How it works

How a project starts

Email me a few lines about your company and where things are getting stuck. I'll reply with whether I can help and what I'd do first. If it's a fit, we agree on the scope and price in writing before any work begins.

Pricing

A project with a clear scope gets one fixed price. Ongoing help, such as monthly books or invoicing, is billed hourly or monthly. I'll tell you which fits once I know what you need.

Who I work with

Companies of any size, as long as the scope is a good fit. That can mean setting things up for the first time or fixing what's already in place.

I work remotely with companies across the US. I can travel in some cases, when the travel is paid for as part of the work.

Tools

I can work with what you already have, or help you get set up on tools like QuickBooks, Salesforce, HubSpot, Ramp and Excel.

Your information and access

• NDAs. I'll sign an NDA before seeing your company's details.
• Logins. I prefer my own user account with only the access the job needs, because that's the safer way to set it up. If that won't work for you, we can look at other options.
• Your approval. Nothing gets deleted, sent or changed in your live records until you've approved it.