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Cozy Office

OUR PURPOSE

the flow & connection

Some trust in chariots and some in horses, but we trust in the name of the LORD our God. (Psalm 20:7, NIV) 

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Still don’t know what we do?  We improve processes, reevaluate strategies, implement solutions for success, and manage backend administrative operations.

UNSURE OF WHAT SERVICE FITS BEST?
(Live System Demos, SuiteDash Questions, etc.)

A-LA-CATRÈ

INCLUDES

DAILY OPERATIONS SUPPORT

DIGITAL MARKETING

INTENTIONAL CHECK-INS

WORKFLOW MAPPING

Whether it's launching a business or supporting operations, we focus on clearly understanding your brand by assessing your processes, systems, and operations..

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“What would you do if you weren’t afraid?”– Sheryl Sandberg

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BUSINESS EFFICIENCY CONSULTANT

INCLUDES

BUSINESS AUDIT

Through a four-phase process, we will analyze your current operational state and understand your vision. The next step is to improve your process by proposing modifications, which includes a clean up, process documentation, intentional check-ins, and ongoing support. Once the clean up is completed, implementation begins.

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“Alone we can do so little; together we can do so much.” – Helen Keller

STREAMLINING STRATEGY

IMPLEMENATION

BACK-END SUPPORT

TAX & ACCOUNTING PROFESSIONALS

INCLUDES

STRATEGIC MAPPING

Our automated workflow for tax preparation provides a welcome video, engagement letter, organizer, file upload, and the entire tax preparation process to help you onboard your tax clients.

 

This buildout is specifically using SuiteDash or TaxDome.

WORKFLOWS & 

PROCESSES

IMPLEMENATION

BACK-END SUPPORT

We eliminate inefficient and ineffective systems and processes.

We create effiecent simplified systems and processes that scale your business.