IndependentNot a sales pitch. An honest assessment from someone with no platform to sell. Every vendor rep will tell you their system is the best fit — because their job depends on it. I don't have that conflict. · BillingA billing platform doesn't operate alone. It touches CRM, CPQ, payments, ERP, data warehousing, dunning logic, invoice templates, and customer communications. I work the whole seam, not just the platform's config screen. · SpecialistNot "consultant." A consultant advises. I do that too — but specialist signals that I'm also the one in the system doing the work: configuring rate plans, writing migration scripts, reconciling the data. Tactical, not just advisory.
No account managers, no junior staff learning on your invoice, no offshore delivery team you've never met. When you bring me in, you get someone who's led many end to end platform migrations and knows these systems from the inside. Every business's billing setup is different, but after this many implementations, very little surprises me anymore.
A sample of the specific problems that show up across billing migrations and implementations — see if yours is in here.
Object and field mappings, discount flattening, charge-level mapping, and the data-shaping decisions that come with migrating everything at once. Custom workflows! I've done all of it!
Consolidated billing and reporting across subsidiaries, entities, and currencies without duplicating work in every system.
Metering design, rating rules, and overage reconciliation for consumption-based and hybrid subscription models.
Rebuilding revenue schedules cleanly after an acquisition or platform migration, with an opening balance that ties out.
Retry logic, customer and internal communications, and recovery reporting that actually gets documented.
Data flowing bidirectionally with controls, rules, and advanced logic — not just a one-way sync.
Prepayments and minimum commitments that span applicable charges across a contract — or across contracts.
Parent-child is easy. Great-great-grandparent hierarchies are a different story — some entities get consolidated invoices, some don't, some draw from prepayments, some customers pay directly, and everyone has their own tax ID and considerations.
Two ways to work together — a defined project with a start and finish then ongoing senior coverage fractionally without a full-time hire.
You need a platform selected, implemented, or migrated — and you need it done by someone who's done it before, not learning on your dime. Scoped one a fixed-timeline.
You don't need a full-time hire — you need someone who already knows your system who is available when you need them!
"Quote-to-cash sounds like a simple phrase — until you're the one who has to actually run it."
I'm an independent billing systems specialist. This isn't a consulting firm with a billing practice — billing systems are all I do.
I'm Ordway Certified, and I've led 9 billing platform migrations for SaaS companies from Series A through late growth stage — and counting. That includes Zuora-to-Ordway migrations involving early-renewal logic and charge-level mapping most teams would have outsourced to a much larger firm. My background spans hands-on platform configuration, ASC 606 revenue recognition, and large-scale system rollouts, including a 136-location enterprise implementation earlier in my career.
Working with me means direct access to senior expertise. No account managers, no offshore delivery. Just clear, fast work your CFO and auditors will thank you for.
Whether you're choosing a platform, migrating off one, or trying to figure out why renewals keep breaking — the first conversation costs nothing, and comes with an honest answer.