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It has been a pleasure to work with your firm over many years. We think about our clients even when periods of time pass, that is, you’re actively working with us now or not. So, I am writing you out of both concern and advisement. We believe your firm needs a new project accounting software solution. In my best estimate, our Geographic area New England, there remain hundreds of Deltek Advantage clients that have not addressed changing software. Also, as we/DMC continue to navigate Advantage support, those issues have become increasingly difficult to solve for. DMC Accounting + Technology is a consulting firm; yes we understand software is an expense, change is hard and the economy in, what seems be, too long of recession. It’s just not making good business sense anymore given what comes across my consulting desk and to continue to encourage trusted relationships to “stay the course”. In my opinion, Deltek Advantage is not supported for new technical releases, payroll releases and technology IS changing, not on hold. Kindly place this in your firms’ budgeting for 2012 and open discussions with us. From what I see firms have recovered with better profits for 2011, as IT departments not just the accounting departments have increased calls to us for help. Those calls increase in severity. We work, understand, the finance/accounting, implementation, educational and technical install of two leading professional service solutions. Yes, Deltek Vision, but also Axium Ajera. Why? Our clients wanted selection and I selected Axium’s Ajera solution as great alternate when appropriate. That facts are, we have serviced over 40 Ajera clients, not just 70 Vision solution clients and there are still hundreds on Advantage, that is worrisome. We are not resellers, we are great consultants. I too am sad Advantage is no longer developed but plenty of firms are happy and fine moving past it. Please contact us, look for our upcoming user group and seminars and for any reason you should not have received this letter just let us know, we will correct our systems.
Thanks for Listening!
What matters more, upgrading software or fixing what doesn’t work in your accounting? In 2011, budgets are not as tight but spending patterns are still acting like it. From our side, this year was slow in respect to upgrades and new implementations, but large in regards to fixing what clients do not like in their software. What I am saying is firms are spending money, just not on software. Case in point, in all our key supported AEC service areas - Deltek Vision, Deltek Advantage and Axium Ajera - our project work has been all about making it work, making it better. This year has been greatly satisfying for us. Our work efforts resulted in billing templates that reduce production time, department and profit center re-work (so financial information can be best managed), and simplified core project reporting that upper management previously designed. All of our work was NOT in Excel, but inside the existing investment.(i.e. the software) Sure, we think our clients need to address IT upgrades and replace software. However, in 2011 getting software to work is a better use of dollars.
Thanks for Listening!
Hi this is Doris!
All good things come to an end, but frankly, seeing the end to Deltek Vision version 5.1 support is a good thing. We all know how hesitant users are to change. Deltek Vision version 6.1 Service Pack 4 has been out for over a year, and we want to encourage clients to make the leap because Deltek is retiring support for 5.1 very soon. Moving to 6.1 SP4 is a good thing, the reporting function was moved to SQL reporting services and it’s chock full of operational improvements and more manageability for custom invoices. DMC is a Deltek Vision client and user, and we maintain our Deltek Vision application up to the current versions. We upgrade ourselves first and work out the kinks so that our clients don’t have to.
Thanks for Listening!
Hi this is Doris!
As with most accounting products, a change in technology can be a mix of some great feelings and some painful ones. With that said, I turned over a new leaf and took a look at QuickBooks with fresh eyes and a renewed hope for the online version. Does it solve for the stuff I hate such as tangled, misleading accounting? QuickBooks Online does do a nice job in a few of the usual nagging areas. The online version essentially solves for version and licensing conflicts. With the online version of Quickbooks, an outside CPA or accountant can log into your database without chewing up a software license, and there’s no need to worry about whether or not each of you are on the same version. Also, there are no additional license fees for the timekeeper portion. It solves for worldwide accessibility over various Mobile Operating Systems (although the IPhone app is not yet fully functional) and some of the download capabilities are far improved over the desktop version of QuickBooks. The payroll integration is better, but beware, you’re starting with a new service that has a monthly fee. There are data limits on the upgrade, so if you’re one of those with 20 years of data, I’d start looking at other solutions such as Axium Ajera or Acclivity AccountEdge. All in all, it’s a great product and we look forward to watching it develop, but recommend comparing your business’ needs to the software’s abilities prior to making a change.
Thanks for Listening!
Hi this is Doris!
Ever have one of those weeks where nothing seems to be swinging your way and then you get some tedious letter that reminds you of why our civil court system needs a "reboot”? I received a check in the mail last Friday, May 6th, of $6.50 from the Constables Offices of the City of Boston to appear/testify and/or produce paperwork at a downtown law office on May 10th. The matter surrounded a civil lawsuit initiated by other parties. OK, let me think...it’s Friday mid-day, I am 150 miles from Boston and need to respond (note: the letter says I must respond or else). I suppose that is understandable, civic duty IS civic duty. But, what am I supposed to do with this $6.50 check with a handwritten memo that says “witness fee”? Does that buy the coffee?
It seems like every other year I get picked for jury duty, which I believe most employers pay for. I think that’s understandable as it’s your civic duty to go. (But I get lots of jury duty requests, maybe because I am at the start of the alphabet?) The last I saw, Federal Jury Duty only pays $30 dollars a day for 3 weeks and you have to be on call for the entire duration. Yes, it’s definitely our civic duty, but $30 dollars a day in Boston? Last rant: the small claims limit for speedy process of civil claims is stuck at $2000 cap plus the filing fee for 30 years.
OK, enough; if the government wants to help further lift us out of the recession, taking a closer look at these 3 areas could do it. People lose time and time means pay and pay translates into revenue. I don't know, $6.50 seems like a typo, $30 dollars a day seems below the poverty level, and the small claims limit places too much risk back to small businesses to extend credit. An upgrade of civic duty compensation is in order!
Thanks for Listening!
Hi this is Doris!
I, like any business owner…wish to be prosperous and succcessful. For some, that means money, but for us at DMC it also means bringing in clients which are a good fit. Profit is great but without that good fit both sides of a consulting relationship can and often do struggle. Yesterday, when bringing a new client on board, I found myself struggling to communicate about how we work for success. Our discussion was bogged down with small logistics that are slowing down the big picture.
After 20 plus years in the consulting + CPA business, we think a valued skill set + the right fit = success & profit. Clients who service with us regularly value operational accountants who know how to operate the application of their industry. If you are tired of being on hold or talking to overseas support lines, you’re in the right spot. Sick of the those 1-800 lines and bureaucratic jerry rigging to get to the right person? Then lets speak. We want to help.
Thanks for listening!
Hi this is Doris!
Alert: Travel Advisory and it’s not a snow storm. I travel a lot and think it's important to observe change. Some changes are not good and worry me, just like all this snow. Imagine you get so very snowed in you can’t dig out for days. That same feeling took me over when I was traveling overseas last week. The Airline I was traveling only accepted Credit Cards to pay for on board food. This is not all that new, maybe been in place this past year, but it suddenly hit me, that cash is NO good. The passenger next to me only had cash to buy a sandwich and he seemed hungry to me. Is cash not legal tender? Is Visa legal tender? Can’t be good…is this a policy set under the guise of security? Or is it some type of built in profit thing for the credit card Company?
If security is the issue case, I am all for security, that keeps things moving along and doesn’t crush the average person, this poor guy was hungry and it pretty inhuman not to take real money. Shame on the airlines, shame on us of not piping up.
Thanks for listening!
Hi this is Doris!
I knew the White House would cave in on the Bush tax cuts. On the plus side, I did hear about a new 2% payroll tax reduction. If they did it right, that should begin to help out the employer and the employee. Maintaining and providing more tax cuts could mean another year of survival for small businesses. These payroll tax cuts could also help offset the staggering health care costs emerging in Massachusetts. Implementing and extending the Bush tax cuts have been estimated at a total of 1 trillion dollars, that’s a lot of zero’s! Spending an additional trillion dollars and still not addressing the national debt will obviously leave the next generation stuck with a major problem. The US media and government keep asking small businesses to hire, yikes how? Newsflash, small businesses tanked unexpectedly only a few years ago, they had their credit lines cut, unprecedented losses, and ever since, tax laws have been moving like a see-saw. Cutting the payroll tax could do it, but government truly tightening its belt and implementing lawful regulatory oversight will prevent the economic downturns we’ve seen in the past. Small businesses will spend and invest when the US government starts behaving.
Hi this is Doris!
Calling technical application support lately is getting the best of me. Like many qualified accountants, I rarely call unless it is client related. So most of the time when I call in it’s because I don’t know the answer and fear there is a defect/bug in the accounting application and I am the only one who sees it. To make my case, recently a client accounts payable report was not reflecting the proper payment due date. The general attack plan for me is to arm myself with lots of data, samples and instructions to prove to the manufacturer I am right. Then I skip through to the right person. The next step is to repeatedly explain the issue until the support rep fully understands. Then, after it’s proven there is a defect, one has to wait or is asked to endlessly work around the agreed upon defect. One can end up waiting a long time. I cross my figures my case is not transferred to another person who then needs to be brought up to speed.
I just can’t be the only person who feels this way. I like having my gas pumped, my hand held by my legal, insurance advisors and IT. We had a resurgence of clients ask us to consult on these increasing types of matters, so their concerns get addressed. Support analysts can be measured on how quickly they close a question, not on solving it. Use us as your consultants; we have no other interest beyond getting the answer and making your day better.
Frustrated with Merchant Credit; An example of capitalism gone wild!
