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Best Business Strategies Services Include:
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Helping you choose right Peachtree Program for your needs - Need help choosing the software that is right for you company? Give us a call. We can help you select the program that is right for YOUR needs. We know the features available in each of the programs that can make your job a bit easier.
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Trouble Shooting and Technical Support - We can remote into your computer to work by your side. We are available when Sage Software is closed. - See our "Support" tab to view your options.
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Company Rebuild- Okay, so you didn't quite set your company up right from the start. The data is not hitting the financial statements in the right areas and it is costing you too much time to fix the mistakes. Don't worry, we can resolve this problem. We will either adjust your defaults, or if you have too many issues, we can export your data to Excel, let you clean it up and we will then import it into a new company that is customized for you.
Other reasons you might want to rebuild your company could be, but are not limited to the following:
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Your program is set up erroneously as Cash, not Accrual or vice versa
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You have been using Peachtree for a long time and it is full of old data that needs to be updated or removed such as Customers, Vendors, Inventory, and Employees etc. (We can take these to Excel, let you update the info and we will import it back into a new company.)
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Set up as a fiscal year and not on a calendar year, or vice versa
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All of the defaults are a mess and the program is full of erroneous information.
Full Rebuilds with existing data transactions are also available.
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“Tips & Tricks” training for current users- We help find and utilize the features that you haven’t found yet that may save you time and money. Give us a call. We are EXPERIENCED in this product. We want to make you as efficient as possible.
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Need help with your reconciliation- We will share our tips and tricks so that you become more efficient in the process. Yes, It can be reconciled. J
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Upgrades and Data Conversion – Moving to a new program. We can help you move your data. We will run tests on the data and verify the transfer is accurate.
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Logistics/Inventory Consulting – We know program limitations and the best way to deal with situations.
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Custom Financial Reports – You don’t need a customize crystal report, but you do need your reports modified. Give us a call, we can help your get the information you need out of the program.
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Peachtree Password Recovery - Lost your password and you need to get into your program? We can recover your password for a small fee. Note, This fee is not include with support contracts. Verification of company ownership is required.
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Peachtree Data Repair and Recovery Service-
Normal Priority – Data Repaired in 3-5 days upon receipt of data.Urgent Priority- Data Repaired in 1-3 days upon receipt of data.(FTP file transfer services are available via our Virtual Private Network for your convenience.)
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Complete bookkeeping service - Including quarter & year end reports tax forms and W-2's.
Client's have been asking us to provide a regular review of their Peachtree data to make sure they are doing things right. Can we help? Yes, with our "Data Review Service" Financial statements errors could cost you big bucks! Please examine your posted information very carefully before sending it off to your accountant /CPA for tax preparation. If you are looking at your financial statements, and you are not sure if they are correct, you might consider utilizing our DATA REVIEW SERVICE. We will review your data, offer suggestions on how to fix these errors, and teach you how to make the entries properly in order to prevent future inaccurate postings.
Our Data Review Service offers the following:
· Up to 3 hours per month of phone / email / online software support - can be also be used for data corrections!
Other support packages are available. Annual and Hourly
Note: Three ( 3) months deposit required to setup Peachtree Monthly Data Review
If you could benefit from the above review services, give us a call at
304-233-2612 or 800-898-3877 Make better decisions sooner. Please give us a call to discuss your possibilities.
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Data Review – Monthly or Annually
(For year end, the following would be performed initially on an annual basis with the suggestion of a monthly review to keep you on track in the future.) Perform the following data maintenance procedures each month and provide a "Monthly Observations and Recommendation Report" based on analysis of reports and tests below: · Make a backup of current Peachtree data· Check for & install Peachtree updates & service releases· Run utilities to check for data corruption · Run the following Financial reports to provide feedback & recommendations: o Internal Accounting Reviewo Balance Sheeto Income Statement – 2 year comparisono Receivables Agingo Payables Agingo Trial BalanceRun the following Inventory reports to provide feedback & recommendations. o Adjustment Journalo Profitability Reporto Stock Status Reporto Unit Activity Reporto Valuation ReportOptional Monthly Service: Review Requirements:High-Speed Internet access required for online support
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