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Financial Systems · Procurement · Custom Tools · Operations

When the systems don't exist, we build them.
When no one shows up — we do.

Financial clarity. Defensible processes. Systems that actually work.

We build financial systems, procurement frameworks, custom tools, and dashboards from scratch — for the organizations carrying more than they should.
If it doesn't exist, we build it.

Tell Me What’s Broken → See What We Build
25+
Years in construction and finance
300+
Projects delivered across complex, high-accountability environments
∞
Serving clients nationwide — any industry, any size
$0
Audit findings across all managed bond programs
"The most meaningful victories aren't ours — they're the ones we help others achieve."
CAPM® Certified
·
CPPB Candidate
·
4 States
·
300+ Projects
·
$0 Audit Findings
·
Any Industry, Any Size
Our Story

I've sat where you're sitting.

The pay app is due Friday. The auditor wants documentation nobody can find. The board wants a report that doesn't exist yet. And somehow all of it lands on one person's desk. I've been that person.

I've spent 25 years in construction and finance, including managing the money and procurement on 300+ projects across Texas, Florida, Louisiana, and Ohio — bond programs, pay applications, federal compliance, closeouts. When the tools I was handed couldn't keep up, I built my own: cost reports, dashboards, trackers, and web apps that leadership could finally rely on.

I started Hope Built Advisory after the hardest season of my life, when hope was the one thing I had left. It taught me what it means to have someone show up for you — and that's what I bring to every client, whether you're a two-person nonprofit or a multi-state network.

My dad taught me you don't need credit to make an impact. You do the work, fully and honestly, and you leave it better than you found it. Everything I build is made for your organization — no recycled templates, no handing it off and disappearing.

"You shouldn't have to hold it all together alone."
— Tracy Almazan, Founder
Tracy Almazan, Founder of Hope Built Advisory
Tracy Almazan
Founder
The Name
Hope is what carried me through my hardest season. I put it in the name as a promise: every client gets what I needed then — someone who shows up and doesn't quit.
Working With Me
You work with me directly, start to finish. I'll tell you plainly what's wrong, what it takes to fix, and what it costs — then I build it with you and make sure your team can run it.
Credentials & Expertise
CAPM® Certified — Project Management Institute
CPPB Candidate — Universal Public Procurement Certification
Bond Program Financial Management — TX, FL, LA, OH
Procurement Compliance — EDGAR, Davis-Bacon, 2 CFR 200
25+ Years in Construction & Finance
Founder — Pocket Procurement, Facilities Pro & WarrantyVault
Track Record

Real Work. Real Results.

✓
$0 audit findings across all managed bond programs
✓
300+ projects delivered across high-compliance environments
✓
Built full financial and operational systems where teams were previously tracking everything manually or from memory
✓
Helped organizations pass audits and clean up financial reporting
✓
Replaced manual tracking and disconnected spreadsheets with systems leadership could actually rely on
Let’s Talk Through It →
Case Studies

From Messy to Managed

Audit Prep & Financial Cleanup
Situation: Financial records were incomplete, scattered, and not audit-ready.
What We Did: Organized documentation, reconciled financials, and built a structured tracking system.
Result: Walked into audit prepared with clear, supportable records and no surprises.
Custom System & Dashboard Build
Situation: Team was managing projects manually with limited visibility into budgets and progress.
What We Did: Built a custom dashboard and reporting system connected to real project data.
Result: Leadership gained real-time visibility and confidence in financial and project reporting.
Why We Exist

Every organization deserves someone who shows up.

I know what it feels like to do all the work and get none of the credit. To build something and watch it get ignored. To be the person in the room that nobody sees — but who keeps everything running.

Hope Built Advisory exists for any organization that needs someone in their corner. The nonprofit navigating grant compliance. The facilities director running everything from memory. The growing company that needs real systems in place. The person inside every organization who holds everything together — and finally deserves some support.



We see you.
Because we've been you.