I think some merchant banks (and cell phone companies for that matter) need to earn their business, year after year. Most of us would get fired if we didn't deliver consistently and keep our clients happy, and they should be held to the same standards. One thing that never ceases to amaze me is outrageous termination fees. Termination fees are ridiculous, and companies that enforce them should realize that the customer will never return— ever. Most of the time, they are unwilling to work with the (now former) client to rid or even reduce the fee, even after years of loyal service. Especially in this economy, a hefty termination fee can be a struggle to pay.
Here in the US, certain merchant banks create contracts that one would need a magnifying glass to read. Initially, most of these contracts seem to allow the addition of hidden fees and charges once you get on board, and suddenly you’ve sign up for a service that is constantly changing (and not for the better!). Occasionally, the consumer receives a contract addendum that has such tiny print, you'd need a magnifying glass to read it, if not to understand it. My guess is some US merchant banks have teams of non US telephone operators to handle the screaming phone calls they get from angry clients and consumers. However, enough people must pay for it; otherwise they would stop doing it.
I don't believe merchant bankers stupid charging fees are a decent strategy: at $ $$ an instance , one only needs to add customers, tick them off, and make money on the termination fee! Suggestion: bank local and make local relationships. Look to using debit cards/cash basis until the economic climate evens out. Pay for what you can afford now or wait till you can afford it. These contracts are too tricky.
Bookkeeping Matters!
Yesterday, I grabbed the local Metro West Newspaper and my coffee, and began reading what’s new in the community. As I maneuvered around the articles, the disgruntled JetBlue airline attendant decided to slide out the airplane emergency exit with beer in hand got a chuckle from even me. As entertaining as this was, I came across a story that impacts us a bit more than a bugged-out worker. A neighboring town is now on its 4th controller in 4 years. There seems to a problem with bookkeeping where payments and money is either miscounted, non-accounted or there is some other lengthy reason for a fairly large town’s finances to not be in balance. Sounds like cash in the bank has not been reconciled in years!
To make my point, accounting matters; I cannot provide enough real life experience where money shortages are fairly basic and the root of the problem is bad bookkeeping.
DMC enjoys bookkeeping, we like ticking and tying those numbers. I’m not sure exactly what went wrong in this particular town, but maybe the 4th controller will be the charm. However, it seems like the government could use a little “Numbers 101” lesson to learn the basics of adding numbers.
Mass Privacy Law: How Does it Impact Me?
Our upcoming newsletter is dedicated to how the new Mass Privacy Law impacts you and your company. The law is titled 201 CMR 17:00 and it officially took effect March 1st of this year after several stalls.
Massachusetts has implemented a privacy law that can be considered the toughest in the country...hooray! Not so fast—much of the law moves the burden to protect from identity theft and credit card fraud to each and every person in the Commonwealth. I am very much a proponent of getting those techie bad guys, but so far I don't hear or see businesses and individuals racing to us with questions on compliance.
Compliance is a great portion of the new law; it touches on many specifics that should already be in place to protect individuals’ private information. The law takes time to define what personal information is (PI) and how you must have a policy in place to protect and track it. It also states that you must follow a mandated procedure in the case of a security breach. Non-compliance will have consequences.
We are providing information to our clients so they are aware and understand the new law as it relates to technical accounting and personal information. As always thanks for listening!
Hi this is Doris!
For the sake of repeating myself, we gladly and happily support Deltek Advantage. DMC is a service-focused company that works for its clients. Since Deltek's initial announcement of support phase-out, many years have passed. So we feel as though a short reiteration of how we work with clients still on Advantage would be helpful.
Accounting and Bookkeeping is needed for businesses in the AE community, and thus it is critical in our eyes that we continue to support operations on a routine basis for common accounting needs: invoicing, data entry and closing entry services. With that comes our commitment to continue to train existing and new client staff on the Advantage application.
Additionally, we are experienced in all the technologies associated with keeping Advantage running, such as moving, recovering, reinstalling the application and components. Routine maintenance and backups can be monitored. We will continue to support this until the last piece of compliant equipment and patch will work.
Moving to a new application is not the only option, although someday at some point, it may be the only option. What is most important is what the client is asking for, especially in this economy or for any business reason that is their priority.
Thanks for listening.
Hi this is Doris!
Is it just me, or has the tax compliance reporting requirements for those using in house payroll become even more complex. I remember the time where the average wage earner could meet the social security limit and the w-2 actually represented true gross wage. With that said, the Massachusetts deployed a new web reporting interface with the Department of Unemployment (DU) that repeats information already reported on with the massachusetts department of revenue web file reporting and requests new info.
In my opinion, the new Massachusetts DU web reporting is rough to setup and a bit cumbersome to navigate. Meaning, you're wondering how to print and unbelievably re-keying social security numbers, wages, and withholdings. Also, you have a new quarterly hours reporting requirement and double accounting of taxes withheld.
DMC has always supported payroll intregration for payroll data uploads to banking NACHA files in the softwares we support. We found that the new Mass DU site has data upload formats wage reporting too and we have begun supporting our clients with in house payroll on this ASAP. Rekeying this type of information even for 5 employees is too subject to error. Worth the investment to get this info out of your software and uploaded automatically.
Thanks for listening.
Hi this is Doris!
Nowadays, the world changes faster than you can keep track. What hasn’t changed, though, is the need for small businesses to have a good relationship with their business bank. Your option to choose a small competitive bank outside your local area has become easier than ever. We’ve found that being in Boston all these years limited us to use the big banks. Occasionally, I wanted to receive a phone call from someone who knew our commercial account personally and could help us when issues came up. Playing phone tag, long teller lines, and the constant rotation of bank contacts was frustrating. I wanted a bank that ran like a small business, not just a money machine. Good news! The bank we’ve been looking for ended up being 30 miles west of our offices and it’s as if they are right next door. We are able to remotely bank our daily deposits from our offices, and transmit ACH and EFT transactions. And if all that wasn’t good enough, we were show step by step the entire process for ordering checks, establishing our secure logins for the web, and making deposits from our PCs. Try getting that kind of customer service from the big banks nowadays.
Thanks for listening.
Hi this is Doris!
For some of you it's the simple changes that would make you happy when it comes to your invoice formats. Although improved, Deltek Vision 6.1 standard template options may not meet your principal's requirements when it comes the professional look and feel you want in your invoices. No matter who the programmer or software vendor, professional firms really take pride and how their invoices need to look. The fees for custom invoice services can be significant and a poorly presented invoice can lead to client confusion or worst, delay in payment.
Until Version 6.1 SP1, changing an invoice format could be costly, partly because invoice formats were placed in Actuate, a not common report writer that is difficult at best for even an experienced person to master. With Actuate now gone and Deltek invoices using SQL Reporting we have had great success in making the simplest of changes a reality for clients.
For instance, bolding, alignments, relabeling and general spacing can be changed for a reasonable cost. In fact, other reports also have that same ability for change. Skilled staff can accomplish this with permanent documentation .
Thanks for listening!
Hi this is Doris!
We have installed, supported and prepared books for A LOT of Deltek clients. We’re a small, personalized, group of consultants that possess the skill sets to better attend to needs or problems. We recognize hopping around support departments, waiting on call backs, and unraveling bookkeeping mistakes are frustrating situations for owners and controllers who may not have the time to fix the issue. More so, those utilizing us tend to know our names, know who to go to, and if not, our phones are picked up and a real voice can at least defuse and route the issue. I love automation and working in the applications we support. We are an accounting firm that businesses can trust to deliver the best results.
Thanks for listening!
Hi this is Doris!
Accountants like to count...don't laugh, for the most part it’s true. Those in the profession almost always share their love for numbers and the fun of ticking. And if we’re not counting away, we are reminiscing in the joy of locating mistakes. For me finding mistakes and observing things that others miss IS the part that keeps me in the accounting field all these years.
Just yesterday, not a client but a vendor emailed us a repair bill for equipment improvement, the invoice made it to my approval box and I noticed they were charging Massachusetts sales tax on freight using QuickBooks. So being a good neighbor I suggested they revise the invoice, which they graciously did and thanked me. In addition, there may be an opportunity to amend their sales tax returns now for charging sales tax on freight in Massachusetts.
With the economy working on and heading towards a full recovery, finding these mistakes add up and certainly help the process. People make mistakes, accounting rules are layered and systems only produce what you tell it to, so consider using a professional to review your books and discover often overlooked cost savings.
Thanks for listening!
Hi this is Doris!
DMC provides remote, on site and telephone support to all of our clients. Our unique position within the industry gives us the ability to handle calls and provide fast response times when the client needs service. We have found that there are weaknesses in most maintenance support plans which do not meet the clients’ needs. Support calls often require immediate assistance which is why we have no automated phone queues or wait times.
The following list of points explain why moving to an “as needed basis” for accounting and systems support may be right for you.
Thanks for listening.
Hi this is Doris!
Is your company looking to switch to a new accounting software? Then consider joining us for our upcoming event about migrating to Axium Ajera Portfolio. We’ll talk about: What to consider when moving beyond your current accounting software?; What are the benefits of Axium Ajera PORTFOLIO over other options?; and, we’ll have a software presentation of Axium Ajera PORTFOLIO.
A good number of AE firms in the Northeast have made the change to Axium Ajera Portfolio. The top reasons have been:
Thanks for listening.
Hi this is Doris!
