Small Business Services

Running a small business requires a lot of attention to detail to a lot of moving parts. Allow us to handle some of the administrative tasks so you can focus on doing what you do best.

Salesforce and/or CRM Administration

As a certified Salesforce Administrator, we can help with your Salesforce needs, such as managing users, adding or adjusting functionality, building processes, or automating tasks.

Not ready for Salesforce but need a CRM solution? We have experience implementing HubSpot’s free CRM offering. Contact us for more information.

G Suite Administration

Do you use G Suite for email? If so, we can help with the various administrative functions, such as employee onboarding and offboarding, security administration, etc.

Process Improvement and Automation

Allow us to evaluate how you are getting things done (i.e. your back-office tasks), and we will help find ways to improve and/or automate your processes, freeing up time to focus on serving your customers.

Excel and Access Design and Development

We have used VBA automation to streamline repetitive tasks performed in Microsoft products (such as Excel). VBA is a powerful scripting tool that allows you to leverage code to perform tasks that are performed often or require a lot of effort. Let us provide a free evaluation of your current spreadsheets and tasks to see if we can help eliminate some of the manual effort.

WordPress Administration

Is your website built on WordPress? Do you have some changes you would like to make? We can help.

Tableau Administration and Analysis

Working with data? Trying to gain insights? If you use Tableau, we can help you setup just the right views to answer the questions on your mind.

Bookkeeping Support

Bookkeeping is one of those tasks that many business owners put off, leaving them scrambling at the end of the year to pull together receipts and other information. We can help you stay on top of this throughout the year, providing support with process improvement, data entry, account balancing, and reporting.