Setting up systems
to help you scale.
Our small business services
General Operations Support
You started your business to do what you love most, but you spend most of your time in the weeds. It doesn’t have to be that way! Let us take some tasks off your to-do list so you can focus on the fun stuff. We can help you set up and use tools such as Monday, Asana, Trello, Microsoft Excel and Google Sheets, Drop Box, and more.
policies and procedures documentation
employee handbooks + training materials
staff recruitment + onboarding
scheduling
data entry + CRM organization
project management
POS + Bookkeeping Systems
Having inventory and POS systems that are up-to-date and easy-to-use can work wonders for your efficiency and make a big difference in your sales. Plus, get peace of mind with clean financial books. We can help you set up, clean up, and manage your business in Clover, Etsy, Faire, Freshbooks, Quickbooks, Shopify, Square, and Toast.
online and in-store inventory
POS systems
bookkeeping
invoicing
financial reports + forecasting
Planning + Goal-Setting
Too bogged down in the day-to-day details, you don’t have time to think about the future? Let’s change that! We can help you assess your historical trends and current metrics to set goals for growth. We’ll help you create monthly, quarterly, and annual goals so you know you’re heading in the right direction.
strategic planning
sales goals + metrics
marketing goals + metrics
project timelines
event planning
Copy Writing + Templates
Small business leaders shouldn’t spend more time writing about their work than actually doing their work. But between customer service emails, staff communications, email marketing campaigns, content marketing, and social media posting— writing takes up a lot of your precious time and energy. Let us do some of that heavy lifting and help you automate the rest.
email campaigns + templates in MailChimp
website copy writing, editing, and SEO
customer service communication + automation
staff communication
social media copy writing