Services

Do you have a legacy software app or system that you had custom made and now you can’t find anyone to fix the bugs or add new features?  Or maybe the flow just doesn’t match the way you work. If you have the source code, I can work with it.  Or I can customize some off-the-shelf software you've implemented to make it more useable.

Do you have all your current and previous customers' contact information organized in one place? I can help you consolidate this data into a usable format, allowing you to regularly send holiday cards, reminders, and follow-ups. Whether your information is spread across multiple spreadsheets or needs to be exported from various systems, I can bring it all together into a manageable platform.

Are you struggling to create and manage quotes for your prospective clients? I can streamline the entire quote process—from initial contact to project start—using affordable cloud-based software. Eliminate phone tag and constant message checking, and address interruptions only when you're ready.

Now that your quote has been accepted, it’s time to schedule the job.  Do you have multiple teams?  Do you need to order supplies?  Do you need to schedule outside services before, during or after your project?

There are online tools and solutions to manage all of this.  Let’s find and implement the right software at the best price to help you with your project management tasks. 

Now that you’ve completed the job, it’s time to collect your payments.  There are tools that specialize in invoicing.  From generating the new invoice, to collecting on unpaid invoices, we can automate the process so the money just shows up in your account. 

Are you considering upgrading your company's software to the latest version or exploring a completely new solution? I can assist in defining the criteria for your new implementation and work closely with your vendors to ensure you receive exactly what you need, not just what you requested.

Imagine how much better you would sleep knowing someone else is handling all your transactions, reconciling your bank accounts, and preparing everything for your tax accountant at the end of the year.

As an Independent QuickBooks Professional and a Certified QuickBooks ProAdvisor, I can help you set up your initial books or clean up your existing ones. I offer ongoing bookkeeping services to keep everything in order, so you can focus on what you do best.