We recently upgraded our internal accounting and CRM software to Vision 6.1, but not without setting up a test environment. Deltek Vision 6.1 is a major upgrade. There are a enough changes in the product’s features and infrastructure to warrant setting up a pre-conversion environment to test your day to day needs. We have successfully created a low cost test set up for many of our clients and these are some of the items we've bumped up against so far.
Thanks for listening.
Hi this is Doris!
A good portion of our service work is what we call retrofitting. Some clients, in good faith, choose to implement their accounting software on their own or solely with the manufacturer, only to find out they may have been better off fully outsourcing the project.
We are a first choice stop for fully implementing accounting software pre and post sale with your manufacturer. Common mistakes that clients make can take an already significant investment and spin in out of cost control. If you are on the verge of purchasing a new application, seek professional advice:
Hi this is Doris!
Stories about aggressive trade practices by software companies have once again filled my voice mail box this month, creating an impact on my work and clients. Aggressive trade practices have invaded the software market on many levels. I am struggling with software companies wishing to be part of small businesses’ routine overhead costs, contracting practices, and insisting once you render business with them you've entered a marriage of sorts.
Think about the following practices that have created calls into our offices:
Hi this is Doris!
What does it mean for you when software companies say "we are no longer supporting your version of software?" Should this spin you into action to make a change? My experience with this type of small business marketing almost always results in a frustrated client. Why? because small businesses tend to want to control their decisions and choices.
Here is an example: The HP MFP8150 is a great multi task printer that scans, prints, creates PDFs etc. but its software and drivers are no longer supported by HP. This creates a repair problem should you need to reload the software on your server and the license is not supplied anymore. Use MS Office? Don't lose your CD and license on an unsupported version, they’re not replaceable. Use Quicken 2006? They turned off the download feature automatically on April 30th of this year.
What I am saying is that the larger the company, the smarter they are about this stuff, and know that eventually even if you are happy with your current setup, they might be able to force a change on you by not supporting an old version anymore in order to get you to spend more money.
Whether you are on Axium, BillQuick, Deltek Advantage, Deltek Sema4, Deltek Vision, Deltek Win2, Intuit's QuickBooks, MYOB, Sage Fixed Assets (FAS), or Sage Master Builder, we work to support any technology that you own until you are ready to let it go!
Thanks for listening.
Hi this is Doris.
Working with financially healthy vendors is smart, but how does one know if their sub-consultant, software company, insurance agent or even their landlord is in trouble? Yesterday market news announced the largest chapter 11 bankruptcy in US history made by General Growth Properties. GM is on the fringe of a managed bankruptcy, and it makes you wonder “who’s next?”
Wondering is not a very strategic method to tap into the complex interdependencies regarding vendor relationships. And panning through publicly issued financial information can be more than cumbersome for the non-accountant. But there needs to be some method of diligence so your firm does not end up getting dragged into the financial troubles of another. If the general contractor goes under, there's a toppling effect.
Using professionals to read financial information of an interdependent company is a must if you’re not an accountant. For instance, terms "accumulated deficit", "debt to worth" "current ratio" are all key indicators of whether companies have financial challenges. In addition, credit histories are an indicator of how someone pays their bills, and referrals from industry peers in respect to credit can be even more powerful for choosing who you do business with. Ask your vendors: how is business? Most people will be clear with you in telling you if the phones are ringing off the hook or if their projects have just stopped.
Think of the key areas: if your vendors were in trouble, how would that impact your company? Be aware of the following: Accounts Receivable bad debts, Landlord is in arrears on Real Estate Taxes, Life Insurance Company gets Tarp money, the Bank cuts your credit line. It’s easy to analyze these items, your business relationships, and your vendors, as a strategy to reduce your risk.
Thanks for listening!
Hi this is Doris.
Going green has created a new set of challenges concerning integrated accounting. Less paper is good for trees and our environment, and we at DMC have moved much of our paperwork to electronic formats via scanning, no longer retaining hard copies, and emailing client invoices and paying vendor invoices electronically. On the other hand, a few green initiatives have presented new challenges and we've been working on helping firms tackle those challenges.
For instance, electronically paying bills creates recurring transactions with non-traditional check number sequences; small business solutions like MYOB handle this well via downloads. Mid Range systems like Axium’s Ajera easily identify these differing types of transactions. But Deltek Vision has no feature to differentiate this transaction type. Most midrange applications we work with do not download with the commercial banks like MYOB or QuickBooks do, and they’ve had this feature available for years. Importing is not the same as a slick downloading feature. And the same holds true with merchant processing. But not the case with ACH payroll uploads.
We help firms keep their accounting in balance with new technologies; technology developments and green initiatives impact how we conduct business on a day to day, and we’re always keeping up with the times; seek help from us to work with you on these changes.
Thanks for listening!
Hi this is Doris!
Web based access can be achieved in any accounting application. You don't have to buy a web based application in order to run your accounting software across the World Wide Web or from your home. If web access is important to you, so that you can enter Time & Expenses or look up vendor or client information, know that solutions exist at all levels of cost, even some that are free of charge.
There are a few factors you should review when considering a remote access solution for your accounting software. Your tolerance for security, your need for speed and easy access, and your budget will each go into determining which remote solution is right for you. You should be able to locate a remote solution that can provide you with desktop access to your accounting software when on the road or at another office, anywhere!
Assuming you have internet access from both sides, products in the following combinations can be a great solution: Virtual Private Networks allow additional security, Remote Desktop Solutions can supplement or replace owning full IIS web services or full web .net based accounting software if your budget allows for it. DMC Accounting + Technology has implemented web based access solutions for products like Deltek Vision, Quickbooks, Axium’s Ajera Portfolio, MYOB, Sage Fixed Assets, and BillQuick. If you are considering implementing a web based application give us a call and we’ll get you through it.
Thanks for listening.
Hi this is Doris!
Surprisingly there are still service firms with substantial revenues and employee counts that have yet to automate their Time & Expense systems. Integrating a Time & Expense system is probably the single easiest cost saver granted your infrastructure is not of serious age. And still, even with an upgraded infrastructure you likely want to know how to recoup the software and hardware investment.
Those who are reluctant to integrate a Time & Expense system express the following concerns, such as security or staff mistakes that make accurate entries impossible. But these concerns just aren’t the norm; more entries are missed, dropped, or recorded incorrectly in the contract scenario. Dropped information is extremely costly in the service business. A single hour at a $100 bill rate, missed just once a month by 10 employees, adds up quickly: that’s $12K. And recording time and expenses incorrectly is embarrassing if the mistake ends up making it to a client invoice; it’s costly to correct these mistakes since one needs to unravel each scenario. And latent information delays billing.
I have found that the day to day responsibilities that are occurring naturally, like excel time and expense reporting, is easy to automate. Online/automated software based time and expense entry does not change the activity in whole or in part. Rather, it increases the communication with the accounting department! Projects are set up more regularly, and billing turnaround time increases.
Thanks for listening.
Hi this is Doris.
DMC Accounting + Technology holds a full staff of operational and managing consultants. We are accounting consultants willing to work out your billing issues on site in order to get you out of processing manual invoices in Word or other difficult invoice formats. We are skilled at lifting out of the way the heavy blocks that are preventing you from cleaning up your billing. We are able to automate time and expense so that you can produce a more timely and streamlined set of invoices.
We respect and understand the needs of those performing the day to day work so that they can excel in what they do. We don't just show you how to bill, or have you read a manual or the help screens, or place you in a classroom with 20 other non related people. Our training and consulting involves hands on help with a knowledge base of over 600 serviced clients with similar challenges.
Thanks for listening.
Hi this is Doris!
If you’re thinking about making the change from Deltek products to Axium, here are a few technical points you should know about. Although you will need to migrate your data, you will also be given a clean slate to utilize all the features with the new technologies Axium has to offer. You will not be tied down to your old ways and bad habits that kept you from going up a level in automation. What I mean is that hanging on to your security blanket of "data" is not always the best business decision.
Axium offers a simple to use, real time interface that may be a better match for those wanting to keep things simple. Its design is superior in many ways to other accounting systems in respect to the day to day operations. And in many AE firms that is the priority when operating accounting. Also, if you were not utilizing project management in your legacy systems, it is most often because of unhappiness with the design interface or from the lack of having “real time data.”
It takes a lot of dedication to change software, but it can be well worth it if you’re up for trying things a new and simpler way.
Thanks for listening.
Hi this is Doris!
Are you wondering what to expect when you migrate and upgrade your Advantage data to Vision?
Migration seems like a large, scary process, and in some respects this is true. Just like a large flock of birds flying south for the winter, it works best when you have a leader to know where you’re going, even if you think you’ve been there many times.
For the most part, those firms choosing to upgrade from Advantage to Vision should expect a smooth result in respect to data migration. All of the tools you need come with your software, but you still typically need a professional like DMC in order to perform the task. We have a solid understanding of data mapping and we know how to interpret the fields in the software to match up with the codes and tables of the migration tools.
After you migrate you still may find that in order to utilize your new software features, you’re going to need to correct and clean your data. And you will discover that certain functionality within the modules has changed to such an extent that you will need to rebuild your saved reports and security. DMC Accounting + Technology is knowledgeable in these areas, and we can help you safely through your migration without risk of losing your data, and having performed hundreds of migrations in the past, we know the best ways in which to move your data into the new software smoothly and accurately.
Thanks for listening.
Hi this is Doris-
Our recent DMC user group about Deltek Advantage and Vision billing was great, thanks for coming. The attendance was good, and I’d like to thank our host Cambridge 7.
