CONSULTING SERVICES

Practical Support For Your Business.

OPERATIONS. SYSTEMS. PROBLEM SOLVING.

I work with individuals, small businesses, and community initiatives who want their operations to run smoothly. If you need ongoing support or need help with a specific project or a system built so you can handle it yourself. I bring cross-industry expertise and practical solutions that save you time, reduce unnecessary work to make better use of your resources.

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AREAS OF SUPPORT

  • OPERATIONS & PROJECT SUPPORT

    Workflow design
    Process documentation
    Task Management
    Data Organization
    Research and analysis

  • SOFTWARES & TOOLS

    Project management tool set-up
    Integrations & automations
    Templates & frameworks
    Customizable spreadsheets
    Database design

  • PLANNING & ANALYSIS

    Resource & time estimation
    Cost & impact assessment
    Strategic planning support
    Scenario analysis
    Decision-making frameworks

  • ONGOING SUPPORT

    Monthly Retainers
    Ad hoc projects
    Implementation support
    Training & handouts
    System maintenance

EXPERIENCE BY SECTOR

  • Human resources
    Budget management
    Bookkeeping
    Farming + Seed saving

  • Food systems
    Construction
    Technology + Software
    Retail + E-commerce
    Health + Safety

  • Consulting
    Education + Training
    Non-profit + Community
    Environmental initiatives
    Tourism + hospitality

  • Real estate + Property management
    Government + Municipal projects
    Personal + Household systems

SOFTWARE + TOOLS

  • Google Workspace
    QuickBookS
    Microsoft 365
    Squarespace
    Canva

  • Trello
    Evernote
    Click Up
    Excel / Google Sheets
    Zapier
    Make
    Lovable
    Mailchimp

  • Consulting
    Education + Training
    Non-profit + Community
    Environmental initiatives
    Tourism + hospitality

  • Real estate + Property management
    Government + Municipal projects
    Personal + Household systems

SERVICE OVERVIEW

This service is for you if….

  • A business owner or professional who constantly works.

  • Your home life feels

  • Ready to improve systems, processes and organization.

  • Committed to making time in your schedule to organize and improve your business.

  • Open to new ideas and practical solutions.

  • Looking for clear, reliable support to move forward.

PURCHASE SPENDING AUDIT → $15

FREQUENTLY ASKED QUESTIONS

  • No.

    The Monthly Spending Audit Pro is a financial review system designed to help you understand and build habit on seeing where your money is going. Before you create a budget, it's important to understand your current spending habits and patterns.

  • Yes.

    The system is designed to be simple and approachable, even if you've never tracked your spending before. Setup instructions are included to help you get started.

  • Yes.

    You can access the spreadsheet on your phone, tablet, or computer. For the best experience, we recommend using a desktop or tablet when reviewing your monthly data.

  • Yes.

    A free Google account is required to use the template. Once purchased, you'll receive a link to make your own copy.

  • No.

    This is a one-time purchase with lifetime access. There are no recurring fees.

  • Yes.

    The template works across devices, including phones, tablets, and computers. Many customers prefer completing their monthly review on a larger screen.

  • The purchase includes a license for personal use only. Please do not redistribute, resell, or share the template.

  • Most people can complete their monthly review in 15–30 minutes, depending on how detailed their tracking is.

    This last question is one I'd definitely add because it's one of the biggest objections people have. They want to know whether they're buying another system that will become a chore. For your brand, showing that the process is intentionally simple is important.

HOW I CAN HELP

  • Magnifying lens on your finances

    BUSINESS SYSTEMS & ORGANIZATION

    Workflows, processes, file structures, forms, procedures and project management systems.

  • System Communication

    ADMINISTRATION & OPERATIONS

    Administration, data entry, basic bookkeeping support, documentation, scheduling, coordination and HR support.

  • Minimalist Templates

    CLIENT SERVICE EXPERIENCE

    Client onboarding, intake forms, welcome documents, follow-up processes, templates and internal procedures.

  • Systems for families

    MARKETING & DIGITAL SYSTEMS

    Website design and updates, social media management, content support and marketing coordination.

  • PROJECT MANAGEMENT

    Project organization, task management, workflow development & digital project management systems.

WHY WE BUILT THIS

Understanding comes before optimization.

A pile of numbers is not a system. Financial information only becomes useful when it is organized into a system that helps you understand it.

The goal of this tool is not to help you track more. The goal is to help you understand more.

When you understand your financial system, you can make better decisions and build a life that aligns with what matters most.

PURCHASE SPENDING AUDIT → $15

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