Opportunity

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Title:Assessment of your Accounting Software and Administrative Workflow
Overview:Does your organizations accounting and administrative system achieve everything required of it? If office personnel are entering the same information more than once or manually generate the same group of reports every month, consider having your accounting and administrative systems evaluated by CompuBooks Business Services.
Expires:4/29/2010
Opportunity:

Assess your organization's usage of QuickBooks and other software and report to you how it could be improved by changing how the data is entered, reports run and how the administrative tasks are accomplished.

Assess the QuickBooks package you are using now vs. the latest available version (the current year's version of QuickBooks Pro, Premier or Enterprise) and report to you what additional benefits would be reaped by upgrading to the newest version (edition by edition) or by switching editions.

Review the available editions and their potential suitability for your business or organization:

  • QuickBooks Pro
  • QuickBooks Premier Industry Editions

  • QuickBooks Enterprise Solutions (for larger businesses and organizations with more robust security needs as well as superior speed and performance)

    • Contracting (for construction or any business in which enhanced job costing is required, such as advertising or media placement)
    • General Business
    • Manufacturing & Wholesale
    • Non-Profit (for charities & not-for-profit organizations, such as houses of worship, NGO's and faith-based educational institutions)
    • Professional Services (for consultants)
    • Retail
    • Accountants Edition (which may be used for virtually any type of organization or business)
    • QuickBooks Enterprise Solutions (for larger businesses and organizations with more robust security needs as well as superior speed and performance):
    • Accountants Edition (which may be used for virtually any type of organization or business)
  • Report to you how QuickBooks would not satisfy your needs, even if you were to migrate to the latest year's version.
  • Address the benefits of third-party add-ons which integrate with QuickBooks.

This will be achieved by:

  • Meeting with staff people.
  • Collecting the "wish list" and "pain points" of your system as it exists right now.
  • Assessing how the system is currently being used, in combination with your administrative workflow.
  • Assessing how your workflow would improve were you to upgrade to one of the latest QuickBooks products.
  • Addressing any shortcomings (if any) of the latest QuickBooks products compared to your objectives.
  • Suggesting changes in current procedures to enhance the effectiveness of the system.
  • Reviewing and ascertaining whether additional training or problem resolution is necessary.
  • Evaluating performance of the system against your planned objectives.
  • Reporting any findings and recommending further action, if any.

CompuBooks Business Services

Esther Friedberg Karp, MBA, President

 

Phone: (416) 410-0750 e-mail: esther@e-compubooks.com web: www.e-compubooks.com

 

Certified QuickBooks ProAdvisor - Canada

Advanced Certified QuickBooks ProAdvisor - U.S.A.

Certified QuickBooks Enterprise Solutions ProAdvisor - U.S.A.
Activities:Accounting