Seeking CLARITY ?

Operational excellence.
Implement the right system to
boost profits, client experience &
ability to grow.

What we do...

CONSULTING

We select the optimal mix of integrated systems for your business and deliver a time and cost plan for successful implementation.

WORKFLOW PROCESSES

We create & input improved processes and train your staff to reduce the work & optimize the use of the systems.

IMPLEMENTATION

We manage tech implementations to ensure timely completion, controlled costs, minimal effort, and maximum adoption.

Testimonials

"From day one, COO stepped in to take action & sift through all the areas of our business to detect problems & underdeveloped/underused systems. COO worked toward goal of full optimization of employees' talents & time, minimized human error through integration of tools & integrations, & simplified bombast procedures. COO helped our firm go from a pen-and-paper, overworked stressed workplace, to one that was up-to-date with the best tech & procedures. COO is more than handy technicians; they spot any problems in business practices and make intelligent, successful suggestions.."
Mathew Leavis, Marketing Manager at Global Wealth Management

"Thank you for the time you worked with us…you were on point, we hired two new people to supplement the team and this has led to resurgence in attitude and energy. Our staff fully embraces the technology efforts you had us invest in and we are now working to see and use all the advantages Redtail and processes offers us. I have found that using systems that COO has taught us has made relationships with our clients more enduring. So again thank you, you have helped my firm grow immensely."
Richard Blakeley, The Blakeley Group