Sound familiar?
You did not get into business to wrestle with software. Here is where most small business owners tell me the pain really is — and what changes when I fix it.
“We’re drowning in manual, repetitive work.”
— common feedback from small business owners
Quotes typed by hand, vendor (AP) invoices keyed one by one, inventory updated by hand, the same reports rebuilt every week. AI automation takes over this repetitive work — from entering AP vendor invoices to inventory updates and reporting — so your team spends time on customers, not on data entry.
“My customers keep calling to ask about their balance and invoices.”
— common feedback from small business owners
Every call means a customer service rep has to stop, look up the account, find the invoice, and read back the balance. These calls add up fast. With a Customer Portal, your customers simply log in and see their own balance and open invoices anytime — so your customer service reps get their time back and customers get answers right away.
“Complaints and returns slip through the cracks.”
— common feedback from small business owners
Damaged shipments, wrong items, and refunds get handled over scattered emails and sticky notes, with no record and no follow-through. With Microsoft Dynamics 365 Customer Service, every ticket, return, defect, and refund is logged, assigned, and tracked to resolution — so nothing falls through.
“We’ve outgrown QuickBooks.”
— common feedback from small business owners
More orders, more inventory, more people — and it shows: numbers that don’t match, no real-time view of stock, hours of re-keying, reports you can’t trust. That’s a clear sign you need a system built to grow with you. I move you to Microsoft Business Central.
How I can help
Five ways I can help small businesses run leaner and grow faster. Start with the one that hurts most — they all connect.
AI Workflow Automation — Sales, Finance & Operations
The problem: your team loses hours every week to repetitive manual work. I automate the everyday tasks across departments so things move faster with fewer errors.
- ›Finance: automate AP vendor invoice entry, PO-matched invoice automation and posting to accounting system
- ›Operations: inventory management automation, low-stock alerts, and shipment tracking — built for distributors and wholesalers, useful anywhere you hold stock
- ›Sales: automated quoting, lead follow-up, and order intake
- ›Reporting & analytics: live dashboards instead of hand-built spreadsheets
Customer Portal
The problem: customers call and email constantly to ask “what’s my balance?” I give them a secure online portal connected to your financial system, so they can see it themselves — anytime.
- ›View current account balance and credit status
- ›See open invoices, due dates, and payment history
- ›Download statements and past invoices
- ›Secure login — each customer sees only their own live data
Process Improvement through Process Mining
The problem: you know some part of order-to-cash or fulfillment is slow and costing you — but you’re not sure exactly where or why. Using process mining, I analyze the data your systems already capture to map how work really flows, pinpoint bottlenecks, and show the highest-payback fixes. Clear, data-backed recommendations — not guesswork.
Customer Relationship & Service Software (CRM)
The problem: accounts, quotes, and customer issues are scattered across inboxes and spreadsheets, and things slip through the cracks. I put every customer, deal, and case in one place that your team will actually use — built on Microsoft Dynamics 365.
- ›Sales CRM: track every account, quote, and conversation in one place
- ›Customer Service: log and resolve tickets, returns, defects, and refunds
Financial System / ERP — Microsoft Business Central
The problem: you’ve outgrown QuickBooks and your numbers live in too many places — a common point for growing distributors and wholesalers. I move you to Microsoft Dynamics 365 Business Central — one connected system for finance, inventory, orders, and operations that grows with you.
- ›Built-in tools bring your existing data across
- ›Customers, vendors, items, balances, and open invoices
- ›One connected system — not starting from scratch
Areas we serve
Based in Gwinnett County, I work with small businesses across Metro Atlanta, including: