Moving from old-school to new-school? Or maybe you just need to start fresh. Let's talk it over.
We can move you from an old system into a new system. We can set up your new system. We can manage your system on your behalf. Whatever you need in a system, we can work through it with you.
When you haven’t ever been in a cloud-based system, or any system at all, it can be a confusing and frustrating process without the right information. Setting up a system for what you actually need isn’t always simple, and sometimes what you need may be unclear. So we learn your business needs, we learn your preferences, then we set you up! If we need to pull in historical reporting data from other systems, we can do that too!
It’s easy to think, “let me just sign up for QuickBooks Online” and think it must be easy… because they advertise it like it’s easy. But their version of “user friendly” can be even more confusing. They have AI working in ways you can’t trust, bank account connections that make a huge random transaction somewhere that doesn’t make sense, get your money stuck when your customers pay you, and so much more. Some things the system won’t be able to do, and you need to know that up front. What matters the most is that you get set up correctly the first time, so you don’t have to do it again later.
The cool thing is that we can also help set you up with different processes that will be needed when you first get set up so you don’t have to scramble. If you need to identify a process to retain documents, we can discuss a cloud-based document storage system, if you need employees added with specific access so they can only see what you want them to see, if you want specific reporting structure, etc. We can go as deep or as simple as you want, but we can explore your needs and options together before we get started.
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