Increasing efficiency and maintaining accuracy is always the main objective of every business. Our team of experts utilize their experience and best practices to deliver solutions for your accounting and business consulting needs. From full-service implementations to end-user training, we are here to support you every step of the way.
Accounting Services
Training Services
Training Delivery Methods
We will adapt our training delivery to meet the needs of your users and your budget, providing training in the following formats:
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On-site classroom style training
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Remote training via Webex™ online meetings or other Firm provided meeting solution
Training Audiences
We can address the needs of different audiences at your firm, with a focus on the following types of training:
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Accounting and IT end-user training
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Lawyer, secretary and other professional training
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Management training
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“Train the Trainer” training
We can deliver training to meet both your implementation and post-implementation needs, including:
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Implementation Training
- Financial applications
- Technical applications
- Customization applications
- Report writing
- Invoice document assembly
- eBilling
- And other applications as needed
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Refresher Training
- End-user refresher – to refresh and review on key features of the software
- Firm-level refresher – to review non-utilized or advanced features not implemented at go-live
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Upgrade and New Features Training
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New Hire Training
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Customized Training Courses
We can also provide other application training support services, including:
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Development of firm-specific training plans and programs
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Development of custom training manuals and other documentation
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Development of training exercises and activities for go live preparation
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Assistance with testing activities
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Post live support and assistance
Business Consulting
Financial System Selection
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Functional requirements development
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Management of product evaluation and demonstration process
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RFP development
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RFP response evaluation
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Workflow analysis and process change recommendations
Financial System Implementation
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Project planning and management
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Data conversion
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Report development
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Inquiry development
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Custom application development
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System integration assistance
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Training
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Post-conversion support
Project Management
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Project planning
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Project budget analysis
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Change management
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Assistance with development and management of internal staff
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Information collection, analysis, and evaluation
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Development of business processes, policies & procedures
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Product evaluation
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Process review
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Efficiency review
Mergers
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Project management
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Data conversion and validation
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Training
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Change management
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Process evaluation
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Unification of disparate business processes, policies and procedures from multiple legacy organizations
Audits/Efficiency Reviews
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Analysis of software utilization
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Analysis of departmental processes
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Efficiency change recommendations
Time and Billing Services
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Time entry tracking and process improvements
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Disbursement entry tracking and process improvements
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Billing process improvements