🤍
You Are Valued
Every client — regardless of size, budget, or industry — receives the same level of care, dedication, and respect. No one gets pushed to the side here.
🏔️
We Show Up
When it counts, when it's hard, when nobody else will — we show up. That's not a marketing line. It's how we've lived our entire life.
🔨
We Do the Work
The quiet, unglamorous, behind-the-scenes work that makes everything else possible. No credit needed. Just results.
🏁
Your Finish Line
The most meaningful victories aren't ours — they're the ones we help others achieve. Your finish line is our finish line.
"The goal is to build a life you don't want to escape from — and work you can't stop improving."
— Tracy Almazan, Founder · Still Becoming
What We Do

Services Built for the Real Work

How We Work
Fix & Stabilize
Behind, overwhelmed, or preparing for an audit? We step in, clean it up, and get everything back on track.
Build & Implement
Need real systems, tracking, and structure? We build everything from scratch — tailored to how your organization actually operates.
Ongoing Oversight
Need someone in your corner long-term? We provide ongoing financial, procurement, and operational support so nothing slips or gets missed.
Not Sure?
Tell us what’s not working — we’ll help you figure out exactly where to start.

We build financial systems, procurement frameworks, custom tools, dashboards, templates, and workflows for any organization that needs them — regardless of industry or size. If it doesn't exist, we build it. If it's broken, we fix it. If it's at risk, we protect it.

