Financial Systems Setup
Whether you’re new to bookkeeping or upgrading your file, we can customize an implementation plan specifically for your business. Our bookkeeping Setup & Implementation services are far more extensive than your basic free bookkeeping support. Our team has several years of real world experience implementing and using bookkeeping within many types of business scenarios, industries, and end user roles from bookkeeper to CFO.
First, your dedicated bookkeeping consultant will go through a detailed checklist to determine which bookkeeping system will best suit the needs of your business, the number of licenses required to support your staff needs, any 3rd party applications needed, and if any custom programming or integration is needed.
In order to get the most out of bookkeeping system, it is crucial 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.
File Setup and Internal Controls
During the file setup stage, we’ll configure bookkeeping either on your local network or in a secure, cloud-hosted environment and set up user access. We’ll also set up your file based on the implementation plan we developed for you, such as setting up a customized Chart of Accounts, Lists, Preferences / Settings, Forms, Payroll, Taxes, Templates, Inventory, Memorize Reports, Fixed Assets, and more. If we’re importing data from your previous accounting software we’ll clean the data and ensure it came over cleanly.
Third Party and Custom Applications
If during the planning stage we determine that you’ll need a 3rd party app and / or custom programming, we will implement those after we get your base bookkeeping file setup. We can also handle more complex situations that require a custom developed application or integration with external systems. These custom applications are owned by you and build off of your system's API.
Reporting and Automation
Once we’ve got your bookkeeping file 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 bookkeeping data.
Training and Knowledge Transfer
Lastly, we’ll make sure your team feels confident using your new system. Every business and individual is different. We offer customizable bookkeeping training based on your needs and goals as well as your specific bookkeeping 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 offer that option as well.