System Implementations:

We have extensive experience building requirements, selecting systems, and transferring data. We can help you pick or build the right system for your business!

System Improvement:

If you have a system but aren’t getting the most out of it, contact us – we solve financial system frustrations! We have extensive experience in:

• Developing upload methods and template files, so you can prepare complex journal entries in excel or other systems and load them easily into your accounting program
• Developing reports that give the information you need to run your business, using many different report writers including Crystal Reports and FRx
• Developing budget upload files, so you can keep the latest budget information in your system and easily produce budget vs. actual reports
• Reviewing your current methods, and teaching new more efficient ways to complete regular accounting tasks
• Developing user documentation and cheat sheets, and providing training so your staff can use the system in the most efficient way possible

Recent Projects:

• Development of detailed requirements and programming notes for development of an in-house property management system
• Development of chart of accounts, reports, processes, general and sub?ledgers, and journal entry procedures for implementation of accounting system
• Improvement of methods used to upload journal entries and budgets