• Are you looking for ways to streamline your business processes and workflows?
• Are you struggling with double-entry of data?
• Are you confused by all the add-ons that can integrate with your accounting software?
• Are you looking to leverage integration in a better way across your entire business?
• Would you like to work with a consultant who has experience in your industry?
• Are you looking for better, more efficient reporting?
If this is you, we can help you to optimize your business ecosystem to boost efficiency and profitability!
Where Do We Start?
The process begins with a scoping session. A scoping session is a comprehensive evaluation of the entire business and all of the software programs and workflows that are required to run the business done with an industry expert. Our scoping sessions are unique since we are agnostic providers of Cloud Software and we are Experts in all of the software packages we can recommend. We take a holistic view of the business and try to explore areas where the right technology and correct setup of add on integrations can add efficiencies to the overall running of the business. Additionally, considerations for the way the software packages are set up so they provide the type of financial reporting that is required is a key part of the review. During this time we will review your current systems to understand what your current workflows are. (What is working, what isn’t working) The scoping session is facilitated remotely via computer and your accountant or bookkeeper are encouraged to sit in on the session. These sessions are charged per hour and generally run no longer than 2 hours. The industry expert running the session is well versed in common issues of your particular industry and has a deep understanding of the different solutions available to meet your specific needs.
What Happens Next?
Once you have done a scoping session and decided to accept our quote you will have a project manager who will work with you to map out the best plan for your installation. If you are installing more than one add-on we will work out which one to start with and give you a proposed timeline for how it will happen. We will then work with you on the set-up of the software, the installation, training and go-live. We will also keep your accountant and bookkeeper informed of our progress if they would like to be involved.
How Do You Start?
Once you have decided that you would like to book a scoping session with us please contact your Accountant or Bookkeeper who will register you as a lead with us, we will then talk to your financial advisor and make it happen.