Schedule Remote Assessment

What Happens During a Remote Session?

First we want to learn more about you and your business.

  • What are the current pain points that keep you up at night?
  • What are some struggles that your business faces daily?
  • Are your financial reports providing the desired data?
  • Are you a part of a peer group that requires financial reporting?
  • What is your business model? Managed Services, security, break-fix, projects, telecom, hosting, services?...only to name a few.
  • And more..

We also want to know how much of ConnectWise you're utilizing.

  • Accounting - Does your Chart of Accounts currently provide the desired financial reporting?
  • Foundation - The building blocks of your business operating system.
  • Products - Categories, sub-categories, and classes. It's all about the settings.
  • Service - The center of your operations. Stale tickets can end a relationship.
  • Agreements - Recurring revenue is king. Do you know your true agreement cost?
  • Project - Implement projects faster with better vision. Do you know when to use a project vs. a service ticket?
  • Sales - From quoting to service hand-off, is your sales process smooth or a struggle?
  • Marketing - Hidden gems are buried in your business operating system.
  • The review gives us the data needed to draw a road map to success.

Let's discuss your business headaches and see if we can help provide a solution. These calls typically take 60-90 minutes.

Frequently Asked Quetions

PSA-generated revenue can find its way to your Accounting system. To make sure you get the desired results, we match up the Chart of Accounts (CoA) to ensure the General Ledger (GL) mappings are correctly configured in ConnectWise.

A: No. If you elect not to share your General Ledger setup, we can skip this part of the process, but we can’t guarantee optimal financial reporting.

A: Of course! An export report of your company’s Chart of Accounts will work. PDF or excel worksheets are preferred if possible.

A: Of course! An export report of your company’s Chart of Accounts will work. PDF or excel worksheets are preferred if possible.

A: We use GotoMeeting for all of our remote sessions.

A: For ConnectWise, we will need the logged-in user to have full “Admin” rights.  For Accounting, we need to be able to see the Chart of Accounts and tax code listing.