Custom Solutions for Interior Design Firms
Choose a Focus Area or Build a Comprehensive Plan
We operate differently from traditional consultants and bookkeepers
What Sets Us Apart
The interior design industry is particular, and so are we. Our team understands the tools, timelines, and trade-offs that others may miss. We work closely with our clients to achieve measurable outcomes.
We work exclusively with interior design firms.
Whether you need help with one area or many, our services are tailored to your firm’s size, pace, and goals. You’ll work with a dedicated team of experienced people who understand your business and care about getting things right.
From quoting and proposals to order tracking and coordinating deliveries, our procurement services are built to keep your projects moving forward.
We work with your procurement software and trade accounts to ensure accuracy. If needed, we can also help set up trade accounts on your behalf.
Workflows are tailored to your team structure and vendor preferences, helping you reduce delays, avoid costly errors, and stay focused on the creative work.
Available as full-service or project-based assistance.
Our financial services go beyond bookkeeping. We help you understand what’s happening in your business, from invoicing and reconciliation to year end reports. Each month, you will receive a financial report packet complete with clear explanations and practical insights to empower decision-making and growth.
If you are behind in bookkeeping or feel like your current bookkeeper is no longer a good fit for your software, we are experts in historical financial and project reconciliations, bookkeeping clean up, and identification and correction of past issues - even major financial mistakes.
We prepare and file monthly, quarterly, or annual sales tax returns, depending on your business needs. Our team compiles sales tax liability reports for your review and approval, then composes and submits the return directly to the state.
Before filings begin, our team completes a thorough sales tax review with you to make sure your firm understands the regulations so you can make informed choices and stay compliant.
We can also help you understand economic nexus requirements for all 50 states.
If you’re looking to clean up your systems or migrate platforms, we’ll ensure your software is working for you. Once we understand the nuances of how your studio operates, we’ll set up or adjust your software settings and shape workflows and best practices that make sense for your day-to-day. If you don’t work in software yet, we’ll help you review the pros and cons of each option and pick the best one for your firm’s needs.
We regularly work with:
Our consulting and training offerings are built to meet you where you are – hiring, scaling, reorganizing, or just trying to figure out what’s next. We bring industry insight, experience, and advice to help teams be their best.
Financial Consulting
Includes flexible sessions focused on education and building financial confidence. Teams learn to review finances, examine profitability, identify areas to raise rates, analyze budgeting, and set financial goals. More complex cases may include cash flow planning, paying down debt, fixing sales tax issues, working with a CPA to amend tax returns, and more.
Procurement Consulting
Includes advising on trade accounts and receiving warehouses, most profitable item pricing, efficient installation strategies, and implementing a custom process for your whole team to follow to ensure procurement is buttoned up and you aren't losing money. If you’re new to the industry, we’ll bring you up to speed on industry best practices around procurement.
Training
Includes software courses for full teams or new hires, software feature upskilling, and sales or client relationship coaching.
Procurement Process Package
We get to know your business and work with you to build an all encompassing procurement process. In a meeting with key team members, we unpack your current systems, pain points, and goals. From there, we design a standardized procurement and project management workflow and provide guidelines to ensure consistency. Lastly, we present the new process and incorporate it into any software training sessions. This package is ideal for firms transitioning away from using spreadsheets for project tracking, or teams that feel like they could be getting more out of their procurement software.
New Business Startup Package
We build the operational, software, and financial foundations new firms need to succeed. You set the stage by sharing goals, challenges, and aspirations. From there, we create detailed procurement, operations, and financial processes, share best practices for running your firm, and guide you through implementation. Once you're up and running, we troubleshoot and answer questions as they arise.
Get Everything You Need
Bundling services offers convenience and efficiency. When you combine areas of focus, we’re able to streamline communication, reduce duplication, and offer comprehensive insights into your business. You’ll save time, stay organized, and work with one dedicated team that understands how all of the pieces fit together.
