You will get your monthly operations management retainer (Core to Strategic Partner)
Project details
A month of operations management delivered through my Virtual Operations practice — U.S.-based, AI-augmented, integrated with how you already work.
The upper three tiers of my six-tier practice. The team you don't have to hire.
By tier:
• Operations Core ($2,200): Companies with moving pieces and no ops staff. I take ownership of project + vendor coordination, build the SOPs you've been meaning to write for two years, optimize your CRM, add AI-assisted workflows.
• Operations Team ($4,500): Growing organizations needing cross-functional support. Dedicated team supporting multiple stakeholders, full documentation, customized operational reporting. The "scaling and operations is the bottleneck" tier.
• Strategic Partner ($7,500+): Fractional COO-lite for established companies. KPI dashboards, weekly leadership syncs, workflow redesign, AI agent integration, board-level reporting.
I run Curucaye, the U.S. firm I founded in 2019. Senior team behind every retainer.
Not sure which tier fits? Message me. I'll listen first and tell you what makes sense.
The upper three tiers of my six-tier practice. The team you don't have to hire.
By tier:
• Operations Core ($2,200): Companies with moving pieces and no ops staff. I take ownership of project + vendor coordination, build the SOPs you've been meaning to write for two years, optimize your CRM, add AI-assisted workflows.
• Operations Team ($4,500): Growing organizations needing cross-functional support. Dedicated team supporting multiple stakeholders, full documentation, customized operational reporting. The "scaling and operations is the bottleneck" tier.
• Strategic Partner ($7,500+): Fractional COO-lite for established companies. KPI dashboards, weekly leadership syncs, workflow redesign, AI agent integration, board-level reporting.
I run Curucaye, the U.S. firm I founded in 2019. Senior team behind every retainer.
Not sure which tier fits? Message me. I'll listen first and tell you what makes sense.
Project Type
Project Management, OtherWhat's included
| Service Tiers |
Starter
$2,200
|
Standard
$4,500
|
Advanced
$7,500
|
|---|---|---|---|
| Delivery Time | 30 days | 30 days | 30 days |
Number of Revisions | Unlimited | Unlimited | Unlimited |
About David
Tax & Bookkeeping | Claude AI Operations | Virtual Operations Support
Wilmington, United States - 1:04 pm local time
🟢 Tax & Accounting
QuickBooks Platinum ProAdvisor, IRS-registered PTIN, IRS-authorized e-file provider.
- Personal tax (1040): $700 / 1040EZ: $350
- Business tax (1120S, 1065): $1,925 each
- Business tax (1120C): $2,475
- Form 990 / 990EZ: $1,550 / $1,175
- Bookkeeping & QBO cleanup: $75/hr
- Controller-level oversight: $100/hr
- Fractional CFO: $125/hr
- Tax strategy & advisory: $200/hr
🟢 Claude AI Business Operations
Specialized in Anthropic's Claude — production-grade AI implementations for SMB operations. Not generic "AI consulting"; specifically Claude API integrations, agent builds, RAG knowledge bases, and prompt engineering for businesses that want quality and accuracy over cheap-and-fast.
- Claude API integration into your existing tools
- Claude AI agents for inbox triage, document processing, intelligent routing
- Production prompt libraries with evaluation frameworks
- GPT-to-Claude migrations
- Hourly: $125/hr; fixed-scope projects from $1,500
🟢 Virtual Operations Support
Six-tier monthly retainer model from Essential Support ($550/mo) to Strategic Partner / Fractional COO-Lite ($7,500+/mo). Combines executive assistance, operations coordination, AI-augmented workflows, and COO-lite leadership — far beyond commodity VA work.
- Inbox triage, calendar control, meeting prep, stakeholder coordination
- Project & vendor coordination, client onboarding, documentation
- SOP design, workflow optimization, KPI dashboards
- AI agents for operations (call answering, doc processing, automation)
🟢 Why work with me
- U.S. based
- Senior level expertise
- Trusted by clients with partners Microsoft, HubSpot, QuickBooks
- 5-star Google rating
🟢 How to start
Browse my Project Catalog listings below for fixed-scope offerings (one-click to buy, no Connects fee for you), or message me directly for a custom scope or retainer engagement. I'll listen, scope honestly, and tell you if it's a fit.
Looking forward to it,
David
Steps for completing your project
After purchasing the project, send requirements so David can start the project.
Delivery time starts when David receives requirements from you.
David works on your project following the steps below.
Revisions may occur after the delivery date.
Diagnostic & roadmap
2-hour deep-dive call. I map your current ops, identify highest-leverage gaps, and propose a 30/60/90-day roadmap.
Implementation sprint
Quick wins in week 1-2 (SOPs, dashboards, vendor cleanup, AI workflow). Bigger initiatives in week 3-4.