| In-house Complete |
|
| If you require an in-house accounts package and full training and support for your cashier, the setup charge is £3500 and includes the following:- |
 |
| • |
a single copy of the software installed on one PC |
| • |
remote access software for online support from our offices in Perth |
| • |
Day 1 on-site: install software; show your cashier how to create clients; identify operational variations |
| • |
Telephone and online support while you input clients |
| • |
1 day of our time to enter brought forward balances per your previous system (up to 300 balances and usually as close to days 2 and 3 on-site as possible) |
| • |
Day 2 & 3 on-site: going live with system; balancing; on the job training |
| • |
Day 4 on-site: end of month training |
| • |
30 days free telephone and online support (from Day 3 on-site) |
|
|
|
| Optional extras: |
| • |
Each overnight stay for onsite visits are £150
|
| • |
Travelling expenses are charged at 40p per mile (from our base in Perth)
|
| • |
Additional setup or training days are £500/day |
| • |
Additional remote support or online training is £120/hour and is recorded after each session but billed on a quarterly basis |
|
|
Our training schedule works extremely well and has been tried and tested in legal firms of various sizes. The Core Modules we aim to cover in the four training days are:-
|
|
| • |
Creating a new Client matter |
| • |
Client debit and credit entries |
| • |
Firm income and expense entries |
| • |
Banking entries |
| • |
Daily Law Society Reports |
| • |
Reconciling Client and Firm bank accounts |
| • |
Monthly Law Society reports |
| • |
Investment account analysis |
| • |
Basic reporting package |
| • |
VAT reports |
| The most intensive training takes place on days 2 & 3 when the system goes live. It is vital that your cashier is given the time to concentrate on the training with no interruptions. Otherwise the training takes longer and is much less effective. |
|
|
The aim of the Standard Package is to get you up and running on QuickBooks with the minimum disruption to your business. For most firms the Core Modules are all they will need but there may be additional modules that would benefit you - Management Reports, Debtor and Creditor Management, Executry Accounts, Payroll. It is best to concentrate on the Core Modules first and address the additional modules later.
|
|
| If you would like more information on this or any of the solutions mentioned please contact Graham Gibson or Lynne Moffatt. We will be pleased to arrange a face to face meeting or an online session when we can discuss the options with you and give guidance on which one would suit you best. |
|
|
|
Accounting Assistance
|
