Intuit Premier Reseller
Google Apps Authorized Reseller
Method CRM Certified Advanced Consultant
QuickBooks ProAdvisor - Advanced, Online, Enterprise, and Point of Sale Certified
Vend Certified Partner
In complex environments, we often perform a needs analysis to determine the company’s systems needs. This needs analysis involves analyzing the flow of transactions within the organization, company structure, employee responsibilities, specific industry needs, and a host of other items. Recommendations are then made and could include changing the transaction flow, training on software features, implementing additional integrated software solutions such as point of sale, time & billing, inventory, web store, EDI, etc.
Data File Analysis
Many small businesses use QuickBooks reports to make significant business decisions without any reasonable confidence in the accuracy of their QuickBooks data. In our dealings with small businesses, we often find errors in their files that cause critical balances like cash, accounts receivable, accounts payable, sales or revenues, expenses, etc. to be significantly incorrect. Using our data file analysis procedures, we locate data entry and data file setup errors that cause QuickBooks reports to be inaccurate. We typically analyze the chart of accounts, products, items, payroll items, etc. and confirm the accuracy of reports by matching balances to financial statements, tax returns, payroll filings, etc. We also analyze the data file for database corruption.
Data File Maintenance
Our data file maintenance service is a preventative maintenance service that helps to avoid data file corruption. When data files are regularly maintained and checked for errors, database corruption problems are unlikely to occur.
Data File Cleanup
When data files become large, they cause performance issues and risk corruption of data. Our data file cleanup procedures reduce file size by removing old transactions and deleting unused items from customer, vendor and items lists. When the system starts to slow down and reports take a long time to run, this may indicate the need for this procedure.
Software implementations may involve creating data files, installing software, integrating different software solutions, importing customer and other information, recording beginning balances, recording open transactions, customizing reports, and much more.
Throughout the setup and implementation process, we train employees and owners on various basic and advanced features of the software. We also provide ongoing and customized one-on-one or group training for new hires or to update users on new features.
Once the initial implementation and training is complete, we provide ongoing support through continued remote or onsite help. We leverage remote technologies to more efficiently serve your software support needs.
Companies often require specialized or industry specific reports so we provide report creation services in order that information can be obtained in a format that is appropriate for the company. Examples of these reporting requirements may include consolidation of multiple QuickBooks company files, custom reporting to board of directors, etc.
CFO & Controllership Services
We provide part-time or interim CFO and Controllership services to companies needing a limited amount of high-level expertise. This service may include overseeing accounting departments, establishing best practices, developing and monitoring of budgets, implementing and supervising financial management processes and structures, developing financial projections and plans, analyzing financial data and presenting financial reports, communicating the implications of financial results, maintaining internal controls and safeguards, cash flow management and forecasting, and much more.
We are Certified QuickBooks and QuickBooks Point of Sale ProAdvisors and have consulted with small and mid-sized companies for many years. We are members of an elite group of a few hundred QuickBooks professionals all over the country and participate in discussion groups and conferences with these highly trained professionals. Because of these certifications and memberships, we have a higher level of expertise.