24 Deerfield Lane,
Ancaster, Ontario L9K 0K2
Tel: (905) 304-4232 Cell: (519) 381-3282
sam@samicpa.com

Systems setup for success

Systems to run all aspects of your business are key to the success of your business. Although we can setup your systems in its entirety but your input is necessary for setting up your business house the way you would like to run it. Usually we help you get started with setting up systems and allow you to take at least one full year on this project one step at a time to systemize your entire business. We will only discuss three main systems a business must have:

Accounting System
Accounting system consists of Order Entry, Payroll, Accounts Payable, Accounts Receivable, Inventory, Job Costing, Financial Reporting. For most small businesses we recommend QuickBooks, it is flexible and easy to use, and although you and/or your staff are probably entirely capable of installing and setting up your QuickBooks software, we have found that most clients prefer the benefits of having a professional get the system up and running for them. Our experience allows us to review your current bookkeeping system and your future bookkeeping needs, and then setup your QuickBooks program so that it works for you, flawlessly, right from the start. You don’t have to waste your time, or the valuable time of an employee, taking the time to figure out what methods of accounting you use, what chart of accounts you will need for your business and how to properly enter beginning balances. As well, our expert provides training on the QuickBooks software, increasing efficiency and knowledge of your new accounting method immediately rather than prolonging the inevitable learning curve as your staff figure out the ins and outs of the system.

Marketing System
Marketing solutions are usually unique to the location and the client; for example Sarnia is a small town with majority population of seniors. Although many seniors are computer savey but most seniors may not be whole lot interested in looking about your business online. They would like to read and go to different events based on their interest. Also it is very important to first define your target customers. There are so many factors in deciding your marketing plan. Marketing system defines what marketing magnets you will use with what frequency i.e. if you are a dentist and one of your marketing magnet is to give a talk at schools for kids on how to maintain healthy teeth and how often you will do that.We can help you setup your marketing plan and advise how to execute that plan.

Client Fulfillment System
As a small business owner you rely heavily on your staff to carry on day to day activities of the business. It is absolutely important to systemize those activities by writing proper policies and procedures for all aspects of serving your customers, this way, even with high employee turn over you can run your business smoothly. For example if you are a chiropractic you have procedures for : How to obtain information from new client? How to reply current client issues? How to answer the phone? How to educate your clients about their issues? We can help you develop your client fulfillment system and advice you how to implement it. There are several other systems you would like to have to make sure business runs smoothly, please call us to book an appointment to know more about these systems.

Let us setup business systems for you…
Avoid hassle of training and aggravation!