Determining which software product is best for your unique style of business
operation is done by reviewing one or more of the following areas:
- Management Interviews – We help define management expectations for
the project as a whole. Often that provides a general guideline which we
can use in determining the QuickBooks product selection.
- Staff Interviews – Staff interviews provide great insight into accounting
issues, problems with reports, system design and other practical items that,
if not right, can ruin productivity and provide sub par financial information.
Often, the most pragmatic input for developing the financial management system
comes from the people who use it for daily or weekly tasks. They know the short
comings of the present system and usually have a “wish list” of
functions and reports that help crystallize the plan for customizing the
software for your particular needs.
- On-site Observation – Through careful observation of the business
flow in your operation, many times we can suggest procedural controls or implement
features in the software that can provide needed information or boost productivity.
Knowing our client’s business and how it functions is important not
only for business strategy sessions, but for practical daily activity as
- Set-up & Customize Software – All of the above steps help produce
the components of a plan that allows Petkovsek & Moran, LLP to design
the best possible financial management tool for your company. Every business
with a unique set of circumstances and we take great care in crafting the
best option for your situation. This is truly an exercise in which one size
not fit all.
- Installation – Our team of professionals will install the
software so you can be confident your accounting system is up and running
Your need for quick installation is key to keeping the business operating without