With so many accounting-integrated apps on the market it is impossible to have knowledge of all of them, even for a large accounting firm.

But to successfully offer systems advisory services you don't need to have knowledge of every app that is out there and all of it's functionality.

Sure, you may decide to specialise in some systems but that shouldn't bias your process or advice when making recommendations.

What you do need are processes for:

  • Collating and assessing requirements
  • Shortlisting solutions to research and evaluate
  • Researching and evaluating solutions
  • Presenting your findings
  • Managing projects

Our App Stack builder tool can help you to shortlist solutions for research and evaluation, and present your research as part of a report.

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However, you will also need dedicated resource to develop these processes and manage projects.

Many small to mid-sized accounting firms don't have the dedicated resource that is required to provide this service successfully.

That's where we come in.

We have the process, resource, and experience in offering systems advisory services. We partner with accountancy practices to offer specialist systems advisory services to your SME clients.

You can submit support requests for free and we will offer free initial consultation before quoting for subsequent work.

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