Software Selection & Implementation

Choosing the right software solution that will meet your business needs now and in the future, while providing a necessary level of security, is crucial. These days there is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud based add-ons, and other technological innovations are adding more dimensions to technology decisions. We can help by analyzing your business needs and making recommendations that are right for you!

Needs Analysis

When choosing software the first step must be a needs analysis.  This includes examining the nature of your business, your transaction volume, current pain points, future business plans and emerging needs to identify what your company needs in a software solution.

As an example, maybe you find that your biggest pain point is being stuck in the mire of paperwork, mostly related to processing, approving and paying vendor invoices.  By adding a fully integrated, 3rd party software, you can literally never touch vendor invoices again.  Invoices arrive digitally, they can be approved with the click of a button via any web-enabled device and they can be paid automatically without the need for a paper check.  The invoices are also stored digitally for easy access, permanently attached to the QuickBooks transaction it relates to.

Software Set Up and Training

JD Main specializes in accounting software set up.  We can set up all your lists, choose the appropriate parameters/preferences and enter or import your beginning balances.  You’ll be amazed how quickly we can get your system running!

After set up JD Main will spend time with you and your employees to make sure you are well trained.  We will also provide valuable documentation and cheat sheets to make your transition easier.