Operations & systems for owner-operated businesses

Turn a business that runs on people into one that runs on systems.

I rebuild the messy back-office layer that piles up as a business grows — so it stops depending on memory and starts running on process.

The problem

Hustle builds the business. At scale, it quietly becomes operational debt.

Most successful businesses are built on fast decisions, trusted people, spreadsheets, PDFs, texts, and a few employees who know how everything really works. That works — until it doesn't.

Manual back-office work. Messy data. Tool sprawl. Reports no one fully trusts. Critical knowledge living in one person's head. I map how your business actually runs, find where time, money, and risk are leaking, and build the internal systems your team can actually use.

Recent engagement
35-year-old, multi-million-dollar retailer

A wholesale operating system, rebuilt in under 90 days.

Years of platform changes, staff turnover, and manual workarounds had left the back office running on PDFs, spreadsheets, disconnected tools, and founder memory. I embedded, rebuilt the layer from vendor order intake through inventory and daily reporting, then handed it to the team to run.

~$70k
per year in labor offset — a person-dependent workflow automated enough that the role didn't need backfilling when the person left.
~$11.5k
per year in software cut — an underused tool at ~$950/month, identified and replaced.
<90 days
from founder memory and manual workarounds to systems the team runs themselves.
How I work

I build the system, then hand it to your team.

I embed as intensive headcount for a focused window — typically one to three months — to build the system. Then I step back to light-touch support. You're not buying permanent headcount; you're buying a system your own people run.

Step 01

A free operations review Free · 30 min

We take apart one painful workflow together and I show you exactly where it's leaking time, money, and risk.

Step 02

The Map From $5k

Two to three weeks mapping how the business really runs. You get a prioritized roadmap: what to automate, what stays human, what's trapped in someone's head. You own it whether or not we continue.

Step 03

The Build Fixed price

We build the highest-leverage system first. I work as embedded headcount for this stretch, then hand it off. Not a recommendation deck — a real system your team uses.

Step 04

Systems Stewardship Light retainer

Your team runs the system day-to-day; I maintain and improve it as the business changes. Recurring support, not a permanent seat.

Who this is for

Owner-operated businesses where the back office hasn't caught up.

  • Real revenue, roughly $2–15M, 10–50 people.
  • Lots of manual coordination across spreadsheets, texts, and PDFs.
  • Data or reporting no one fully trusts.
  • One or two people who know how everything works.
  • A business that needs systems before it can scale the next stage.

Best fits

Shopify brands DTC brands Specialty retail Multi-location retail Distributors Operations-heavy companies
Background

I don't just advise on systems. I build them.

For 10+ years I built high-trust, high-volume systems where correctness and reliability are everything — the kind of work that doesn't survive guesswork. That's the same discipline I now bring to owner-operated businesses: map what's really happening, then build something the team can rely on.

Enterprise product

Payments, billing & reconciliation

Led core transaction and reconciliation platforms at SquareTrade (an Allstate company) and cloud products at Verizon — systems where every record has to reconcile.

AI automation

81% of a manual process, automated

At National MI, built an AI-driven system to extract data from scanned payment documents with confidence scoring — automating 81% of a manual process.

Founder & builder

Built TheAssist end-to-end

Designed and shipped a full platform from scratch (Next.js, Supabase, Stripe). I build the systems myself — you're not paying me to hand you a deck.

Where we'd start

"What workflow in your business feels more manual than it should — and what happens if the one person who knows how it works is out for a week?"

If that question brings a real process to mind, that's where we start. The first step is just a 30-minute operations review — free, no pitch.

Book a free operations review