​​​​Accounting

CRM
-Do you have centralized location for all of your Companies (Clients, Prospects, Partners, Vendors) and their People (name, addresses, phones, etc…)?
-Do you know what (and when) has been communicated (exchanged) between your organization and others?

Communications Template
-Do you have pre-defined messaging for the important items you communicate to others?
-Staff does not have to think of message or say something incorrectly

Project Management
-Do you have a quick way to know that all projects are on-track?
-Does your staff have clear direction on what they are supposed to do and by what time?
-Would visual displays like Gantt Charts help you complete project better?

Time Keeping
-Is it quick and easy for your Staff to record time spent on activities?

Invoicing
-Does it take too long to compile, review and transmit Invoices?
-Are you ever concerned that you have under or over billed a client?
-Do you feel it takes too long to get paid from your clients?
-Does your billing system integrate with CRM and QuickBooks?

Reporting
-Do you know what % of hours are Billable?
-Do you have a Stop-light Dashboard to give you the Key Performance Indicators (KPIs or Metrics) at a quick glance?