Fixing what's broken behind the scenes
Every organization has the thing nobody wants to touch: books that don't add up, a database nobody trusts, policies that live in someone's head. I've fixed all three. Every project has a clear scope, a fixed price, and a finish line. Where it helps, I build AI workflows in from day one.
Start here: Operations Assessment
Not sure where the real problem is? I'll find it.
Over 3 weeks, I review your finances, systems, policies, HR practices, and events, and talk with your team. You get a written, prioritized plan that shows what to fix first, what can wait, and what it will take.
$1,500 flat fee
Half of it ($750) is credited toward any project from your plan that you start within 60 days.
Then fix what matters most
Financial systems and QuickBooks cleanup
Clean books, a chart of accounts that makes sense, and reports your board can actually read.
QuickBooks Online setup or cleanup
Chart of accounts and financial policies
Audit prep and board-ready reports
At a $1.2 million, 145-year-old medical society, I rebuilt an outdated accounting system and led the organization's first-ever successful financial audit.
Policies and procedures
When the rules live in someone's head, everyone suffers when that person is out. I write them down so your team can actually use them.
Employee handbook and HR policies
Procedures for key tasks
Board and governance policies
Policies with legal implications should be reviewed by your employment attorney.
CRM selection
Choosing a donor or member database is a big decision. I'll help you get it right the first time.
Needs assessment and platform comparison
Vendor coordination
Staff training
Data migration is handled by the vendor or a specialist you choose.
Event planning systems
Your events shouldn't depend on one person's memory. I build the timelines, checklists, and workflows that make every event easier than the last.
Timelines and checklists
Registration, sponsor, and vendor workflows
Post-event review
Optional: AI workflows for sponsor emails, attendee reminders, and post-event reports, $350 each.
I ran a year-round calendar of medical society events, including at least 4 large conferences a year with up to 400 attendees and 40 exhibitors.
Every project is quoted at a fixed price after your assessment, so you know the full cost before we start.