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Selecting the right technology can be a critical factor in the success of any business. Whether it’s accounting software, point of sale systems, CRM software, inventory management or workforce management software, finding the right fit for your organization is essential. The right software will integrate with and even improve your processes and bring value throughout your business.

Our team of software advisors will find and implement the right software solutions for your specific needs. Our process begins with a detailed needs and capabilities assessment before analyzing available solutions. We combine our system selection experience with our proven implementation process to provide our clients with the expertise, direction and oversight to ensure they find the best solution.

Software expertise includes:

  • QuickBooks
  • Method Integration
  • ShopKeep POS
  • NumberCruncher
  • Fishbowl
  • Customized Reporting w/QQube, Crystal
  • Concur
  • Integration assistance
  • Custom Programs
  • CRMs
  • Operational application review

Regardless of your needs, our proven process will help ensure that you select a solution that meets your needs and brings value to your organization.


Software selection is only the first step in implementing a successful software solution. Even the right software can fail without a well-conceived plan for implementation. Our implementation process includes pre-planning, hardware analysis and selection, user interface customization, launch, adoption planning and follow-up, and support.

Our software implementation service is available as a continuation of software selection or as a stand-alone service. If you are investing in software to improve any aspect of your organization, and want to ensure adoption and value delivery, our software implementation team can help.

Product Training

Training is the final step to successful technology implementation. We provide comprehensive training programs to help ensure that your professionals have a thorough understanding of your new software, its interface, and its ongoing use.

We provide custom training for all users of new software systems, from employees inputting information on a daily basis, to users responsible for oversight, management, and reporting.

Practice Leader

Wayne P. Naegele, CPA

Senior Partner

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