Slashed Unnecessary Spending and Saved Thousands

A growing company had credit card limits way too high, leading to some serious unnecessary spending. I dug in, audited policies, and tightened things up—lowering individual limits and shifting key purchases to leadership. The result? Thousands saved and way less time wasted on expense tracking and reporting.

Made Benefits Work for Employees (and the Bottom Line)

A small business was struggling to keep employees because their benefits just weren’t cutting it. I stepped in, researched better options, and locked in a plan that actually worked—lowering company costs by 10% while increasing employer contributions by 15%. By simplifying the choices, employees actually used their benefits, which helped with hiring and retention.

Cut Down on Bloated Phone Bills

A company’s Google Fi bill was creeping up thanks to unchecked data usage. After digging into the numbers, I found where the waste was happening and set up a simple system to track and manage usage in real time. With a few easy changes, we cut costs without sacrificing the tools employees actually needed.

Created the Strategy to Recover $1.1M in Unpaid Debt

A fast-growing property management company was drowning in unpaid invoices as COVID restrictions lifted, leaving over $1.1 million sitting beyond their reach. Their records were a mess, their process was nonexistent, and they needed help fast. I untangled outdated documentation, built a remote-friendly system, and put a clear, step-by-step collections process in place. With a solid plan and a little guidance, the team successfully began the recovery of $1,127,000. Best part? I left them with a system that keeps them on top of collections without needing to micromanage it.

Caught a Billing Mess and Got Nearly $6K Back for the Company

After a company’s Controller suddenly left, I took a look at their benefits billing and immediately spotted some red flags. Turns out, they’d been losing money on incorrect charges—$5,858, to be exact. I tracked down the errors, got their money back, and trained the HR team on a better process so they wouldn’t keep overpaying. Problem solved, money saved, and no more quiet leaks draining their budget.

Built onboarding and offboarding processes to ensure legal compliance

A growing company lacked a structured system for hiring and offboarding, leading to inconsistencies, potential legal risks, and lost institutional knowledge. I designed and documented a clear, legally compliant process tailored to different roles, ensuring all hiring, onboarding, and terminations met state and federal employment regulations. This included proper documentation, adherence to wage and hour laws, and consistent application of company policies. Over the course of a year, I successfully onboarded 20 employees and offboarded 41, safeguarding the company from compliance issues while ensuring smooth transitions and knowledge retention.

Developed effective training programs

Policies and training manuals often get ignored—but I made sure that didn’t happen. By creating structured learning materials that were practical and easy to use, I built a training system that employees actually adopted. The result? Faster ramp-up times, fewer repeated mistakes, and long-term success for both the team and the company.

Wrote the book on workplace policies

When I stepped in, the company’s employee handbook was outdated, unclear, and full of contradictions. I completely overhauled it, ensuring that policies were fair, enforceable, and protective of both employees and the business. The final product provided immediate clarity and was built to evolve with the company as it grew.

Bringing Virtual Events to Life—Nationwide!

A client needed to shift to virtual events post-COVID and wanted to keep the energy high while delivering a top-notch experience for their guests. I handled everything—managing 75+ RSVPs, sending invites and reminders, and even curating personalized gift boxes to make the event feel special. On the big day, I kept everything running smoothly so the client’s team could focus on engaging with guests instead of troubleshooting logistics. The event was a hit—highly profitable and even earned national recognition for the local team’s success!

Pulled Off a Stress-Free, High-Energy Holiday Party

A client wanted to throw a memorable holiday party for their team of 50+ without the usual planning headaches. I took care of everything—vendors, RSVPs, guest accommodations—making sure every detail matched their vision. I kept leadership in the loop without bogging them down in logistics, so they could actually enjoy the event instead of managing it. The result? A smooth, stress-free celebration where employees felt appreciated, leadership could relax, and everyone had a great time.

Designed a 90-Day Training Series to Ensure Compliance and Team Success

When a team of 12 needed structured training to stay compliant in a regulated field, I developed a 90-day training series to cover key areas like anti-bias education, document management, and client care. This program was designed to ensure every team member had the necessary tools and knowledge to meet legal standards and confidently handle their responsibilities. The result? A more informed, cohesive, and compliant team ready to excel in their roles.

Boosted Sales and Team Confidence Through Product Knowledge Training

At a high-end boutique looking to increase sales and improve team engagement, I created and led a series of product knowledge and customer engagement technique trainings. By helping employees understand how to connect with customers and confidently recommend products, the team saw unprecedented sales growth. This approach not only boosted revenue but also strengthened team confidence, improved employee retention, and created long-lasting customer loyalty.

Built a 12-Month Employee Evaluation and Development System

For a business with 80 employees, I developed a 12-month performance evaluation and development structure designed to provide consistent, measurable feedback. This system introduced clear categories of performance, structured accountability, and reliable engagement between leaders and their teams. By providing regular assessments and actionable development plans, the process improved performance tracking, accountability, and team growth while ensuring employees had the support they needed to succeed.

Transformed a Cluttered Wardrobe into a Functional, Joyful Space

A client loved their wardrobe but felt completely overwhelmed by how to access and organize it. I provided full closet and wardrobe organization, implementing a system that made their clothing easy to find, style, and enjoy. By creating a structure tailored to their habits and preferences, I turned their closet into a space that worked for them—making getting dressed a stress-free and joyful experience.

Handled the Heavy Lifting of Medical Appointment Navigation

For a client struggling with anxiety around medical appointments, I stepped in to handle the overwhelming logistics. I scheduled necessary appointments, gathered details about procedures, and broke down what to expect in a way that was easy to digest. From parking instructions to pre-appointment prep, they received clear guidance—without having to deal with confusing phone systems or impersonal automated responses. Most importantly, they knew they could ask me, a trusted source, if they had any questions, making the entire process less stressful and more manageable.

Drafted Professional Workplace Communications to Protect a Client’s Interests

When a client found themselves in a tense workplace situation, I helped them craft professional, well-documented communications to ensure they had a clear record of conversations while avoiding unnecessary conflict. By framing their responses strategically and ensuring they had proper documentation, they were able to navigate the situation with confidence—protecting their position while maintaining professionalism.