AI Administrative Services
Running a small business is already a full-time job—keeping up with AI shouldn’t become another one. I help business owners in Puyallup, Tacoma, and beyond organize their bookkeeping, simplify office administration, and put practical AI tools to work. Drawing on hands-on experience in accounting and business operations, I start with how your business runs and identify ways to reduce repetitive tasks, improve everyday processes, and save you time—without the expense of adding a full-time position.
AI-Me: Aim your business toward practical AI.
You don’t need another app collecting dust or another task on your already overflowing list. You need someone who can look at how your business works, see where things are getting tangled, and help straighten them out. That’s where I come in—with hands-on bookkeeping and operations experience, practical AI tools, and a healthy habit of asking, “Why are we doing it this way?”
Bookkeeping Support
Because “I think we’re making money” isn’t quite a financial report.
From reconciliations and catch-up work to useful financial reports, I help get your books organized so you can understand what’s coming in, what’s going out, and what needs attention. AI can assist with parts of the process; accounting knowledge and careful review keep the work grounded.
Office Organization
Your time is worth more than a scavenger hunt for that one invoice.
Files in your inbox. Receipts on your desk. Something important saved somewhere very safe—which apparently means you’ll never find it again. I help create practical digital filing, recordkeeping, and task-tracking systems that make sense for the way you work.
Invoicing & Payment Follow-Up
You did the work. Let’s keep the paperwork moving.
I help organize invoicing, track outstanding balances, and establish consistent follow-up processes. Clear records and well-timed reminders help keep unpaid invoices from disappearing into the daily shuffle—and give you a clearer picture of who owes what.
Practical AI Setup
You don’t need to become a tech expert to get some time back.
Want to use AI but have no desire to spend your evenings figuring out where to start? I help identify useful tools and set them up for everyday tasks such as drafting emails, summarizing information, and preparing documents. We start with an actual need and build something you can use.
Systems & Efficiency Analysis
Automated doesn’t automatically mean efficient.
If three programs and two spreadsheets are doing the same job, we should probably talk. I review your existing software, automations, and workflows to find duplicate work, bottlenecks, and steps that no longer serve a purpose. Sometimes the best improvement is making better use of what you already pay for.
AI-Assisted Business Improvements
Great idea. Now who’s actually going to do it?
AI can generate recommendations all day. Someone still needs to decide which ones fit your business and carry them through. I combine AI-assisted analysis with practical business judgment to evaluate opportunities, implement agreed changes, and review how they’re working. You get help moving from “we should” to “we did.”
Processes & Checklists
Your business deserves a backup plan beyond “ask me—I remember.”
When every process lives in your head, every question lands on your desk. I help turn recurring responsibilities into clear procedures, checklists, and handoffs so your team knows what happens next. Less explaining the same thing for the fifth time. More room to focus.
Training & Ongoing Support
The tools should make your day easier. Let’s make sure you know how to use them.
I provide hands-on guidance, clear instructions, and support as you and your team settle into new systems. Bring your questions—including the one you’ve already asked twice. The goal is for you to feel comfortable using the tools and know when something needs a human eye.
Ready to check your AAS?
Tell me what’s eating up your time, falling through the cracks, or making you mutter at your computer. We’ll start there.
You don’t have to know which tool you need—or even what to call the problem.
“I spend way too much time doing this” is a perfectly good place to start.
Explore each service below to learn how it works, what’s included, and how it could help your business:
Not sure where to start? Request your free 20-minute introductory call. Tell me what’s making your workday harder than it needs to be, and we’ll find a practical first step.