From system design, connecting modules, and designing workflows, we are an implementation partner you can count on.
QuickBooks is enterprise-level software that can support multi-national corporations. It is easy to use, but it is not DIY. You will need help with an experienced implementation team to help tailor the product to your unique business needs. From database structure, connecting modules, and designing workflows, and providing training, we are a partner you can count on.
During the software selection phase, your QuickBooks consultant will go through a detailed checklist to determine which core features and/or edition(s) of QuickBooks is needed, the type of license that best suits your needs, your projected consumption of computing power, any integrated modules needed, and if any custom programming or integration is needed. We will then provide several pricing options based around user count, consumption, or long term contracting, Our goal to give you the lowest cost system at a flexible price.
In order to get the most out of your QuickBooks system, it is important that your system is designed and set up properly from the beginning. By conducting a thorough needs analysis, we can generate a detailed system design that meets both your immediate and long-term goals. Our goal is to optimize your system to generate the KPIs, Financial Reports and Management Reports you need to make strategic business decisions.
During the initial setup stage, we’ll configure QuickBooks either on your local network or in a secure, cloud-hosted environment and set up user access. We’ll also set up your QuickBooks system based on the implementation plan we developed for you, such as setting up a customized Chart of Accounts, Lists, Preferences / Settings, Payroll, Taxes, Templates, Inventory, Memorize Reports, Fixed Assets, and more.
If during the planning stage we determine that you’ll need a 3rd party app and / or custom programming, we will implement those once we get your base QuickBooks system setup. This could be as straightforward as installing QuickBooks’s Construction edition. We can also handle more complex situations that require a custom developed application or integration with external systems.
Once we have got your QuickBooks system and any supporting apps & integrations set-up, we take it further by automating various data-entry tasks and generating reports. We can show you how to generate reports, set-up automation, and /or build any custom report your need so that you get the most out of your QuickBooks system.
Every business and individual is different. We offer customizable QuickBooks training based on your needs and goals as well as your specific system environment. All training can be done remotely via secure web-based meeting, which makes scheduling more convenient and cost-effective. If you prefer on-site training, we do offer that option as well.