Project Description
I have just opened a small office and need three Windows-based workstations ready for day-one productivity. What I’m looking for is a complete, turnkey solution: you recommend the right hardware, deliver or guide the purchase, install the operating system and core productivity tools, and then layer on business-critical applications that automate the tasks I’m currently handling in spreadsheets.
Beyond the usual essentials (security suite, cloud backup and remote desktop access), I want an integrated system that will:
• record sales, expenses and profit in real time through a reputable accounting tool (I’m open to QuickBooks, Xero, FreshBooks or any option you can justify);
• capture customer details, track follow-ups and issue automatic payment reminders—essentially a lightweight CRM that talks to the accounts platform;
• provide at-a-glance dashboards so I can see cash flow, receivables and overdue invoices without needing separate reports;
• minimise manual data entry by connecting bank feeds, email and calendar where possible.
Deliverables
1. Hardware specification sheet for three Windows machines with price links
2. Software list with licence costs and installation completed (onsite or remotely)
3. Workflow automation configured and fully tested
4. Short hand-off document or video showing how to use and maintain the system
If you have experience setting up small offices end-to-end like this, let me know your approach and timeframe so we can get started quickly.