Your CRM and your books should not need a typist between them.
Quotes, invoices and payments flowing between systems automatically, with one version of the truth.
Quotes, invoices and payments flowing between systems automatically, with one version of the truth.
Where a job starts, where the money lands, and every retype in between.
The systems you already own, connected properly. No rip-and-replace.
We run real jobs through it side by side until the numbers match, then cut over.
typical project. The assessment fee is credited if we go ahead.
Not sure which end of the range you'd land on? Start with the assessment: it answers that with a guarantee.
Usually not. The point is making what you own work together. If something genuinely has to go, I'll show you the math first.
Common, fixable, and I'm an accountant by background. Cleanup gets scoped honestly before any wiring starts.
I'm Chris Patten: 18 years as a CIO, an accountant by background, grew a company from $1M to $69M, built a platform that did $110M+, and built and sold my own business. You work with me directly, and I have no software to sell you.
You talk, I listen, and I tell you honestly whether I can help, including "you don't need me for this." If we go further, the assessment is guaranteed and credited against your first project.