This particular session was designed to meet the needs of Advantage and Vision billing users, but we do plan to host vision only user groups in the future. We also hope to hold sessions in the future that focus on Project Reporting and Comparing Deltek Advantage and Vision. Thank you for your compliments and suggestions. Specifically the people who said that the presenter was effective, that the best part of the seminar was the presenter having "knowledge of both applications" and for offering "detailed billing explanations" in a “knowledgeable and friendly" manner.
Thanks for attending. Thanks for listening.
Hi this is Doris!
Are you really backing up your accounting data? Even though you think you may be, there is a chance you might not be...Why? Because accounting data involves more than just a tape drive and having the associated hardware and software services to know you have it right.
We blog and write to our clients almost too often regarding this topic. Why? The message is either not being heard or it’s not being understood. I think it’s a little bit of both. In terms that a non-technical person can understand: If you do not back up your accounting information properly, and you need to retrieve information from last week or last year, then you will be facing a painful problem. Backing up information, whether you call it a copy, a hard drive, a tape drive, or a thumb drive, is worthless if you cannot restore the file.
Accounting information spans over several years even in a tiny business. What needs to be managed goes beyond your hard drive. One needs to be able to "get to" the old information for lots of reasons. A government audit from 3 years ago, information written during a hardware or power failure, or a simple accounting mistake not auto-corrected by the software, are all common events which require accounting departments to rely on a proper database backup.
We advise clients on how to properly manage data for restoration, and we archive old software versions for proper record retention, including known security issues surrounding the maintenance of Word, PDF, and Excel files that contain important accounting information. Seek advice...have control over your data.
Thanks for listening.
Hi this is Doris!
Why hold User Groups? To meet colleagues, to learn, and to share ideas. Through user groups we are able to solve some of the most challenging accounting/software issues. We also hold user groups in order to be part of the Boston community, and to recognize ourselves as an independent leader that enjoys giving back to the community in a free, non solicitous, and open forum.
When I was first handed the responsibility to chair the Harper Schuman User Group, (a company now known as Deltek), I took the responsibility very seriously. Today, we reach out to over 700 users throughout the northeast. Accountants, controllers and IT staff, have all benefited from our user groups, evidenced by the years of sustainability of the group. In some cases we have the manufacturer present and we invite guest speakers to cover special topics.
So check out our website, tell your colleagues about us, and attend our next group coming up at Cambridge Seven Associates February 26, 2009 and register.
Thanks for listening.
Hi this is Doris!
DMC Accounting + Technology hosts seminars and user groups for users of software we support. Why? Because we want to consistently reach out to clients in a forum in which they feel welcome and able to openly connect to other users, and in some instances, the manufacturer too.
This month we are hosting three events. But allow me to focus on just one, the MYOB user group, coming up on February 13, 2009.
Our MYOB user group is held twice a year, and on occasion, we host co-op training sessions with Acclivity (the makers of MYOB Premier and Account Edge). This upcoming session will focus on new features for 2009 and will be an open forum to discuss any concerns or questions that you, the user, may have.
Acclivity has been distributing great business solutions for 20 years...Their software has consistently been supported and upgraded to the current MAC OS, and has been a great solution for both Windows and MAC users in the areas of inventory management, retail POS and service firms, as well as providers of merchant services and business forms.
I’d like to say thank you to the folks at MYOB for consistently supporting us at DMC and the small business user.
If you are interested in attending the upcoming MYOB user group visit our website or give us a call. Be sure to RSVP and attend this free event.
Thanks for listening!
Hi this is Doris!
I am stumped this month with client concerns regarding their software post-sale. Why businesses don't seek advice and pretesting before purchasing software mystifies me. Perhaps businesses get caught up in the glitter of promises and features which sales reps promise them. Or maybe they believe, that with their diligence and skill-sets at hand, they can make their accounting software work.
My experience is that when you don't involve professionals in software selection from the start, the results, in most cases, can be terribly costly. Most mid-range manufacturers will not, under any circumstances, offer a refund for software.
I am advising clients, especially those with very particular needs, to find the appropriate resources in order to test the software through and through on simple key business transactions before signing the dotted line. Why? Because there are too many instances in which software is not being refunded after discovering that the software simply will not meet their needs.
Anything you spend in pre-diligence, even if the dollar amount seems steep, is well worth avoiding a major mistake. Most software companies sell software first, and then pay mind to customer satisfaction later. Let us help you review your accounting decisions before committing to any large costs.
Thanks for listening.
Hi this is Doris.
DMC is very well versed in what you need to know about managing and closing your year end books. Our staff is knowledgable of the items you need to be familiar with so that your books will be reconciled and balanced. From w2's, loan balances, checkbooks, receivable and payable balances, we understand the need to get those numbers making sense in order to produce accurate internal reporting. Look to us for help with your books and be ready for tax season!
Hi this is Doris
Why seek professional independent advice? Many business fail, in part due to lack of capitlization and from not surrounding themselves with the expertise needed from the get go. Legal advice for instance, is not cheap and not all lawyers are great, but not having one for contract review and negotiations is short sighted. Real Estate and employment lawyers are a must-have if your business will be producing material contractural arrangements. Choices made early on in a company can have long term ramifications. Signing equipment or real estate leases, not binding employees to confidentiality and office policy standards, can all be very costly if not reviewed by a professional.
In tandem with that, DMC is about consulting, rendering advice, and finding clients who value our expertise. Choices about accounting personal and software, monitoring of accounting duties and procedures, and the finanical implication and review of contracts, are all services we offer and we perform them well. Remember, it is often more costly to undo a poor choice.
Thanks for listening!
Hi this is Doris!
We implement accounting systems. DMC Accounting + Technology is the firm that can answer the "how to" or "how do I" questions when it comes to managing accounting. We are interested in making sure that your accounting systems and operations are well-managed and fully optimized.
One part of optimization is in making sure that your accounting data is properly stored. Backing up data is not just a matter of having the IT department run a tape backup. Backing up accounting data involves proper archiving in case of audit, proper sizing and database management to avoid data locks, crashes and restorations, and procedures that return data to a usable state. In addition, archived data can require old technology to return data and the application to a usable state.
Another example of accounting optimization would be, how do I produce billing or invoices for Deltek, Ajera, or Bill Quick, in order to meet the contract or clients need or request. We know how to make software work in order to get the value from it.
Thanks for listening!
Attention! Deltek Advantage Customers
It has been a pleasure to work with your firm over many years. We think about our clients even when periods of time pass, that is, you’re actively working with us now or not. So, I am writing you out of both concern and advisement. We believe your firm needs a new project accounting software solution. In my best estimate, our Geographic area New England, there remain hundreds of Deltek Advantage clients that have not addressed changing software. Also, as we/DMC continue to navigate Advantage support, those issues have become increasingly difficult to solve for. DMC Accounting + Technology is a consulting firm; yes we understand software is an expense, change is hard and the economy in, what seems be, too long of recession. It’s just not making good business sense anymore given what comes across my consulting desk and to continue to encourage trusted relationships to “stay the course”. In my opinion, Deltek Advantage is not supported for new technical releases, payroll releases and technology IS changing, not on hold. Kindly place this in your firms’ budgeting for 2012 and open discussions with us. From what I see firms have recovered with better profits for 2011, as IT departments not just the accounting departments have increased calls to us for help. Those calls increase in severity. We work, understand, the finance/accounting, implementation, educational and technical install of two leading professional service solutions. Yes, Deltek Vision, but also Axium Ajera. Why? Our clients wanted selection and I selected Axium’s Ajera solution as great alternate when appropriate. That facts are, we have serviced over 40 Ajera clients, not just 70 Vision solution clients and there are still hundreds on Advantage, that is worrisome. We are not resellers, we are great consultants. I too am sad Advantage is no longer developed but plenty of firms are happy and fine moving past it. Please contact us, look for our upcoming user group and seminars and for any reason you should not have received this letter just let us know, we will correct our systems.
Truly,
Doris Cahill.
Thanks for Listening!
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Re-Tool or Buy More Accounting Software?
What matters more, upgrading software or fixing what doesn’t work in your accounting? In 2011, budgets are not as tight but spending patterns are still acting like it. From our side, this year was slow in respect to upgrades and new implementations, but large in regards to fixing what clients do not like in their software. What I am saying is firms are spending money, just not on software. Case in point, in all our key supported AEC service areas - Deltek Vision, Deltek Advantage and Axium Ajera - our project work has been all about making it work, making it better. This year has been greatly satisfying for us. Our work efforts resulted in billing templates that reduce production time, department and profit center re-work (so financial information can be best managed), and simplified core project reporting that upper management previously designed. All of our work was NOT in Excel, but inside the existing investment.(i.e. the software) Sure, we think our clients need to address IT upgrades and replace software. However, in 2011 getting software to work is a better use of dollars.
Thanks for Listening!
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Sayonara Deltek Vision 5.1 Support. - Tuesday, July 05, 2011 - 5:10 PM
Hi this is Doris!
All good things come to an end, but frankly, seeing the end to Deltek Vision version 5.1 support is a good thing. We all know how hesitant users are to change. Deltek Vision version 6.1 Service Pack 4 has been out for over a year, and we want to encourage clients to make the leap because Deltek is retiring support for 5.1 very soon. Moving to 6.1 SP4 is a good thing, the reporting function was moved to SQL reporting services and it’s chock full of operational improvements and more manageability for custom invoices. DMC is a Deltek Vision client and user, and we maintain our Deltek Vision application up to the current versions. We upgrade ourselves first and work out the kinks so that our clients don’t have to.
