Technology & Software Categories
Empowering you with the best tools.
Accounting Software
Accounting software is a computer program or digital platform that automates and organizes the recording, tracking, and reporting of a company's financial transactions and accounts. It streamlines tasks such as invoicing, expense management, inventory tracking, and payroll, ultimately providing businesses with a centralized, real-time view of their financial health to improve decision-making and ensure compliance. Common features include bank reconciliation, digital invoicing, and the generation of financial statements like balance sheets and income statements. Our go-to recommended solution is QuickBooks online accounting software, but we are also familiar with many others.
QuickBooks Accounting Software
Appointment Scheduling Tools
These tools allow us to schedule, reschedule, cancel, and get reminders about appointments. They can include video appointment tools like Zoom meetings, Google Meets, Team Meetings, phone calls, and more. Get them added to your calendar and alwasy know when its time to meet.
Client Portals for Accounting
Online client portals allow you to securely work with your accountant and bookkeeping team. From Onboarding, Collaboration, Document Management, Tasks, Workflow, Payment Processing, and Signing Documents, everything is in one place. This creates a fully integrated experience for working with your accounting team in a secure environment where your data is safe. Stop looking through emails to find what you need; get into your cleint portal and harness the power of your backend bookkeeping team. Our preferred portal is Qount.
Expense Reporting and Reimbursement Tools
These tools are used to collect receipts for expense reporting and potential reimbursements. These tools are usually used by teams that need to track costs related to projects, traveling, and/or personally paid costs that the company needs to reimburse the staff member. They can be standalone applications, part of larger accounting systems, part of larger billing systems, or integrated to streamline expense reporting, payments, and project billable and non-billable costs allocating.
Online Bill Pay & Approvals
Manage your payables & receivables in minutes
Pay your vendors and collect money from clients with simple, cost-effective technology.​
Pay and get paid easily.
It is the easiest way for your business to pay vendors, collect money from clients, and more. All you need is an email – your vendors don't need to share personal financial information or create an account.
Customer Invoice Creation Software
Get the right invoice creation tools to meet your needs, whether it's an integrated solution, custom styles for design, doing progress billing off a contract budget, and more! There's a solution for creating the best invoices so you can wow your customers and get paid fast!
SOP Tools
SOP tools help you capture, organize, and share processes with ease. These tools are empowering teams to document and improve their processes in ways that actually save time and make everyone's workday smoother. Not only that, but they also build value in your business by making it possible for you to step back and allow delegation to others.
Project Billing from Estimates to WIP, DRAFT INVOICE, AND FINAL
Capture every billable hour and expense with ease. Create invoices in seconds and produce reports that inspire.​
Integrated teams/budgets. Total control over who gets access to what.
Time and expense tracking. Mobile tools. One-click invoicing for T&M or fixed-fee engagements. Full suite of WIP-related reports.
Flexible reporting. Project/engagement and staffer utilization. WIP tracking and engagement workflow. Real-time dashboards and reports. A time and billing software with your business intelligence in mind.
AR Reminder and Collecting Tools
Get online software to help with customer invoice payment reminders and collecting funds. Stay on top of your customers so your cash flow stays consistent!
Custom Forms and Signing Tools
Create and sign custom forms to meet your business needs and keep systems streamlined and following!
CashFlow Forecasting
Cash flow forecasting & scenario modeling software.
Automated yet incredibly flexible forecasting software for cash flow management, sales projections, and scenario modeling. Connect to your existing accounting platform to get real-time actuals compared to your projections and different scenarios to predict your future cash position. You can see not only monthly and yearly cash flow projections but also the week and day. Add notes and updates to invoices and bills without affecting your accounting transactions.
Integrating with accounting software provides real-time insights, helps businesses visualize their financial future, and facilitates collaboration among team members.
Value Builder Software
Want to see the value in having good financials? Think about your end game. We believe you should begin with the end in mind. That's why we offer the Value Builder Questionnaire and development programs so you can start planning for your future today. A Bigger Bottom Line provides a diagnostic checkup on your business's value using the Value Builder Questionnaire. Armed with this info, we then help our business owners craft a plan for their business's future by harnessing the power of their financials. As an owner your business is not just a source of income it is an investment.
