Software implementation & training

Software training that counts

The adverts all make it sound so easy: subscribe to your chosen software solution, click a few buttons and you will be up and running in no time.  There is no doubt that today’s proprietary accounting software solutions do make setting up and using the tools much easier, but there are times where some expert advice at the outset can help you avoid time-consuming and potentially costly pitfalls, and ensure you get the most from your investment from the start.

Tailored training

We have a strong track record providing quality, tailored accounting and payroll software training for all types of organisations.  Our approach includes a full evaluation of our client’s needs followed by a detailed and costed implementation and training proposal.  We only ever recommend the best software solution for our clients’ needs – not what suits us best.

Once we have refined and agreed the proposal with you, we will agree a detailed implementation and training plan.  This includes training your team in all the key parts of the software, as well as helping you evaluate and amend any internal processes or procedures where necessary.

Reducing the risks

Using both our systems and accounting knowledge, we will point out any areas of potential risk and suggest improvements or changes to your processes or procedures so you can maintain good internal controls.

Our team of friendly and approachable trainers deliver training either onsite or remotely.  We are used to explaining things in a way that non-accountants can understand so every member of your team can feel relaxed and confident.  We follow up each training session with a summary and next steps email to keep everyone on track.

Insight at your fingertips

With experience implementing accounting software for a range of industries, including charities and not-for-profit organisations, we can offer you specialised and proven advice around the structuring of your chart of accounts and use of tracking, department or category codes to provide further analysis which is particularly helpful for fund accounting in charities.  We will help you format your reports to give you quick and accurate insights relevant to your organisation.

In short, our implementation and training service goes far beyond showing you how to produce a sales invoice or record an expense.  It provides an opportunity to evaluate, streamline and refine your financial processes and ensures you make best use of your chosen solution from the start.

Who to talk to

Elaine J. Cromwell

Elaine Cromwell

Partner

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