Technical Training and Educational Services

Most Businesses today interact via Video Sharing meeting platforms such as Zoom, Cisco Webex, Google Meet, Skype, Microsoft Meetings, just to name a few. Working remotely is now considered the “norm” and yet there are still some who need some assistance with these platforms. Think of the professional Insurance Salesperson who always worked in an agency where the “Secretary” would manage all the administrative work: filing, emails, communications, paperwork, and even schedule training for live sessions in the conference room. That has all changed. Our world now depends on Technology and the mediums involved in technology. Let us get those who need some simple solutions up to speed.

  • Educate “old-school” thinkers how to operate, and conduct online webinars
  • Co-hosting Zoom meetings
  • Coordinating schedules


Your financial records are critical to your business and need to be managed by a Professional. Click on the Certified ProAdvisor Badge to see my QBO Profile. While you are busy growing your business you can be confident your finances are in good hands.

  • Each transaction reviewed, classified, and accepted effectively
  • Cloud based accounting and bookkeeping is the most efficient way to manage financial records.
  • QuickBooks Online (QBO) Set up, maintenance, and training is available.

Contact Data Management

  • All the data collected is priceless. We can provide you with a perfectly suited system to manage all of this priceless data!
  • Review, Sort and Manage all the contact details.
  • Forms for contact responses.
  • Creatively invite contacts to your next event or schedule a follow up meeting.

Social Media Marketing

What does Social Media Marketing mean to you and your business?

  • Understand how your business is “found” online by selecting the right algorithms.
  • Let the experts set up your business to be seen Effectively. Your Social Media presence is as important, if not more than the marketing materials printed!
  • Your Social Media messages can be customized for your audience.
  • Hootsuite is one of the hottest Social Media platforms today.