ABOUT US
Our MOTTO
Helping you make time for what matters.™
Our VIsion
To set the standard for what a client partnership should feel like.
Our PURPOSE
Empower our clients to thrive by being an extension of their team and a trusted partner.
Our Mission
To champion client success by prioritizing the relationship over the transaction while creating lasting impact.
Our core values
I.M.P.A.C.T.
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INNOVATION.
We embrace creativity and encourage innovative thinking. -
MASTERY.
We exhibit mastery in our processes to ensure maximum efficiency. -
PRINCIPLE.
We uphold strong principles of kindness, ethics, and respect in all of our interactions. -
ADVOCATE.
We actively advocate for our clients and their needs. -
CONFIDENTIALITY.
We maintain the highest standards of confidentiality and trust. -
THRIVE.
We consistently exceed expectations and ensure our clients thrive.
INDUSTRY KNOWLEDGE
- Higher Education
- Internal Audit / Accounting
- Manufacturing
- Food / Beverage
- Hospitality
- Non-Profit
- Retail
- Financial Services
- Technology
- Corporate Event Planning
- Magazine
- Healthcare
TECHNICAL SKILLS
- Canva / Publisher / Illistrator
- WordPress / Google Sites / OU Campus / BaseCamp
- Facebook / Instagram / Twitter / LinkedIn / YouTube
- Hootsuite / Later / Mailchimp / Poppulo
- QuickBooks / Quicken / Wave
- Wufoo / SurveyMonkey / Google Forms / Microsoft Forms
- Microsoft Office / Project / ClickUp / Asana
- Outlook Calendar/ Google Calendar / Appointlet / Calendly
- Dropbox / OneDrive / GoogleDrive / AmazonDrive / BOX
- Teams / GroupMe / Slack
- Teams / Zoom / Skype / WebEx / GoToMeeting
- PayPal / Venmo / Square
- LastPass / Keeper
CERTIFICATIONS
MEMBERSHIPS
