Our Services
We offer a full range of services, and can create a custom solution for your business.
Our core values are honesty and transparency.
We may charge billable hours, a day rate, or a fixed price per project. We are committed to providing our clients the most effective, efficient service.
Some examples of what we offer:
Foundational
-One-off hiring
-Bookkeeping guidance and troubleshooting
-Automation of a single process
-General operations consulting
Comprehensive
- Migration / integration of new CRM or software
-Project management
-Integration of AI tools with staff training
-Analysis and correction of accounting errors
Full-Service
- Complete temporary control of back-office operations
- Staff restructuring and hiring
- Implementation of new software systems
- Complete rebuild of accounting systems (QuickBooks, Appfolio, Buildium)
- Overhaul of reporting and metrics
- Other custom solutions based on business needs
Discovery
We'll discuss your overall needs. Then we'll document your current processes, meet with your team, and find inefficiencies.
Plan
We'll then develop a rock-solid plan to run your business as efficiently as possible and keep you out of the weeds.
Execution
We'll execute the plan, make adjustments, train your team, and be your guide every step of the way. Then, we'll take a step back and let your business shine.
