What I do for you.
Practical AI help for businesses that want results, not a research project. Everything below works inside tools you already know, so there is nothing to rip out and replace.
The Free AI Audit
We start with a conversation, not a contract. In 30 minutes I learn how your business runs, where the time goes, and where the friction is. You leave with honest direction on where AI will help and where it will not, no obligation either way.
Live AI Demonstrations on Real Data
This is the part people remember. Using live financials in QuickBooks and Claude, I show you AI doing real work, reading the books, spotting trends, drafting reports, and answering questions about your numbers in seconds. You see it before you buy it.
Setup and Implementation
When you are ready, I connect Claude to the tools you already use and get you running, often the same day. Claude for Small Business works with QuickBooks, PayPal, HubSpot, Canva, DocuSign, Google Workspace, Microsoft 365, and Slack. I install it, connect your tools, test everything on your real workflow, and do not call it done until it works and you understand it.
Automation and Time Savers
The repetitive work, the reports, the data entry, the summaries, the follow ups, the first drafts, is exactly what AI is good at. I find the tasks quietly eating your week and hand them to AI, so you get those hours back for the work only you can do.
Ongoing Local Support
AI only pays off if you actually keep using it. I stay on as your local support person, walking you and your team through your setup, answering questions as they come up, and making sure it keeps earning its place in your business.
What I can set you up to do
These are real workflows Claude can run for your business once it is set up. You stay in control and approve what goes out.
Keep your books clean.
Claude reconciles your QuickBooks transactions against your PayPal settlements, flags anything that does not match, and writes a plain English profit and loss you can forward straight to your accountant.
Get paid faster.
Claude ranks your overdue invoices and drafts a friendly reminder email for each one, ready for you to review and send.
Start your week with a brief.
Every Monday, Claude pulls your cash position from QuickBooks, your pipeline from HubSpot, and your calendar, then tells you the three things that need you today.
Run a real marketing campaign.
Claude finds your slowest month, plans a promotion, creates the branded assets in Canva, segments your list in HubSpot, and stages the send for your approval.
Handle the paperwork.
Claude drafts, sends, and tracks documents and agreements through DocuSign and your email, so contracts stop getting stuck.
Works with the tools you already use.
QuickBooks, PayPal, HubSpot, Canva, DocuSign, Google Workspace, Microsoft 365, and Slack, all connected through Anthropic's Claude to work together for your business.
It all runs in the Claude desktop app, installed in a few clicks, with no IT department required. You approve every step, and Claude never trains on your business data. You subscribe to Claude directly through Anthropic, and I am the local person who sets it up and keeps it running.