Examples of Work + Results

Implemented money management system - RESULTING IN $30K in debt paid off

Cleaned up QuickBooks and implemented a PO/Bill system — RESULTING IN better expense control, accurate business assessment, and informed decisions to increase income. 

Identified staff members with harmful intentions toward the owners — RESULTING IN their removal and improved business performance.

Met and interviewed each team member — RESULTING IN red flags being identified, higher team morale, and increased production.

Set up QuickBooks and a complete financial system, including a budget — RESULTING IN eliminating costly discrepancies, closing all open financial cycles, and improving accuracy across multiple offices.

Created SOPs in collab with the owner and staff — RESULTING IN streamlined task handoffs, reduced owner involvement in daily operations, and a ready-to-use training system for onboarding new hires without disrupting workflow.

Conducted team interviews to uncover operational red flags — RESULTING IN resolution of production gaps and inefficiencies, directly improving revenue generation.

Established better workflows and policies for the owner to manage her to‑do’s, production, and plans — RESULTING IN the owner getting more done in less time, freeing up time for other priorities, and reducing stress and overwhelm.

Set up software — RESULTING IN increased efficiency and productivity.

Working with me - RESULTED IN increased gross income by 17% over a five‑year period, outperforming the industry average (during my consulting). It also increased owner's pay, job profit and higher sales for larger jobs.

Developed money management system - RESULTING IN paying off $80K in debt within the first 3 years, resulting in a debt‑free business and more income.

Utilizing the same system - RESULTING IN paying off another $50K after a business investment, resulting in debt‑free status again.

Utilizing the same system - RESULTING IN increased income and reduced expenses.

Implemented collections system - RESULTING IN increased payments to a weekly routine.

Implemented SOPs for each staff position — RESULTING IN more efficient production and improved team communication.

Implemented new hiring and orientation system — RESULTING IN faster onboarding and training times, getting new employees producing effectively (faster).

Implemented Staff Report system — RESULTING IN stronger internal quality control and greater staff accountability.

Implemented personnel files system — RESULTING IN meeting legal requirements and managing employees more effectively.

Implemented business workflows — RESULTING IN increased efficiency, better team communication, and higher production. 

Increased pricing and profit through analysis of estimating, job profitability, and overall finances — RESULTING IN higher revenue and improved margins.

Implemented business policies to accompany workflows — RESULTING IN greater accountability, efficiency, communication, and production.

Implemented project management software — RESULTING IN tripling business efficiency by moving from manual to electronic systems. Increased profit through better analyzation tools and lowered expenses and losses.

Redesigned website — RESULTING IN better brand alignment and consistent compliments from prospects.

Implemented marketing, advertising, and PR systems — RESULTING IN promoting the business on a small but effective budget and becoming a recognized brand in the local market.

Encouraged and guided the client to obtain GC license — RESULTING IN the ability to take on larger projects with specific licensing requirements and increased revenue.

Working with me  - RESULTED IN gross income increased by 17% a year during consulting.

Designed a money management system - RESULTING IN paying off $40K in debt.

Implemented new financial systems to monitor expenses and income — RESULTING IN increased income, lowered debt, and reduced expenses.

Implemented SOPs (standard operating procedures) for each staff member’s role in the business — RESULTING IN less confusion and higher production.

Implemented a new HR orientation system for new hires — RESULTING IN faster onboarding and effective production

Implemented standard team meetings and training — RESULTING IN better team morale, improved communication, and increased production.

Implemented business workflows — RESULTING IN increased efficiency, production and income.

Revised website with effective communication — RESULTING IN better branding

Cleared a year’s worth of discrepancies and outdated transactions in QuickBooks - RESULTING IN delivering accurate records for tax returns, business reports, and effective money management.

Organized financial files and implemented a bill-paying system — RESULTING IN on-time bill payments and quicker responses to CPA inquiries, enabling accurate financial planning.

Organized patient files in the front office — RESULTING IN cost savings by avoiding extra storage and improved workflow.​

Implemented a collection system - RESULTING IN reduced overdue payments (from over a year to within 30 days).

Implemented a database notation system to track patient correspondence and collections — RESULTING IN accurate communication, improved satisfaction, more referrals, and higher income.

Implemented claim status notes to maintain up-to-date insurance payment status — RESULTING IN quicker follow-ups, faster discrepancy resolution, and speedier payments.

Designed a comprehensive sales tracking system — RESULTING IN consistent, up-to-date info across all RE offices. Corporate adopted the system for use in other locations, which improved communication, reduced confusion, and sped up the sales process.

Devised a temporary system in Outlook to replace the central database for tracking contacts, monitoring sales contract progress, and client follow-up until the Corporate database was updated — RESULTING IN the sales team staying current on transaction statuses, timely follow-ups, and improved communication.

Created a client info and contact list sheet implemented across all files to provide a quick overview of RE sales progress — RESULTING IN better efficiency and communication within the sales team, and adoption of the system by the Corporate office for use in other locations.​

Designed a timesheet system — RESULTING IN easier weekly sales time tracking used by the Sales Manager for bonuses, and eliminated manual data entry by making the timesheet electronic.

Organized information into a new database system — RESULTING IN more accurate customer records, better communication internally and with customers, as well as helping the sales team close more deals.

Created clear sales forms for accurate tracking of pending sales — RESULTING IN less confusion with prospects and improved PR and sales.

Organized all office files to remove unnecessary clutter — RESULTING IN cost savings and faster, smoother daily operations.​

Developed a comprehensive spreadsheet for tracking all files — RESULTING IN faster retrieval times for the Mayor to manage critical cycles.

(KPI) Established efficient workflows for the Mayor - RESULTING IN tasks being completed within two weeks instead of several months in addition to reduced stress and a more pleasant work environment.

Eliminated clutter and inactive files — RESULTING IN cost savings by avoiding expenses for storing unnecessary materials.

Created a detailed operations manual — RESULTING IN more efficient training for new staff and consistent performance across the team

Implemented a comprehensive client tracking database — RESULTING IN improved efficiency managing client information and strengthened communication between staff and clients.

Organized office space for optimal use and professional appearance — RESULTING IN positive client feedback and additional room for business growth—saving the owner from increased rental expenses.

Established a universal office filing system — RESULTING IN better time management and increased operational efficiency.

Introduced regular staff meetings to review production and goals — RESULTING IN focused attention on key metrics and identification of improvement areas.

Developed and trained potential advisors with drills and team meetings — RESULTING IN better sales skills, improved communication, stronger business knowledge, and motivated team members.

Improved workflow - RESULTING IN letter turnaround from 2 weeks to 3 days.

Designed custom favors - RESULTING IN increased wedding-related donations by $11,000.

Organized and optimized office layout — RESULTING IN additional space to accommodate more staff and accept greater material donations without incurring costs for additional space.

Streamlined office workflows — RESULTING IN the receptionist taking on expanded responsibilities and reducing the owner’s administrative workload.

Designed and produced marketing materials in-house — RESULTING IN reduced reliance on outsourced services and lower marketing costs.