Echelon Advisory Group LLC

Custom internal software, built and handed over.

I build the internal software small and mid-sized businesses run on: internal tools, data migrations, reporting dashboards, and workflow automation.

Fixed scope agreed in writing. Fixed price. Two week delivery. Built directly for a client, or behind another firm's brand.

What I build

Four categories. If the work you have in mind does not fit one of them, say so plainly and I will tell you whether it is something I should take.

  • Tools

    Custom internal tools

    The application a business runs on once a spreadsheet has outgrown itself and off-the-shelf software does not fit the way the work actually gets done.

  • Migrations

    Data migrations

    Moving records out of an aging or abandoned system into a current one, with the history intact rather than left behind in the old database.

  • Reporting

    Reporting dashboards

    One screen that answers the questions an owner or a manager asks every week, built from the data the business already holds.

  • Automation

    Workflow automation

    Removing a manual, repeated step that somebody is presently doing by hand, and doing it without disrupting the process around it.

How an engagement works

The terms are set before any work starts, so there is nothing to renegotiate once it is underway.

  • Fixed scope, in writing. What is being built, and what is not, agreed before the work begins.
  • Fixed price. Quoted against that scope. It does not move because the work took longer than I judged.
  • Two week delivery. From an agreed scope to working software in your hands.
  • Correction at no cost until the work meets the acceptance criteria agreed at the start.

No retainer, no hourly billing, and no ongoing access to your systems after handoff. When it is delivered and accepted, the engagement is finished.

Week one

Scope confirmed in detail, then built. You get a working version you can open and use, not a status report.

Week two

You use it against the acceptance criteria and tell me where it is wrong. I correct it, then hand over the software and what you need to keep running it.

Who this is for

This is for a business that needs one specific piece of internal software built properly and handed over, rather than an open-ended engagement or a service to subscribe to.

It is equally for agencies, managed service providers, and accounting or advisory firms that need a build arm behind their own brand, where the work ships under their name and I stay in the background.

Contact

Describe what you need built. If it is not something I should take on, I will say so.

joel@echelonadvisorygroup.org

Joel Clark, Owner
Echelon Advisory Group LLC
Gulf Breeze, Florida