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Software Product Consultation

Building your accounting infrastructure by selecting the right products

Our team of data experts and ProAdvisors works with your business and where it’s at in its business cycle. Information from consultation determines what products what will be recommended for your business and the way you operate.

They will investigate if your business needs to use the established and robust QuickBooks Desktop as your bookkeeping foundation, or if it benefits more from using QuickBooks Online – still young, but still growing.

Within those two basic options, our experts explore deeply whether you start off with the extreme robustness of QuickBooks Desktop Enterprise, QuickBooks Enterprise/Premier Accountant, or starting small with QuickBooks Desktop Pro. If you need QuickBooks Online, will that be essentials or Plus?

Are you a retailer? Our team tirelessly ensures you benefit from starting things off with QuickBooks Point of Sale. It does the same when it comes to implementing Cloud Hosting, or moving to a solution like QuickBooks Desktop for Mac.

When you need to align your business needs with the proper solutions, let our experts and ProAdvisors know; they will optimally get you off the ground running.

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SauceBox™ Approach

Our trademarked SauceBox™ Approach is a five-step "secret-sauce" recipe to client success.  We start by listening to the client and walking through a methodical approach to finding a solution that fits our client's pain points.  Our goal is to provide the best possible client experience, every single time!

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Discover

Listen to the client and their pain points. 

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Synthesize

Determine the scope of client need(s).

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Solve

Provide a comprehensive solution based on the scope.

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Review

Complete a comprehensive follow-up with the client.

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Revisit

Provide scheduled check-ins to ensure client success.

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