Single Service

Getting Set Up for Success

Seamless Software Foundations for Effortless Design Flows

All Services

Project-Based Expense Tracking

Balanced Books

Vendor Support Made Simple

Getting Set Up for Success

Year-End Made Easy

Tech-Integrated Solutions

Our Strategy

We act as your virtual procurement assistant, negotiating quotes, issuing orders, and monitoring fulfillment while keeping you looped in via simple updates. All activity feeds straight into your accounting software for automatic expense logging, with built-in checks for your local sales tax and vendor compliance. We build relationships with local suppliers so you get priority service, reducing lead times and costs without lifting a finger.

Need Help ?

Unsure where to start with software? Gloria offers a free setup consultation—let’s chat about your tools and get you a custom roadmap to success.

Vendor Support Made Simple

 

Sourcing the perfect fabrics, fixtures, or contractors is the heart of interior design—but chasing orders, payments, and deliveries can derail your momentum. We step in as your dedicated procurement partner, handling vendor communications, purchase orders, payments, and tracking from quote to delivery. Everything syncs directly to your books for seamless expense capture, so you avoid delays, disputes, or forgotten fees. Focus on curating stunning spaces while we ensure your supply chain runs like clockwork, all remotely and tailored to your local vibrant vendor network.

 

What’s included

 

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Full platform installation and configuration (QuickBooks, Studio Designer, Ivy, Design Manager, etc.)

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Employee and payroll setup with role-based access

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Data migration from legacy systems with zero downtime

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Custom chart of accounts tailored to interior design workflows

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Reporting templates for profitability and cash flow

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White glove service

With this service, your software becomes an intuitive extension of your creative process. Dashboards load with pre-set views for project costs or vendor payments, integrations hum silently in the background, and you’ll wonder how you ever managed without it—turning tech from a chore into a competitive edge.

 

Why Interior Designers Love This Service

 

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Quick launch: Up and running in days, not weeks

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Rhode Island compliance built-in: Local tax codes and reporting standards

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Design-centric customization: Categories for swatches, bids, and installs

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Scalable for growth: Easy to add team members or new tools

Related Services

Many designers start with Keeping the Books Balanced and then add these services as their business grows:

Project-Based Expense Tracking

See profitability on every job

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Vendor Support Made Simple

We do purchasing and payments

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Getting Set Up for Success

Perfect software configuration

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Year-End Made Easy

Stress-free tax season

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