FAQ — E-Workflows Consulting & Automation

Question 1

How do I get started with E-Workflows?

Accepted Answer

The easiest way to get started is to book a free consultation. We'll spend 30–60 minutes learning about your business, your current processes, and your goals. From there, we'll put together a tailored proposal with clear next steps and pricing.

Question 2

What size businesses do you work with?

Accepted Answer

We primarily work with small to mid-sized businesses — typically 1 to 50 employees — across a wide range of industries. Whether you're a solo operator looking to automate your bookkeeping or a growing team that needs a custom Quickbase application, we have the experience to help.

Question 3

Do I need to have QuickBooks or Quickbase already set up?

Accepted Answer

Not at all. We can help you evaluate whether these tools are the right fit, set them up from scratch, or optimize an existing setup. We meet you where you are.

Question 4

How long does a typical engagement take?

Accepted Answer

It depends on the scope of work. A focused process analysis or QuickBooks cleanup can take 1–2 weeks. A full Quickbase application build or end-to-end workflow automation project typically runs 4–12 weeks. We'll give you a realistic timeline in your proposal.

Question 5

What does a business process analysis include?

Accepted Answer

We document your current workflows end-to-end, identify bottlenecks and redundancies, and deliver a prioritized improvement roadmap. You'll walk away with a clear picture of where time and money are being lost — and a concrete plan to fix it.

Question 6

What tools do you use for workflow automation?

Accepted Answer

We work with a range of tools depending on your existing tech stack and budget. This includes Quickbase, QuickBooks, Zapier, Make (formerly Integromat), and custom API integrations. We recommend the right tool for your specific situation — not the most expensive one.

Question 7

Are you certified QuickBooks ProAdvisors?

Accepted Answer

Yes. Our team holds Intuit QuickBooks ProAdvisor certifications, including Platinum tier. We have deep expertise in QuickBooks Online setup, optimization, reporting, and integration with other business systems.

Question 8

Can you build a custom Quickbase application for my business?

Accepted Answer

Absolutely. We design and build Quickbase applications tailored to your specific workflows — from project tracking and CRM to inventory management and approval workflows. We also provide training and ongoing support after launch.

Question 9

Do you offer ongoing support after a project is complete?

Accepted Answer

Yes. We offer retainer-based ongoing consulting and support packages for clients who want a long-term partner to keep their systems optimized as their business evolves. Ask us about our monthly support plans.

Question 10

How do you charge for your services?

Accepted Answer

We offer both project-based and retainer-based pricing depending on the engagement. Project work is scoped and priced upfront so there are no surprises. Ongoing support is available as a monthly retainer. We'll recommend the right structure during your consultation.

Question 11

Do you require long-term contracts?

Accepted Answer

No long-term contracts are required for project work. Retainer agreements are typically month-to-month with a 30-day notice period. We believe in earning your continued business through results, not locking you in.

Question 12

Is the initial consultation really free?

Accepted Answer

Yes, completely. The initial consultation is a no-obligation conversation to understand your needs and see if we're a good fit. There's no sales pressure and no commitment required.

Question 13

Do you work remotely or on-site?

Accepted Answer

We work primarily remotely, which allows us to serve clients across the country efficiently. For clients in our local area, we're happy to meet in person when it adds value — such as for team training sessions or kickoff meetings.

Question 14

How do you keep us informed during a project?

Accepted Answer

We provide regular progress updates throughout every engagement. Depending on the project, this may include weekly check-in calls, shared project dashboards, or written status reports. You'll always know where things stand.

Question 15

What do you need from us to get started?

Accepted Answer

Typically we need access to your current systems (QuickBooks, Quickbase, or other tools), documentation of your existing processes if available, and time with the key people who use those systems day-to-day. We'll walk you through exactly what we need during onboarding.

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