Specialist service
NetSuite and QuickBooks, set up by someone who has closed the books in them.
Implementations, migrations and chart-of-accounts design for Oracle NetSuite and QuickBooks Online, with training.
The principal led a NetSuite implementation for a national wholesaler, then closed the books in it every month. We set systems up for the reports you will need in year three, as well as the invoices you need in week one.
Needs assessment and selection
What the business needs to report, which system does that at your size, and what it will cost to run, before anything is bought.
Chart of accounts design
Accounts, departments, locations and classes designed around the reports management and the lender will ask for.
Data migration
Opening balances, customers, vendors, items and open transactions moved across and reconciled to the old system.
Configuration
NetSuite or QuickBooks Online configured for your workflows: approvals, recurring billing, inventory, multi-currency, multi-entity.
Training and documentation
Written procedures for the people who will use the system daily, and hands-on training before go-live.
Post-go-live support
The first two closes run together, so the problems that only appear at month-end are found and fixed.
What you receive.
Named in the engagement letter before work starts.
- A configured, reconciled system on the go-live date
- Chart of accounts and written procedures
- Two supported month-end closes after go-live
Tell us where things stand.
Say what the business does and what is worrying you. Within one business day you get what the work involves, roughly what it costs, and when we could start.
We usually reply within one business day.