Practical CRM, automation, AI, and business technology consulting to help small businesses choose, organize, implement, and make better use of the tools that fit how they operate.
Practical technology, AI, CRM, and automation systems that help small businesses improve how they capture leads, manage customers, communicate, and operate. The focus is on practical systems that fit the way a small business actually works, rather than adding technology simply for the sake of adding it. David brings the same business-owner perspective he applies to tax and accounting to the systems that support day-to-day operations.
Practical GoHighLevel consulting and implementation for CRM setup, pipelines, forms, appointment systems, and business workflows tailored to how your business operates.
Organizing how leads and customers are tracked, so nothing falls through the cracks between first contact and closed business.
Forms, landing pages, and automated follow-up sequences that respond to new leads consistently, without manual effort every time.
Online booking and calendar systems that let clients schedule directly, with automatic confirmations and reminders.
Automatic text-back and response systems so missed calls and inquiries still get a timely reply.
Systems for requesting, monitoring, and responding to customer reviews across the platforms that matter to your business.
Practical AI tools and automated workflows applied to real business processes, reducing manual work where it makes sense.
Connecting AI tools to your CRM and day-to-day processes, so technology works together instead of in separate silos.
Automated email and text communication for follow-up, reminders, and staying in contact with customers over time.
Websites built for small businesses that need a clear, functional online presence connected to their CRM and booking systems.
Practical assistance evaluating, organizing and improving QuickBooks Online and related accounting workflows so the system produces useful financial information and fits how the business actually operates.
Google Workspace can provide small businesses with an integrated system for email, files, documents, scheduling, collaboration, and AI. David helps businesses evaluate, organize, and make better use of Google Workspace, including practical guidance on Gemini and NotebookLM. Whether a business is setting up these tools for the first time or improving an existing system, the focus is practical implementation for owners and employees rather than enterprise IT administration.
A sensible foundation for email, files, calendars, and collaboration.
Logical folder structures and shared-file systems so information is easy to find.
Practical systems for managing business email and day-to-day workflow.
Better use of the everyday tools for documents, scheduling, and collaboration.
Practical approaches to shared files and access so your team works together without confusion.
Practical ways to use Gemini for research, drafting, analysis, and planning.
Turning company documents into searchable, useful knowledge resources.
Finding repetitive processes where AI and Workspace tools together improve productivity.
Practical training so your team understands the systems, not just a new setup they don't know how to use.
The objective is not to add technology simply for the sake of having more technology. The focus is on identifying where better organization, collaboration, automation, and AI can solve practical business problems.
David's background as a CPA, business owner, and business consultant allows him to evaluate technology in the context of the financial and operational realities of running a small business. Technology decisions can be considered alongside how the business operates, how its people work, and where better systems may reduce manual work and improve efficiency. This consulting can also complement CRM, GoHighLevel, website, and workflow automation projects when a business needs a more integrated technology solution.
Based in the Ogden area, David serves small businesses throughout Utah and beyond through convenient virtual consultations.