Services

We are automation experts.  We partner with you to help you plan for and implement smart systems — systems with small investments and large impact.  All services are tailored to your unique business, both in cost and scope.

Set Up

Focusing on the minimum tools needed to operate efficiently, our mission is to get you up and running quickly at minimal cost.   Once your basic operations are proven, we help you expand to include more mature processes.

    • Office applications – Office 365, Google Suite
    • Bookkeeping – Quickbooks Online
    • Website
    • Sales and Marketing – including social media
    • E-commerce – Shopify, Amazon Marketplace, and Etsy

Clean Up

Focusing specifically on businesses who have been operating without proper accounting practices, we bring our experience to bear to help you clean up your books by bringing all transactions current and ready for hand-off to your CPA.

DIY Training

If you’re interested in learning how to pick up the tools and dig on your own, we work one-on-one to teach you what you want to learn.  With that knowledge you then have the information needed to decide whether you want to manage the tasks going forward.

Ongoing Maintenance

Website – maintenance plans for maintaining content and/or the underlying platform.  We leave the operations — backup, security, and continuity to the big boys — and focus on what they don’t do well; service the people.

Quickbooks

All services are performed on the Quickbooks Online platform and require a Quickbooks Online subscription for the business. If you are new to Quickbooks, we can fold you into our maintenance packages and offer a reduced monthly subscription fee.

Depending on your unique business scenario, additional apps may be available, at minimal cost, to increase the efficiency and accuracy of your operations.  Things like receipt capturing, bill payment, and the like.