The real value I can bring to the table:

Working with me you get a partner, someone who not only wants to get the work done but wants to do it in a connected way that everyone’s hearts are considered along the way. When you succeed, I succeed. If you are interested in specifics, like I am, below is a list of skills that I have performed in my career.


QuickBooks Certified ProAdvisor - QuickBooks Online Certification

  • Serene bookkeeping
  • Budgets
  • Reporting
  • Expense tracking




API Guys CertifiedInfusionsoft
Automate the Routine to make room for What Matters

  • Automate Processes!
    • New Application Implementation- branding, list importation, dashboard setup, template creation
    • Ecommerce – products, discounts, payment plans, branding, merchant processor setup
    • Campaign Builder- web forms, tasks, internal forms- This is the “Brain” of Infusionsoft.
    • CRM- list management, tagging and segmentation
    • Email Marketing- newsletters, templates, and broadcasts
    • Monthly reporting


  • Explore and Discover new paths to online efficiency
  • Cloud based collaboration tool- Working with me you get invited into my premium project management account.
  • Electronic scheduling of your clients
  • Google Apps for Business- email clean-up, speed-up. Let’s get you fully moved into your email and decorate the room with your stuff.

Client Relations

  • Monitor a email address and reply to commonly asked questions.
  • Respond to Common Product Questions & Troubleshooting.
  • Everyone always has a question about Upcoming Events. To avoid having the life drained out of you develop an FAQ.
  • Common Consultation Questions.  I can work with you to come up with your  “Top 10” to send out as needed.

Blog & Newsletter  Management

  • Plan, schedule and publish a newsletter on time
  • Post featured article to your blog
  • Stats- What’s working and what’s not? E-zine opens and click-throughs

Day-to-Day Administrative Tasks

  • I manage client’s calendars, appointments, customer service, help desk, etc.

Research – Explore and Navigate

  •  New tips and techniques
  • What do you want to know how to do?

Any soup-to-nuts project  you can think of. Fly it by me and I’ll see if I can help.


How I work and how to get started

If you are interested in working with me, contact me via email, and let me know what you are struggling with. I’ll send you a link to my online calendar to schedule a free 30-minute consult call. To make the most of our time together, I ask that you complete a quick questionnaire about your situation and current online tools in use.

My clients and former colleagues have said some very nice things about me. >>Click here<< to read my history and some testimonials. Makes me blush.