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


"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!"

"Alex is an amazing instructor-very clear, patient, extremely well-versed in everything QuickBooks and very responsive to any question at all about how to get the most from the software. Highly recommend! A pleasure to work with!"

"WOW! Kristin was a superb teacher. She explained each task so that we understood but were not overwhelmed. And she has a relaxed and humorous manner that made a potentially scary (or boring) subject readily accessible. I am so glad I took this class!"

Ready to begin a QuickBooks Custom Development Project?

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