Business Process Review

Understanding your business starts with a detailed review of your needs.

Every project begins with a needs assessment and detailed business process review.

Have a project?
Before beginning your QuickBooks custom programming, integration or setup, it is crucial to identify your business goals and where the opportunities lie for improvement now and in the future.

Because we live in both worlds of accounting and technology, we approach every QuickBooks Integration, System Design or Custom Development project with a 360 view of our client’s businesses. After all, customization is designed to make analysis easier and more accurate, so you can make more informed business decisions.

Your in-depth business process review includes:

  1. Determine company business goals
  2. Identify Key Performance Indicators (KPI)
  3. Document current technology
  4. Conduct better practices assessment
  5. Define new and future processes
  6. Assess organizational impact
  7. Review & finalize work plan


"Alex did a great job. He was very responsive and had an in-depth understanding of our requirements. I would definitely use Alex and Presti & Naegele's Accounting Technology Consultants group again."

"Alex Flores did an amazing job customizing the QuickBooks Enterprise program for our very complicated inventory setup. His patience and expertise in training our staff made the transition from our old system to the new a smooth and painless process."

"5 Stars! Presti & Naegele’s expertise was instrumental in allowing us to utilize QuickBooks more efficiently. Their QuickBooks knowledge (Quickbooks Gurus!!) coupled with their accounting firm background proved to be a pleasure to work with. Andy made us feel as if we were his only client!"

Ready to begin a QuickBooks Custom Development Project?

get in touch with a QuickBooks expert today