We don’t just build systems. We make your operation defensible.
Everything we deliver is built from scratch. Every cost report, dashboard, tracker, template, and tool is custom designed for your organization, your data, and your specific needs. Nothing cookie-cutter. Nothing recycled. Nothing off the shelf. Yours — built the way you need it.
Not sure where to start?
→ Behind on financial tracking or preparing for an audit? Start with Financial Cleanup
→ Managing public or grant funds? Start with Procurement & Compliance
→ Need visibility into your projects or budgets? Start with Finance & Reporting
→ Have a system or tool that doesn't exist yet? Start with Custom Builds
When to Call Us
→ You're preparing for an audit
→ Your financials don’t tie out
→ Your team is tracking everything manually
→ You don’t trust your reports
→ You're growing and your systems aren’t keeping up
→ You just need someone who knows what they’re doing
Signature ways we make a difference
→ Need protection before a board meeting, audit, or funder review? Start with Audit Defense & Risk Review
→ Need leadership clarity, not just reports? Start with Executive Decision Support
→ Something is off and you need fast help? Start with Rapid Response Cleanup
→ Need someone protecting the owner’s money? Start with Financial Owner’s Rep Review
Finance & Reporting
Bond Program Financial Management
Fund ledgers, recon trackers, reallocation documentation, and FAC-ready reporting packages — so your bond program stays clean across every series.
See details ▼
Who it's for: Public entities, charter networks, ISDs, municipalities, and housing authorities managing active bond programs.
What you get
  • Bond fund ledgers by series and project
  • Budget-to-actual cost reports
  • Reallocation tracking and documentation
  • FAC and board-ready reporting packages
  • Multi-series reconciliation
  • Spend-down compliance tracking
✦ Done-for-you (ongoing) or Done-with-you (setup & train)
Construction Finance & Cost Reporting
Budget-to-actual tracking, contingency reporting, and owner-ready cost summaries — real-time visibility without project management.
See details ▼
Who it's for: Owners, developers, nonprofits, and PM firms who need financial visibility into their construction programs without a full internal finance team.
What you get
  • Project-level budget and cost tracking systems
  • Budget-to-actual reporting by project or portfolio
  • Contingency and allowance tracking
  • Cost-per-square-foot reporting
  • Owner-ready cost reports and summaries
  • Multi-project portfolio views
✦ Done-for-you (ongoing) or Done-with-you (setup & train)
Grant & Philanthropic Fund Tracking
Fund-specific ledgers, spend-down tracking, compliance documentation, and funder reporting packages for restricted funds.
See details ▼
Who it's for: Nonprofits, foundations, charter networks, and any organization managing federal, state, or private foundation grants with restricted spend requirements.
What you get
  • Fund-specific ledgers by grant source
  • Spend-down tracking against allowable costs
  • Compliance documentation and audit trail
  • Funder reporting packages
  • Multi-fund reconciliation
  • Deadline and renewal tracking
✦ Done-for-you (ongoing) or Done-with-you (setup & train)
Audit Preparation & Document Organization
Get everything organized, reconciled, and presentation-ready before an auditor walks in — so there are no surprises.
See details ▼
Who it's for: Any organization facing a state, federal, lender, or funder audit — especially those managing construction, bond, or grant funds with scattered documentation.
What you get
  • Project file organization and gap identification
  • Cost documentation review and reconciliation
  • Procurement record compilation
  • Funding compliance documentation packages
  • Audit-ready file structure and naming conventions
  • Pre-audit checklist and readiness review
✦ Project-based or guided prep with your team
Reporting & Board Package Design
Transform raw financial and project data into clean, professional packages that non-finance stakeholders can actually act on.
See details ▼
Who it's for: Any organization that presents financial or project data to a board, lender, executive team, or funding partner.
What you get
  • Custom-designed board and executive reporting packages
  • Portfolio-level and project-level summaries
  • Visual dashboards embedded in reports
  • Monthly, quarterly, or as-needed reporting cadences
  • Templates your team can update going forward
  • PowerPoint and PDF-ready deliverables
✦ Done-for-you (ongoing) or template build and handoff
Audit Defense & Risk Review
A pre-audit, pre-board, or pre-funder review of your records, risks, and weak spots — so you know what could break before someone else finds it.
See details ▼
Who it's for: Organizations facing an audit, lender review, board presentation, monitoring visit, or high-stakes compliance conversation and needing honest risk visibility fast.
What you get
  • Readiness review of financial, procurement, and support files
  • Risk flags ranked by urgency and exposure
  • Documentation gap list with practical next steps
  • Mock reviewer questions and response prep
  • Defensible action plan to reduce findings and surprises
✦ Project-based, rapid-turn option available
Executive Decision Support & Scenario Reporting
Not just prettier reports — decision-ready reporting that shows leadership what matters, what is at risk, and what happens next.
See details ▼
Who it's for: Executives, boards, owner teams, and department leaders who need clarity for decisions involving budgets, funding shifts, priorities, or risk exposure.
What you get
  • Decision dashboards built around key leadership questions
  • Scenario comparisons and what-if views
  • Red-yellow-green risk indicators and priority flags
  • Portfolio health summaries for fast leadership review
  • Board-ready visuals with clear recommended next steps
✦ Ongoing reporting support or one-time build
Procurement & Compliance
Procurement Compliance & Process Management
Method selection, bid advertising, vendor ranking, award documentation, and state/federal compliance guidance — every transaction defensible.
See details ▼
Who it's for: Any entity spending public, bond, or grant funds — charter schools, ISDs, municipalities, nonprofits, housing authorities, and private companies subject to procurement requirements.
What you get
  • Procurement method selection and documentation
  • Bid advertising coordination and timeline management
  • Vendor ranking and evaluation support
  • Award documentation and compliance filing
  • State-specific and federal compliance guidance (EDGAR, Davis-Bacon, 2 CFR 200)
  • Procurement policy review and gap identification
  • Sole source justification documentation
✦ Done-for-you (per-project or ongoing) or process setup and team training
