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.
Every business's billing setup is a little different — different contracts, different pricing models, different systems duct-taped together over the years. After 9 platform migrations and years of hands-on implementation work, very little surprises me anymore. If you're not sure where your setup fits, that's exactly what the first call is for.
A sample of the specific problems that show up across billing migrations and implementations — see if yours is in here.
Early renewals, segment detection, discount flattening, and full charge-level plan mapping — done without breaking renewals mid-flight.
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 communications, and recovery reporting that actually gets documented instead of tribal-knowledge.
Avalara and Anrok rollouts across jurisdictions, integrated cleanly into the billing and invoicing flow.
Quote-to-cash handoffs between Salesforce CPQ and billing platforms that don't silently drop or duplicate data.
Billing controls, deferred revenue schedules, and documentation prepared to hold up under Big 4 scrutiny.
Two ways to work together — a defined project with a start and finish, or ongoing senior coverage 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, fixed-timeline, with a clear handoff at the end.
You don't need a full-time hire — you need someone who already knows the system on call for pricing changes, audits, IPO prep, or the next thing that breaks. Monthly retainer, no ramp-up time.
Most engagements are scoped and underway within two weeks.
30 minutes to understand your billing stack and goals — no pitch, just discovery.
Clear deliverables, timeline, and fixed or retainer pricing. No surprises.
I work directly in your systems alongside your team — async-first with regular check-ins.
Everything documented. Your team owns the outcome. Optional ongoing retainer available.
"Quote-to-cash — such a simple phrase. But every one of my clients shows up like a patient with a severe headache from it."
Broadly speaking: if you're billing recurring or one-time charges and struggling, it's usually a process problem, not a tooling one. Where picking the right vendor actually matters is complex usage-based billing — selling credits upfront, bonus units, stacked discounts, credit lots that need to recognize FIFO, or a billing system that also needs to meter incoming usage.
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.