Consultancy

Most people are not always sure what they need in terms of software. They do know they need to print receipts for customers or invoice them and keep track of which customers owe them money.

Therefore, our consultation and advice are from asking them what they need  each day to run their business to get the right results for their business. This is very important and critical for them and so for us.

We usually start by analyzing our clients and their business so as to understand their industry and business needs. By doing that it gives us a room to consult and advice what service and software need to run their business smoothly.

Some of the Questions to our clients are:

• What are their daily accounting tasks?

• What do they need that they cannot get from their current accounting system?

• What accounting skills do they have? Do they have accounting experience or assistance from someone with more accounting skills than they have?

• What reports do they generate currently? Is there a great degree of manual effort involved to produce these reports?

• What reports do they need but do not currently generate?

• Do multiple users need access to the data?

• What is on their “wish list” of tasks to automate and problems to solve?

Some of the things that we consider ourselves while attending our clients are:

• What condition are their records in today?

• Do they have time to commit to maintaining their books?

• Do they have sufficient financial knowledge and sophistication to know if things are done correctly or not?

• Do they have specialized needs, which may require an integrated solution?

• Are they a rapidly growing business?

Once we know the clients’ needs, capabilities, and limitations, we can help them choose which product is right for them.