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Setup Support for Early-Stage Businesses

Under $3 Million in Revenue

You’re building something substantial—our job is to set up your inventory platform so it stops holding you back.

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Running a product‑based business with a lean team is an exercise in efficiency. When your systems are simple spreadsheets and your operations are driven by a handful of people, choosing the right inventory software and configuring it correctly makes all the difference.

At this stage you don’t need complex integrations or massive training programs. You need a clear plan and lightweight tools that scale with you. We’ve helped hundreds of founders and early operators get their Fishbowl, QuickBooks, or Odoo platform up and running the right way—from day one. We focus on:

  • Selecting the Right Platform: We help you evaluate whether a QuickBooks add‑on or a standalone inventory system is your best first step.
  • Quick and Clean Setup: We configure your system to match your workflow and make sure your data flows smoothly from purchase to shipment.
  • Essential Tools and Training: You’ll get access to our reorder calculators, forecasting templates, and Fishbowl report packs, plus short onboarding sessions to get your team comfortable without over‑engineering it.

Let's Get Started

What Success Looks Like
Within a few weeks you’re live on a system designed for your size—no more guessing stock levels or losing orders in email threads. You’ll feel confident that your platform has room to grow when you do.
Take the Next Step
Fill out our self‑service onboarding form, sign your contract, and we’ll guide you through setup. For questions, schedule a 20‑minute call to get clarity on which solution fits best.

Schedule Your Consultation

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