Technology Advising & AI Adoption ยท Digital Assets

Plain-English guidance on technology, AI, and digital assets for small, owner-run organizations.

The person you call before you make an expensive technology decision.

Technology Advising

Most small organizations make technology decisions without anyone technical in the room. We fill that seat from the outside: an advisor on retainer who knows your business, answers your questions, and reviews the decision before you sign. Vendors, hosting, security, AI tools, and what to build versus buy. You keep the decision. We make sure it is an informed one.

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Strategy & Roadmap

What to build and in what order, based on what the business needs this quarter rather than everything that's technically possible.

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Build, Buy, or Wait

Vendor evaluations and build-versus-buy calls made in the open, with the tradeoffs and the real costs written down, including when the recommendation is to wait.

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Vendors & Contracts

Reviewing the proposal before you sign it: what the vendor is promising, what it will cost in year two, what happens to your data if you leave, and the questions to ask that they would rather you didn't.

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Security & Accounts

Who has access to what, where the passwords live, what happens when someone leaves, and whether your backups have ever been tested. Fixed in an afternoon more often than you would expect.

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Cost, Risk & Tradeoffs

What the technology costs to run, what is likely to break, and which of those is worth spending on this year. Written down in plain English so you can make the call without a technical background.

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When Something Needs Building

Scoping it before anyone writes code, choosing who builds it, and reviewing what comes back. When it is web or mobile front-end work, we can build it ourselves: Angular and Ionic on contract, from a single feature to a full app.

Artificial Intelligence

Helping small, owner-run organizations use AI well: what to adopt, what to skip, and how to get your staff using it without losing quality. Completion badges from Anthropic's Claude Academy in AI Fluency: Framework & Foundations, AI Capabilities and Limitations, and AI Fluency for Small Businesses, and years of daily work in ChatGPT, Claude, Claude Code, and Cowork.

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AI for a Small Business

Deciding what a model should handle and what stays with a person, asking for it in a way that gets usable work back, and checking the result before it goes out. The training follows Anthropic's AI Fluency framework, working through the tasks your staff handle every day.

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AI Tools, One-on-One

Personal coaching on ChatGPT, Claude, and tools like them: what they're good at, where they waste your time, and what to double-check.

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Choosing What to Adopt

Which tools your business should pay for, which to skip, and how to set up accounts so company data stays company data. A written recommendation, not a vendor pitch.

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Where Models Fall Down

Models make things up, sound just as certain when they're wrong, and drift from what you asked. We show your staff what each failure looks like and how to catch it before it goes out the door.

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Training Your Staff

A working session with your team on the tasks they do every day, and train-the-trainer for one or two people so the knowledge stays in the building after we leave.

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Automating the Right Parts

Working out which steps of a workflow a model should handle: drafting, summarizing, triage. Whatever qualifies gets built as real software, tested and documented.

Digital Assets

More than a decade in bitcoin and blockchain, including building software at a bitcoin payments company and advising a regional blockchain trade association. Every engagement is 1-on-1 and starts from where you are: buying your first bit of crypto, holding for years and wanting to tighten things up, or running a business that wants to accept it.

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Wallet Setup

Choosing and setting up the right software or hardware wallet for your needs, walked through step by step.

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Backups & Recovery

Properly backing up seed phrases and keys, and building a recovery plan so you're never one lost device away from losing access.

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Security Best Practices

Locking down your wallets and accounts against phishing, scams, and common mistakes, explained in terms that make sense.

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Hardware & Software Wallet Management

Ongoing help managing devices and apps like Ledger, Trezor, MetaMask, and others as your holdings and needs change, with C4's hardware wallet training behind it.

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Exchange Guidance

Choosing exchanges, understanding fees and verification, and safely moving funds between exchanges and your own wallets.

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Accepting Crypto for Your Business

Helping small businesses start accepting crypto payments and securing the wallets those funds land in โ€” set up right from day one.

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Blockchain Integration

Connecting a payment processor, wallet, or blockchain API to the software you already run, scoped so you know what it touches and what it costs before anything gets built.

Your keys stay yours: we never take custody of your funds, wallets, or seed phrases, and we'll never ask you to send crypto or share a seed phrase with us. We guide you through securing your own accounts โ€” you're always the only one in control.
How to know it's really us: however we're in touch, we will never ask you for a seed phrase, a private key, or a wallet password, and we'll never ask you to send us crypto. There is no exception to that, and no urgent situation that changes it. If a message claiming to be us asks for any of those, it isn't us โ€” reach us on LinkedIn and check before you act on it. You can also confirm our credentials independently with their issuers using the links below.

Verified credentials

Issued by the CryptoCurrency Certification Consortium (C4), Cyfrin Updraft, and Anthropic's Claude Academy. Anyone can copy a badge image, so each entry below links to the issuer's own verification page โ€” the only place the record actually lives. Check it before you trust it, here or anywhere else you see these credentials.

What working together looks like

The same three steps whether it's a single project or an ongoing retainer.

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We talk

A free first conversation about what you're trying to do and where you feel unsure.

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We pick the fit

Which package matches the problem, or whether it's a fixed-price project instead. Sometimes the answer is a smaller job than you expected. Pricing is covered on the call.

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We do it together

Screen-share from anywhere, or in person around Atlanta, side by side. You stay supported afterward whenever something new comes up.

A note on what we do: we advise small, owner-run companies on technology decisions and, for those that want it, take the outsourced CTO role; we help small companies and individuals choose, set up, and learn AI tools; we build web and mobile software on contract when the work calls for it; and we advise businesses and individuals on wallets, security, backups, exchanges, and accepting crypto payments. We don't review smart contracts, advise on token launches, or run enterprise infrastructure. If that's what you're looking for, we're not the right fit.

Engagements

Every engagement starts with a free intro call. If you're not sure where to start, start with a Technology Review.

One-time

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Technology Review

One fixed price, agreed before we start.

A review of your tools, accounts, security posture, vendors, and spend. Written findings ranked by risk and cost, with a 90-day plan you can act on with or without further help.

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Projects

Fixed price, quoted after we scope it.

Tool rollouts, infrastructure, and account hygiene. Scoping a new app before anyone builds it, or building it. The tools are whatever fit your business, not a fixed stack. Retainer clients get priority scheduling and better project pricing.

Ongoing

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On Call

Pay as you go. No retainer.

Questions, short calls, and small tasks as they come up. A good fit before you need something ongoing.

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Advisor

Monthly retainer.

Questions by email or message answered within two business days. A standing call, weekly or every other week, plus short calls as questions come up. Quarterly technology review. Priority scheduling for project work.

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Outsourced CTO

Multi-month engagement.

Everything in Advisor, plus ownership of the technology roadmap, vendor selection and negotiation, security posture, oversight of any projects or builds, and attendance at one leadership meeting per month.

Making a technology decision or planning an AI rollout?

Send a message on LinkedIn and we will set up a time to talk.