Our Process

We can help you spend your tech budget wisely.

01. Project Scope/Business Case

Let us work with you to determine where you could save time and money, what tools could help and what services you could offer your customers.

02. Leveraging Your Technology Workshop

We take an in depth review of your business processes. Where can we save you time and money. Then we look at your customers to find revenue earning opportunities for you.

03. Product/Service Selection

We will provide options and demos for the app stack that will best suit your business needs along with our recommendations on how to proceed. Additionally we provide recommendations on services you could provide to your clients.

04. Implementation

Our training and implementation service includes documenting your final processes, installing and configuring apps and ensuring your staff have the skills to use the tools. Additionally, for your new services, we provide sales and delivery tools along with our expertise to assist as you roll out to your customers.

05. Review and Support

We then provide ongoing support and follow up training as your team becomes experienced with the new tools.

"There’s an app for everything these days. But not every app is right for your business. We can help you spend your tech budget wisely."

Trusted by leading accounting firms

Let's put our heads together

Steve Tait

Meet Steve, our Head Strategist

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