Undecided about cloud software - check out this handy checklist!
As a new or established business owner, you understand that a good accounting structure and system is vital to the success of your business. You need to know if your business is making a profit, has sufficient cash-flow, and want to ensure that you stay compliant with various governmental filing requirements.
During our initial consultation (in-person or online) we will gather the information necessary to allow us to provide you with potential software solutions. We start by looking at your overall business operation and data flow, then from there we will provide you with potential software solutions and assist you in making decisions related to your accounting system, such as:
To provide you with the best possible training experience, we take the time to learn about each of the solutions that we recommend to clients, and have also earned our certifications with most.
We provide one-on-one training for:
We prefer the one-on-one method of training as it allows us to review your current situation and to provide you with recommendations for improvements that can be made. Training sessions are personalized so that we can work with you using real data for your business, we find that our clients get greater benefit from seeing how their information is processed versus using a sample scenario. Training sessions are limited to scheduled 3 hour intervals to reduce information overload, and we encourage clients to ask questions and take notes.
Training sessions include: