cleo

​

ADMINISTRATIVE SUPPORT

​

Customer Service, Order Management, Back Office

​

We offer a comprehensive, user-friendly solution to managing the back office needs of companies like yours.  We will enable you to minimize the hours spent organizing and maintaining product creation, inventory tracking, and financial reporting with our interface with accounting software like Quick Books, leaving you more time for product development and sales. We also offer customer service solutions!

​

Systems Integration Automation

​

Although traditional paper-based systems have done their job well for years, digital systems are revolutionizing the way we are doing business. Take a load off, and let automation take care of the bulk of your work.

​

Financial Consultation

As trusted Financial Advisers, Bookkeepers and ProAdvisors with 20 years of experience, we provide affordable month to month services. We can help you achieve a sense of accomplishment, contact us for a FREE consultation!​ We provide Bookkeeping Services, Business Development, Business Plans, Fictitious Business Names, Corporate Documents & Legal Forms, Sales Tax and Local Taxes, Business and Sales License and Permits, Financial Management System, HR services including Payroll and Tax Filings.

 

 In addition to providing Management Services directly, THE CLEO AGENCY also specializes in Training and Consulting. We work with you and your staff to ensure that you have the best possible Systems, Procedures, and knowledge working for you and your business. Not every company needs (or can afford) a full-time or outside staff. But every company needs (and can't afford not to have) an operational and accounting system to maintain financial health and growth.