Third-Party Software Setup & Management Allowance

Included in the Platinum Daily Program

Growing businesses often require more than accounting software alone. Industry-specific tools for inventory, e-commerce, project management, or proposals can significantly improve efficiency—but selecting, setting up, and managing those tools can be time-consuming and costly.

Our Third-Party Software Setup & Management Allowance is included in the Platinum Daily Program and provides monthly support for implementing the right tools for your business—without adding unexpected expenses or administrative burden.

How This Service Works

Each month, the Platinum Daily Program includes up to $300 in third-party software costs, which are:

• Recommended based on your industry and workflow

• Set up and implemented by our team

• Paid on your behalf as part of your program allowance

These tools are selected to integrate smoothly with your existing systems, including QuickBooks, to support accurate data flow and operational efficiency.

What’s Included

Monthly Software Allowance

Up to $300 per month is allocated toward approved third-party software subscriptions that support your business operations. This allowance is applied directly within the Platinum Daily Program.

Industry-Specific Software Recommendations

We evaluate your business needs and recommend software solutions tailored to your industry, including but not limited to:

• Inventory Management Software

• E-Commerce Platforms & Integrations

• Construction & Job Costing Tools

• Project Management Systems

• Proposal & Estimating Software

• Consulting & Professional Services Tools

Software Setup & Implementation

Our team handles:

• Initial software setup

• Basic configuration to align with your workflows

• Integration with accounting and reporting systems where applicable

This ensures the software is operational and ready for use without disrupting daily business activities.

Key Benefits

External Benefit: Tools That Support Growth and Accuracy Industry-appropriate software improves order fulfillment, project tracking, billing accuracy, and customer experience.

Internal Benefit: Reduced Setup Time and Predictable Software Costs You avoid the trial-and-error of choosing tools and the administrative effort of managing multiple subscriptions. Costs remain predictable, and setup is handled for you.

Why This Matters

Using the right software can significantly improve efficiency—but only if it is properly selected and implemented. With a built-in monthly allowance and expert setup support, your business gains access to the tools it needs without added complexity.

With $300 per month in third-party software setup and management, included in the Platinum Daily Program, you gain scalable technology support tailored to your industry so your systems grow with your business, not against it.