IT / Systems Advisory Services

Unlike Managed Service Providers, we don't force you to fit into a single technology architecture.  Our team of seasoned technology professionals will develop a standardized yet personalized architecture with secure and reliable technologies.

We then work with you to develop a road map to migrate you from your current technologies to your new technical architecture, balancing the effort required to maintain your current technologies with the cost of moving to the new architecture.

Over the course of the migration, we provide on-going technical support via our SMB Advisor Help Desk, including helping to educate your staff on basic technology troubleshooting and best practices so that you can keep your support costs low.

Application and IT Support Services

We support all of our technology solutions via our SMB Advisor Help Desk, a knowledge base of best practices and answers to frequently asked questions about the tools and technologies in Our Toolbox. (Note if you are not a customer you will not be able to see all of the available libraries.  A self-support subscription is available if you just want access to the knowledge base.)

If you've already migrated to the technologies in Our Toolbox, you can minimize your support costs by first trying to resolve the problem yourself by searching our knowledge base.  If you can't find the solution you need in the knowledge base, you can: You can choose your preferred way to get the help you need.

Bookkeeping Support Services

When you leverage our highly integrated and automated accounting solutions, there isn't much actual bookkeeping work to do.  This allows you and your accountant to spend more time on understanding your passion and helping you to optimize your business.Thus our services are really more "support services" enabling you or your team to do most of the bookkeeping on your own, and freeing up critical resources to drive better business results.

We do not provide bookkeeping or tax services, but we do have strong relationships with many local and regional CPAs and work with them to coordinate services.  In this role, we often act as a "accounting and tax translator", helping you understand the implications of different accounting decision options--particularly how they impact the way your accounting solutions needs to be configured. Once you decide on a course of action, we work with your chosen CPA to adjust your bookkeeping and financial reports as needed to meet their needs for compliance and tax reporting, as well as your needs for business insights.

​Personalize Our Services

​When making decisions or implementing projects, some people just want information that is relevant and accurate, or instructions on how to do it. Some people want someone to bounce ideas off of and validation that they are moving in the right direction. And some people want to be hand-held through the entire processes. When you work with us, you choose the level of service that is right for you. Here are our primary levels of service:
  • Advice Only - Minimize your cost while working with trusted information and templates; one-time kickoff to get your started and hourly fees for additional advice as needed.
  • Guided Team - Feel confident you're being led by an expert while doing most of the work yourself; we manage the project and guide your team in doing the work through training and work product reviews; fixed fee (usually 50% of Full Service price).
  • Full Service - Our experts and their teams do all the work so that you can focus on other things; traditional consultant arrangement with knowledge transfer to ensure solution maintainability.
Unlike other consultants that are all or nothing (i..e only Full Service), when you work with us, you choose the level of service and price that is right for you. And if you later decide you need more help, well then you simply "upgrade" to the next level of service. Yes, it's as easy as that.

Transparent Team Work and Collaboration

Our Intraprise Teamwork site allows you to request and coordinate task execution with our team. You can also e-mail service requests to service@smbadvisor.us and one of our Service Coordinators will help ensure the work gets scheduled and completed.

Each teamwork coordinator from your office has their own service and teamwork portal login where they can see the current status of your support and service requests.  (Current clients: please check with your Account Executive if you have not received your login information.)

Want a personalized service portfolio?

Contact Us and let us know what services you need.  
We're happy and ready to help!