Consulting Services
Practical guidance for accounting, business management software, workflows, implementation, and growth.
Startup Consulting
We can help new businesses think through accounting software, payroll, invoicing and payments, inventory, ecommerce, point-of-sale, reporting, business management software, and future integration needs without building more than the business needs.
Accounting and Business Management Software Consulting
We can help define what your business needs, compare available software options, understand tradeoffs, evaluate reporting and integration requirements, consider implementation effort and ongoing cost, and plan for growth. We may not be experts in every platform, but we can help you navigate the selection process and ask the right questions.
Software Migration
We can help with migration planning, including reviewing the current system, identifying and preparing data, evaluating replacement options, mapping workflows, planning implementation, testing, coordinating the transition, and reviewing reporting and integration needs.
Workflow and Process Consulting
Sometimes the problem is not the software. A workflow may involve unnecessary steps, duplicate entry, disconnected systems, or processes that developed over time. We can review how information moves through the business before deciding whether new software is needed.
Plan for Where Your Business Is Going
A solution should fit the business today without unnecessarily limiting where it may need to go next. That means considering growth, staffing, locations, transaction volume, reporting, integrations, and other changes over time.