What happens after the report?

You can do the fixes yourself with the report, or I do them at the implementation rate, quoted first.

Who do you work with?

Pittsburgh small businesses, plus remote clients across the US.

AI & tech audit

Keep what works. Fix the friction.

I find the quick wins in your tools, and where AI saves real hours.

The approach

I'm not here to sell you new software

No new platform, no takeover. You get a short list of fixes and decide what to do.

Keep what worksIf it does the job, it stays.
Fix the frictionManual steps and double entry.
Add AI where it’s obviousOften with tools you already pay for.
Done by me10+ years in software, 3+ in AI. Read-only access.

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What you get

What I look at

Tools and subscriptionsWhat overlaps or goes unused.
Daily processesWhere the hours go.
Security basicsLogins, MFA, backups and access.
AI readinessWhat's safe, and the quick wins.
Written reportRanked fixes, quick wins first.

See pricing

Examples

What I usually find

Small, boring fixes that add up. These come up in almost every business.

Example 01

The invoice that never went out

“Are there jobs we finished but never billed?”

Found: Jobs marked done in the calendar, but invoices sent days or weeks later, and a few never.
Fix: A weekly check that compares finished jobs to invoices sent and lists the gaps.
Cost: Usually a few hours of setup, no new software.

Revenue that stops leaking

Example 02

Paying for Gemini, not using it

“We're on Google Workspace. Is there AI in that?”

Found: Gemini is included in the Workspace plan they already pay for. Nobody had turned it on or shown the team.
Fix: Switch it on, set the data settings, and a one-hour session: meeting notes, email summaries, first drafts in Docs.
Cost: $0 in new software. One hour of training.

Value from a bill you already pay

Common questions

What access do you need?

Read-only access or a screen share, whichever you prefer. Nothing gets changed.

Do I have to use AI?

No. Some fixes are just better use of what you already have.

Is ChatGPT HIPAA compliant?

Mostly not. Free and personal plans: no. Some business plans can be covered with a signed BAA, but only if you set it up. Until then, keep patient data out.

Is it safe to paste customer data into AI?

Depends on the plan. Business plans usually don't train on your data; free personal accounts may. It's a settings question, and one of the first things I check.