Small Business Training Planner · Consulting engagement

Software Selection & Setup Consulting

Choose the right accounting, CRM and compliance tools for how your business actually runs — then get them set up, connected and handed to your team, with an independent consultant beside you the whole way.

Book the engagement — $497

One-time fee · secure Stripe checkout · kickoff scheduled within one business day

This is for you if

You run a business of roughly one to twenty-five people and the software has grown by accident.
Bookkeeping, customer records and compliance paperwork are spread across spreadsheets, inboxes and memory.
You have looked at the options and stalled — too many tools, too many opinions, not enough time.
You want a stack that works together, not the longest feature list.

What is included

A fixed-scope engagement delivered over roughly two to three weeks, depending on your team's availability.

Discovery call (60 min)

How money, customers and obligations move through your business today, and what has to be true of any tool you adopt.

Category-by-category recommendation

A written recommendation for each category — small-business accounting software, a CRM and sales pipeline, and privacy and compliance tooling — with the two or three fits for your size, budget and workflow, and the reasons behind each.

Setup working session (90 min)

We configure the chosen tools with you on a screen share: chart of accounts or pipeline stages, users, permissions, templates and the connections between them.

Integration map

A one-page diagram of what connects to what, what syncs automatically and what stays manual, so nothing is entered twice.

Team handoff guide

Short written procedures for the three to five daily tasks your team will perform in the new tools.

Two weeks of email follow-up

Questions that come up as your team starts using the stack, answered within one business day.

What happens after you book

Within one business day: we email you to schedule the discovery call and send a short intake questionnaire.
Week one: discovery call, then the written recommendation.
Week two: setup working session and integration map.
Week three: team handoff guide, then two weeks of email follow-up.

Questions

Do you sell or resell the software?

No. We are independent and not affiliated with, certified by or compensated by any software vendor. Subscriptions are purchased by you directly from the vendor you choose.

What if I already use some tools I want to keep?

Good — keeping what works is usually the right call. The recommendation is built around your existing tools wherever they fit.

Is this accounting, legal or compliance advice?

No. We help you select and set up software categories. Questions about your books, taxes or legal obligations should go to your accountant or attorney.

What is your refund policy?

See our Refund & Cancellation Policy. If we have not yet held the discovery call, you can cancel for a full refund.

Small Business Training Planner provides software-category selection and setup guidance only and is not a reseller, partner or certified provider of any named software vendor. This engagement is not accounting, tax, legal or compliance advice.