Services

User TRAINING

Teaching new and long-term employees how to use Microsoft Dynamics GP.

I also can train on awesome add-on products including SmartList Builder and PopDock from eOne Solutions, SmartFill by Rockton Software, SalesPad by Cavallo, Collections Management from Professional Advantage, Copy/Paste from TitaniumGP and more!

Report writing

I have worked with Dynamics GP Report Writer on many projects. I also offer training on SmartList Builder, setup/using live Excel Reports for Dynamics GP data, Microsoft Word Templates for emailing customers and vendors, and more.

troubleshooting issues

Do you need help reconciling AP, AR, Checkbooks, Inventory, and more to the General Ledger? Do you still reconcile your checkbooks in Excel? Do you have no way to track inventory? I have also helped clients gather evidence dealing with internal fraud. I will help you find and correct issues in your data!

Process Review and Improvement

Observing and listening to various accounting team members to help define and improve day-to-day tasks. Often I find out about long standing “workarounds” that can be replaced with better setup, adding new software, or changing how information is gathered, entered, reviewed, and used in reports.

System/security review

One of the best ways to get more out of your system is to invest in a comprehensive system review. I can check for common mistakes in setup, look for corrupted records, and recommend best practices. I can also check your system for security vulnerabilities and help plan, document, and implement changes.

Software Recommendations

Often I find ways to use Dynamics GP built-in features that can get the job done. Sometimes the best option is investing in an “add-on” software that works with GP. I will give you my honest opinion and best recommendations after we have a chance to review together.

Custom Training Materials

Would you like step-by-step documentation of your company’s unique workflows and processes? I can work with your team to create customized training materials!

Data cleanup

Whether you are planning to stay on Microsoft Dynamics GP for many years to come, or you are getting ready to move to Microsoft Dynamics BC (or any other new ERP system); you need to cleanup your data.

Partner referrals

Do you need help finding a new company to help manage and maintain your system for upgrades, support, and customizations? I know some of the smartest, nicest, and all-around best partners around and I am happy to make an introduction for you and your team.