financial professionals

we can help you

We have over three years experience working in the financial industry. Our understanding of FINRA, compliance, and the financial industry will allow us to help you from day one. Contact us for more information on how we can help you!

Business Consulting

Here's What We Do Best

Google Apps

Google Apps

Google Apps is one of the best ways to integrate your domain name and email hosting. With the ease of gmail, docs, and calendar, it is one of the best ways to manage and share information in your organization. We are experienced in setting up Google Apps for Business.

QuickBooks

QuickBooks

QuickBooks helps you get your business finances under control. It is the best way to set up billing and accounts payable. We will help you learn the software and get you started towards creating a more organized financial future.

Adobe Creative Suite

Adobe Creative Suite

Let us help you design marketing materials and show you how to use the programs that will allow you to edit files in the future. This is ideal for creating new business cards for new employees, updating newsletters, and other marketing materials that change over time.

SalesForce

SalesForce

SalesForce is the most used CRM system in the world. The great thing about SalesForce is the endless customization. Our team is highly experienced in creating and maintaining the CRM system. For any business, this is a must have. It will allow you to keep track of clients and prospects, and to monitor records, project sells, and much more.

Wordpress

Wordpress

We use Wordpress to help create innovative websites for clients that are easy to update and maintain. We will set up your website, domain, hosting, and teach you how to keep your website up to date.

Dropbox

Dropbox

Dropbox is one of the most widely used storage and document sharing products on the market. With its ease of use, it makes it an important part of any business that relies on digital storage. Files can be accessed and shared quickly on the go.

Egnyte

Egnyte

Egnyte is an alternative to Dropbox for financial professional looking for digital storage that complies with FINRA regulated sanctions. As with Dropbox, Egnyte makes it easy to share and access files on the go.

Redtail

Redtail

Redtail CRM is a web-based, full-featured, and easy-to-use client management solution designed specifically for financial professionals. Redtail is ideal for financial professionals looking for a budget conscious software with little to no customization.

Building a business is not an easy task. We help clients make the most of their business by incorporating various technologies, helping you get organized, setting up your website, creating marketing materials, training employees, implementing client management systems, data entry, and much more.

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