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Accounting Systems Selection & Design

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Whether you are in the initial stages of launching your business or in the process of scaling it, we’re here to assist you in choosing an accounting system and a suite of tools tailored to your specific needs. Our software-agnostic approach allows us to independently and impartially assess your accounting system requirements and devise processes that optimally serve all stakeholders. From the software itself to workflow design, integration of applications, and modeling, our team can collaborate with you to establish a best-in-class that’s both effective and cost-efficient for small and middle market businesses.

Our accounting system selection and design includes the following steps:

  1. Information Gathering – we meet with management and key stakeholders to determine areas of need and importance, while evaluating the existing system structure
  2. Determination of Minimum Criteria – for example, security requirements, mobile accessibility, and integration capabilities
  3. Evaluation of Total Cost & Cost Savings – total cost includes implementation and set-up fees, cost to train personnel, integration and customization costs, and ongoing software license fees. With that, we must factor in any potential cost savings that can be realized from the use of the new system
  4. Review Functionality, User Experience, & Reporting Capabilities
  5. Final Recommendation – based on the assessment of needs and our overall evaluation, we will recommend and ultimately help design the optimal accounting system for the business

Some of the systems we work with include Unanet, Deltek CostPoint, QuickBooks Online, & QuickBooks Desktop.

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