A glass jar filled with assorted coins and a small green plant growing from the top, placed on a wooden surface.

Services

Invest in services that support long-term growth.

  • I help companies improve products while protecting margins and consistency.

    • Recipe improvement and optimization (scalability, consistency, yield)

    • Dosage calculators and formulation tools

    • Ingredient usage, yield, and waste analysis

    • Cost of Goods Sold (COGS) evaluation

    • Margin and profitability analysis (recipe, product, or SKU level)

    • Pricing support based on cost and margin targets

    • Cost–benefit analysis for recipe or process changes

  • I build systems that make production repeatable, efficient, and audit-ready.

    • Production workflow mapping and optimization

    • Program setup for edibles, packaging, and distribution

    • Production batch records and batch cards

    • Inventory tracking system setup

    • Ordering and procurement workflow support

    • Vendor coordination and relationship management

    • Packaging sourcing and vendor coordination

  • I help document and organize operations to support inspections and audits.

    • SOP development and documentation

    • Food safety and sanitation SOPs

    • Sanitation program development

    • Time/temperature testing programs

    • Audit and inspection documentation support

    • Compliant label creation and review (non-legal)

    • Testing lab setup and coordination

  • I turn operational data into tools leadership can actually use.

    • KPI framework and goal setup

    • KPI tracking and evaluation

    • Operational audits (production, reporting, workflows)

    • Management reporting templates and summaries

    • Pro forma modeling and future-state projections

    • Basic financial and production reporting

  • I design spreadsheets and dashboards that replace chaos with clarity.

    • Spreadsheet setup for tracking, calculators, and reporting

    • Spreadsheet-based process automation

    • Data mining and reporting

    • Dashboard creation for operational and financial tracking

    • Dashboard design and implementation

  • I support setup and day-to-day operational use of industry systems.

    • BioTrack setup, maintenance, and operational support

    • LeafLink setup, maintenance, and operational support

    • Website maintenance and content updates

  • I help teams operate consistently — even as they grow.

    • Staff training for production, SOPs, and systems

    • Employee onboarding and intake form development

    • Program documentation and internal controls

    • Basic bookkeeping support (non-tax, non-CFO)

$2,500 - $8,000

Project-Based Support

Defined-scope projects focused on setup, optimization, or cleanup work across production, systems, documentation, or reporting.

Example projects may include:

  • Recipe and formulation optimization for infused edibles to improve yield, consistency, and margins

  • Development or cleanup of batch records, batch cards, and production documentation

  • Production workflow mapping and system redesign to reduce errors and rework

  • Cost of Goods Sold (COGS) analysis and margin visibility at the product or SKU level

  • Inventory, ordering, and procurement workflow setup or optimization

  • SOP development for production, sanitation, food safety, and internal controls

  • KPI frameworks and reporting tools to support operational and financial decision-making

  • Spreadsheet-based calculators, dashboards, and process automation

  • BioTrack or LeafLink setup, maintenance, and operational support

  • Embedded administrative and operational support during growth, transition, or scale-up phases

$3,000 - $7,500

Monthly Retainer Support

Monthly retainers provide ongoing, embedded support across operations, systems, reporting, and administrative workflows—ideal for teams that need consistent support without adding internal headcount.

Retainer support may include:

  • Ongoing production and operations support for infused edibles programs

  • Maintenance and refinement of batch records, SOPs, and production documentation

  • Regular COGS, yield, and margin tracking with updates as products or inputs change

  • Inventory, ordering, and vendor coordination support

  • KPI tracking and recurring management reporting

  • Spreadsheet, calculator, and dashboard maintenance or enhancements

  • BioTrack and LeafLink system support and troubleshooting

  • Administrative and back-office workflow support during periods of growth or transition

  • Cross-functional support between production, finance, and leadership teams

  • Ad hoc operational support as priorities shift month to month

Learn more

Please Note: Retainers typically require a 3-month minimum. Project scopes are confirmed before work begins. Legal, regulatory, and tax services are not provided. Availability is limited to ensure quality support.