focus is to provide systems and analysis that allows your businesses to visualize your next move. We are about people and data.
We understand that no two businesses are the same and we develop solutions tailored to your needs.
Customer Relationship Management tools encompass more than just collecting names. They help you move the Sales process from Presales to Closure…
Custom Report Design/Data Visualization
We are nationally known for teasing data out of your systems for reports where others could not.
Process Automation & System Integration
Our team delivers efficient, consistent systems that are future-proofed and easy to use. We provide ROI. Every time…
Customer Relationship Management tools encompass more than just collecting names. They help you move the Sales process from Presales to Closure. A smartly developed CRM pulls together information from all your data sources and gives you a holistic view of your customers. This results in more effective customer relationships and increased sales. In addition, you are able to analyze delivery of your services/products and to make corrections where warranted.
We help you to define your sales process and pinpoint metrics that are important to measure along the way. We help to develop smooth transition from one stage to the next. Your workflow is an important part of this equation. Even a small tweak can make a huge difference in productivity and your bottom line.
We feature MethodCRM which allows you to extend your QuickBooks experience with its real time sync feature and customization.
Let us show you how a well integrated CRM can move your business forward!
Custom Report Design/Data Visualization
We are nationally known for teasing data out of your systems for reports where others could not. We can save you countless hours of report generation per month. We develop reports that are easy to read, easy to refresh and are integrated with your financial systems. We specialize in Sales metrics, job costing, Inventory and financial reports. We provide reports that consolidate many QuickBooks files. We will work with you to determine what metrics drive your business and provide you easy to read data visualizations that measure them.
We have the expertise to create custom reports that will automatically gather the information you need from QuickBooks and put it into your specific report format. Instead of spending countless hours every week or every month building reports, tell us what you need. Then we will reduce hours of tedious work into several mouse clicks.
While, we use various tools to get the results that best suits your needs, we find most of our clients are comfortable with Excel and we are trained to use its features to quickly adapt to changing needs. We also have extensive dashboard design experience with business intelligence applications.
Lets talk about your reporting needs!
Getting data from one system to another is usually not as straight forward as one would think. We have the experience to understand what it takes to move data from one system to another as formats and data structures differ. We assist companies with getting data out of other third party systems, like Concur or web shopping carts, into QuickBooks. Our tool of choice this this type of integration is Transaction Pro Importer. We will also develop templates for you if the integration will be ongoing. The huge savings is not having to manually enter data from one system to another. A practice that is costly and fraught with errors.
We will help you consider how to set up your new systems to get the most out of it, from managerial and compliance perspective.Our team delivers efficient, consistent systems that are future-proofed and easy to use. We provide ROI. Every time.
We understand business processes and our with our expertise can work with you to design more efficient systems that will save time and money.
If you have a data that needs to move from a third party system to QuickBooks – we are your team!
QuickBooks centric support
We are in the unique position of knowing how to balance accounting and management needs. Our services allow you to have a synergistic relationship with the valuable data collected in your QuickBooks file. We work with you to extend your use of QuickBooks and to get the most out of it. We will help you solve issues with your QuickBooks file with suggestions for more expedient dataflow and setup. When appropriate, we will recommend 3rd party systems that yield greater and better integrated results for your personalized needs.
We stay current on the latest QuickBooks products, features, and versions and are Advanced Certified QuickBooks ProAdvisors. The extra time we spend getting training, going to conferences, and earning certifications allows us to serve you better and to be able to suggest accounting and QuickBooks tips, solutions, and perhaps even software products that will help your company run smoother.
We can assist you with importing transactions into your QB file. We build templates that make it easy to import your data into QuickBooks from other 3rd party products, like Concur or web shopping carts.
Let us help you to customize QuickBooks and get the most out of it!