The Process
1.
Initial Contact & Consultation
A free 30–60 minute video call will be scheduled to review the projects or issues you’d like help with.
2.
Proposed Plan
After our call, I’ll prepare a free outline summarizing your needs, my proposed solutions, and a rough project timeline.
3.
Agreement & Onboarding
If you choose to proceed, I’ll send a contract that:
Protects the privacy of your data and information.
Outlines the agreed-upon work scope.
Once signed, I’ll coordinate with your IT team to establish a secure VPN connection.
4.
Project Execution
I’ll work directly with your Controller or CFO to complete the agreed-upon projects, enhancements, or system configurations.
5.
Ongoing Support (optional)
After the main projects are completed, you can continue working with me through a maintenance and support option:
Submit requests like help desk tickets for troubleshooting or system issues.
Work is billed in 15-minute increments.
Each invoice includes a detailed record of work completed and hours logged.
6.
Training & Resrouces
If training is needed, all sessions are recorded so your team can:
Revisit the material anytime.
Use the videos as step-by-step SOPs for future reference.