Services That Stand the Test of Time

As experienced CPA’s and fully trained Certified Consultants we can:

  • Fit award winning solutions to the way you do business.
  • Provide implementation, training and on-going support services.
  • Produce high levels of productivity.
  • Shorten your learning curve and raise your return on investment.

Software Selection

Will the software you’ve selected do the job?  Knowing which applications will meet your needs can relieve a lot of anxiety.  Our in depth experience with industry leading programs will bring you comfort as you tread through these waters.  We not only know the applications, we also know how to integrate their functions into your business.  Let us help you make your investment pay for itself well into the future.


Implementing software applications today can be a challenge.  With each generation of an application, software publishers are adding more and more features and functionality.  Which ones do you take advantage of?  How do you make the systems work together, the way you want in your business?  Do you need to convert historical data from your old system?  What is the best way to accomplish this conversion?  How do you affect these changes, in a timely manner, to increase productivity and keep costs down.  All these questions, and more, need serious consideration before introducing a mission critical application into your environment.  The right implementation plan can lead to success…the wrong plan to frustration and failure.  Our experience with these issues, with business processes, financial reporting and the software applications will give you the advantage you need!

To have a successful implementation, it is necessary to have proper planning, clearly defined expectations, services provided by experienced and highly qualified individuals, proper design, testing, thorough training for all users, setting of appropriate cut-offs, on-going support and open lines of communication.

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Not everyone learns in the same way.  As a result, we offer several training models that are designed to be flexible, hands-on and practical.

On-Site and Web based training provides you with valuable benefits:

  1. Your employees will be trained using your own data; that is familiar to them.
  2. We will focus on your specific needs.
  3. Your application will be customized to meet your requirements.
  4. We will setup examples on your system that can be used as a guide to refer back to.

We offer training classes for individuals with varying degrees of experience, ranging from basic to advanced levels.  This can be a cost effective way to train.  You can enroll in classes specifically designed for your employees (upon request) or with individuals from other organizations.  The latter will often give you insight into how other companies are using specific software.  Classroom training can also be very effective in getting the creative juices flowing.  Please contact us for our upcoming schedule.

Policies and Procedures Manuals

It’s important to document the policies and procedures surrounding your accounting, project management, time & billing, reporting and other mission critical functions. Doing so will give you a place to refer in case you have questions about how to perform Firm specific tasks.  In addition, this will protect you against untimely departures of critical staff and it can serve as a training manual for new employees.  Once established, this should be kept up to date with any operational changes.

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Support…to be there when you need us and in any capacity!  It’s more than just technical.  Depending on your needs and level of expertise we can provide support at any level.  We have the business and systems experience you require, and can be there to support you in either a management, systems, control, training or any other related capacity.  Our goal is to establish a long-term relationship and to support your needs well into the future.  In order to accomplish this, we must build your trust and confidence in us.

Report Writing

Whether we utilize an applications internal report writing functionality, Microsoft Excel or Crystal Report Writer, we can bring you the information you need to run your business.  Reports designed in an easy to read format that assist you in focusing on key elements of your business is our goal.

Part-Time CFO/Controller

As CPA’s and certified consultants we understand the business practices you undertake, the internal controls you need and the reporting requirements you have, to run your business.  We have over thirty years of experience assisting small to mid-size businesses with their accounting, financial systems and managerial reporting.  Let us bring our knowledge and experience to your team.

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