Thanks for Listening!
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A Review of QuickBooks Online. - Tuesday, June 14, 2011 - 4:55 PM
Hi this is Doris!
As with most accounting products, a change in technology can be a mix of some great feelings and some painful ones. With that said, I turned over a new leaf and took a look at QuickBooks with fresh eyes and a renewed hope for the online version. Does it solve for the stuff I hate such as tangled, misleading accounting? QuickBooks Online does do a nice job in a few of the usual nagging areas. The online version essentially solves for version and licensing conflicts. With the online version of Quickbooks, an outside CPA or accountant can log into your database without chewing up a software license, and there’s no need to worry about whether or not each of you are on the same version. Also, there are no additional license fees for the timekeeper portion. It solves for worldwide accessibility over various Mobile Operating Systems (although the IPhone app is not yet fully functional) and some of the download capabilities are far improved over the desktop version of QuickBooks. The payroll integration is better, but beware, you’re starting with a new service that has a monthly fee. There are data limits on the upgrade, so if you’re one of those with 20 years of data, I’d start looking at other solutions such as Axium Ajera or Acclivity AccountEdge. All in all, it’s a great product and we look forward to watching it develop, but recommend comparing your business’ needs to the software’s abilities prior to making a change.
Thanks for Listening!
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Court Systems + the Commonwealth of Mass Need an Upgrade - Tuesday, May 24, 2011 - 10:31 AM
Hi this is Doris!
Ever have one of those weeks where nothing seems to be swinging your way and then you get some tedious letter that reminds you of why our civil court system needs a "reboot”? I received a check in the mail last Friday, May 6th, of $6.50 from the Constables Offices of the City of Boston to appear/testify and/or produce paperwork at a downtown law office on May 10th. The matter surrounded a civil lawsuit initiated by other parties. OK, let me think...it’s Friday mid-day, I am 150 miles from Boston and need to respond (note: the letter says I must respond or else). I suppose that is understandable, civic duty IS civic duty. But, what am I supposed to do with this $6.50 check with a handwritten memo that says “witness fee”? Does that buy the coffee?
It seems like every other year I get picked for jury duty, which I believe most employers pay for. I think that’s understandable as it’s your civic duty to go. (But I get lots of jury duty requests, maybe because I am at the start of the alphabet?) The last I saw, Federal Jury Duty only pays $30 dollars a day for 3 weeks and you have to be on call for the entire duration. Yes, it’s definitely our civic duty, but $30 dollars a day in Boston? Last rant: the small claims limit for speedy process of civil claims is stuck at $2000 cap plus the filing fee for 30 years.
OK, enough; if the government wants to help further lift us out of the recession, taking a closer look at these 3 areas could do it. People lose time and time means pay and pay translates into revenue. I don't know, $6.50 seems like a typo, $30 dollars a day seems below the poverty level, and the small claims limit places too much risk back to small businesses to extend credit. An upgrade of civic duty compensation is in order!
Thanks for Listening!
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Success & Profit - Tuesday, March 08, 2011 - 16:18 PM
Hi this is Doris!
I, like any business owner…wish to be prosperous and succcessful. For some, that means money, but for us at DMC it also means bringing in clients which are a good fit. Profit is great but without that good fit both sides of a consulting relationship can and often do struggle. Yesterday, when bringing a new client on board, I found myself struggling to communicate about how we work for success. Our discussion was bogged down with small logistics that are slowing down the big picture.
After 20 plus years in the consulting + CPA business, we think a valued skill set + the right fit = success & profit. Clients who service with us regularly value operational accountants who know how to operate the application of their industry. If you are tired of being on hold or talking to overseas support lines, you’re in the right spot. Sick of the those 1-800 lines and bureaucratic jerry rigging to get to the right person? Then lets speak. We want to help.
Thanks for listening!
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Alert: Travel Advisory - Tuesday, February 01, 2011 - 6:48 PM
Hi this is Doris!
Alert: Travel Advisory and it’s not a snow storm. I travel a lot and think it's important to observe change. Some changes are not good and worry me, just like all this snow. Imagine you get so very snowed in you can’t dig out for days. That same feeling took me over when I was traveling overseas last week. The Airline I was traveling only accepted Credit Cards to pay for on board food. This is not all that new, maybe been in place this past year, but it suddenly hit me, that cash is NO good. The passenger next to me only had cash to buy a sandwich and he seemed hungry to me. Is cash not legal tender? Is Visa legal tender? Can’t be good…is this a policy set under the guise of security? Or is it some type of built in profit thing for the credit card Company?
If security is the issue case, I am all for security, that keeps things moving along and doesn’t crush the average person, this poor guy was hungry and it pretty inhuman not to take real money. Shame on the airlines, shame on us of not piping up.
Thanks for listening!
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Tax Cuts: Suspended, Extended, Ended? - Tuesday, December 07, 2010 - 3:08 PM
Hi this is Doris!
I knew the White House would cave in on the Bush tax cuts. On the plus side, I did hear about a new 2% payroll tax reduction. If they did it right, that should begin to help out the employer and the employee. Maintaining and providing more tax cuts could mean another year of survival for small businesses. These payroll tax cuts could also help offset the staggering health care costs emerging in Massachusetts. Implementing and extending the Bush tax cuts have been estimated at a total of 1 trillion dollars, that’s a lot of zero’s! Spending an additional trillion dollars and still not addressing the national debt will obviously leave the next generation stuck with a major problem. The US media and government keep asking small businesses to hire, yikes how? Newsflash, small businesses tanked unexpectedly only a few years ago, they had their credit lines cut, unprecedented losses, and ever since, tax laws have been moving like a see-saw. Cutting the payroll tax could do it, but government truly tightening its belt and implementing lawful regulatory oversight will prevent the economic downturns we’ve seen in the past. Small businesses will spend and invest when the US government starts behaving.
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Getting cases solved. - Thursday, October 28, 2010 - 2:17 PM
Hi this is Doris!
Calling technical application support lately is getting the best of me. Like many qualified accountants, I rarely call unless it is client related. So most of the time when I call in it’s because I don’t know the answer and fear there is a defect/bug in the accounting application and I am the only one who sees it. To make my case, recently a client accounts payable report was not reflecting the proper payment due date. The general attack plan for me is to arm myself with lots of data, samples and instructions to prove to the manufacturer I am right. Then I skip through to the right person. The next step is to repeatedly explain the issue until the support rep fully understands. Then, after it’s proven there is a defect, one has to wait or is asked to endlessly work around the agreed upon defect. One can end up waiting a long time. I cross my figures my case is not transferred to another person who then needs to be brought up to speed.
I just can’t be the only person who feels this way. I like having my gas pumped, my hand held by my legal, insurance advisors and IT. We had a resurgence of clients ask us to consult on these increasing types of matters, so their concerns get addressed. Support analysts can be measured on how quickly they close a question, not on solving it. Use us as your consultants; we have no other interest beyond getting the answer and making your day better.
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Frustrated with Merchant Credit; An example of capitalism gone wild! - DMC Audio Message - Thursday, October 07, 2010 - 2:11 PM
Frustrated with Merchant Credit; An example of capitalism gone wild!
I think some merchant banks (and cell phone companies for that matter) need to earn their business, year after year. Most of us would get fired if we didn't deliver consistently and keep our clients happy, and they should be held to the same standards. One thing that never ceases to amaze me is outrageous termination fees. Termination fees are ridiculous, and companies that enforce them should realize that the customer will never return— ever. Most of the time, they are unwilling to work with the (now former) client to rid or even reduce the fee, even after years of loyal service. Especially in this economy, a hefty termination fee can be a struggle to pay.
Here in the US, certain merchant banks create contracts that one would need a magnifying glass to read. Initially, most of these contracts seem to allow the addition of hidden fees and charges once you get on board, and suddenly you’ve sign up for a service that is constantly changing (and not for the better!). Occasionally, the consumer receives a contract addendum that has such tiny print, you'd need a magnifying glass to read it, if not to understand it. My guess is some US merchant banks have teams of non US telephone operators to handle the screaming phone calls they get from angry clients and consumers. However, enough people must pay for it; otherwise they would stop doing it.
I don't believe merchant bankers stupid charging fees are a decent strategy: at $ $$ an instance , one only needs to add customers, tick them off, and make money on the termination fee! Suggestion: bank local and make local relationships. Look to using debit cards/cash basis until the economic climate evens out. Pay for what you can afford now or wait till you can afford it. These contracts are too tricky.
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Bookkeeping Matters! - DMC Audio Message - Fri., August 13, 2010 - 2:20 PM
Bookkeeping Matters!
Yesterday, I grabbed the local Metro West Newspaper and my coffee, and began reading what’s new in the community. As I maneuvered around the articles, the disgruntled JetBlue airline attendant decided to slide out the airplane emergency exit with beer in hand got a chuckle from even me. As entertaining as this was, I came across a story that impacts us a bit more than a bugged-out worker. A neighboring town is now on its 4th controller in 4 years. There seems to a problem with bookkeeping where payments and money is either miscounted, non-accounted or there is some other lengthy reason for a fairly large town’s finances to not be in balance. Sounds like cash in the bank has not been reconciled in years!
To make my point, accounting matters; I cannot provide enough real life experience where money shortages are fairly basic and the root of the problem is bad bookkeeping.
