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4 Things To Consider When Switching Accounting Software

1 min read

Phoebe Adshead
Phoebe Adshead key responsibilities lie in marketing; ensuring that businesses are aware of the products, services and expertise available from The HBP Group.
  1. Identify Your Pain Points

    These will be your key areas for change. What is it exactly that is holding back you and your team? This will be different for every finance team but focus on the day-to-day tasks that have become a chore for your teams, or are done manually and prone to human error. Perhaps it’s your payroll process, or manually collating information for reporting purposes. Try to identify at least three which would revolutionise your business processes if they existed and focus your efforts and research there.

  2. Research is Key

    Once you’ve decided to make the move, you’ll want to be sure that you don’t need to do it again anytime soon. Having said that, ensure you do your research and find a solution that will grow with you as you do. Are you looking for a system that is modular and you can add to as you require, or one that has functionality straight out of the box?

    Having a good idea about what you want out of the system will make it much easier to hit the ground running with your research.

  3. Choosing a Partner

    This will be a very important step. You’ll want to be certain that the provider you choose is experienced in accounting software and processes and can offer you expert advice and guidance; before, during and after your implementation. Look for a company with a wealth of experience, one that knows systems like the backs of their hands.

    With over 40 years experience helping businesses move accounts software, you’re in safe hands with us when you do decide to make the switch.

  4. Get a Demonstration

    Entail to find someone who can personalise the demo for you, so you can see exactly how the system will work for you and your teams and the data that you work with daily. At The HBP Group, we offer a free business process review.

    Whatever your issues are (or even if you don’t know what they are) we’ll discuss with you what’s happening in your business right now and what can be done to solve them and improve your business processes.

    The process review then acts as the basis for giving you a detailed demonstration on a new and improved system, so you can see if it’s actually a good fit for you.