We tailor and configure your accounting system to seamlessly integrate with existing workflows, enhancing efficiency and ensuring it meets your unique operational needs. Additionally, we identify resource gaps and develop actionable plans to address them, with BOSS offering accounting HR services to support your team’s success.

Associated Deliverables

• System Configuration Plan: A detailed guide for setting up and configuring your accounting system.

• Custom Chart of Accounts Design: Tailored structure to meet your financial reporting needs.

• Integration Setup Document: Configuration of integrations with other business tools and systems.

• User Role and Access Permissions Matrix: Secure setup of user roles to ensure data integrity.

• Workflow Automation Setup: Implementation of automated workflows for repetitive tasks.

• System Testing Report: Verification of functionality and performance after configuration.

• Data Import Framework: Guidelines for importing historical or new data into the system.

• Backup and Recovery Plan: A comprehensive strategy to safeguard critical accounting data.

• Resource Gap Analysis: Identification of resource shortages within your accounting operations.

• Staffing and HR Support Plan: Recommendations and optional HR services to address staffing needs.