Vendor & Contract Management Systems
Centralized vendor databases, contract logs, insurance tracking, and reporting dashboards your team can actually maintain.
See details ▼
Who it's for: Any organization managing multiple vendors, consultants, or contractors without a centralized system — public or private, any industry.
What you get
  • Vendor database design and setup
  • Contract log with expiration and renewal tracking
  • Insurance and compliance certificate tracking
  • Approval workflow documentation
  • Reporting dashboard for contract status and spend
  • Vendor onboarding templates and checklists
✦ Setup and ongoing maintenance or build and handoff
RFP, RFQ & Evaluation Framework Design
More than writing the document — we build the structure, scoring logic, and process guardrails so the whole solicitation holds up under scrutiny.
See details ▼
Who it's for: Teams that need a compliant, clean, and well-run solicitation process from start to vendor selection.
What you get
  • RFP/RFQ package development and scope support
  • Scoring matrix and evaluation criteria design
  • Vendor question process and addenda support
  • Selection workflow and documentation framework
  • Defensible recommendation package support
✦ Per-solicitation project support
Team Training & Implementation Support
Hands-on rollout support so your team does not just receive a system — they actually know how to use it, maintain it, and keep it alive.
See details ▼
Who it's for: Organizations adopting new templates, procurement processes, dashboards, SOPs, or operational systems and needing real team uptake.
What you get
  • Live walkthroughs and implementation sessions
  • User guides, cheat sheets, and training aids
  • Role-based process handoff support
  • Post-launch Q&A and refinement period
  • Practical adoption support for real teams, not ideal teams
✦ Add-on or standalone training engagement
Technology & Tools
Custom Financial Dashboards & Portals
Web-based or Excel-connected dashboards that turn your financial data into something anyone can read at a glance — phone or desktop.
See details ▼
Who it's for: Any organization that needs real-time financial or project visibility without enterprise software costs — public entities, nonprofits, private companies, PM firms.
What you get
  • Custom web-based or Excel-connected dashboards
  • Bond program, capital project, or operational budget views
  • Portfolio-level and project-level reporting displays
  • Mobile-friendly design for on-the-go access
  • Live data connections to your existing Excel or SharePoint files
  • KPI cards, charts, and visual status indicators
✦ Build and maintain or build and handoff
Custom Tool & Template Builds
Trackers, calculators, forms, process docs, automated reports — built fast, without a developer or months of IT time.
See details ▼
Who it's for: Any organization — any industry, any size — that has a specific problem and needs a custom-built solution fast. If you can describe it, we can build it.
What you get
  • Custom Excel workbooks, trackers, and calculators
  • Process flow charts and workflow documentation
  • Intake forms and data collection tools
  • Automated reporting templates
  • Pay application packets and closeout packages
  • Any standalone tool built to solve a specific operational problem
✦ Project-based, scoped per build — starting at $750
SaaS & App Licensing
Pocket Procurement, Facilities Pro, and WarrantyVault — purpose-built platforms available for subscription licensing without a custom engagement.
See details ▼
Who it's for: Any organization looking for affordable, purpose-built operational tools — public entities, charter schools, nonprofits, municipalities, and private companies.
What you get
  • Pocket Procurement — procurement compliance, vendor management, bid tracking, and audit documentation
  • Facilities Pro — work orders, punch lists, closeout checklists, asset tracking, and campus documentation
  • WarrantyVault — 11-month walkthrough alerts, warranty portfolio tracking, and claim management for construction projects
  • Bundle pricing available across platforms
  • Multi-site and network licensing available
✦ Monthly or annual subscription — no custom engagement required
System Integration & Workflow Automation
We connect the tools you already have — Excel, SharePoint, forms, dashboards, trackers, and apps — into one working operational flow without enterprise software drama.
See details ▼
Who it's for: Organizations stuck between disconnected spreadsheets, duplicate entry, scattered files, and manual workarounds that waste time and create risk.
What you get
  • Current-state workflow review and bottleneck mapping
  • Integration plan across your existing tools
  • Automated handoffs, intake flows, and update logic where possible
  • Cleaner visibility from field entry to leadership reporting
  • No-IT-heavy solutions designed for real operating teams
✦ Scoped build or phased implementation
Operations & Facilities
Campus & Project Closeout Management
Closeout checklists, punch list tracking, CO documentation, warranty packages, lien release tracking, and final cost reconciliation.
See details ▼
Who it's for: Charter schools, nonprofits, developers, and PM firms finishing construction projects who need a structured closeout process and complete final documentation.
What you get
  • Closeout checklist build and management
  • Punch list coordination and tracking
  • Certificate of Occupancy tracking and documentation
  • Warranty and contact documentation package
  • Lien release tracking
  • Final cost reconciliation reporting
  • Complete closeout file organization
✦ Active closeout management or process setup and team training
Facilities & Multi-Site Operations Systems
Building the operational infrastructure for any organization managing facilities, properties, or physical operations across one or multiple locations — from purchase order systems to full multi-site management frameworks.
See details ▼
Who it's for: Any organization managing facilities, properties, or physical operations across single or multiple sites — schools, nonprofits, municipalities, warehouses, offices, retail locations, private companies.
What you get
  • Purchase order (PO) system setup and workflow
  • Work order system setup and configuration
  • Multi-site or multi-campus operational framework
  • Asset and equipment tracking across all locations
  • Preventive maintenance schedule build
  • Inspection log templates and tracking
  • Vendor and warranty contact database
  • Reporting dashboard for facilities operations
  • Mobile-friendly platform setup for field access
✦ Build and maintain or build and handoff
Project Onboarding & Program Setup
Folder structures, naming conventions, template libraries, and workflow documentation — built before the first project kicks off.
See details ▼
