Click on each topic to read the information
All information presented should be considered general in nature and not advice as to a specific situation.
Some Sample Projects
Below are some of the projects I've been involved in.
They are only a sample of the types of project that I can help with.
They are only a sample of the types of project that I can help with.
Records
Are your records a mess?
Do you have a record-keeping nightmare and don't know what to do with it?
Are you facing an audit and the records are in such poor condition that there's no way to survive it?
Have boxes of paper been dumped on you and you don't know where to begin?
Are your records unsuitable to be audited?
Are your records non-compliant (e.g., HIPAA)?
Do you need to implement new FASB/GASB requirements and no one to implement them?
Have you managed to get your data entered into a spreadsheet, but now find that it's not nearly flexible enough to do what needs to be done? (reporting, searching, modifying, etc)
Let us bring order out of chaos!
We can take your data in almost any format... even if it's unorganized boxes full of records... and
Examples:
Services to small to medium sized businesses, non-profits, government agenices.
We work on-site or offsite. Out-of-area travel possible.
Team of two - one CPA and one computer/database specialist.
We can work with your staff and help them develop needed levels of expertise or work independently.
Do you have a record-keeping nightmare and don't know what to do with it?
Are you facing an audit and the records are in such poor condition that there's no way to survive it?
Have boxes of paper been dumped on you and you don't know where to begin?
Are your records unsuitable to be audited?
Are your records non-compliant (e.g., HIPAA)?
Do you need to implement new FASB/GASB requirements and no one to implement them?
Have you managed to get your data entered into a spreadsheet, but now find that it's not nearly flexible enough to do what needs to be done? (reporting, searching, modifying, etc)
Let us bring order out of chaos!
We can take your data in almost any format... even if it's unorganized boxes full of records... and
- organize
- classify
- summarize
- give reports (detail and summary)
- provide you with a database into which you can enter/maintain your own data
- set up a system to control access & security
- help you move to a paperless office
Examples:
- HIPAA files need sorting out
- reimbursable contracts analyzed and documented
- discovery documents provided by opposing party in a legal action
- personnel records not compliant
- get records ready for audit (pre-audit)
- compilations / financial forecasts / break-even analysis
- internal controls evaluation
- implementation of new accounting principles - FASB, GASB or other
- temporary gaps in staffing
Services to small to medium sized businesses, non-profits, government agenices.
We work on-site or offsite. Out-of-area travel possible.
Team of two - one CPA and one computer/database specialist.
We can work with your staff and help them develop needed levels of expertise or work independently.
Database
Are you constantly frustrated trying to use a spreadsheet to organize your data?
Spreadsheets are wonderful things!
They allow many computer users to organize their own data, print reports, modify the spreadsheets as their needs change, etc.
They are NOT databases however. And trying to use a spreadsheet when you really need a database is a constant source of frustration.
A database allows you much more flexibility in how the data is organized, entered, reported, etc.
Using a spreadsheet for complex data requires that you constantly enter duplicates of data.
For example, if you're using a spreadsheet to maintain your invoices, you must re-enter the customer information for every invoice. Most people just duplicate an existing record and then change what is different. That's a lot of work, plus it's prone to errors.
A propertly designed database allows you to have exactly one copy of all your customer data. So there is absolutely no need to duplicate the information. That also means that if (or more likely WHEN) the information for a customer changes, you have exactly one place where the infomation must be changed.
We use Filemaker® as our default database.
It's extremely flexible, not expensive and allows multiple people in the office to simultaneously share and edit the data... so there's no need to have one person close the file before another person can make a change.
It can result in a much lower cost as well as a much more usable system. It can help reduce potential errors in having multiple copies of data lying around.
Ask us about it!
Spreadsheets are wonderful things!
They allow many computer users to organize their own data, print reports, modify the spreadsheets as their needs change, etc.
They are NOT databases however. And trying to use a spreadsheet when you really need a database is a constant source of frustration.
A database allows you much more flexibility in how the data is organized, entered, reported, etc.
Using a spreadsheet for complex data requires that you constantly enter duplicates of data.
For example, if you're using a spreadsheet to maintain your invoices, you must re-enter the customer information for every invoice. Most people just duplicate an existing record and then change what is different. That's a lot of work, plus it's prone to errors.
A propertly designed database allows you to have exactly one copy of all your customer data. So there is absolutely no need to duplicate the information. That also means that if (or more likely WHEN) the information for a customer changes, you have exactly one place where the infomation must be changed.
We use Filemaker® as our default database.
It's extremely flexible, not expensive and allows multiple people in the office to simultaneously share and edit the data... so there's no need to have one person close the file before another person can make a change.
It can result in a much lower cost as well as a much more usable system. It can help reduce potential errors in having multiple copies of data lying around.
Ask us about it!
Projects
Below are some Projects Completed...
Every project is unique... and our services can be tailored to match your exact needs.
Legal Discovery
This project involved tens of thousands of records obtained through subponea. The data consisted of almost 30 boxes of copies of records relating to a real estate transaction. All of the documents had to be analyzed and entered into a database so that a complete record of the maintenance history, tenant complaints, expenditures, etc. could be organized for presentation at trial. A Filemaker database was established which allowed for on-demand sorting, modification and reporting on data.
Data Compilations
This can involve anayzing hundreds or thousands of records according to whatever criteria are important in each particular case and setting up a database to manage the data:
Internal Controls
Record Retention Policies
Every project is unique... and our services can be tailored to match your exact needs.
Legal Discovery
This project involved tens of thousands of records obtained through subponea. The data consisted of almost 30 boxes of copies of records relating to a real estate transaction. All of the documents had to be analyzed and entered into a database so that a complete record of the maintenance history, tenant complaints, expenditures, etc. could be organized for presentation at trial. A Filemaker database was established which allowed for on-demand sorting, modification and reporting on data.
Data Compilations
This can involve anayzing hundreds or thousands of records according to whatever criteria are important in each particular case and setting up a database to manage the data:
- check that expenditures were valid (according to criteria provided by the customer)
- insure that documentation is complete
- follow-up where needed
Internal Controls
- Evaluate Internal Controls
- Documentation of Policies and Procedures
- Evaluate how controls can be improved
- Review of procedures, internal checks and verifications
Record Retention Policies
- Review document retention policies
- Set up "paperless office"
- Review security of records
All information presented should be considered general in nature and not advice as to a specific situation.