Tier 1: Business Modernization Essential

Service Description

Most small businesses run on a patchwork of tools and manual processes that eat up time and create costly mistakes. Our Business Modernization Essentials package helps you clean up, automate, and connect your core operations — giving you a strong foundation to grow with confidence. We modernize your systems so everything from accounting to document management works together seamlessly. The result is a more organized, data-driven business that runs efficiently without constant oversight. What’s Included: QuickBooks Online + Automated Reporting Setup: Streamline bookkeeping, invoicing, and cash-flow tracking with clear dashboards. Google Workspace / Microsoft 365 Modernization: Centralize communication, calendars, and file storage in a secure, cloud-based system. Workflow & Document Automation (Power Automate / Zapier): Eliminate repetitive admin tasks with smart, hands-off automations. Vendor & Cost Optimization Audits: Identify redundant subscriptions, negotiate better contracts, and cut unnecessary expenses. Deliverable: A modernized business ecosystem that saves time, reduces waste, and sets the stage for growth — ready for your next step into Tier 2: Growth & Efficiency Enablement.