Process automation
Turn repeat tasks into workflows that run on their own, so the work happens the same way every time without someone remembering to do it.
- Web form submissions straight into your CRM
- Invoice reminders that send themselves
- Reports that build on a schedule and land in your inbox
Connecting your software
Get the tools you already pay for talking to each other, so information is entered once and shows up everywhere it needs to.
- QuickBooks
- Microsoft 365 and Google Workspace
- Excel and shared spreadsheets
- Your CRM
Reliable IT basics
The foundations most small offices never get around to, set up properly and written down.
- Email and accounts set up properly
- Secure sign-in
- Backups that are actually tested
- Windows PCs and servers kept healthy
- Documentation you can read
Modernizing old processes
Move the paper and the fragile workarounds into simple, modern tools your team will actually use.
- Paper forms into online forms
- Cluttered shared drives into an organized structure
- Fragile spreadsheets into simple tools
What a project can look like
Typical examples of the work I take on.
BEFOREQuote requests land in a shared inbox and get retyped into a spreadsheet and QuickBooks.
AFTERRequests flow into a tracking sheet and a draft estimate. The office gets one summary each morning.
BEFOREThe owner exports sales from the register every week and pastes them into Excel.
AFTERThe report builds itself every Monday and lands in the owner's inbox.
BEFOREA new employee waits a day for email, accounts and shared folder access.
AFTEROne script sets up accounts, groups and folders in minutes, the same way every time.
Ready to get some time back?
Tell me what's eating your time. Within one business day I'll reply with whether automation would help and a rough price range. No calls needed.
- Free, with no obligation
- A reply within one business day
- A fixed price before any work starts
Prefer your own email app? Write to [email protected].