The person you call before you make an expensive technology decision.
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.
What to build and in what order, based on what the business needs this quarter rather than everything that's technically possible.
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.
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.
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.
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.
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.
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.
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.
Personal coaching on ChatGPT, Claude, and tools like them: what they're good at, where they waste your time, and what to double-check.
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.
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.
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.
Working out which steps of a workflow a model should handle: drafting, summarizing, triage. Whatever qualifies gets built as real software, tested and documented.
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.
Choosing and setting up the right software or hardware wallet for your needs, walked through step by step.
Properly backing up seed phrases and keys, and building a recovery plan so you're never one lost device away from losing access.
Locking down your wallets and accounts against phishing, scams, and common mistakes, explained in terms that make sense.
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.
Choosing exchanges, understanding fees and verification, and safely moving funds between exchanges and your own wallets.
Helping small businesses start accepting crypto payments and securing the wallets those funds land in โ set up right from day one.
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.
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.
Certified Bitcoin Professional
CryptoCurrency Certification Consortium
Certificate ID I5HCdvomrz7
Verify this certification at C4 →
Certified Ethereum Professional
CryptoCurrency Certification Consortium
Certificate ID eX9h2tFYoCa
Verify this certification at C4 →
Blockchain Basics
Course completion badge · Cyfrin Updraft
Badge ID 9JEH38MEMHUS
Verify this badge at Cyfrin →
Solidity Smart Contract Development
Course completion badge · Cyfrin Updraft
Badge ID OGJ90ODD9DB8
Verify this badge at Cyfrin →
AI Fluency: Framework & Foundations
Course completion badge · Anthropic Claude Academy
Verification code
994008fc64a39d9acf838d2581625146
Verify this badge at Claude Academy →
AI Capabilities and Limitations
Course completion badge · Anthropic Claude Academy
Verification code
77512a514f5f4a263aa738e807255933
Verify this badge at Claude Academy →
AI Fluency for Small Businesses
Course completion badge · Anthropic Claude Academy
Verification code
d710bba6366a704281bd254aeaf3bca2
Verify this badge at Claude Academy →
The same three steps whether it's a single project or an ongoing retainer.
A free first conversation about what you're trying to do and where you feel unsure.
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.
Screen-share from anywhere, or in person around Atlanta, side by side. You stay supported afterward whenever something new comes up.
Every engagement starts with a free intro call. If you're not sure where to start, start with a Technology Review.
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.
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.
Questions, short calls, and small tasks as they come up. A good fit before you need something ongoing.
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.
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.
Send a message on LinkedIn and we will set up a time to talk.