Headaches We Fix
Time Crunch:
Whether it’s just you or a lean crew, piling “test new software” onto today’s to-do list? Hard pass.
Data Chaos:
Spreadsheets in five places, customer notes in ten. Nothing lines up when tax season hits.
Cost Creep:
Old servers + mismatched subscriptions drain cash that could fuel growth.
Security Worries:
Out-of-date plugins and forgotten passwords create doorways for breaches—and fines.
How We Work
Mix-&-Match in 3 Simple Steps

1 - Tech Health Check
(2 Week Sprint)
A quick diagnostic you can buy solo—perfect if you just want the roadmap.
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Fast audit of systems, costs & time-leaks
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3-step “Stop-Gap ▸ Upgrade ▸ Automate” roadmap

2 - Implementation Playbook
(4-6 Weeks)
Already know the pains? Skip straight here for a vendor short-list, timeline, and training videos.
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Vendor short-list & migration timeline
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DIY vs. outsource matrix
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Custom training-video bundle (3-minute screen shares)

3 - Fractional CIO
(4 month min Retainer)
Need a steady hand on the wheel? Add this layer now—or circle back later when you’re ready.
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Weekly check-ins, KPI dashboard
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Oversight of any contractors
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Quarterly security hardening (via vetted partners)
Case Studies
Check out some of our happy clients:
Sparta Pet Shoppe & Spa recently changed owners and are focusing more on the grooming side of the business. They needed to update their POS equipment.
Inner I Counseling recently rebranded. Owner Carol Boyer, LPC, was looking for a fresh website and modernizing her workflow.