Comprehensive Setup for Finance and Accounting Systems

Ensure your finance or accounting software is set up by top-level certified experts who have successfully completed this process hundreds of times. This crucial step can make all the difference in your business's ability to scale effectively. While you could attempt it yourself or hire someone else for a cheaper price, the expertise we offer is invaluable.

How will you benefit?

AIS

ERP

Financial Analysis System

Inventory Management System

Accounting Information System (AIS): A system that collects, stores, and processes financial and accounting data to produce information for decision-makers. Examples of AIS platforms.

Enterprise Resource Planning (ERP) is a type of software used by organizations to manage and integrate the important parts of their businesses. An ERP software system can integrate planning, purchasing inventory, sales, marketing, finance, human resources, and more.

An Inventory Management System (IMS) is a software solution that helps businesses track, manage, and control their inventory levels, orders, sales, and deliveries. It plays a critical role in ensuring that a company maintains the right amount of stock to meet customer demand without overstocking or understocking.

A Financial Analysis System is a software tool or suite of tools designed to help businesses and financial professionals analyze financial data, assess financial performance, and make informed decisions. These systems integrate various financial functions, providing insights into a company's financial health, trends, and potential areas for improvement.

Our accounting software setup service follows a transparent process

• Review current/prior financials

• Determine future KPI/reporting needs

• Brief technology needs assessment

• Design chart of accounts, classes, locations, products and services lists

• Data migration (profile data, historical data if needed)

• Recommend add-on apps (e.g. billing, time tracking, payroll, ecommerce)

• Set up the software, users, roles

• Configure and connect taxes

• Apply branding

• Create standard reports

• Training

• Connect bank accounts and any simple apps

Complicated Account Design

Classes, locations, sub-accounts, oh my! This makes all the difference for KPI, tax, departmental reporting and just daily bookkeeping. Many people know where to put the furniture once the house is built … it takes an expert to design and build the house.

Outdated Software

Software is getting better. If you do things the old backwards way you’ll miss out. If you don’t connect things the right way, you’re making hours (days) of work for yourself every month. We’re tech geeks and we eat the best solutions for breakfast.

Incorrect Applications

There are thousands of add-on apps that can be integrated into your accounting system. We’ve evaluated and implemented hundreds of apps that we use every day; let us keep you from investing in too much inefficient technical debt.

The more you know

Contact us

Whether you have a request, a query, or want to work with us, use the form below to get in touch with our team.