How We Can Help You

We help you choose the right software to best meet your unique business needs, set up the software, customize it to meet those needs, make beautiful custom forms (invoices, purchase orders and checks) and train you and your staff how best to use it.

Your Key Questions

What will it cost me?
$1,000 to $5,000, on average, depending on the complexity of your business, the state of your current books, your accounting knowledge, your understanding of computers, and your learning speed.  We’ll do our best to work within your budget.

How long will it take?
3 to 6 weeks, typically, to design, install, train and de-bug your system. We usually meet for 3 to 5 hours once a week, for 3 to 5 weeks, at your place or ours. During our meetings, we request your total attention. Interruptions disrupt learning and drive up the cost.

What if I need more help?
We offer technical support and emergency help on call, as needed. Monthly, quarterly or annually, we can prepare or doublecheck your sales tax and payroll reports, review your accounting data, prepare your 1099s and W-2s and help with calendar and fiscal year end closings. In short, we are here for you, at the critical moments when you need us.

Our Criteria For Success

The business owner must be involved & committed to the success of the conversion to the new system. We can’t succeed without this commitment. And, we only want successful clients!

A willingness to communicate openly, honestly & directly. Let’s have real expectations:

  • We live in an imperfect world.  “Bug-less” software has not yet been written.  Everyone is over-worked and over-committed.
  • We prefer to work with problem solvers, rather than blame and complainers.
  • We all make mistakes.  Correcting mistakes helps us learn and grow.
  • Learning the routine processing is easy.  It’s all the “special cases” that make computerizing your business a challenge!
  • Be open to coaching and encouragement. We are your support team.

Be flexible and fun to work with. Emergencies, traffic, illnesses and surprises happen. Sometimes they’ll cause us to be late or to have to juggle appointments. When you have an emergency, we’ll be there for you.

Be understanding. Life’s too precious to spend it being unhappy. The process of converting your financial systems can be scary and nerve racking. We’ll make it fun, exciting and mind-expanding. We love fun and interesting people. We love what we do and we love people.

Pay promptly! Let’s be honest. Besides doing what we love to do and serving the world, we are all in business to make money and earn a living. Us, too! Time and knowledge is our product. We choose to work with people who keep their payment agreements.

We look forward to working with you!
Contact us now to get started: