Our satisfied customers

Coastal Flow OC

  • 4 Hours of payroll automated per month. Payroll errors removed.

  • 2 Hours removed per contractor onboarding

  • 1099 Contractor Compliance in California (rare in dance studios, but possible)

  • Custom Contractor Payroll Solutions including calculated hours, invoicing, and approved payments at the click of a button.

  • Custom built contractor onboarding & payroll onboarding

Boutique Aerial Studio in Aliso Viejo offering everything from pilates, yoga, barre to handstands, hammock, silks and aerial apparatus. Coastal Flow was in it’s infancy and wanted contractor onboarding and compliance to be effortless and compliant. We went a step further and made contractor payments fully automated every two weeks

Squire’s La Habra

Community bar in La Habra — known for its pool tables, darts, and live sports. Referred by Coastal Flow OC, we cleaned up operations and updated onboarding documentation. We removed manager touch point hours with new hires removing disruptions from daily bar operations.

  • Automation of POS data into Quickbooks - 2 hours saved per week

  • No touch Bar Staff onboarding & Payroll onboarding

  • Full document update to 2026 compliance standards for bar operations

  • 2026 Employee handbook

Family owned and run hair salon in Costa Mesa, California. Mane-Tained needed a Front Desk assistant to handle calls and running the salon, but they were struggling to find someone full time. We suggested they try an AI voice assistant to handle their calls and basic appointment booking needs and hire a part time front desk instead.

Mane-Tained Salon

  • Voice AI Assistant handling front desk queries about appointments, managing cancellations, bookings and rescheduling.

  • Removed the need for physical phone answering. Calls answered 24/7 saving thousands (yes, thousands in dollars) in missed calls / appointment requests.

  • Front Desk is now free to engage more directly with physical clientele and focus on in salon duties

Lifestyle Design - Fiduciary Services

Professional Fiduciary in California - Custom billing solutions for Trust management. Lifestyle Design was buried at end of year tax season trying to manage multiple Trust’s tax returns. We customized a payment system that auto categorizes and pays contractors all from a Gsheet!

Enter the billing information, all payments automated to go out at the end of the day. Simple, clean, customer logs updated in any bookkeeping software you choose.

  • Automation of billing data into Quickbooks

  • Automatic Contractor payments out at the end of every day

  • Easy account reconciliation at the end of the year

  • To be continued…. we’re working on even more time saving features

  • "I wasn't even after automated payroll but Evey showed me how it was possible and end of year tax season has never been easier"

    —Coastal Flow OC

  • "Worth every penny, nothing compares to getting your time back as a business owner."

    —Mane—Tained Salon

  • "Automating my POS into Quickbooks was a life saver, I hated manual journal entries and Proximal Front AI spared me having to do one ever again."

    —Squire’s La Habra

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