Technology Consulting

We all know that communication is difficult when you don’t understand the language. When it comes to technology and accounting, business owners face a similar problem. There is a gap between the services provided by their IT company and the services provided by their CPA firm.


So how can we help in this regard? With a deep knowledge of software, such as all QuickBooks and Sage products, various database systems, Microsoft Office, and a host of other industry-specific software packages , we can assist with challenges such as:

  • Accounting system conversion, implementation, integration, clean-up, project management and training
  • Integration of cloud-based accounting solutions
  • Data mining, analysis and reporting
  • Development of budgeting spreadsheets, programs and tools
  • Creation of automated business forms
  • Assistance with specialized reporting
  • Provision of cost-effective, technology-driven solutions for everyday problems


Accounting System Services:

Accounting System Implementation and Design Bonus Calculation

We successfully migrated a client from a manual accounting system with complex bonus calculations to a computerized accounting system with automated calculations, while training the client to maintain their own system, resulting in significant monthly expense reductions.

Accounting System Conversion

We smoothly converted a client from one accounting system to another,  placing the client in a more flexible system with improved reporting capabilities, and efficiently imported over 40,000 historical transactions.

Accounting System Integration

We collaborated with a client’s new manufacturing software provider to implement a new accounting system that seamlessly integrated with the client’s existing payroll system and new manufacturing software.

Accounting System Emergency Management

We minimized a client’s accounting system downtime during an outage by putting a manual system in place while we set up and installed a new system. We were able to export data from the corrupt system to a new platform while concurrently training their staff.

Client Training

We helped a new client save thousands of dollars by taking over monthly accounting duties from their former CPA firm, and put a system in place that allowed the owner to easily complete financial tasks in-house, with our ongoing remote support.

Data Integration and Analysis Services:

Data Analysis for Business Acquisition

We developed an intuitive forecasting spreadsheet that allowed a client to analyze operational variables and generate projected financial statements that provided key insights into a proposed business acquisition.

Data Integration During Company Sale

We helped a client efficiently move all pertinent data to the buyer’s system while maintaining the integrity of the data when the company was purchased.

Prepare for the technology of tomorrow by partnering today. For more information, contact us.