Software & Apps Mastery
Desktop and cloud-based applications, for small businesses, launch and develop on a regular basis, so we are sure to keep up with the newest tools, along with updates on those tools we've been counting on for years.
We explore and test what's currently out there and help you choose the best tools for your company -- based on your short- and long-term needs. We not only choose a suite of tools with you that will integrate, but we also transfer/upload data, configure, customize and sync those tools for you.
You'll find some of the more popular tools we've mastered below, but we've used far too many to list and are always exploring new tools.
MS Office Suite
Advanced Word, Excel & PowerPoint
Email Marketing
Kajabi, Constant Contact, MailChimp, ConvertKit, Infusionsoft ...
Projects
MS Project, Trello, Asana, ZoHo ...
Websites
Posts and content updates for WordPress, Webflow, Wix, Squarespace, & Kajabi
CRMs
Salesforce, HubSpot, Pipedrive, Insightly, ZoHo ...
Social Media
Facebook, LinkedIn, Instagram, YouTube, Pinterest, Twitter, Snapchat, Hootsuite, Buffer ...
I like to leave the bookkeeping to the pros who focus on this daily and/or are CPAs. We are, however, certified and experienced with QuickBooks bookkeeping tools. I would be happy to review your books and create budgets and reporting packages for you.