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Strategic Planning

From a business plan, to setting sales goals and implementing the steps to achieve them, a proper strategy is key for every business growth.  With strength in technology and software applications we look for tools that provide you with ways to improve your operational efficiencies that are both user friendly, but adaptable to grow with your business.  With the right technology and  human resources in place, your goals can be attainable.

  • Sales & Marketing
  • Market Research
  • eCommerce & Website Development Oversight
  • Branded Operational Software Development
  • Operational Effectiveness
  • Customer Management Systems
  • Team Training
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We work with our clients to help them better manage their financial footprint.  We help them stay informed and aware of their cash flow on a regular basis to help them make better decisions to grow their business and be more efficient with the money they earn.   While our primary tool of choice is QuickBooks, we have advanced skills in Microsoft Excel and Google Sheets for processing your information in the best way.

  • Assiging Accounts to Deposits & Expense entries  (organizing line item entries)
  • Reconciling Accounts (bank, credit card, and ecommerce accounts)
  • Accounts Payable (processing payments)
  • Accounts Receivable (recording and tracking payments or payments due)
  • Payroll / ePay Contractors
  • Sales Tax Submission
  • 1099 Preparation
  • Inventory Management
  • Key Reporting (Profit & Loss Statement, Income Statement and Balance Sheet)
  • Data Import/Export
  • Third-party Software Integrations
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Relationship Management

Good relationships are essential for a company’s growth. For this reason, we seek efficient, yet simple tools for our clients to establish and support the ease of managing long-term connections with customers, employees and business partners.

  • Custom Customer Relationship Management (CRM) System
  • Back-office Portals (for Employee / Customer Memberships)
  • Project Management Tools
  • Mobile Applications
  • Lead Generation
  • Sales Process
  • Automated Customer Support
  • Integrations with Third-Party Tools
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Custom Client or Employee Portals

We have partnered with the leading white-label CRM solution so you can provide your employees and customers with a private portal branded to your company and has built-in automation that is  capable of helping you close deals, send invoices, manage contacts, projects, tasks, and documents inbetween.  Not only do you save time, but you can save money by merging multiple products into one solution that gives you unlimited user seats and endless possibilities.

  • Billing and eCommerce
  • Project Management
  • Document Storage & File Exchange
  • eDocuments and Digital Signatures
  • Learning Management Systems
  • Automated Onboarding Solutions and Work Flows
  • Membership Management
  • Sales Management
  • Email Marketing
  • Mobile App Access
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Web Development

We are proud of our partnerships and providers who come together as a team to help our clients utilize the web to grow their business.  We remain adept on current technologies so we can guide you to the best, and most affordable solution for your business now, and with room to grow.

  • Web Development
  • Mobile App Solutions
  • eCommerce Solutions
  • LMS Solutions (online learning)
  • Web Hosting & Domain Management
  • Custom CRM Solutions
  • Management, Training & Support
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Digital Marketing Strategy & Refinement

Marketing for the average small business continues to evolve, and with it, comes new perspectives to reach new customers.  We work with companies to help them identify strategies that both build awareness around your  brand but provide actional steps, oversight and performance reports to learn more about your customers and how to best address their needs.

  • Market Research
  • Interpreting Digitgal Analytics
  • Refining PPC Advertising (Google Ads / Social Media)
  • Provider Management & Consulting
  • Custom Sales Management Portal (landing pages, onboarding, LMS and email marketing) to better manage your advertising expenses.
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Business Mentoring & Coaching

Our clients include non-profit organizations and for-profit businesses ranging from 1-hundreds of employees, in a variety of industries.  With experience in teaching and management, we help our clients …

  • Create Training Programs
  • Evaluate Service Performance
  • Engage with Emotional Intellegence
  • Launch New Projects
  • Improve Efficiencies
  • Increase Sales
  • Achieve Personal/Professional Goals

Schedule a Strategy Consult to Get Started!