OfficeTasks
Accounting and Technology Solutions
OfficeTasks
Call us at
914-
To find out more
Jo Monahan, CPA
If you answer YES to any of these questions OfficeTasks can help.
- Shopping for your first accounting software or unhappy with your current software and looking for improvement?
- Confused with the questions of which system would be best for your current and future business? For your inventory practices? Your reporting needs?
- Having trouble with the differences in system capabilities? Scalability? Add-
on options? Document Management? Pricing? - Require facilitation regarding compatibility with your Point of Sale, your CRM, your Shopping Cart or other software?
- Know what software you want but would like assistance with application installation, configuration, data conversions and training?
- Unsure of the strength of your internal controls? Would like your controls improved, formalized?
- Believe your workflow could be more efficient? Suspect unnecessary duplication in your systems? Sense too much time is being spent, unnecessarily, on manual processes?
System Solutions
Talk to us about your business today and your future plans. We will recommend solutions for your company based upon your current and expected future needs.
We have extensive accounting, technology and project management experience. We have done your software research for you. We are advisors in the main accounting systems for small businesses Intuit QuickBooks and Peachtree by Sage.
Services provided:
- Define your business on QuickBooks, Peachtree, or other software.
- Review and recommend other software as needed including point of sale, client relationship management, document management and workflow systems.
- Administer data health checks, review data integrity, execute system conversions, integrate systems, establish reconciliation routines.
- Tailor applications to create efficient workflows with proper internal controls.
- Review your internal controls; recommend ways to improve efficiency and strengthen controls.
- Document your preferred workflow and offer training and support plans.
- Supply project managers for both large and small undertakings. For large undertakings we follow the OfficeTasks Project Life Cycle.
Please note that OfficeTasks is an independent consulting agency. We are not a Value Added Reseller (VAR) of any software. We do NOT receive any commissions from third party vendors and any discounts we may receive from third party vendors are passed onto you.