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From financial performance and growth potential to customer satisfaction and the business’s reliance on your personal involvement. We can show you the 8 areas you will need to work on and how improving them will result in a higher business value and a more realistic and achievable retirement.
Dashboard Tools to see your KPIs
Get the right visual tools to track your business performance and steer your company the right direction.
Business Planning Software
Go through a step-by-step process to write any business plan. Get help from an accountant to connect it to your real-time financials to your accounting software, and watch your progress over time! Create your business plan to track goals and get funding!
AI & Business Intelligence
AI software uses machine learning and other techniques to enable computers to perform tasks that typically require human intelligence, such as problem-solving, decision-making, and language processing. Businesses adopt these tools to improve efficiency, gain competitive advantages, and enhance product or service quality. Business intelligence (BI) software collects, analyzes, and visualizes data from various sources to help organizations make informed decisions, identify trends, and monitor performance. These tools offer features like data integration, interactive dashboards, self-service analytics, natural language querying, and automated reporting, enabling users to transform raw data into actionable business insights without needing advanced technical skills.
Visual Data Mapping Tools
These tools help map our visually processes and workflows in your company so you can see the process and make tweaks where needed.
Sales Tax Software
If you sell products through one or more channels, or in one or more states, we can recommend the right sales tax tools to make your reporting process as smooth as possible saving you time and keeping you in compliance.
Collect W9's and File 1099s
As a business owner, you need to stay on top of collecting W9's from all the vendors you pay, then ensure that you meet all compliance and reporting needs by filing one of 17 different types of 1099's each year for those payments made by your business. We can recommend and implement the right tools to help your business stay in complaince from year start to year end.
Enterprise Resource Planning Software
ERP software, which stands for Enterprise Resource Planning software, is a type of business management software that integrates and streamlines an organization's core business processes. It acts as a central system, connecting various departments and functions like finance, HR, manufacturing, and supply chain, providing a unified view of data and operations.
Payment Gateways
There are many ways to receive payments online and allow your customers to pay you. Some allow for integration while others allow for better rates and simplicity. Make sure you have the right merchant processor to fit your business needs!
PDF Software and tools
Using the right PDF software will make fast work of your electronic paperwork management.
Scanning Applications
Make fast work of digitizing your physical paperwork with scanning applications and solutions.
Virtual MailBox Services
Leave the mail opening and scanning to these virtual mailbox services that can increase your mail security and efficiency.
Security Software Tools
Working online can be efficient but must also be safe. Make sure you have the right security tools in place to safeguard your business information.
Internet
The browser you pick to go online is an important daily decision to make. If you work with multiple browsers, be aware of their strengths and limitations and which one may have your bookmarks, password keepers, and more features than others.
Password Keepers
Work securely and efficiently online with password keepers that keep track of all your digital access points and resources.
Virtual Private Networks
A VPN (Virtual Private Network) creates a secure, encrypted "tunnel" for your internet traffic, routing it through a remote server to protect your privacy and security. It encrypts your data, making it unreadable to hackers and your Internet Service Provider (ISP), and masks your IP address, hiding your true location and online activity. This allows users to browse the internet more privately, secure themselves on public Wi-Fi, and bypass geographical content restrictions
IT Help & Management Software
IT help desks are the first point of contact for end users experiencing technical problems. Functions include issue tracking, ticket management, troubleshooting, and user support. IT service desks (ITSD) are expanded help desks with capabilities such as self-service and workflows.
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Website Building Software
Website building software, or website builders, are platforms that allow users to create websites without needing to write code, using tools like drag-and-drop interfaces and pre-designed templates. These tools provide a complete package for designing, building, and launching a website, making them ideal for individuals and businesses to establish an online presence quickly and efficiently. You can streamline your entire business process by starting with a website and then creating a customer journey that integrates with all your other systems automatically.
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