DMC enjoys bookkeeping, we like ticking and tying those numbers. I’m not sure exactly what went wrong in this particular town, but maybe the 4th controller will be the charm. However, it seems like the government could use a little “Numbers 101” lesson to learn the basics of adding numbers.
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Mass Privacy Law: How Does it Impact Me? - DMC Audio Message - Mon., July 12 2010 - 12:54 PM
Mass Privacy Law: How Does it Impact Me?
Our upcoming newsletter is dedicated to how the new Mass Privacy Law impacts you and your company. The law is titled 201 CMR 17:00 and it officially took effect March 1st of this year after several stalls.
Massachusetts has implemented a privacy law that can be considered the toughest in the country...hooray! Not so fast—much of the law moves the burden to protect from identity theft and credit card fraud to each and every person in the Commonwealth. I am very much a proponent of getting those techie bad guys, but so far I don't hear or see businesses and individuals racing to us with questions on compliance.
Compliance is a great portion of the new law; it touches on many specifics that should already be in place to protect individuals’ private information. The law takes time to define what personal information is (PI) and how you must have a policy in place to protect and track it. It also states that you must follow a mandated procedure in the case of a security breach. Non-compliance will have consequences.
We are providing information to our clients so they are aware and understand the new law as it relates to technical accounting and personal information. As always thanks for listening!
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Deltek Advantage Support. - DMC Audio Message - Wed., April. 28, 2010 - 9:33 AM
Hi this is Doris!
For the sake of repeating myself, we gladly and happily support Deltek Advantage. DMC is a service-focused company that works for its clients. Since Deltek's initial announcement of support phase-out, many years have passed. So we feel as though a short reiteration of how we work with clients still on Advantage would be helpful.
Accounting and Bookkeeping is needed for businesses in the AE community, and thus it is critical in our eyes that we continue to support operations on a routine basis for common accounting needs: invoicing, data entry and closing entry services. With that comes our commitment to continue to train existing and new client staff on the Advantage application.
Additionally, we are experienced in all the technologies associated with keeping Advantage running, such as moving, recovering, reinstalling the application and components. Routine maintenance and backups can be monitored. We will continue to support this until the last piece of compliant equipment and patch will work.
Moving to a new application is not the only option, although someday at some point, it may be the only option. What is most important is what the client is asking for, especially in this economy or for any business reason that is their priority.
Thanks for listening.
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Tax Compliance Reporting Requirements. - DMC Audio Message - Wed., April. 28, 2010 - 9:12 AM
Hi this is Doris!
Is it just me, or has the tax compliance reporting requirements for those using in house payroll become even more complex. I remember the time where the average wage earner could meet the social security limit and the w-2 actually represented true gross wage. With that said, the Massachusetts deployed a new web reporting interface with the Department of Unemployment (DU) that repeats information already reported on with the massachusetts department of revenue web file reporting and requests new info.
In my opinion, the new Massachusetts DU web reporting is rough to setup and a bit cumbersome to navigate. Meaning, you're wondering how to print and unbelievably re-keying social security numbers, wages, and withholdings. Also, you have a new quarterly hours reporting requirement and double accounting of taxes withheld.
DMC has always supported payroll intregration for payroll data uploads to banking NACHA files in the softwares we support. We found that the new Mass DU site has data upload formats wage reporting too and we have begun supporting our clients with in house payroll on this ASAP. Rekeying this type of information even for 5 employees is too subject to error. Worth the investment to get this info out of your software and uploaded automatically.
Thanks for listening.
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Support Your Local Bank. - DMC Audio Message - Tues., April. 13, 2010 - 3:12 PM
Hi this is Doris!
Nowadays, the world changes faster than you can keep track. What hasn’t changed, though, is the need for small businesses to have a good relationship with their business bank. Your option to choose a small competitive bank outside your local area has become easier than ever. We’ve found that being in Boston all these years limited us to use the big banks. Occasionally, I wanted to receive a phone call from someone who knew our commercial account personally and could help us when issues came up. Playing phone tag, long teller lines, and the constant rotation of bank contacts was frustrating. I wanted a bank that ran like a small business, not just a money machine. Good news! The bank we’ve been looking for ended up being 30 miles west of our offices and it’s as if they are right next door. We are able to remotely bank our daily deposits from our offices, and transmit ACH and EFT transactions. And if all that wasn’t good enough, we were show step by step the entire process for ordering checks, establishing our secure logins for the web, and making deposits from our PCs. Try getting that kind of customer service from the big banks nowadays.
Thanks for listening.
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Deltek Vision Custom Reports. - DMC Audio Message - Tues, Feb. 02, 2010 - 3:41 PM
Hi this is Doris!
For some of you it's the simple changes that would make you happy when it comes to your invoice formats. Although improved, Deltek Vision 6.1 standard template options may not meet your principal's requirements when it comes the professional look and feel you want in your invoices. No matter who the programmer or software vendor, professional firms really take pride and how their invoices need to look. The fees for custom invoice services can be significant and a poorly presented invoice can lead to client confusion or worst, delay in payment.
Until Version 6.1 SP1, changing an invoice format could be costly, partly because invoice formats were placed in Actuate, a not common report writer that is difficult at best for even an experienced person to master. With Actuate now gone and Deltek invoices using SQL Reporting we have had great success in making the simplest of changes a reality for clients.
For instance, bolding, alignments, relabeling and general spacing can be changed for a reasonable cost. In fact, other reports also have that same ability for change. Skilled staff can accomplish this with permanent documentation .
Thanks for listening!
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Deltek Vision Consultants. - DMC Audio Message - Mon., Sept. 21, 2009 - 9:23 AM
Hi this is Doris!
We have installed, supported and prepared books for A LOT of Deltek clients. We’re a small, personalized, group of consultants that possess the skill sets to better attend to needs or problems. We recognize hopping around support departments, waiting on call backs, and unraveling bookkeeping mistakes are frustrating situations for owners and controllers who may not have the time to fix the issue. More so, those utilizing us tend to know our names, know who to go to, and if not, our phones are picked up and a real voice can at least defuse and route the issue. I love automation and working in the applications we support. We are an accounting firm that businesses can trust to deliver the best results.
Thanks for listening!
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Bookkeeping Support. - DMC Audio Message - Fri., September 18, 2009 - 3:04 PM
Hi this is Doris!
Accountants like to count...don't laugh, for the most part it’s true. Those in the profession almost always share their love for numbers and the fun of ticking. And if we’re not counting away, we are reminiscing in the joy of locating mistakes. For me finding mistakes and observing things that others miss IS the part that keeps me in the accounting field all these years.
Just yesterday, not a client but a vendor emailed us a repair bill for equipment improvement, the invoice made it to my approval box and I noticed they were charging Massachusetts sales tax on freight using QuickBooks. So being a good neighbor I suggested they revise the invoice, which they graciously did and thanked me. In addition, there may be an opportunity to amend their sales tax returns now for charging sales tax on freight in Massachusetts.
With the economy working on and heading towards a full recovery, finding these mistakes add up and certainly help the process. People make mistakes, accounting rules are layered and systems only produce what you tell it to, so consider using a professional to review your books and discover often overlooked cost savings.
Thanks for listening!
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Personable Support. - DMC Audio Message - Fri., September 04, 2009 - 12:04 PM
Hi this is Doris!
DMC provides remote, on site and telephone support to all of our clients. Our unique position within the industry gives us the ability to handle calls and provide fast response times when the client needs service. We have found that there are weaknesses in most maintenance support plans which do not meet the clients’ needs. Support calls often require immediate assistance which is why we have no automated phone queues or wait times.
The following list of points explain why moving to an “as needed basis” for accounting and systems support may be right for you.
- No phone queues or layered push button phone systems
- Local people, local group with intense industry knowledge
- We find work-arounds a manufacturer would be reluctant to approach
- Accounting and IT knowledge in one spot with less leaps, saving time
- We provide a local, personable relationship
Thanks for listening.
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Upcoming Axium Event. - DMC Audio Message - Mon., August 24, 2009 - 11:20 AM
Hi this is Doris!
Is your company looking to switch to a new accounting software? Then consider joining us for our upcoming event about migrating to Axium Ajera Portfolio. We’ll talk about: What to consider when moving beyond your current accounting software?; What are the benefits of Axium Ajera PORTFOLIO over other options?; and, we’ll have a software presentation of Axium Ajera PORTFOLIO.
A good number of AE firms in the Northeast have made the change to Axium Ajera Portfolio. The top reasons have been:
- Simple IT deployment (CD autoinstall), not necessitating heavy hardware and long term internal IT maintenance
- A chance to change 20 year project practices that were not working, Axium Ajera PORTFOLIO gives you a "fresh start"
- Simple interface and ability to change transactions with audit trail
- Reporting a lay person can easily operate
- Software cost that is below legacy pricing and offers more product features
Thanks for listening.
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Test Environments. - DMC Audio Message - Thursday, August 17, 2009 - 10:46 AM
Hi this is Doris!
We recently upgraded our internal accounting and CRM software to Vision 6.1, but not without setting up a test environment. Deltek Vision 6.1 is a major upgrade. There are a enough changes in the product’s features and infrastructure to warrant setting up a pre-conversion environment to test your day to day needs. We have successfully created a low cost test set up for many of our clients and these are some of the items we've bumped up against so far.
- Deltek Vision 6.1 is a full rebuild of reporting services to SQL reporting
- Deltek Vision 5.1 is fully uninstalled, 5.1 and 6.1 cannot both exist on the server.
