Nitram Financial Solutions | Sherrell Martin
Firm Insights:
Nitram Financial Solutions
Team members: 3
Client Size: 25
Niche: Interior Design
Growth Goals: Not anymore on the accounting side. I want to keep it under 30 clients to leave room for my bookkeeper training program to grow
Watch this tech stack in action!
Internal Tech Stack
Category |
App |
| Client Communication | Keeper |
| CRM / Proposal Creation | Active Campaign, Proosal, 17 Hats |
| File Backup | N/A |
| File Storage | |
| Password Storage | Lastpass |
| Practice Management | Teamwork |
| Review Tool | Keeper |
| Social Media Management | Publer |
| Team Communication | Slack |
| Website | WordPress |
| Workspace | N/A |
External Tech Stack
Category |
App |
| Accounting Software | QBO and Xero |
| A/P | Melio |
| A/R | QBO |
| Construction | Procure |
| E-Commerce | N/A |
| Field Service | N/A |
| HR | Gusto |
| Inventory Management | N/A |
| Payroll | Gusto, QBO |