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 well.



• 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 operates 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 does not fit all.



• Installation – Our team of professionals will install the software so you can be confident your accounting system is up and running properly. Your need for quick installation is key to keeping the business operating without interruption.