Services and prices
Fixed prices for the three most common jobs. Anything else gets a fixed quote before I start.
My specialty
Benefits Carrier Bill Audit
I match your benefits carrier invoices against payroll deductions, employee by employee, to find overcharges and missed deductions.
It catches
- Billed, but not enrolled
- The wrong coverage tier
- Enrolled, but not deducted
- The wrong premium amount
You get
- A summary sorted by dollar impact
- A spreadsheet of every mismatch
- A list of credits to request
-
Starter
$200
- Up to 50 employees
- 1 carrier
- 1 month of invoices
Delivered in 4 days
-
Standard
$400
- Up to 200 employees
- Up to 3 carriers
- 1 month of invoices
Delivered in 6 days
-
Advanced
$750
- Up to 500 employees
- Up to 3 carriers
- 3 months of invoices
- A reusable audit file for next time
Delivered in 10 days
Add-ons
- Another month of invoices+$100
- Another carrier+$75
- Drafted emails asking the carrier for credits+$75
You remove Social Security numbers before sending anything. I delete your files after delivery. Try a sample audit or buy it on Upwork.
AI Daily Digest
You get one email every morning. An AI assistant reads your newsletters or emails, groups them by topic, removes duplicates and keeps the original links.
-
Starter
$150
- 1 inbox
- Up to 5 newsletters
Delivered in 5 days
-
Standard
$300
- Up to 15 sources
- Grouped by topic
Delivered in 7 days
-
Advanced
$500
- Up to 15 sources, grouped by topic
- A weekly trends recap
- An archive in a Google Sheet
- A second recipient
- 30 days of tweaks
Delivered in 10 days
It runs in your own Google account. The AI costs a few dollars a month on your own account.
Lead Intake and Follow-Up
Every inquiry from your web form or email lands in one place and gets an instant reply. Then 2 or 3 follow-ups go out, and they stop on their own when the person replies or books. You get one short list each day.
-
Starter
$300
- 1 lead source
- Instant reply and follow-ups
- One daily list for you
-
Standard
$500
- Up to 3 lead sources
- Urgent requests flagged to a person right away
-
Advanced
$800
- Up to 3 lead sources
- Connected to a tool you already use, like your calendar or CRM
The price depends on how many places your leads come from and what it connects to.
Custom builds
Anything that is repetitive data work. $55 an hour, or a fixed quote for anything under a week.
- Weekly reports from spreadsheets or QuickBooks exports
- Checks that your HR system and benefits data agree
- Census file checks before a renewal
- Document-heavy AI tasks, with a person reviewing the results
Benefits and HR projects
One-time projects for small employers, quoted up front.
- Open enrollment timelines, checklists and plain-English announcements
- Side-by-side comparisons of health benefit options: what each costs and how much work it is to run
- Clear PTO, sick leave and benefits policies for your handbook
I'm not a licensed broker and don't give legal advice. When something needs a broker, CPA or employment attorney, I say so.
Email me what's eating your time.
Tell me the task in a few sentences. I'll reply with how I'd handle it and a fixed price.