Let’s face it, there is no good time to change accounting software, right? The process can seem overwhelming and there are so many options on the market today… it is difficult to know even where to start.
Typically, we see one of two things:
Get it right out of the gate.
By ensuring the business rules and systems architecture is well aligned to the company’s unique workflows from the beginning saves countless man-hours and wasted dollars down the road. Establishing chart of accounts, processes, and reporting functionality that is meaningful to your business today and in the future. The cost to fix or rebuild your historical data is too great to not make the investment up front.
Software conversions also require reconfiguration of accounting procedures and workflow assignments. By engineering the processes to leverage technology, our goal is to lower overhead expenses by finding cost savings in manpower and duplicate processes.
The risk is too great
Our CFOs are skilled accounting software resources having completed numerous conversions across complex organizations from $5 to $75 million in annual revenue. We understand the options and not incentivized to purchase bolt-on applications that are not necessary as a third party software company may be. Furthermore, we know accounting. We are experts in segregation of duties, internal controls and the cyber permissions that should be established to help protect the company from internal fraud or cyber security threats.
We are a value-add CPA resource protecting your financial and accounting interest. Have your software guys contact us – we’ll take it from here!
“Our organization was navigating an intense transition involving our government funding partners and public officials. Without the help of CFOSP, we would have experienced severe financial impacts and certainly lost donor confidence.”
CEO Central Florida Historical Society
“I applaud the stellar support provided by our CFO in embracing and understanding our budget priorities and operations that entail hundreds of financial transactions each month and several millions of dollars in expenditures annually. The nature of our business is very complex, yet your firm did not shy away from the challenge of establishing accounting processes and procedures that will sustain us well into the future.”
Kissimmee Chamber of Commerce, Experience Kissimmee
“…The services they have provided have tripled my bottom line, giving us serious profit levels that have helped fund company growth…”
President, Engineering Firm
“There is no limit to the value of the collective experience that the CFO team brings to the table. Their expertise in debt management, tax reporting, cost of funds, and in-depth analysis has been more than I could have hoped for…”
CEO/President, Hotel Corporation
“Since we began working with CFO Strategic Partners, we’re in the best financial position we’ve ever been in… CFO gives my staff and myself financial peace of mind so we can focus on clients and business at hand.”
CEO, Insurance Agency
“With CFO as our partner, we’re able to see the total picture…. Through their expertise, we’re receiving the highest level of educated financial planning that will propel us into the future.”
President, Florida Architectural Firm