Software Setup, Integration, & Training

For new, existing software, and migrating platforms.

Maximize business potential with an accounting software system that works for your needs. Our team of CPAs and accounting software experts offer software recommendations, integration, migration, and training for market-leading platforms.

Cloud-Based Options

Benefit from cloud-based options that offer automated backups, remote uploads and downloads, integration with other software systems, and one-click report generation.

Recommendations (Pro/Cons)

Tell us exactly what you need, and we’ll find the best software for you. Get a peek at your options, how they work, and the pros and cons in the context of your business needs.

Setup and Migration

From data preparation to migration and setup to automation and report design, our team manages every step of the process so you don’t have to.

Software Selected to Meet Your Needs

Discover accounting software selected for your business’ unique needs, as we determine together what the best software is based on your needs, budget, team size, and more.

bookkeeping and accounting software
Service That Goes Beyond Your Average Accounting Firm
We take the time to understand our clients and their unique industries.

With unparalleled guidance, cost-saving entity structures, and forecasting built on experience, you’ll get the benefit of CPAs that know the ins and outs of how your industry works.

Fully Understand Your Options

Fully Understand Your Options

Software selection is more than a list, it’s about evaluating and understanding your business needs, and offering an in-depth look at the options that make the most sense for you.

Guidance From a Team That’s Been There ​

Guidance From a Team That’s Been There ​

Our team has managed more data migrations, software cleanups, selections and setups than we can possibly count.

Data Management Along the Way

Data Management Along the Way

Our experts prep and manage your data along the way, which means you don’t have to worry about errors, data loss, or system issues.

Hands-On Training

Hands-On Training

We work with your team to ensure each person has complete knowledge of the capabilities of your new system and how to put it to work for you.

Ongoing Support

Ongoing Support

Sometimes, new issues arise or an automated process needs to be changed, that’s why we offer ongoing support even after implementation is complete.

Better Reports and Integrations

Better Reports and Integrations

Generate robust reports and integrate your accounting software with other platforms your business relies on for human resources, planning, inventory, and time tracking.

Get Accounting Software Tailored to Your Business Needs​

You shouldn’t have to settle for a system that doesn’t work for you. Our team is up to date on the latest in accounting software technology and data management requirements, providing you with expert guidance every step of the way.

accounting business financial growth

Get the RIGHT Accounting Software

There have never been more accounting software options on the market than there are today, and our team puts in the extra work to find the platform that meets your needs without reaching beyond your budget

  • We conduct a comprehensive assessment of your business needs and existing accounting process to understand key pain points, challenges, stakeholder needs, and desired outcomes
  • Through vendor research, we develop a list of accounting software options that meet your requirements, considering everything from functionality and data management to scalability, security, and current customer satisfaction
  • Through feature comparison, hands-on demonstrations, and recommendations from our own CPAs, we present your software options and offer guidance when it’s time for decision making

Migration Planning and Management

With your software selected, our team develops a migration plan and schedule that carefully considers your business needs, hours of operations, and reporting timelines to ensure migration is not disruptive

  • Our implementation preparation and planning ensures that data within your current system is appropriately prepped for migration and will integrate seamlessly with related systems (i.e. CRMs, ERPs, and POSs)
  • Skilled experts within our team transfer data from your current system to the new software, and cross-check for accuracy throughout the process
  • Any immediate integrations are set up, and the system is tested for accuracy before customization and training

Customized to Your Business

With a custom system designed around your business, you’ll have the advantage of automated processes, multiple systems working together, and easy reports just a few clicks away.

  • Your accounting software will be configured to automate repetitive tasks and reduce human errors, accelerate workflow, and establish greater efficiency
  • Further integration with any HR software, CRMs, ERPs, and POSs will ensure a seamless flow of data for more advanced reporting
  • Accounting software customizations are added, including automations, report design and formatting, and setting up key performance indicators and monitors

Team Training

Your team will quickly get up to speed on even the most complex accounting systems through hands-on training and dedicated support to answer questions, address technical needs, and implement any new workflow needs found in the training process.

  • Hands-on sessions ensure your team members become proficient in your new accounting software quickly
  • Get the most out of your new software’s capabilities with a focus on early adoption, 360° training, and use of collaboration tools right out of the gate
  • Devoting time to ongoing training available through the software ensures post-training support and assistance

Protect Customer Data

Protecting and preserving customer data is not only important, it’s also a requirement for IRS tax record-keeping and other practices. Our team consults with you throughout the process to ensure your records are appropriately maintained and protected

  • We only select accounting software systems with a proven track record of data protection, access controls, and backup systems
  • Compliance with industry regulations and data privacy laws is critical in your software selection process, and must be prioritized
  • Developing a data backup process and risk assessment of the software is always recommended as part of our software selection and integration

Software Cleanup

Already have software that works for you but is a bit of a mess? No problem. Our team conducts accounting software cleanups with a focus on fixing errors and duplicate entries, and system setup to prevent further issues.

  • We examine the state of your current software system and develop a cleanup plan to get your system accurate, compliant, and back to a place of usability
  • Our team of expert bookkeepers backup existing data, then clean out erroneous data to get your ledger, chart of accounts, accounts receivable, accounts payable, and all other accounts are accurate
  • Hands-on training sessions with you and your team will ensure you become proficient in your software and avoid inaccurate books in the future

Join Our Roster of Satisfied Clients

Get 360° accounting services that offer full support and coverage of every aspect of your business.

We offer everything from granular, data-entry support to high level accounting strategy. Don’t see the service you need listed? Just ask!

"There are many CPAs out there that can do the work BUT very few CPAs who are genuinely willing to put effort and time to make a difference.Thank you AKIF CPA for being part of our team!""

"We were looking for a quality firm with the right people to help us. Our bookkeeper left early last year, and we got behind in accounting which is complex due to our niche market. On top of that our last CPA firm merged with another firm which made us decide to look for other options. There are many CPAs out there that can do the work BUT very few CPAs who are genuinely willing to put effort and time to make a difference.Thank you AKIF CPA for being part of our team!"
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