We help small teams streamline operations, document workflows, and train their staff—so nothing falls through the cracks when someone quits or something breaks.
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Discover 100+ essential workflows every small business should define.
Get the full list or download a sample—your systems start here.
From onboarding to service delivery, having workflows documented means no more reinventing the wheel.
That’s what the Comprehensive Workflow List is for—100+ SOP ideas to help you see what your business is missing.
Our consulting sessions are hands-on. You’ll walk away with usable, organized systems—not just advice.
After years of cleaning up messy books and patching together client operations, I realized most small businesses don’t have their systems written down—until someone quits or something breaks.
At Blue Heron Solutions, I help you build repeatable processes, organize your operations, and free up your mental space so you can lead with clarity.
📍 “Most of my clients aren’t disorganized—they’re just overloaded.”
Whether you're just getting started or drowning in sticky notes, we’re here to help you simplify, document, and scale.
"Our experience with Blue Heron Solutions has been transformative. Their strategic insights and financial expertise guided us through a successful market expansion. I highly recommend their services."

Founder, Innovate Ventures
"Working with Blue Heron Solutions was a game-changer for our business. Their financial planning and business strategy expertise have been invaluable. We've seen remarkable growth since implementing their recommendations."

CFO, Global Corp
"The team at Blue Heron Solutions provided exceptional support during our financial restructuring. Their thorough analysis and pragmatic solutions helped us navigate challenging times with confidence."

Owner, Turner & Associates
"I can't express enough gratitude for the outstanding service provided by Blue Heron Solutions. Their personalized financial planning has been crucial to the success of my business. Truly professional and reliable. Fully Recommended."
Process consulting helps you document, organize, and improve the way your business runs — so your team can stop guessing and start executing with clarity.
If tasks only exist in your head (or on sticky notes), or if training new people takes forever — it's time to build systems.
It depends on the package, but most include consulting calls, SOP templates, visual workflow guides, and organized storage systems.
Absolutely. Many clients begin with the Starter Package or just the Workflow List, then upgrade when they're ready to go deeper.
Yes! All services are remote-friendly and built to work with your current tools, team, and tech stack.
Not sure where to start or what you really need? These common questions might help. Still stuck? Just reach out — we’re happy to guide you.
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Trins SimonCEO, Tech Solutions