Who it's for: Any organization launching a new capital program, bond series, construction initiative, or operational program who wants to start organized and stay that way.
What you get
  • Project folder structure design and build
  • File naming conventions and document standards
  • Template library setup — trackers, reports, checklists, forms
  • Workflow and process documentation
  • Team onboarding guide for the system
  • Custom intake forms and kickoff checklists
✦ Full setup or guided build with your team
Financial Owner’s Rep Review
Independent cost-side oversight for owners who need someone protecting the money, not just watching the schedule.
See details ▼
Who it's for: Owners, developers, schools, nonprofits, and leadership teams who want an independent review of pay apps, budget movement, contingency use, and change exposure.
What you get
  • Pay application and support review
  • Change order and contingency analysis
  • Funding-to-cost alignment checks
  • Owner-side cost questions and issue flags
  • Clear recommendations before money goes out the door
✦ Ongoing oversight or milestone-based review
Advisory & Operations
Process Documentation & SOP Building
Turn tribal knowledge and inconsistent workflows into documented, standardized processes your team can actually follow and repeat.
See details ▼
Who it's for: Any organization running on memory, habit, or "the way we've always done it" — ready to build systems that survive staff turnover and scale with growth.
What you get
  • Process mapping and workflow documentation
  • Standard Operating Procedures (SOPs) built from scratch
  • Policy and procedure manuals
  • Step-by-step process guides with visual flow charts
  • Staff training materials and onboarding guides
  • Review and gap analysis of existing processes
✦ Project-based or Done-with-you
Financial Cleanup & Catch-Up
Behind on tracking, reconciliation, or reporting? We go in, find the mess, organize it, and get your financial picture current — fast.
See details ▼
Who it's for: Any organization that has fallen behind on financial tracking, has messy or inconsistent records, or needs to get organized quickly before an audit, board meeting, or funder review.
What you get
  • Financial record review and gap identification
  • Reconciliation of budgets, actuals, and transactions
  • Organized, clean financial tracking system going forward
  • Summary report of what was found and fixed
  • Recommended systems to prevent future catch-up situations
✦ Project-based — scoped per engagement
New Organization Setup & Launch Support
Launching a new nonprofit, charter school, or company? We build your entire back office infrastructure before day one so you start organized and stay that way.
See details ▼
Who it's for: New nonprofits, startups, charter schools, and any organization building their operational infrastructure from the ground up.
What you get
  • Budget templates and financial tracking setup
  • Vendor lists and procurement policy framework
  • Folder structure, file naming, and document standards
  • Reporting cadence and board package templates
  • Procurement and compliance checklist
  • Full operational setup guide for your team
✦ Full setup package or phased build
Grant Budget & Compliance Support
The financial side of grant applications — budget building, compliance frameworks, and reporting structures that make your grant package complete and defensible.
See details ▼
Who it's for: Nonprofits, charter schools, and any organization applying for federal, state, or private foundation grants who need the financial and compliance side built correctly.
What you get
  • Grant budget development and justification
  • Allowable cost analysis and documentation
  • Compliance framework for the specific funding source
  • Reporting structure and spend-down tracking setup
  • Post-award financial management support
✦ Per-grant project-based or ongoing support
Fractional Finance & Operations Manager
Your part-time finance and operations expert on retainer — without hiring a full-time person. The go-to for anything financial, procurement, or operational your organization needs.
See details ▼
Who it's for: Small nonprofits, growing companies, charter schools, and any organization that needs dedicated financial and operational expertise but can't justify or afford a full-time hire.
What you get
  • Dedicated monthly hours for your organization
  • Financial reporting, tracking, and oversight
  • Procurement support and compliance guidance
  • Vendor and contract management
  • Board and leadership reporting
  • On-call support for questions, reviews, and decisions
✦ Monthly retainer — custom scoped to your needs
RFP & RFQ Writing
Writing the actual procurement documents — scopes of work, evaluation criteria, bid packages, and selection frameworks that are compliant, clear, and attract the right vendors.
See details ▼
Who it's for: Any organization that needs to go out to bid for services or products and doesn't know how to write a compliant, effective procurement document — public or private.
What you get
  • Full RFP or RFQ document written from scratch
  • Scope of work development
  • Evaluation criteria and scoring framework
  • Compliance requirements and terms
  • Bid advertisement language and timeline
  • Vendor question and response management
✦ Per-document project-based — starting at $1,500
Rapid Response Cleanup & Recovery
When the deadline is close, the records are messy, and the pressure is real, we step in fast to stabilize the situation and create a workable path forward.
See details ▼
Who it's for: Organizations facing urgent board meetings, audits, lender requests, funding deadlines, staffing gaps, or major reporting breakdowns.
What you get
  • Immediate triage of the highest-risk issues
  • Fast cleanup of tracking, records, and reporting gaps
  • Priority action plan tied to the deadline in front of you
  • Stabilized reporting and support files
  • Recommendation for what must be fixed next to stay protected
✦ Priority support available for urgent situations
Independent Second Opinion & Readiness Review
A trusted outside review before you present, approve, release, submit, or move forward — because sometimes you just need an experienced second set of eyes.
See details ▼
Who it's for: Leaders, project teams, and operations staff who want an independent review of reports, budgets, procurement files, packages, or process decisions before taking action.
What you get
  • Focused review of the package, report, file set, or decision
  • Clear issues list, missing pieces, and practical recommendations
  • Risk-based feedback in plain language
  • Confidence check before board, auditor, lender, or leadership review
  • Can be used as a quick support option or scoped mini-project
✦ Ideal add-on or stand-alone review service
Our Platforms

