software billsPaying every month for tools nobody on the team uses.
AI with no rulesStaff trying AI tools, with no agreement on what’s safe to paste in.

Services and pricing

Three ways to start.

Projects are quoted in writing before any work begins.

Start here

Systems Working Session

$350 flat · 60–90 minutes

A hands-on review of one bottleneck in your office. You leave with a plain-English priority list. The full $350 counts toward any project booked within 30 days.

We follow a recent job or request step by step
Written priority list, ranked by effort and payoff

See a sample priority list

A sample only, to show the format. Your list is written for your office, in plain language and ranked by effort and payoff.

1
What we foundWebsite form emails a shared inbox no one checks dailyRecommendationRoute to one owner and save in customer records
Low effort
2
What we foundClient list lives in email, a spreadsheet and the invoicing appRecommendationOne customer record the whole office uses
Medium effort
3
What we foundStaff share one login for the file serverRecommendationNamed access and a one-page instruction sheet
Low effort
4
What we foundWebsite, AV and network vendors each report separatelyRecommendationOne owner’s representative and one punch list
Medium effort
5
What we foundStaff use AI tools ad hoc, with no checking stepRecommendationPick one task, test it, train the team
Low effort

Book a session

Procedures

The Owner’s Playbook

From $2,500

I turn your daily office tasks into a searchable operations manual, with short screen-recorded videos. New hires learn from the playbook, so you do far less repeat training.

Written procedures for the work only you know
Short how-to videos for each system
Staff trained to follow and update it

More on the Owner’s Playbook Ask about a playbook

Handoff or sale

Business Modernization

From $3,500

I clean up old records and files, secure your systems, and set up one place for client communication and invoicing, so the business is ready for remote work, a family handoff or a sale.

Records moved out of legacy software
Systems, vendors and logins documented and transferable
Backups and access you can verify

How modernization before a sale works Ask about modernization

Add-ons: software cleanup and connected tools from $1,500, and practical AI training for your staff from $950.

How I work with clients

Clear terms, every time.

Written scope and priceYou see what’s included and what it costs before any work starts.
No long-term contractsPlans run month to month. Projects have a set end date.
You own everythingEvery account, password, device and file stays in your name.
DiscretionI don’t share client names, addresses or photos of your home or office.
One person to callYou deal with me directly, not a call center or a ticket queue.
Everything written downSystems, vendors and logins are documented, so nothing depends on memory.

Tell me what you need.

A few lines is plenty. I’ll reply personally.

Get in touch Call 941-300-TECH (8324)