- Microsoft Excel downloads are different, there are changes to navigate and search.
- Printing is handled differently, anticipate work in printing
- The interface is new but easy to adapt to (low training curve.)
- CRM activities have a design view
- Data entry seems faster
- Invoice templates with logos have needed a small amount of work to reuse them
- Timekeeper comments entry has an autofill feature
Thanks for listening.
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Implementing Accounting Software. - DMC Audio Message - Thursday, August 06, 2009 - 1:38 PM
Hi this is Doris!
A good portion of our service work is what we call retrofitting. Some clients, in good faith, choose to implement their accounting software on their own or solely with the manufacturer, only to find out they may have been better off fully outsourcing the project.
We are a first choice stop for fully implementing accounting software pre and post sale with your manufacturer. Common mistakes that clients make can take an already significant investment and spin in out of cost control. If you are on the verge of purchasing a new application, seek professional advice:
- Don’t assume your staff has the double time to pick up on a new accounting system right away.
- Avoid evaluating software on your own without a professional. It’s difficult to fully analyze a software in just a few presentations.
- Relying on your IT department to choose hardware and deployment solutions if they have no Accounting background can be problematic.
- Try not to analyze software contracts without a professional. DMC Accounting + Technology knows what a contract should look like and how much modules and services should cost.
- Don’t buy before fully testing your reporting, invoicing and other accounting requirements.
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Aggressive Trade Practices. - DMC Audio Message - Wed, Aug 05, 2009 - 11:10 AM
Hi this is Doris!
Stories about aggressive trade practices by software companies have once again filled my voice mail box this month, creating an impact on my work and clients. Aggressive trade practices have invaded the software market on many levels. I am struggling with software companies wishing to be part of small businesses’ routine overhead costs, contracting practices, and insisting once you render business with them you've entered a marriage of sorts.
Think about the following practices that have created calls into our offices:
- In a downsized economy licenses CAN be reduced. Most software companies base their annual maintenance fees in relation to how many licenses you own. Licenses are measured by employee count or workstation count. In times of recession licenses can be reduced, saving your firm lots of money.
- Terms and contract conditions that have no refund policies on warranty for use.
- Software agreements are contracts, and in many of those contracts there are built in % increases to their maintenance plans.
- Inability to purchase software separate from support agreements. Unfair cancellation practices.
- Vaporware is when a software company does not fulfill a verbal promise that a needed feature will be part of the product and that it is "coming soon". Coming soon can be never and coming soon can mean more money.
- Aggressive support lines that push to buy or sell upgrades.
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Legacy Software Support. - DMC Audio Message - Tuesday, May 05, 2009 - 12:46 PM
Hi this is Doris!
What does it mean for you when software companies say "we are no longer supporting your version of software?" Should this spin you into action to make a change? My experience with this type of small business marketing almost always results in a frustrated client. Why? because small businesses tend to want to control their decisions and choices.
Here is an example: The HP MFP8150 is a great multi task printer that scans, prints, creates PDFs etc. but its software and drivers are no longer supported by HP. This creates a repair problem should you need to reload the software on your server and the license is not supplied anymore. Use MS Office? Don't lose your CD and license on an unsupported version, they’re not replaceable. Use Quicken 2006? They turned off the download feature automatically on April 30th of this year.
What I am saying is that the larger the company, the smarter they are about this stuff, and know that eventually even if you are happy with your current setup, they might be able to force a change on you by not supporting an old version anymore in order to get you to spend more money.
Whether you are on Axium, BillQuick, Deltek Advantage, Deltek Sema4, Deltek Vision, Deltek Win2, Intuit's QuickBooks, MYOB, Sage Fixed Assets (FAS), or Sage Master Builder, we work to support any technology that you own until you are ready to let it go!
Thanks for listening.
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Financial Relationship Strategy. - DMC Audio Message - Friday, April 17, 2009 - 11:24 AM
Hi this is Doris.
Working with financially healthy vendors is smart, but how does one know if their sub-consultant, software company, insurance agent or even their landlord is in trouble? Yesterday market news announced the largest chapter 11 bankruptcy in US history made by General Growth Properties. GM is on the fringe of a managed bankruptcy, and it makes you wonder “who’s next?”
Wondering is not a very strategic method to tap into the complex interdependencies regarding vendor relationships. And panning through publicly issued financial information can be more than cumbersome for the non-accountant. But there needs to be some method of diligence so your firm does not end up getting dragged into the financial troubles of another. If the general contractor goes under, there's a toppling effect.
Using professionals to read financial information of an interdependent company is a must if you’re not an accountant. For instance, terms "accumulated deficit", "debt to worth" "current ratio" are all key indicators of whether companies have financial challenges. In addition, credit histories are an indicator of how someone pays their bills, and referrals from industry peers in respect to credit can be even more powerful for choosing who you do business with. Ask your vendors: how is business? Most people will be clear with you in telling you if the phones are ringing off the hook or if their projects have just stopped.
Think of the key areas: if your vendors were in trouble, how would that impact your company? Be aware of the following: Accounts Receivable bad debts, Landlord is in arrears on Real Estate Taxes, Life Insurance Company gets Tarp money, the Bank cuts your credit line. It’s easy to analyze these items, your business relationships, and your vendors, as a strategy to reduce your risk.
Thanks for listening!
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Green Challenges. - DMC Audio Message - Friday, April 17, 2009 - 09:01 AM
Hi this is Doris.
Going green has created a new set of challenges concerning integrated accounting. Less paper is good for trees and our environment, and we at DMC have moved much of our paperwork to electronic formats via scanning, no longer retaining hard copies, and emailing client invoices and paying vendor invoices electronically. On the other hand, a few green initiatives have presented new challenges and we've been working on helping firms tackle those challenges.
For instance, electronically paying bills creates recurring transactions with non-traditional check number sequences; small business solutions like MYOB handle this well via downloads. Mid Range systems like Axium’s Ajera easily identify these differing types of transactions. But Deltek Vision has no feature to differentiate this transaction type. Most midrange applications we work with do not download with the commercial banks like MYOB or QuickBooks do, and they’ve had this feature available for years. Importing is not the same as a slick downloading feature. And the same holds true with merchant processing. But not the case with ACH payroll uploads.
We help firms keep their accounting in balance with new technologies; technology developments and green initiatives impact how we conduct business on a day to day, and we’re always keeping up with the times; seek help from us to work with you on these changes.
Thanks for listening!
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Web-based Accounting. - DMC Audio Message - Thursday, April 09, 2009 - 11:42 AM
Hi this is Doris!
Web based access can be achieved in any accounting application. You don't have to buy a web based application in order to run your accounting software across the World Wide Web or from your home. If web access is important to you, so that you can enter Time & Expenses or look up vendor or client information, know that solutions exist at all levels of cost, even some that are free of charge.
There are a few factors you should review when considering a remote access solution for your accounting software. Your tolerance for security, your need for speed and easy access, and your budget will each go into determining which remote solution is right for you. You should be able to locate a remote solution that can provide you with desktop access to your accounting software when on the road or at another office, anywhere!
Assuming you have internet access from both sides, products in the following combinations can be a great solution: Virtual Private Networks allow additional security, Remote Desktop Solutions can supplement or replace owning full IIS web services or full web .net based accounting software if your budget allows for it. DMC Accounting + Technology has implemented web based access solutions for products like Deltek Vision, Quickbooks, Axium’s Ajera Portfolio, MYOB, Sage Fixed Assets, and BillQuick. If you are considering implementing a web based application give us a call and we’ll get you through it.
Thanks for listening.
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Time & Expense. - DMC Audio Message - Thursday, April 02, 2009 - 11:18 AM
Hi this is Doris!
Surprisingly there are still service firms with substantial revenues and employee counts that have yet to automate their Time & Expense systems. Integrating a Time & Expense system is probably the single easiest cost saver granted your infrastructure is not of serious age. And still, even with an upgraded infrastructure you likely want to know how to recoup the software and hardware investment.
Those who are reluctant to integrate a Time & Expense system express the following concerns, such as security or staff mistakes that make accurate entries impossible. But these concerns just aren’t the norm; more entries are missed, dropped, or recorded incorrectly in the contract scenario. Dropped information is extremely costly in the service business. A single hour at a $100 bill rate, missed just once a month by 10 employees, adds up quickly: that’s $12K. And recording time and expenses incorrectly is embarrassing if the mistake ends up making it to a client invoice; it’s costly to correct these mistakes since one needs to unravel each scenario. And latent information delays billing.
I have found that the day to day responsibilities that are occurring naturally, like excel time and expense reporting, is easy to automate. Online/automated software based time and expense entry does not change the activity in whole or in part. Rather, it increases the communication with the accounting department! Projects are set up more regularly, and billing turnaround time increases.
Thanks for listening.
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Billing Help. - DMC Audio Message - Monday, March 23, 2009 - 01:04 PM
Hi this is Doris.
DMC Accounting + Technology holds a full staff of operational and managing consultants. We are accounting consultants willing to work out your billing issues on site in order to get you out of processing manual invoices in Word or other difficult invoice formats. We are skilled at lifting out of the way the heavy blocks that are preventing you from cleaning up your billing. We are able to automate time and expense so that you can produce a more timely and streamlined set of invoices.
We respect and understand the needs of those performing the day to day work so that they can excel in what they do. We don't just show you how to bill, or have you read a manual or the help screens, or place you in a classroom with 20 other non related people. Our training and consulting involves hands on help with a knowledge base of over 600 serviced clients with similar challenges.
