I help growing businesses take hours of manual work out of operations, accounting, sales and customer service, using AI and automation that work while you don't.
No hype and no big-company playbook. I start with your real workflows, find where time and money leak out, then fix it.
I map your workflows, find the highest-return opportunities and give you a clear plan with costs.
AI assistants, agents and automations that connect the tools you already use, from purchasing, operations, sales and accounting to email and customer service.
SOPs, staff training and plain-English documentation, so it keeps running without me.
Monthly check-ins, tuning and new automations as your business grows.
Email flows, customer segments, AI-written content and ad reporting that run in the background.
Tells you exactly what to order from each vendor and when, based on live stock, min/max levels and lead times, then builds and sends the purchase order in one click.
A live list of every backordered order that checks incoming stock, flags what can ship today after inventory is received, tracks the ETA each customer was promised, and clears itself once orders ship.
Count your shelves while the business stays open. The portal reconciles physical counts against live sales, open purchase orders and bundles, so you never have to shut down for a stock count.
Tracks every invoice on payment terms, from shipped to paid, with live outstanding and past-due totals. Sends invoices and payment reminders automatically and reviews remittances, replacing a stack of spreadsheets.
Compares what customers paid for shipping with what each label actually cost, showing where you're losing money by destination, service and weight. It also flags when order volume means it's time to hire.
Revenue, margins, net income and cash at a glance, with actual vs budget by month, a full profit and loss, a balance sheet snapshot, and health ratios like inventory turns and days to collect.
Shows the true profit from every ad campaign, not just sales, plus the full customer journey from first visit to order, split by organic and paid. It also catches product feed errors before they stop products showing in Google Shopping.
An AI-generated journal entry that reconciles online sales to the books, line for line.
Seven AI agents handling customer service, operations, sales and finance tasks, with human approval.
A free 30-minute call, then a deeper look at how your work actually gets done.
A short list of the changes with the biggest payback, with time and cost for each.
I build and test the automations alongside your team, one win at a time.
Your team learns the new way of working, with documentation they can keep.
Sue is a serial entrepreneur with more than 20 years of building and running businesses in Calgary, across medical supply, education and web design. Over 10 years, she grew a small medical supply company more than 7x, to nearly $2 million in annual revenue, with a commercial warehouse and retail store serving hospitals, healthcare professionals and online customers across Canada, before winding it down amid rising supply chain, freight and tariff costs.
Along the way, she designed the AI agents, automations and internal systems that ran the business day to day, from purchasing and inventory to month-end accounting and customer service. She started her career selling IT consulting solutions and building websites. As a founding partner of a health education business, she built a full curriculum and online learning platform, and more recently used AI to modernize the platform, refresh its course videos, update its learning tools and automate student communications. Today, she uses the same AI systems she builds for clients to run her own consulting practice and health education business.
That mix of operator, builder and teacher is what she brings to every client: find where time and money are leaking, build the fix, and train your team so it sticks.
Book a free 30-minute AI audit. Together, we'll find:
You'll leave with at least one practical idea you can use right away.
Book a free 30-minute AI audit