McWilliams & Associates Inc. provides goods and services to Accountants and their QuickBooks clients for the purpose of improving the success of both. By using QuickBooks, Legrand CRM, and numerous other QuickBooks add-ons in our own business, we have a unique perspective to effectively and efficiently help our clients.
We are dedicated to business growth and profitability through education and support for our national and international clients and customers.
All of our products and services provide practical solutions to assist small and medium-sized business clients with financial and day-to-day operational issues.
Site Discovery Consultant Group
www.sitediscovery.com
Ph: 1-888-937-3396
11285 Sunrise Gold Circle, Suite A
Rancho Cordova, Ca 95742
We are Microsoft, Apple, Novell, Cisco, and Linux certified consultants. We offer support and integration from the network cabling up to the server backend. Whatever the need, Site Discovery has you covered. We pride ourselves on being a single point of contact for all of our clients’ technology needs. We offer:
Extend the Power of Your Legrand CRM
Tailor Legrand CRM to meet your unique business needs with these optional add-on modules.
Accounting Link
Combine your accounting and customer information inside Legrand CRM Pro for a complete business solution. You can import and export customer and financial data between Legrand CRM and QuickBooks, as well as other popular accounting software packages.
Customer Service Module
Track customer service from initial contact through resolution with this practical and inexpensive solution for managing and measuring issues.
Item Tracking Module
Turn past sales information into targeted marketing and sales opportunities. This module helps you leverage the information in your customer database, tracking physical or service "items" that you sell to customers.
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