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Zoho CRM

A CRM system aims to improve your relationship with existing customers, aids in finding new prospective customers, and helps to win back former customers. By using a good CRM like ZoHo your business can be set up for success.

QuickBooks

& TSheets

If tracking numbers drives you crazy, then let’s talk!! I enjoy educating and empowering Small Business Owners to Excel utilizing system and tools that help them save time and be more organized!

MS Excel

Using Excel templates will allow you to streamline your business and evaluate your strengths and areas to improve in a timely fashion. 

With Excel you work smarter, not harder!

Workshops

& Training

Excel with me offers training and workshops for your company or orginazation. Custom Training Available! Various workshops are offered throughout the month – check Events Page for details!


ZoHo CRM

If following up with potential leads and clients seems like an impossible thing to do, the let’s talk! A CRM system aims to improve your relationship with existing customers, aids in finding new prospective customers, and helps to win back former customers. With a good system in place along with great procedures and processes, your business can be set up for success.


I would love to share how ZoHo would be able to streamline the follow up process making it possible to stay in touch with your clients in an effective manner.

QuickBooks

and TSheets

If tracking numbers drives you crazy, then let’s talk!! I enjoy educating and empowering Small Business Owners to Excel utilizing system and tools that help them save time and be more organized!

One of those tools is taking full advantage of the power of QuickBooks Online. As a Business Owner you know that it’s necessary to track your sales, expenses, etc. to be successful long term. If this process is overwhelming let me share with you how QuickBooks Online can streamline many common tasks that will make reporting and tax time a breeze!

A perfect companion to Quick Books is T Sheets which allows you to track time easily and effectively, thus streamlining your payroll processing. T Sheets integrates seamlessly with Quick Books online allowing you to save time and effectively manage hours for your employees. If you would like to streamline management of your hours, I invite you to Excel with Me!!


ZoHo

If following up with potential leads and clients seems like an impossible thing to do, the let’s talk! A CRM system aims to improve your relationship with existing customers, aids in finding new prospective customers, and helps to win back former customers. With a good system in place along with great procedures and processes, your business can be set up for success.
I would love to share how ZoHo would be able to streamline the follow up process making it possible to stay in touch with your clients in an effective manner.

GET STARTED NOW

What Our Clients Say

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Anna Johnson
CEO @ COOLAPP

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Eric Black
CEO @ COOLAPP

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John Collins
CEO @ COOLAPP

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Our Awesome Team

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Chip Mayer

Co-founder & CEO

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Jane Brown

Co-founder & COO

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Erika Black 

Marketing Director

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George Mayer

Creative Director

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