A: There is is no single 'right' package for every business. QuickBooks® may be appropriate for one company, Sage BusinessWorks® may be right for a larger company, and your company may be too large for either of these products to be right for you. The easiest thing to do is call us, 541 383-4520, or contact us using our form. We can help you initiate a self-assessment and needs analysis.
A: Yes. This is one of those situations where the initial software purchase represents just a small portion of your accounting solution. The software needs to be configured to match your business, your people need to learn how to use it effectively, and you will need some degree of follow-up support to answer inevitable questions. You should consider three critical areas: 1. Buy from someone who can support the product. Accounting software requires specialized knowledge of both good accounting practices and good computer practices. It is probably obvious that a generic computer consultant will not be able to support an accounting system once the initial program is installed. It may not be as obvious that your accountant may not be able to, either. Boyd Consulting works in partnership with your existing accountant and hardware vendor to design a system that integrates your business and the way you work. 2. Buy from a full-service firm. You can feel more secure in your purchase if you buy from a firm that can support your future needs, regardless of the direction your company grows. You may need classroom training, telephone support, or on-site consulting. As you get more familiar with the core elements of the accounting software, you may wish to add additional modules that can extend the functionality of the program. 3. Look for a company that is familiar with your industry. You don't need to find a supplier that has already set up your exact company, but accounting for retail is somewhat different than accounting for a service firm. It helps if the consultant for the initial installation and set up of your accounting software is familiar with the key management issues of your industry. What good does it do to have accounting software if you can't find the answers you need?
A: Yes. Because of our emphasis on training and support and due to the many hours we spend in the field, we are more familiar than most with the kinds of questions that can stump first-time users. Also, as accountants, we are familiar with the kinds of questions that arise for both sophisticated users as well as first-time accounting system users. Either way, feel free to contact us to discuss a one-time consultation or on ongoing program that will end your frustration.
A: Sage can answer your technical questions about the software but they are not geared to answer accounting questions or provide training. Think of it this way: Microsoft (or other) can help you get your word processor to work the first time, but they cannot teach you how to write a good English sentence. Boyd Consulting is a firm whose business is selling, installing and setting up accounting software, and providing client support for the product on an ongoing basis. In short, we answer the accounting questions and provide the training.
A: If you do not have any questions, congratulations! Hopefully, it is a result of the superior application of the product to your business, and your own accounting knowledge and experience. Most of our clients go through a series of steps in their learning and application of the product. As they get comfortable with one level they are ready to go on to the next. This may mean that the same users are becoming more sophisticated, or it may mean that more people in the company are interacting with the product.
A: Here are the basic steps in the process of computerizing OR upgrading your accounting system, whether we help you or you do it yourself.
Self-evaluation:
Needs analysis
Budget
Installation Schedule
Training Schedule
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