Purpose-Built Tools

Three purpose-built platforms available for direct licensing — designed for organizations that want a ready-built solution without a custom engagement. Built for real operational problems, not generic use cases.

📋
Pocket Procurement
A compliance-first digital procurement platform serving public and private entities — from charter schools and municipalities to nonprofits and private companies.
  • Procurement method selection and documentation
  • Vendor management and bid tracking
  • Audit-ready compliance documentation
  • State and federal requirement guidance
From $149/mo or $1,499/yr
Visit pocketprocurement.app →
🏫
Facilities Pro
A campus facilities and construction tracking platform built for facilities teams that are currently running on memory, paper, or nothing at all.
  • Work orders and punch list tracking
  • Campus closeout checklists
  • Asset and equipment tracking
  • Warranty and vendor contact database
From $99/mo or $999/yr
Request early access →
🛡️
WarrantyVault
Every warranty. Every deadline. Nothing missed. Tracks contractor, roof, MEP, and equipment warranties across every project — and flags the 11-month walkthrough before it slips by.
  • 11-month walkthrough auto-detection and alerts
  • Portfolio-level warranty health across every campus
  • Claim tracking tied to vendor contacts
  • Built for owner's reps, charter schools, and facilities directors
Founding Member — $199 reserves your spot (25 only)
Visit warrantyvault.app →
Signature Offers

Clear ways to start working together

Most clients do not need to know the exact service on day one. They need the right starting point. These three paths make it easier to choose what kind of help you need now — and where we go next.

