Need more than just software support? From onboarding to optimization, our team is here to help you run smoother, smarter, and more profitably.
Our professional services team works with agencies of all sizes to improve workflows, optimize reporting, and align systems to real business needs.
| Service |
|---|
| Process Documentation |
| Report Development (per report) |
| System Health Check (annually) |
| Custom Training Videos (One Time) |
| Custom Training Videos - Maintained |
| Data Entry |
| Hourly Consultation |
| Local Half Day Onsite (Toronto/Vancouver) |
| Local 1 Day Onsite (Toronto/Vancouver) |
| Local 2 Day Onsite (Toronto/Vancouver) |
| Local 3 Day Onsite |
| Online Onboarding + 3 Day Onsite |
| 2-Day Onsite, Senior Customer Success Manager |
| 3-Day Onsite with Senior Success Manager |
| 3-Day Onsite, One Day with Accounting Partner |
| On Demand Service Package (4 hours) |
| On Demand Service Package (8 hours) |
| On Demand Service Package (16 hours) |
| Financial Bootcamp (8 hours onsite) |
| Project Management Bootcamp (8 hours onsite) |
| Reporting Bootcamp (8 hours onsite) |
| Financial Bootcamp (8 hours online) |
| Project Management Bootcamp (8 hours online) |
| Reporting Bootcamp (8 hours online) |
Let's talk about what will make the biggest impact for your team.
Contact Our Team
