Fractional operations and back-office management, so you stop managing every moving part.
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The processes and systems you have were built for a smaller version of your business.
When a new hire has a question, it comes to you. When something slips, nobody's sure who owns it.
I find where the work stalls, then build the fix myself.
Receipts are in the truck, invoices are in a drawer, and every decision about money is a guess.
I get the paper organized and the intake automated, so the books stay current without anyone chasing documents.
No roadmap works without the "You are here" pin. Discovery is how we find yours.
A free 30-minute call. You'll leave knowing where your business is getting stuck and what it's likely costing you.
Typically over two weeks, I talk with you and your team, watch how the work actually gets done, and review your books and tools. This is Discovery, starting at $950.
What to fix first and what it takes, laid out as clear options with prices, so you choose what fits.
A good fit when
With her at the helm, I never had to worry about the project slipping on delivery or costs. She proactively brought potential issues to me before they became issues, whether there was a risk to a project deliverable, need for new resource(s) or cost overrun.
My spearheading a complex and large IT integration of our blood centers' information systems and infrastructure, required dedicated and skilled project managers and Jackie fit that role exactly. Her ability to work under high pressure and tight deadlines while maintaining a level of professionalism is one to admire.
This complex reporting initiative was critical to centralize data from fragmented legacy systems into one centralized repository. … She worked directly with me as a stakeholder to define success, pulling together business subject matter experts and IT professionals for a successful outcome.
She navigated the challenges of our company's CRM rollout, managing timelines, resources, and stakeholder expectations with ease. … Jackie was always proactive in identifying potential risks and addressing them before they became issues, which instilled a sense of confidence across the entire team.
My career started in accounting. That's where you see the truth about a business. A missed handoff upstream turns into a late invoice, and a workaround nobody documented turns into books that don't reconcile.
That pulled me into the systems behind the numbers. I spent my corporate career building and integrating ERP and accounting systems, then fixing the operations around them, for health systems, financial services companies, and national retailers. Much of that work happened mid-merger, when nothing could stop running.
Now I bring that to owner-led businesses: the operations and the back office, built around how money actually moves through your company.
Beyond client work, I've been a featured speaker at the PMI Washington, DC Chapter Symposium and a workshop facilitator for Indeed.
Typically up to two weeks from our first session to your plan. More complex businesses can need more time, and when that's the case, we agree on the timeline together before we start.
Discovery typically starts at $950, depending on the size and complexity of your business. I'll quote it on our call. If you hire me within 30 days of getting your plan, the full fee goes toward the work.
Only to Discovery itself. The plan is yours to keep, and you decide whether and how to move forward.
Your CPA files your taxes and advises you once or twice a year. Your bookkeeper keeps the books right every month, so you're making decisions with current numbers. Bookkeeping isn't a twice-a-year job: when the books only get caught up at tax time, mistakes sit for months. Clean monthly books also mean your CPA spends less time, and bills you less, at tax season.
Yes. I'm based in Florida and work with clients anywhere, using video calls and online collaboration tools.
