Cloud App and Process

Consultations

Making your workflows work for you!

Let’s fix your cloud-based apps, processes, systems, or workflows in targeted 90-minute meetings.

Bring what’s broken, and we will fix it together - right then and there, done and dusted - in the session!

Yay us!


These sessions are recorded (through your meeting link) but do not include my templates.

All prices are in US dollars, and if you are Canadian, are inclusive of your GST/HST.

 
 

    • Accounting apps

      • Dext

      • Findaily

      • Hubdoc

      • Plooto

      • QBO

      • RightTool

      • Stripe/Square

    • Chrome

      • I can set you up to achieve crazy efficiency!

    • Form builders

      • Cognito Forms

      • Google Forms

      • Typeform

    • Online schedulers

      • Acuity

      • Calendly

      • Tidycal

    • Practice management

      • 17Hats

      • Financial Cents

  • As long as your issues are related to cloud processes I can probably help you.

    Here are some ideas to get you thinking:

    • 5-Star Client profiling

    • Automation mapping

      • Get your apps talking to each other!

    • Bookkeeping

      • Split and designate tasks, and optimizing descriptions and details

      • Define cadence of work - what goes into what workflows and projects

      • Weekly, monthly, quarterly and year end close

      • Accounts payables workflows, including setting up internal controls

    • Forms and information gathering - I love building forms and I can certainly help you hone yours!

    • Onboarding, reengagement and disengagement processes - including your workflow, your discovery and intake forms, engagement letters and how you are mapping information into the apps

    • Standard operating processes - what goes into a SOP (vs a workflow), how to document them and how to effectively share them

    • Task delegation, such as what does a team member self-review and when does a manager come in

  • Book your time 😎

    And then to make the most of our time together, you only need to complete a few quick tasks.

    1. Create a cloud folder (GDrive preferred, but you can use what you want), share it with me (calmwaters@calmwaters.ca), and set my access to editor/admin.

    2. Add a document with your process or app that you want to optimize—anything that will help drive results from our session.

      • You can also add a video, which will really help us spend time fixing your issue rather than talking about it!

    3. Add your video conference link to our document. We will use yours for our meeting, so that you can control the recording and transcripts.

This is the only type of consulting I am offering right now. You can book 90 minutes with me for other reasons - the process is the same - but I am not booking ongoing engagements, deep dive consults or time frames other than 90 minutes.