Tell Me What You’d Like to Improve. Let’s Get It Done.
Whether your systems aren’t working, you need something new, or you just know something could run better, I start with what matters most to you. No package deals. No telling you what you need. Built around how your business actually works.
You don’t have a software problem. You have a setup problem.
Most contractors I talk to have at least QuickBooks, many also have Google Workspace or Microsoft 365, sometimes a project management tool. Some have more, some have less. The problem usually isn’t what they have. It’s that it was never set up for how their business actually runs. So the team works around it instead of through it.
Sound familiar?
Your office manager is doing manually what your software was supposed to handle, and everyone’s figured out their own workaround.
Your systems aren’t connected. Job costs are a guess until after the job closes. Reports mean someone spending a Friday afternoon on a spreadsheet.
You’re still the one person everything flows through. Approvals, questions, fixes. It all comes back to you.
Something broke, or stopped working right, and there’s nobody on staff who knows how to fix it, and you don’t have time to figure it out.
You bought the software. You went through the setup. Three months later, half the team still isn’t using it.
What the work actually involves.
Software Setup & Configuration — Getting the tools you already have, or are adding, properly built around how your business actually runs. Not the default out-of-the-box configuration. Built for your workflow.
Integrations — Connecting systems that should be talking to each other but aren’t. When your project management tool and QuickBooks don’t sync, someone is doing double entry. That’s fixable.
Automations — Replacing repetitive manual tasks with processes that run on their own. Weekly reports, follow-up reminders, status updates. If it happens the same way every time, it can usually be automated.
Training & SOPs — Making sure your team actually uses what’s been built, with documented procedures so the knowledge doesn’t walk out the door when someone leaves.
AI-Readiness — Your software probably already includes AI features, most of them sitting unused. I help you figure out which ones actually make sense for your business and get them working. I use AI extensively in my own practice; I know what it can do and what it can’t.
Worth an occasional email?
I send a short note when I have something useful. Systems, software, things I see in the field. Nothing on a schedule.
How working together works.
Start with a free scoping process.
Every engagement starts with conversations, however many it takes to align on what you want to improve and what it would take. No clock running until we agree on scope.
Project Work
Anything substantial gets scoped and priced flat before we start. You know exactly what the project costs before anything begins.
Ongoing Retainer
Keep your systems running smoothly with proactive maintenance: platform updates, security configuration, and priority support when issues arise.
Here’s how it works.
1
Tell me what you want to improve.
One thing. I start there. Not with a full audit of your business. You set the agenda.
2
I’ll tell you what it takes.
Straight answer. Scope, cost, and timeline before anything starts. No surprises.
3
We get it done.
Then you decide if you want to keep going. But you’re never locked in.
Client Stories – What this looks like in practice.
Short write-ups from real engagements — the problem, what I did, and what changed.
Exterior contractor · ~40 email accounts · Delaware County
Getting everyone off legacy email and onto tools that actually work together.
Problem: O’Donnell Roofing had about 40 employees running on legacy email through Network Solutions with no central admin and no visibility into the business. The team had limited shared communication tools and no way to manage access when something went wrong. The platform had grown past its useful life.
What I did: Migrated the organization to Google Workspace — moving all existing email, configuring email authentication, and getting everyone onto a single platform with proper admin controls. Google Chat became another communication layer across the whole team. The migration also extended to Excel Roofing & Siding, which is another division within the company, with plans to continue consolidating other company entities into the same workspace over time.
Result: An organization with centralized email and communication, proper admin controls, and a shared platform everyone actually uses — completed without interrupting daily operations.
“For years, we operated with several disconnected productivity suites that created communication silos and couldn’t keep up with our growth. Derek made the transition to Google Workspace incredibly straightforward. Our team barely noticed the migration, and for the first time, all our tools and data are finally in one unified place.” — Audrey, Sales & Marketing Operations Manager, O’Donnell Roofing Co
Painting contractor · 15 employees · Montgomery County
From a half-day grind to a 10-second click.
Problem: Billie’s Painting Solutions was processing purchase orders in QuickBooks, but every PO required multiple manual steps afterward; saving the PDF, creating the right folder in Google Drive, and filing the document by hand. Processing 40+ POs in an afternoon meant hours of repetitive work that kept the operations team stuck at a computer instead of managing jobs.
What I did: Built a Make.com automation that connects QuickBooks and Google Drive. When a PO is created, the PDF generates and files itself in the correct folder automatically — triggered by the one step the team was already doing.
Result: 4 steps became 1. 5-10 minutes became 10 seconds. The operations team reclaimed 25+ hours a month.
“Derek came in, asked the right questions, and actually followed through. He didn’t just talk about what could be done — he did it. Our team got time back that we didn’t even realize we were losing.” — Felicia, Billie’s Painting Solutions
Telecommunications vendor · Montgomery County
A professional web presence, an email program, and sales materials — built with AI in weeks, not months.
Problem: Phaze 2 Technologies was a growing company with real expertise and a strong client base, but their marketing presence hadn’t kept pace with where the business was headed. They wanted a website that reflected the company they had become, a way to stay in front of clients consistently, and materials their team could leave behind after a sales visit.
What I did: Used AI tools to build a new website, set up a regular email marketing program through HubSpot, and produce a client-facing leave-behind — all with copy and design developed collaboratively using the same AI tools I work with every day. Part of the goal was helping them get comfortable with these tools as part of how they work going forward.
Result: A complete marketing foundation — website, email program, and sales collateral — in a fraction of the time and cost of a traditional agency. And a team with a real platform to build on.
“We needed to look more like the company we already were. Derek got us there faster than I expected, and now we have a real foundation to build on.”— Derek Amoroso, Phaze 2 Technologies
Want more of this?
I send occasional notes to a small group of trades and contractor owners. Same kind of content — practical, field-tested, nothing you didn’t ask for.
Why I started this.
My grandfather built residential and commercial properties. My mother ran the realty and building office. My father ran a carpentry business. My stepfather ran a painting business. Both of them spent years fighting with manually creating estimates and proposals. Now retired, they never got to take advantage of what’s available today. That’s exactly why I built this.
I spent 30 years fixing systems in corporate IT. Then I came back to do for trades businesses what nobody ever did for my family’s.
I’m based in Plymouth Meeting, PA. I work with contractors across Montgomery, Bucks, Chester, Delaware, and Berks Counties.
