We know that implementing a new accounting software package is a big undertaking for any company. We work with you to design an implementation plan that reduces the disruption of normal business processes for you and your staff. Our goal is your long-term satisfaction with your accounting system and with our firm.

We use a proven, structured approach to our implementation engagements. Proper analysis, planning and implementation assistance are key to the success of your new accounting system installation. Training and support are keys to getting the most out of your new system and your continued satisfaction. Our accounting system consulting include(s) the following services:

Preliminary Needs Analysis
Before you purchase software, we get to know your business: your procedures and processes, your people, your customers and your goals. We determine your critical current and future needs to design the most functional accounting system for your business. We will consider your hardware and network platform, transaction volumes and reporting requirements, as well as other factors in evaluating your accounting system needs.

Project Planning and Management
We will design a written project plan to guide the implementation of your accounting system. The plan details the sequence of module installation, the responsibilities of our staff and your staff, the parallel processes and testing required, and the training plan for the users. The project plan provides a timetable with milestones to enable you and us to monitor the progress of the implementation through frequent meetings and communications.

Software Installation and Configuration
Tom C. Davis, CPA, LLC will install the accounting software modules and configure the modules according to your system requirements. Installation services also include setup and configuration of workstations and printers, initialization of master files (chart of accounts, vendors, customers, etc.), and assistance with establishing your master file records.

User Training
We train you and your staff to use your accounting system to meet the needs and goals you have defined. We train each user on the elements of the system critical to their job. Accounting staff is trained on data entry, accounting reports, performing update processes, and period-end closing procedures. Management is trained on the financial and management reports and inquiries they need to run the business. Training can be conducted in your office or in our in-house training center.

Data Conversion
We will determine the best method for converting your existing accounting data to your new accounting software. Some data can be converted electronically, however, it may be more efficient for your staff to input the data manually. This determination will be made in the project-planning phase. We will ensure that the new system is set up properly to receive the accounting data. We can also assist you in testing your data for proper conversion from your previous system.

Productivity and Customization
Most businesses decide to change accounting systems because they are not getting the information they need when they need it and in the format they need it. Information is maintained in multiple systems and bringing it all together can be a difficult and time-consuming task. Our staff can help you select and use these tools to improve the functionality of your system.

Some of the things we can do for you (without custom programming) are: