Hire the Best Organizational Development Consultants
in the United States

Behind every creative person, every small and growing business, is an Alfred. There comes a point in the development of every business where if an organizational overhaul doesn't take place, scaling isn't possible. That's where I come in. You might know exactly what you want, or you might have a general sense of unease. Many business owners know there are things that can be done better, but they aren't sure where to start and don't have the time to figure it out. I've spent years honing a carefully curated (but extensive) list of skills by working with small business teams and as a freelancer. These various experiences have given me invaluable insights into different industries, processes, tools and departments. I've had my hands in dozens of different projects and this has allowed me to analyze businesses and develop custom solutions. I've also worked really hard to become acclimated to as much technology as possible. I'm certified in Asana, Notion, Make.com, Quickbooks, Trainual and Gorgias. I'm expert-level in Clickup, Trello, Monday, Processstreet, Jira, Confluence, Hubspot, Hubstaff, Harvest, Front, and many more. Some of my specialty areas include: - Day to day direct executive support, project management or operations management - Acting as team communication leader and project manager ensuring efficient information sharing - Process development - Analyzing, streamlining and automating workflows - Tool recommendations, data migration, set up and training - Financials (Quickbooks, data transfers, budgets, action plans) I am a certified Quickbooks Pro Advisor! I am certified to help you optimize your usage of Quickbooks. - I specialize in choosing, setting up and executing project management software. I am well versed in all major options. I am also an Asana Together Certified Pro and Notion Certified. - Developing, launching and leading initiatives regarding efficiency, organization, team building, marketing, hiring, and more. - Resource management including HR, payroll and employee engagement - Long term goal planning, and breaking down those goals into achievable projects with specific steps and due dates - Putting out fires, reducing bottlenecks, and keeping things from falling through the cracks Certified in: Asana, Notion, Gorgias, Make.com, Trainual and Quickbooks Experienced in: Airtable Calendly Canva Clickup Clockify Confluence Dubsado Etsy Google Data Studio Google Products Harvest Hector Hexnode Highlevel Hive Hootsuite Hubspot Hubstaff Insightly Loomly Monday.com Office/Microsoft Products Paymo Post Affiliate Pro Processstreet Reclaim Shopify Sortly Sunsama Todoist Trello Various form tools (google forms, tidyform, notionforms, etc.) Verious email marketing tools (Mailchimp, infusionsoft, constant contact, keap, etc.) WordPress Wrike Zendesk Zoho And even more industry specific software (NutriAdmin, ServiceNow, ConnectWise, etc.)

Who am I at a glance? I'm a PE Parter, who works with companies on a daily basis to strategize, plan, and execute their strategic growth initiatives. I am also a former CEO, COO, and VC Partner, and have close to three decades of venture formation, business transformation, and strategic growth leadership (BD, Sales, Partnerships) experience. I come with blue-chip management consulting foundations and am as close to a guru as you can get in market opportunity research, strategy formation, and planning. I've "been in the room" raising capital, launching ventures, and transforming businesses for three decades. I have a deep and nuanced understanding of how to build and grow businesses. Where can I add value? Results matter most. We all get this. But where do results come from? Over the last three decades - as a CEO, COO, Private Equity partner, a Strategy Consultant, a Market Researcher, and globe-traveling Chief Executive (5.3 million lifetime air miles so far!), I can offer this simple answer: Results come from performance, and performance comes from having a solid plan, smartly organizing one's resources, and managing well. Everything else is noise. This is what I do: * Bring Clarity and Focus - through situation assessments, market research, and competitive intel. * Secure the Right Resources - human, technical, systems, and investment capital raising. * Offer Hands-on Support and Turn-key Outsource Solutions for Planning, Organizing, and Managing. How am I different and an excellent option for you to consider? * A blue-chip management consulting and professional market research background (+10 years worth) means I have ready-to-deploy analytical frameworks, processes, and adaptable solution sets, along with lightening-fast analytics (mental horsepower) that surprises most people. (High-grade management consultants bring strategy, diagnostic frameworks, rapid problem-solving, and rollout expertise that many people value.) * Deep and nuanced perspectives that took decades to form. I haven't seen everything - but I've seen a lot - on-the-ground in 59 countries, work spanning 38 industries, hands-on at every maturity and technology level - from emerging deep-tech to tried-and-true brick & mortar - helping businesses and operations in the funded start-up, lower to mid market, private corporate, and the ultra-large +$1B ventures. Where consultants and advisors say "we need a 30-day discovery and diagnosis stage", I say "I've seen this before, here's what we can do about it" (Experienced experts with extensive domain knowledge can often solve complex problems faster and more accurately via pattern recognition and heuristics.) What kind of Performance and Results? +775 market research studies (in support of investment, rollout, and operating decisions) +58 private placements as the transaction manager (~$5.6b) +56 pitch-decks (with 97% success rate of getting to the next stage) +44 capital raising strategy and documentation preparations (thesis, decks, sources, term sheets) +41 carveouts/stand-up initiatives +31 business transformations (where the real value creation happens) All of these efforts have led to: +35% to 400% increases in revenue +15% to 125% improvements in Profitability/EBITDA +18% to 85% productivity gains (thanks to smart AI applications) +1.6x to 10x investor returns +a lot - and I mean a real lot - of happy founders, executive teams, employees, and investors All told, I have contributed to the arrangement and deployment of $104.3 billion in capital. What I'm like on the job: * I'm a Catalyst, Producer, Driver, and Guardian (I'm also Canadian-American, love pizza, am ridiculously educated, a well-trained diplomat, and make work fun). I am the person who bridges from vision to reality and turns strategy into action. * I'm very hands-on, collaborative, and coach-like, with a knack for breaking apart the toughest problems, overcoming every form of hurdle (including people hurdles), generating forward momentum, and leading with an overwhelming positive force. Who do I work with? I work with leaders, founders, investors, and teams to understand and define their opportunities, create strategies and game plans to capture those opportunities, accelerate their work, execute transactions, transform operations, and generate breakout performance results. (I've also spent time with four Prime Ministers, a couple of Kings, a U.S. President, and the Pope). I work globally and often in complicated and thorny settings - in the Americas, Europe, Africa, the Middle East, and Asia - that others prefer to shy away from. I thrive in complexity, ambiguity, and high-pressure settings. If you seek a genuine catalyst, seasoned advisor, guick-acting trouble-shooter, a no-nonsense producer and driver of results, or simply a calm, steady hand, who can enhance your effectiveness and help your organization achieve excellence, let’s connect to explore how we might work together.

