Frequently asked questions
What types of businesses do you work with?
I work with small business owners and operators who need clearer systems, better organization, and more reliable day-to-day operations. This includes service-based businesses, retail operations, short-term rentals, and small teams that have grown without formal systems.
Do you work with individuals or teams within a business?
Engagements may involve working directly with the business owner, key staff, or small teams, depending on the scope of the project and the systems being addressed.
How do engagements typically begin?
Engagements typically begin with an initial consultation to determine fit, scope, and priorities. From there, a defined engagement is proposed based on the business’s needs.
How are your services priced?
Pricing is based on scope, complexity, and duration of the engagement. Fees are discussed after an initial consultation and outlined in a written agreement before work begins.
Do you offer ongoing support?
Yes. Some services are offered as one-time engagements, while others may include ongoing or monthly support, depending on the needs of the business.
Will you tell me which software or tools to use?
I recommend types of solutions that fit the business’s needs, not specific products. This allows business owners to choose tools that align with their budget, preferences, and existing systems.
Do you provide tax or legal advice?
No. I do not provide tax, legal, or accounting advice. My role is to help organize information, improve systems, and prepare clear, accurate records so clients are well prepared to work with qualified professionals.
When helpful, I may share contact information for other professionals, but clients are responsible for selecting and working with their own advisors. I do not receive compensation for referrals.
What happens at the end of an engagement?
At the conclusion of an engagement, systems, documentation, and materials are handed off to the client, along with guidance for ongoing use and maintenance.