Business Consulting Services: CRM, Accounting, Phones and Websites
Starting a business, or running one that has outgrown spreadsheets and sticky notes? Xpanse helps you choose and set up the tools that keep your customers, money and phones organized, and explains each step in plain English. Based in Rockland County, NY, Xpanse helps small businesses throughout New York, New Jersey, and nationwide get organized, choose the right tools, and put them to work.
Start Your Business
Have a business idea but aren’t sure what comes next? We help you turn it into a practical launch plan and put the essential pieces in place. Services include:
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Business launch planning and checklists
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LLC, registration, banking, and insurance guidance
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Payment processing and invoicing setup
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CRM, accounting, and business-phone recommendations
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Website and online-presence planning
Business Systems & Automation
Using technology is highly recommended but could be a daunting task when it comes to planning and implementation on your own. Our offerings include:
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CRM (contact management systems) planning and implementation
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ERP (bookkeeping and accounting systems) planning and implementation
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Process workflow design
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Point-of-sale advice and implementation
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E-commerce and online-ordering advice and implementation
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General technology advice
Business Coaching & Advisory
Get practical guidance from someone with more than 30 years of experience building and operating businesses. We’ll help you work through decisions, solve problems, and create a realistic path forward.
Services include:
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Business strategy and growth planning
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Operations and process improvement
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Technology and AI guidance
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Team structure, hiring, and leadership
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10-hour advisory package — $3,000
Retail and Restaurant Consultation
We have built retail and restaurant businesses ourselves, and we use what we learned to help yours succeed. Services include:
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Point-of-sale advice and setup
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Online ordering
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E-commerce advice
We are a Zoho Partner
You need to manage your customer, manage your finance and manage your employees. We are a Zoho partner and can outfit you with the tools needed to manage your business at a reasonable cost.
Pricing is per user and based on the current Zoho plan. It includes access to over 40 Zoho applications, including Zoho CRM, Books, Subscription Management, Expense Management, Email Marketing, and many more.
Ready to start?
We are a RingCentral Partner
Need a phone system? Look no further. We can outfit your business with RingCentral, the premier outsourced phone system. With RingCentral, you can control your business' phone system via a web portal and be completely on the cloud. Use physical IP phones or virtual softphones. Your employees can access their phones, make calls, set up web meetings, and manage voicemail from anywhere. Let us help you set your business up with the most robust cloud phone system out there.
Need a Website? We are a GoDaddy and Wix Partner.
If you are a business, you need a website. Find and order a domain name, add a website, and any other service from GoDaddy or Wix. If you need our help, we can request access to it and help you set it up. To get started on your new website:
Common Questions About Starting and Running a Business
Not sure where to start? Tell us what you're trying to do and we'll point you to the next step. Use the Contact Us button, or begin with our Full Launch Checklist.
You need a business structure such as an LLC or S-Corp, a business bank account, a way to track money, a phone number customers can reach, and a simple way to manage customers. Our Full Launch Checklist walks through these in order.
A CRM (customer relationship management system) is software that keeps your contacts, conversations and follow-ups in one place. If you are tracking customers in email or a spreadsheet, a CRM will save you time. Xpanse sets up Zoho One, which includes Zoho CRM.
The best one is the one you will actually keep up to date, and it should connect to your bank and your CRM. Zoho Books is part of Zoho One. We can help you pick and set it up.
It is a phone system that runs over the internet instead of on a desk phone line. Employees make and take business calls from a web portal, a desk phone or a mobile app. RingCentral is a popular example.
Yes. We explain options in plain English and handle the setup with you.
Use the Contact Us button and tell us what you are trying to do.