Communication has broken down. Accountability is unclear. Important work is not getting done. I help business owners, HR leaders, and managers identify what is failing, reset expectations, and give teams practical systems for stronger communication, follow-through, and performance. In one client engagement, two managers who began as major leadership concerns were later described by company leadership as two of its biggest assets. During the engagement, they completed four important workplace improvements in one week. Book a consultation when you need help with: • A manager who is struggling to lead effectively • Recurring team conflict or communication breakdowns • Unclear expectations, ownership, or accountability • A difficult employee conversation • Performance feedback or de-escalation language • Leadership training, manager tools, SOPs, or course design You will leave with a clearer understanding of what is going wrong, practical language for addressing it, and specific next steps for getting the situation moving again. I also design leadership and behavioral-skills training programs, facilitator guides, participant materials, workshops, and practical manager resources.

Tax Preparation, Fractional CFO Services, Business Advisory Specialties: Tax Preparation, Audit, Advisory Business Valuation Diagnosing and optimizing Finance, Marketing and Operations Proactively engaging with HR and organizational issues Uncovering the source of lost revenue, unneeded expenses, and reduced profits Experience: Before devoting my energy to freelance accounting and advisory work, I helped lead a team of financial advisors managing nearly $ 7 billion in Assets Under Management (AUM), spent ten years in the US Army. I am a CPA licensed in the state of Washington. I have earned my MBA in leadership at the University of Washington and a Master's in Professional Accounting from Eastern Washington University. Testimonials: See my Upwork and LinkedIn profiles for feedback from the dozens of clients I have worked with over the past decade. Solutions: -Tax Preparation and Advisory -Process and Operations Development -Leadership Coaching -Organizational Design and Training -Financial Analysis -Marketing Funnel Optimization -Talent Planning -Defining roles with integrated Goals -Resource acquisition (People, Equipment/Fixed Assets, Capital, Time Management)

Growing organizations hire me when their people operations need to catch up with their ambition. I'm a People & Culture consultant with a Master's in Applied Psychology (USC), SHRM-CP certification, and Organizational Development Certification. My path hasn't been linear — and that's exactly what makes my work different. I've supported tech startups, nonprofits, creative studios, robotics firms, and social impact organizations, often simultaneously. That cross-industry lens means I bring solutions your competitors have never seen. What I help with: • HR audits and compliance reviews (CA, NY, NJ, WI) • Building HR systems and processes from scratch • Full-cycle recruiting and hiring infrastructure • Manager training and leadership development • Employee handbooks and policy development • Organizational development and retreat facilitation • Fractional Head of People — ongoing partnership 100% Job Success Score. I show up, communicate clearly, and deliver. Available for project-based and ongoing engagements. Let's talk about what you're building.

SENIOR HR CONSULTANT, who specializes in working with US clients who are scaling up their business model . With 17+ years of corporate HR leadership experience and 10 years as a Senior HR Consultant, my significant business acumen sets me apart from most HR professionals, with ability to be a good strategic & tactical business partner to leadership teams & management teams. Extensive experience in: -Culture creation and establishment -Handbook and policy development -System creations (performance appraisal, performance management, attendance tracking) -Payroll administration and HRIS system integration -Organizational development -Employee engagement -Strong Employment Law background/compliance Organizational planning HR technology, analytics & data planning Employee retention programs For previous 2 years+, I have been working with a FinOps client who has a fractional HR service as an Independent contractor, direct bill and not on UpWork platform which explains my lack of recent UpWork contracts. In this position, I have helped small business clients configure their Gusto payroll,, and have create appropriate HR policies, processes, etc. to ensure state/federal compliance and just as important, helps the client to concentrate on building his business vs. worrying about the HR function. AND I have an amazing work ethic! You won't have to micromanage me- I'm a self starter, I know what needs to be done and work very hard to allow my clients to focus on building a successful business without fretting over Human Resources.