Path 01
Fix & Stabilize
Typically $2,500 - $10,000
For organizations that are behind, exposed, disorganized, or under pressure. We come in, figure out what is wrong, clean it up, and get you back on solid ground.
  • Financial cleanup and reconciliation
  • Audit readiness and documentation repair
  • Procurement and compliance gap review
  • Rapid-response recovery for urgent situations
Best for: audit prep, messy records, board pressure, approaching deadlines, and situations where you know something is off.
Path 02
Build & Implement
Typically $5,000 - $25,000+
For organizations that need real systems, not more patchwork. We design and build the infrastructure your team should have had from the start.
  • Dashboards, trackers, workflows, and template libraries
  • Procurement frameworks and reporting systems
  • Custom tools, forms, portals, and onboarding structure
  • System integration without needing enterprise software
Best for: growing teams, new programs, disconnected spreadsheets, manual workarounds, and organizations ready to operate better.
Path 03
Ongoing Oversight
Typically $1,500 - $5,000+/month
For leaders who need someone steady in their corner. We stay with you to keep reports clear, risks visible, and important things from slipping through the cracks.
  • Monthly financial and procurement oversight
  • Executive reporting and board support
  • Risk monitoring and issue flagging
  • On-call guidance for decisions, reviews, and next steps
Best for: organizations that need consistent support but do not want or need a full-time internal hire.
Tell Me What You Need → See All Services
Engagement

What to Expect

Quick Support

Small Projects & Fast Help

Not every problem needs a full engagement. If you need a quick solution, a small build, a second opinion, or focused expert support, there is a clear starting point for individuals, small teams, and growing organizations too.

Advice Calls
$150/hour · 1-hour minimum
Best for questions, troubleshooting, review sessions, and getting unstuck quickly without a full project scope.
Second Opinion Review
Typically $250 - $1,250
Best for reviewing a report, budget, board package, procurement file, cost issue, or decision before you move forward.
Small Builds & Fixes
Typically $500 - $2,500
Best for quick trackers, small templates, one-off cleanups, simple forms, and focused operational fixes with a defined scope.
Half-Day Focused Build
$900 dedicated session
Best for solving one clear problem fast — a build day dedicated to a report, process, template, or tool that needs to get done.

Perfect for individuals, small companies, and teams that need a practical next step without jumping straight into a larger engagement.

Let's Talk

Tell Me What’s Not Working.

Tell us what feels messy, unclear, behind, or harder than it should be. Whether you need quick help, cleanup, a custom build, ongoing support, or a system that doesn't exist yet, we’ll help you figure out the right next step — including the best starting point for individuals and small companies.

✉️
[email protected]
📞
512.635.4883
📍
Georgetown, Texas — serving clients nationwide
🌐
pocketprocurement.app
Custom-built, never recycled
Strategic + hands-on support
Trusted across complex environments
Recommended Starting Point
Tell us a little about what you need and we’ll point you to the right starting option.
Share what feels messy, what deadline is coming, and whether you want quick help, a one-time build, or ongoing support.
What happens next:
• You’ll get a response within 24 hours
• We’ll review what you submitted and identify the best starting path
• If needed, we’ll schedule a quick call to clarify scope and urgency
• You’ll get a clear recommendation, next steps, and pricing direction — no pressure
Thanks — your message came through.

I’ll review it and get back to you within 24 hours with next steps.
Tell Me What’s Not Working →