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


"I attended a webinar led by Kristin. In spite of the less than exciting subject QuickBooks for Beginners, she engaged all of us small business owners with a dynamic presentation. The material was covered in a very thorough, yet easy to understand way and questions by attendees were quickly responded to. I already had some experience with QB but learned valuable tips throughout the workshop. Highly recommended!"

"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."

"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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