Accounting systems & reporting
Configure your accounting system around consistent records, useful dimensions and reports your team understands.
A scope built around your situation.
The same software can produce very different reporting depending on its configuration. We review the chart of accounts, analytic dimensions, document flow and reconciliation needs. Our approach links financial understanding with system setup, so the agreed reports can be traced back to the records behind them.
What the engagement can include
- A chart-of-accounts and reporting-structure review.
- Configuration of agreed dimensions, journals and document workflows.
- Report validation, reconciliation checks and user guidance.
The final deliverables, responsibilities and timetable are agreed after the initial review.
What to bring to the first discussion
Provide your current chart of accounts, sample reports and the transactions that cause difficulty. We discuss the accounting responsibilities and the software edition before defining changes.
Questions about this service
Can you improve reports without changing software?
Often a review of configuration and data quality is the right starting point. We recommend changes based on what the existing setup can support.
Will you migrate our historical records?
Migration can be included with an agreed period, dataset and reconciliation plan. We define what will be imported and how it will be checked before moving data.
Let’s connect the pieces of your business.
Tell us what needs to work better. We will help define a practical starting point.