Process & Workflow

Backline can help define and prioritize your goals, craft short-term and long-term plans to accomplish them, and determine how to measure your progress.

Whether you're a startup or celebrating your 10th anniversary, I can help you:

• Define—or refine—your service offerings and pricing

• Clarify who should do what

• Streamline how things flow, and document it

• Devise clear and clever ways to be nimble and decisive

• Ensure there are no jump balls or cracks for things to fall through

It’s always gratifying to help clients clarify roles and responsibilities, organize work space, delegate to outside vendors, and clear schedules and minds to focus on the things they, as business owners, truly should be doing.

Researching & Implementing Tools 

Technology is your friend—kill those stacks of paper and random files on various servers.

Even if they are Excel spreadsheets or Google docs, having dozens of individual digital documents doesn’t equate to a system. The more times a piece of information is touched or copied, the higher the risk for error.

Backline can help identify and set up the best and most commonly used small business tools to create an information ecosystem that can help you automate and be more efficient.

Embrace better business mousetraps. Collect, organize, and protect your passwords. Easily access the information you need when you need it, and use it wisely.

Project Management

Delivering the best outcome possible for any project means balancing the schedule, budget and available resources against one another.

My deep experience in this area can set you up for success and avoid unpleasant surprises by showing you how to create a smart plan, manage it as reality changes, and communicate with teams and clients.

Whether taking an agile or waterfall approach, mapping out a timeline, a budget and resource tasks gives you ways to track progress, evolve as you go, and gather helpful information to see how to improve your processes next time.

I’m capable of using a variety of tools, including Microsoft Project, Asana, Basecamp, and Trello.

Resource Management

Backline can help make sure you have the right people and understand how to plan their time and utilization.

Employees/Freelancers/Contractors

Do you have who you need working for you, and are they set up correctly: W2 Employee or 1099 Contractor?

It isn’t a choice based solely on who wants (or doesn’t want) to pay taxes.

Backline can walk you through the differences and the determining factors as outlined by the IRS and document what’s right for your business.