What I Do
Systems Design & Workflow Optimization
Streamline Your Sales Processes
I map and refine your sales workflow so every step — from inquiry to invoice — is consistent, efficient, and easy for your team to follow. You get a sales process that supports growth instead of slowing it down.
Capture Transactions at the Source
Clean data starts at the front end. I build systems that collect the right information early, reducing manual entry, rework, and bookkeeping costs. This means fewer errors and more reliable reporting.
Integrate Your Tools and Automations
Your business systems should work together. I connect your sales, payment, and accounting tools so information flows automatically. This reduces overhead, eliminates duplicate work, and gives you real‑time visibility into your operations.
Build Clear, Repeatable Procedures
I create simple, documented workflows your team can follow with confidence. These procedures reduce errors, support training, and keep your operations running smoothly — even as your business grows.
Reduce Administrative and Bookkeeping Costs
By tightening your workflow and automating routine tasks, you spend less time on administration and less money fixing preventable mistakes. Your team can focus on revenue‑generating work instead of paperwork.
Why This Matters
Small businesses often lose time and profit to inconsistent processes, manual data entry, and systems that don’t communicate. I help you replace that friction with structure, clarity, and automation — so you can operate with confidence and scale sustainably.
How We Work Together
1. Discovery & Assessment
We start by understanding your current systems, pain points, and goals.
2. Workflow Mapping
I document your existing processes and identify opportunities for improvement.
3. System Design
You receive a practical, tailored system that fits your business — not a generic template.
4. Implementation & Training
I set up your tools, build your workflows, and train your team so everyone is confident using the new system.
5. Ongoing Support
As your business evolves, I help you refine and optimize your systems so they continue to support your growth.
Ready to streamline your operations?
Let’s build systems that reduce overhead, support your team, and give you the clarity you need to grow with confidence.
Modern Bookkeeping Services
Your financial systems should give you clarity, not stress. I offer structured, dependable bookkeeping and compliance support that keeps your business running smoothly and your records audit‑ready.
Accurate, Ongoing Bookkeeping
I maintain clean, organized books using efficient workflows and front‑end data capture. You get timely reporting, reliable numbers, and fewer surprises at year‑end.
Cleanup & Catch‑Up Work
If your books need attention, I bring them back to a clean, accurate state. I identify issues, correct errors, rebuild workflows, and set you up with systems that prevent problems from recurring.
HST/GST/PST & Compliance Support
I help you stay compliant with Canadian payroll rules, GST/PST requirements, and year‑end obligations. You get clear guidance, accurate filings, and peace of mind.
Clear, Actionable Reporting
I provide structured, easy‑to‑understand financial reports that support decision‑making and help you stay on top of your business performance.
Project Management Best Practices
Project‑oriented companies run best when their systems, processes, and teams are aligned. With more than 30 years of hands‑on project management experience, I help organizations build the structure, tools, and best practices they need to deliver projects consistently, efficiently, and with confidence.
I work with you to design and implement practical, scalable project management systems that support your team, reduce risk, and strengthen your operational foundation.
What I Bring to Your Projects
Three Decades of Project Leadership
I draw on 30 years of experience managing complex, multi‑stakeholder projects to help you build systems that actually work in the real world — not just on paper.
PMO Design & Best Practices
I help you establish or refine your Project Management Office (PMO) with clear governance, standardized processes, and practical tools that support consistent project delivery.
Systems Implementation for Project Teams
I design and implement workflows, templates, and integrated tools that streamline project planning, execution, and reporting. Your team gets structure without unnecessary complexity.
Project Reporting & Visibility
I build reporting frameworks that give leadership clear, timely insight into project status, risks, and resource needs — supporting better decisions and fewer surprises.
Team Training & Change Support
New systems only work when people use them. I provide training, documentation, and hands‑on support to help your team adopt new processes with confidence.
Why This Matters
Many project‑oriented companies struggle with inconsistent processes, unclear responsibilities, and tools that don’t support the way they actually work. I help you replace that friction with structure, clarity, and best practices — so your projects run smoothly, your team stays aligned, and your clients get the results they expect.