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Technology and Workflow Solutions

Transforming Your Practice

Would you like your accounting team to be more efficient and effective?

Are you struggling with processes and procedures? 

Let me develop a customized plan for you based on your needs and your goals.

Phase 1
Evaluation

 

  • Evaluation of current technology and workflows

  • Review and discussion of current technology and workflows

Phase 2
Development and Implementation 
  • Technology recommendations

  • Development of improved workflows

  • Preparation of written guidelines

  • Implementation of new technology and workflows

Phase 3
Training and Support
What Our Clients Say

"She was extremely helpful and understanding of our needs. Every question we had she had an answer to. Very understaning of how particular we wanted things done. She's knowledgeable and friendly. Simplifies everything, she was a delight to work with. I would highly recommend her."