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Turner Accounting & Technology Consulting

 

415-871-0594

San Francisco CA 94105

 

408-459-1880

Sunnyvale, CA 94085

 


Needs Analysis

 

Accounting and business management systems represent a major investment for just about any company; both small and large. Our role as expert consultants is to help clients navigate the nuances in making these critical decisions.   Prior to undertaking any project, one question should be asked, clearly answered and understood: Why? While this is an easy question to ask, getting a meaningful answer involves doing a detail study of the current business process. Understanding your business strategies and transaction flows are critical components of our methodology.

Integrated Data Technology Needs Analysis service is uniquely designed to provide an unbiased and objective answer by performing the following for our clients:

  • Perform a "gap" analysis to identify current business process, employee skill sets and operational knowledge to the desired need.
  • Identify priorities
  • Identify performance issues and how to rectify them.
  • Compare the business impact of correcting deficiencies and issues with not doing anything.
  • Prepare, deliver and communicate our finding and recommendations to all stakeholders.

 

Implementation Planning

 

The measure of success in any project is in the effectiveness of the implementation, more than the success of the products that support it. Therefore, it is essential to pay due attention to the implementation process. The  implementation of any ERP or Business Management System requires a structural approach that rightly integrates people, process and technology. Our implementation process covers all the basics by following a sound methodology which greatly increases the likelihood of success by enabling all the features, minimize customization, getting user acceptance and rendering support.

To help our clients achieve the desired results, Integrated Data Technology's team of industry specialists provides the necessary guidance through each of the following stages of implementation:

  • Discovery
  • Business Process
  • Strategy
  • Software Selection
  • Configuration
  • Education
  • Readiness Testing
     
  • Deployment

 

Implementation Planning Sidebar  


Systems Integration

 

Businesses both large and small share a common challenge: integrating heterogeneous systems across the enterprise. As an organization grows, so does the supporting IT infrastructure, resulting in an increasingly complex array of dissimilar technologies and platforms. Systems integration is an ongoing challenge that IT managers face and having the right tools and strategies to solve this problem are essential.

Integrated Data Technology understands that helping businesses solve integration needs requires a flexible approach that is the "right fit" for various kinds of projects. We follow a disciplined process for solving business integration needs. This process is based upon a top-down approach: working from business goals and priorities down to specific projects and technologies.

 

Clean-Up and Troubleshooting

Sometimes day-to-day fire drills take priority over keeping your books up to date.  But in time, unreconciled bank statements and aged receivables that were actually paid will cripple your ability to get accurate data from reports.

It can get frustrating.  Controllership Solutions LLC can help. 

Controllership Solutions LLC —managed by a Certified Public Accountant and Advanced QuickBooks Pro-Advisor, specializes in clean-up and troubleshooting so your time will not be wasted with inaccurate data.
For existing QuickBooks users who simply need help getting things back to normal, the in-depth program knowledge by Controllership Solutions LLC can help you quickly track down missing checks, incorrect journal entries, and other problematic transactions.  Then you can fix your books and move on with your business.

 

Business Accounting & Bookkeeping

We provide a wide range of Online - Offsite - Onsite accounting services based on professional expertise in a timely and affordable manner contingent on your needs.

Our services include, but are not limited to:
 

  • QuicksBooks Accounting system installation, design and set-up
  • Preparation of accounting records including general ledger
  • Financial statement preparation
  • Certified QuickBooks ProAdvisor
  • QuickBooks and Peachtree consulting, training and support
  • General business advice and support
  • Monthly, Weekly, Daily & Quarterly bookkeeping services including reconciling bank accounts
  • Maintaining payroll records and payroll tax filings
  • Personal financial statements
  • Crystal Reports
  • Design and preparation of specialized management reports
  • New Company set-up
  • Troubleshooting & Accounting Systems Support Packages
  • General ledger maintenance