Thanks for listening.
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Axium Review. - DMC Audio Message - Friday, March 6, 2009 - 11:02 AM
Hi this is Doris!
If you’re thinking about making the change from Deltek products to Axium, here are a few technical points you should know about. Although you will need to migrate your data, you will also be given a clean slate to utilize all the features with the new technologies Axium has to offer. You will not be tied down to your old ways and bad habits that kept you from going up a level in automation. What I mean is that hanging on to your security blanket of "data" is not always the best business decision.
Axium offers a simple to use, real time interface that may be a better match for those wanting to keep things simple. Its design is superior in many ways to other accounting systems in respect to the day to day operations. And in many AE firms that is the priority when operating accounting. Also, if you were not utilizing project management in your legacy systems, it is most often because of unhappiness with the design interface or from the lack of having “real time data.”
It takes a lot of dedication to change software, but it can be well worth it if you’re up for trying things a new and simpler way.
Thanks for listening.
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Deltek Advantage to Vision Migration. - DMC Audio Message - Thursday, March 5, 2009 - 11:16 AM
Hi this is Doris!
Are you wondering what to expect when you migrate and upgrade your Advantage data to Vision?
Migration seems like a large, scary process, and in some respects this is true. Just like a large flock of birds flying south for the winter, it works best when you have a leader to know where you’re going, even if you think you’ve been there many times.
For the most part, those firms choosing to upgrade from Advantage to Vision should expect a smooth result in respect to data migration. All of the tools you need come with your software, but you still typically need a professional like DMC in order to perform the task. We have a solid understanding of data mapping and we know how to interpret the fields in the software to match up with the codes and tables of the migration tools.
After you migrate you still may find that in order to utilize your new software features, you’re going to need to correct and clean your data. And you will discover that certain functionality within the modules has changed to such an extent that you will need to rebuild your saved reports and security. DMC Accounting + Technology is knowledgeable in these areas, and we can help you safely through your migration without risk of losing your data, and having performed hundreds of migrations in the past, we know the best ways in which to move your data into the new software smoothly and accurately.
Thanks for listening.
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Recent User Group. - DMC Audio Message - Wednesday, March 3, 2009 - 09:45 AM
Hi this is Doris-
Our recent DMC user group about Deltek Advantage and Vision billing was great, thanks for coming. The attendance was good, and I’d like to thank our host Cambridge 7.
This particular session was designed to meet the needs of Advantage and Vision billing users, but we do plan to host vision only user groups in the future. We also hope to hold sessions in the future that focus on Project Reporting and Comparing Deltek Advantage and Vision. Thank you for your compliments and suggestions. Specifically the people who said that the presenter was effective, that the best part of the seminar was the presenter having "knowledge of both applications" and for offering "detailed billing explanations" in a “knowledgeable and friendly" manner.
Thanks for attending. Thanks for listening.
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Accounting Data. - DMC Audio Message - Monday, February 23, 2009 - 09:45 AM
Hi this is Doris!
Are you really backing up your accounting data? Even though you think you may be, there is a chance you might not be...Why? Because accounting data involves more than just a tape drive and having the associated hardware and software services to know you have it right.
We blog and write to our clients almost too often regarding this topic. Why? The message is either not being heard or it’s not being understood. I think it’s a little bit of both. In terms that a non-technical person can understand: If you do not back up your accounting information properly, and you need to retrieve information from last week or last year, then you will be facing a painful problem. Backing up information, whether you call it a copy, a hard drive, a tape drive, or a thumb drive, is worthless if you cannot restore the file.
Accounting information spans over several years even in a tiny business. What needs to be managed goes beyond your hard drive. One needs to be able to "get to" the old information for lots of reasons. A government audit from 3 years ago, information written during a hardware or power failure, or a simple accounting mistake not auto-corrected by the software, are all common events which require accounting departments to rely on a proper database backup.
We advise clients on how to properly manage data for restoration, and we archive old software versions for proper record retention, including known security issues surrounding the maintenance of Word, PDF, and Excel files that contain important accounting information. Seek advice...have control over your data.
Thanks for listening.
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Why User Groups? - DMC Audio Message - Wednesday, Feb. 11, 2009 - 12:07 PM
Hi this is Doris!
Why hold User Groups? To meet colleagues, to learn, and to share ideas. Through user groups we are able to solve some of the most challenging accounting/software issues. We also hold user groups in order to be part of the Boston community, and to recognize ourselves as an independent leader that enjoys giving back to the community in a free, non solicitous, and open forum.
When I was first handed the responsibility to chair the Harper Schuman User Group, (a company now known as Deltek), I took the responsibility very seriously. Today, we reach out to over 700 users throughout the northeast. Accountants, controllers and IT staff, have all benefited from our user groups, evidenced by the years of sustainability of the group. In some cases we have the manufacturer present and we invite guest speakers to cover special topics.
So check out our website, tell your colleagues about us, and attend our next group coming up at Cambridge Seven Associates February 26, 2009 and register.
Thanks for listening.
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MYOB User Group - DMC Audio Message - Wednesday, February 04, 2009 - 1:58 PM
Hi this is Doris!
DMC Accounting + Technology hosts seminars and user groups for users of software we support. Why? Because we want to consistently reach out to clients in a forum in which they feel welcome and able to openly connect to other users, and in some instances, the manufacturer too.
This month we are hosting three events. But allow me to focus on just one, the MYOB user group, coming up on February 13, 2009.
Our MYOB user group is held twice a year, and on occasion, we host co-op training sessions with Acclivity (the makers of MYOB Premier and Account Edge). This upcoming session will focus on new features for 2009 and will be an open forum to discuss any concerns or questions that you, the user, may have.
Acclivity has been distributing great business solutions for 20 years...Their software has consistently been supported and upgraded to the current MAC OS, and has been a great solution for both Windows and MAC users in the areas of inventory management, retail POS and service firms, as well as providers of merchant services and business forms.
I’d like to say thank you to the folks at MYOB for consistently supporting us at DMC and the small business user.
If you are interested in attending the upcoming MYOB user group visit our website or give us a call. Be sure to RSVP and attend this free event.
Thanks for listening!
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Advice Before You Buy - DMC Audio Message - Thurs., Jan. 29, 2009 - 10:59 AM
Hi this is Doris!
I am stumped this month with client concerns regarding their software post-sale. Why businesses don't seek advice and pretesting before purchasing software mystifies me. Perhaps businesses get caught up in the glitter of promises and features which sales reps promise them. Or maybe they believe, that with their diligence and skill-sets at hand, they can make their accounting software work.
My experience is that when you don't involve professionals in software selection from the start, the results, in most cases, can be terribly costly. Most mid-range manufacturers will not, under any circumstances, offer a refund for software.
I am advising clients, especially those with very particular needs, to find the appropriate resources in order to test the software through and through on simple key business transactions before signing the dotted line. Why? Because there are too many instances in which software is not being refunded after discovering that the software simply will not meet their needs.
Anything you spend in pre-diligence, even if the dollar amount seems steep, is well worth avoiding a major mistake. Most software companies sell software first, and then pay mind to customer satisfaction later. Let us help you review your accounting decisions before committing to any large costs.
Thanks for listening.
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Be ready. - DMC Audio Message - Monday, January 22, 2009 - 09:35 AM
Hi this is Doris.
DMC is very well versed in what you need to know about managing and closing your year end books. Our staff is knowledgable of the items you need to be familiar with so that your books will be reconciled and balanced. From w2's, loan balances, checkbooks, receivable and payable balances, we understand the need to get those numbers making sense in order to produce accurate internal reporting. Look to us for help with your books and be ready for tax season!
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Independent Advice - DMC Audio Message - Monday, Jan. 15, 2009 - 11:03 AM
Hi this is Doris
Why seek professional independent advice? Many business fail, in part due to lack of capitlization and from not surrounding themselves with the expertise needed from the get go. Legal advice for instance, is not cheap and not all lawyers are great, but not having one for contract review and negotiations is short sighted. Real Estate and employment lawyers are a must-have if your business will be producing material contractural arrangements. Choices made early on in a company can have long term ramifications. Signing equipment or real estate leases, not binding employees to confidentiality and office policy standards, can all be very costly if not reviewed by a professional.
In tandem with that, DMC is about consulting, rendering advice, and finding clients who value our expertise. Choices about accounting personal and software, monitoring of accounting duties and procedures, and the finanical implication and review of contracts, are all services we offer and we perform them well. Remember, it is often more costly to undo a poor choice.
Thanks for listening!
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Accounting Optimization - DMC Audio Message - Monday, Jan. 5, 2009 - 10:51 AM
Hi this is Doris!
We implement accounting systems. DMC Accounting + Technology is the firm that can answer the "how to" or "how do I" questions when it comes to managing accounting. We are interested in making sure that your accounting systems and operations are well-managed and fully optimized.
One part of optimization is in making sure that your accounting data is properly stored. Backing up data is not just a matter of having the IT department run a tape backup. Backing up accounting data involves proper archiving in case of audit, proper sizing and database management to avoid data locks, crashes and restorations, and procedures that return data to a usable state. In addition, archived data can require old technology to return data and the application to a usable state.
Another example of accounting optimization would be, how do I produce billing or invoices for Deltek, Ajera, or Bill Quick, in order to meet the contract or clients need or request. We know how to make software work in order to get the value from it.
Thanks for listening!