Client Chronicles

I am writing real-world accounts of my clients’ adventures with software. Watch each entrepreneur’s story unfold, one step at a time.

Lush Candy

Scenario:
Lush Candy owner, Laurie Pauker, set up her bakery in LIC and spent the past year building a nice clientele consisting of NYC gourmet food stores and individuals looking for something different, and delicious, as event and party favors. Poised for growth in 2010, she needs to get serious about her accounting and is looking for more detailed information about the finances as well as her raw ingredients and finished products.

Software: Peachtree Premium 2010

Step 1 – Start at the End

access.office inc.

Scenario:
Gayle Naftaly, was getting buried in emails and proposals. Owner of access.office inc., a PR and marketing firm that utilizes top talent through outsourcing, she was spending too much time with the administrative tasks on her computer and not enough time on making new sales. She needed a system that would work the way she worked and was quick and easy to use. It was imperative that in 2010 she spent the majority of her time networking and meeting potential clients! The challenge was how to simplify her tasks.

Existing Software:
Microsoft Outlook
Microsoft Excel

Step 1 – Understanding Business Nuances