Category: Implementation

Go to the #cloud for #accounting, but with eyes open and hand on wallet! Switch to cloud accounting, but for the right… Google cloud accounting and you’ll likely get a list of articles, apps and consultants promising a better life …

Switch to Cloud Accounting, but for the Right Reasons Read More »

How much time is spent preparing financial reports?  For many organizations, the simple answer is “a lot”.  As a consultant, much of my time is spent helping companies with financial reporting systems for: Results analysis and forecasting by management, Oversight …

Financial Reporting System Weakness Read More »

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The TD Canada Trust bank has just announced a reimbursement plan for business account holders overcharged between 1994 and 2013.  That’s $10 per month per business bank account for almost 20 years, a tidy sum! Service charges are a fact …

Computer Systems can be Relied on to . . . Read More »

There’s something new from Microsoft, and it’s not software. It’s a methodology called Sure Step. Why am I excited about a methodology? Because Microsoft has recognized that the reasons that projects fail or customers are unhappy with their system rarely …

New From Microsoft (NOT Software!) Read More »

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RSM Richter, a Canadian accounting firm, addressed software implementation in two recent issues of its midsized companies publication, Advantage. They are short, balanced and well worth reading. In Part 1, they do a good job of setting realistic expectations: Documenting …

Software Implementation 101 Read More »

How much of Excel do you use? If you spent a little more time designing your key spreadsheets so that all of the calculations were consistent and the data flowed in a logical way, could you produce more effective reports? …

Getting to Phase 2 Read More »

A few years ago I was at a boat show where there was a little catamaran (one of those fast, two hulled sail boats) with a big sign reading, “Self Righting”. Well, I know that when catamarans tip, they tend …

Self Implementing Software Read More »

How do you work with a volunteer board to develop the Mission, Vision and Values statements for a charity in one day? You engage Fay Booker, that’s how. Last year I was invited to become the Treasurer at Ewart Angus …

Setting Goals Read More »

When implementing an accounting system, how do you determine how to identify your Vendors, Customers, Employees, Inventory Items, Fixed Assets, etc. etc. etc? That is a subject that requires some thought. An important question to ask is whether the identifiers …

Organizing Your Data Read More »

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Remember when you first installed your accounting system? Remember how the implementation team wisely left the “nice to haves” out of the project as they wrestled with customization, training and data conversion issues? How many times did you hear, “Let’s …

Getting to Phase II Read More »

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