What services do you offer?

We help small and mid-sized businesses run better through three core service lines:

• Managed Technology Services: Remote monitoring, helpdesk, cybersecurity, and proactive maintenance.

• Managed Marketing Services: Brand strategy, websites, content, SEO, paid ads, and ongoing campaign management.

• Managed Accounting Services: Bookkeeping, monthly close, financial reporting, payroll coordination, and tax preparation support.

Our approach is simple: align technology, marketing, and finances to your business goals—then execute seamlessly.

Managed Technology Services

Q: What’s included in your managed IT plans?

• 24/7 monitoring and alerts

• Helpdesk support (remote first; on-site as needed)

• Patch management and updates

• Endpoint protection and backups

• Network management and documentation

• User onboarding/offboarding

• Vendor and license management (e.g., Microsoft 365)

Q: Do you provide cybersecurity and compliance support?
Yes—endpoint security, MFA, email security, backup/DR planning, and security awareness training. We support compliance efforts for frameworks like HIPAA, PCI, SOX, and industry best practices.
Note: We’ll tailor controls and documentation to your specific requirements.

Q: How fast is your support?
We define response/resolve targets in your Service Level Agreement (SLA). Critical incidents are prioritized; most tickets are acknowledged within business hours, with options for extended or 24/7 coverage.

Managed Accounting Services

Q: What accounting services do you provide?

• Bookkeeping & Monthly Close: Transaction coding, reconciliations, accruals.

• Financial Reporting: Monthly P&L, Balance Sheet, Cash Flow, KPIs.

• Payroll Coordination: Setup and process oversight with your provider.

• AP/AR Support: Vendor bills, customer invoicing, collections workflow.

• Tax Preparation Support: Workpapers for your CPA; estimated taxes; 1099 prep.

• System Setup: QuickBooks/Xero configuration, chart of accounts, process design.

Q: Do you handle taxes directly?
We prepare clean financials and workpapers, coordinate with your tax professional, and can refer trusted partners. If you prefer a single-vendor experience, we can include tax services via partnered CPAs.

Q: How will you help me understand my numbers?
You’ll receive plain-English financials with short executive summaries and trend graphs. We highlight risks, cash outlook, and actionable recommendations.

Managed Marketing Services

Q: What marketing services do you offer?

• Brand & Messaging: Positioning, value proposition, core narratives.

• Web & Digital: Website design (e.g., Squarespace/WordPress), CRO, analytics.

• Content & SEO: Articles, landing pages, on-page optimization, technical SEO.

• Campaigns: Email marketing, paid search/social, retargeting, funnels.

• Sales Enablement: Decks, one-pagers, case studies, nurture sequences.

Q: How do you measure success?
We set goals tied to business outcomes: leads, qualified pipeline, conversion rate, and customer acquisition cost. You’ll get a clear reporting cadence (weekly or monthly) with dashboards that show what’s working.

Q: Can you help with brand development and a new website?
Absolutely. We start with brand messaging and foundational assets (logo, color, typography), then build a site optimized for performance, SEO, and conversions—plus ongoing updates and A/B testing.

Getting Started:

Q: How do I get started?
Contact us via the website or phone. We’ll schedule a discovery call, assess your needs, and provide a tailored proposal with clear deliverables and pricing.

Q: What industries do you serve?
Professional services, healthcare, construction, real estate, nonprofit, and more. If you rely on reliable systems, clear messaging, and accurate financials—we can help.

Q: Do you offer flexible engagement models?
Yes. Choose from fixed-fee monthly plans, project-based engagements, or hourly blocks depending on your needs and budget.

Pricing & Plans

Q: How much do your services cost?
Pricing depends on scope and complexity. Typical models:

• IT Managed Services: Per-user/per-device monthly fee with tiers for security and backup.

• Marketing: Monthly retainer (deliverables-based) or project pricing for site builds.

• Accounting: Fixed monthly packages by transaction volume and reporting needs.

Q: Are there setup fees?
IT onboarding, marketing discovery/strategy, and accounting system setups often have one-time fees to ensure clean foundations.

Onboarding & Delivery

Q: What does onboarding look like?

• IT: Asset inventory, documentation, agent deployment, MFA and security baseline, backup validation, and support kickoff.

• Marketing: Discovery workshop, brand messaging, roadmap, initial deliverables (site, content, campaigns).

• Accounting: System review, catch-up/cleanup (if needed), process design, reporting calendar.

Q: How do you communicate progress?
You’ll have a dedicated point of contact and a consistent cadence (weekly or monthly). We use clear dashboards and summaries—no jargon.

Support & Availability

Q: Do you offer 24/7 support?
Yes for IT incidents and monitoring. Marketing and accounting support follow business hours with options for extended coverage.

Q: Where do you provide service?
We support clients remotely nationwide and provide on-site service when required.

Data Security & Confidentiality

Q: How do you protect client data?
We follow least-privilege access, MFA, encrypted storage, documented change management, and secure vendor selection. For accounting, financial data is handled with strict confidentiality and role-based access.

Q: Do you sign NDAs and MSAs?
Yes. Engagements include clear agreements, service scopes, SLAs, and optional NDAs.

Results & Guarantees

Q: What outcomes can we expect?

• Technology: Increased uptime, fewer incidents, faster resolutions, improved security posture.

• Marketing: Better messaging-market fit, improved lead flow, measurable campaign ROI.

• Accounting: Accurate books, timely reporting, clear visibility into cash and profit.

Contact & Next Steps

Q: How can I contact support or sales?
Use the contact form on our website or call/email the team. Existing clients can open tickets via the client portal for faster response.

Q: What’s the next step?
Book a discovery call. We’ll align on goals, scope, timeline, and budget—and provide a clear proposal.