Services

The Know-It-All provides assessment-led business consulting for owners who need clearer systems, better organization, and operations that actually function day to day. Services focus on identifying where processes break down, where information is missing or unclear, and where practical structure can reduce friction and improve decision-making.

Engagements are designed around real operations — not generic advice — and scaled to fit what the business actually needs support with.

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Initial Consultation (No Cost)

This initial consultation is a brief, no-cost conversation designed to understand your business at a high level and determine whether consulting support is a good fit. We’ll discuss what’s currently working, where things feel unclear or strained, and what type of assessment or systems support may be helpful.

This conversation is informational only and does not include analysis, recommendations, or implementation.

Schedule a Consultation

How I Can Help

Foundation Cleanup & Systems Reset

For businesses that are operating, but not cleanly

This engagement focuses on stabilizing the core operations of a business that has grown without formal systems. The goal is to identify what’s missing, misaligned, or unmanaged and create practical structure so the business can function reliably day to day.

This is not advice-only work. It involves review, organization, and system setup tailored to how the business actually runs.

What this may include:

Review of current workflows, tracking, and organization
Identification of gaps, risks, and inefficiencies
Cleanup or setup of foundational systems (records, tracking, organization)
Custom tools, templates, or system frameworks

Outcome:

A business that is more stable, organized, and operationally clear.

Start with a Cleanup

Compliance & Records Management

For businesses and individuals who need accurate, defensible records

This service focuses on organizing, maintaining, and managing records so they are complete, consistent, and ready for tax professionals, reporting, or personal reference.

Support is available as a one-time cleanup or ongoing monthly support, depending on your needs.

One-Time Cleanup:

Designed for businesses or individuals who are behind, inconsistent, or preparing for tax filing, reporting, or professional review.

What this can include:

Organizing receipts, invoices, and financial documents
Categorization and documentation support
Spreadsheet or tracking workbook creation
Preparation of clean, easy-to-follow summaries for tax professionals

Ongoing Monthly Support

Designed to maintain clean, organized records moving forward.

What this can include:

Monthly transaction tracking
Ongoing categorization and documentation
Regular reviews for consistency and completeness
End-of-year readiness support

Outcome:

Records that are organized, understandable, and usable.

Discuss Records Support

SOP, Onboarding & Training

For businesses ready to standardize and scale

This engagement focuses on documenting how work should be done so knowledge isn’t trapped in people’s heads. It’s designed to support consistency, onboarding, training, and accountability.

This service does not dictate how to run the business — it documents and structures how the business actually operates in a repeatable way.

What this can include:

Standard Operating Procedure (SOP) development
Employee onboarding packets
Role clarity and workflow documentation
Training guides and reference materials

Outcome:

Clear documentation that supports consistency, delegation, and continuity.

Build SOPs & Training

Additional Offerings:

Professional Readiness & Workplace Fundamentals

Practical guidance for navigating real-world workplace expectations

This session helps teens, young adults, and adults who want clearer guidance on professional expectations. Gain a better understanding of the unspoken rules of professional environments so you feel prepared, confident, and less anxious stepping into interviews and the workplace. Sessions may include:

How to speak in interviews and at work
What employers expect in professional communication
How to dress appropriately for interviews and the workplace
Workplace boundaries: what’s okay, what’s not, and why
Cell phone etiquette at work and during interviews
How to read the room and understand workplace dynamics
How to handle feedback, questions, and conflict professionally
What “professional behavior” actually looks like day to day
How to work effectively with people from different generations (expectations, communication styles, mutual respect)

This is not theory or corporate jargon. It’s practical guidance for navigating real workplaces with confidence.