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The successful operation of almost every SaaS solution includes executing some very menial tasks that are both totally necessary and not core to your primary business. These are above and beyond System Administration. Retain TurnKey to provide these daily, weekly, monthly, quarterly, etc.
We will define a custom service with you that we deliver at an affordable price and within an SLA that can’t be beat (example: 24 hour guarantee on expense report audits).
Some retained service examples:
Expense Management (T&E software like Concur, Expensify, or Expensify) -Line-by-line auditing of every expense report: verifying receipts, checking policy compliance, spotting duplicates, and rejecting or approving submissions.
Accounting & Finance (QuickBooks, Xero, NetSuite)
Monthly bank and credit-card reconciliation — matching hundreds of transactions, categorizing them correctly, and chasing down missing receipts or explanations.
CRM & Sales (Salesforce, HubSpot, Pipedrive)
Constant data cleanup: finding, merging, and fixing duplicate contacts, leads, accounts, and outdated information so reports and automation actually work.
HR & Time Tracking (BambooHR, ADP, Harvest, Toggl)
Weekly or bi-weekly review, correction, and approval of every employee or contractor timesheet before payroll can run.
Accounts Payable / Procurement (Bill.com, Coupa, or ERP modules)
Three-way matching: manually verifying that every purchase order, delivery receipt, and vendor invoice line up perfectly before payment is released.
The successful operation of almost every SaaS solution includes executing some very menial tasks that are both totally necessary and not core to your primary business. These are above and beyond System Administration. Retain TurnKey to provide these daily, weekly, monthly, quarterly, etc.
We will define a custom service with you that we deliver at an affordable price and within an SLA that can’t be beat (example: 24 hour guarantee on expense report audits).
Some retained service examples:
Expense Management (T&E software like Concur, Expensify, or Expensify) -Line-by-line auditing of every expense report: verifying receipts, checking policy compliance, spotting duplicates, and rejecting or approving submissions.
Accounting & Finance (QuickBooks, Xero, NetSuite)
Monthly bank and credit-card reconciliation — matching hundreds of transactions, categorizing them correctly, and chasing down missing receipts or explanations.
CRM & Sales (Salesforce, HubSpot, Pipedrive)
Constant data cleanup: finding, merging, and fixing duplicate contacts, leads, accounts, and outdated information so reports and automation actually work.
HR & Time Tracking (BambooHR, ADP, Harvest, Toggl)
Weekly or bi-weekly review, correction, and approval of every employee or contractor timesheet before payroll can run.
Accounts Payable / Procurement (Bill.com, Coupa, or ERP modules)
Three-way matching: manually verifying that every purchase order, delivery receipt, and vendor invoice line up perfectly before payment is released.