Software Implementation Services

Software Implementation

Your accounting software should make your life easier, but instead you’re struggling with confusing setup, missing features, and reports that don’t give you the information you need. Our services include comprehensive accounting consulting for software implementation that ensures your QuickBooks, Vista by Viewpoint, or other platform is configured correctly, optimized for your business, and your team knows how to use it effectively.

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Our Software Implementation Services

We manage every aspect of software setup and optimization so your technology
works for you instead of against you:

Software Selection & Evaluation

We assess your business needs and workflows, evaluate accounting software options and features, recommend the best platform for your specific situation, and ensure you’re investing in technology that supports your growth.

System Setup & Configuration

We configure your chart of accounts correctly for your industry, set up customers, vendors, products, and services, establish user permissions and security settings, and customize features to match your business processes.

Data Migration & Conversion

We work with your IT support to transfer historical data from your old system accurately, clean up and organize existing records during migration, verify data integrity after conversion, and ensure you don’t lose critical financial history.

Team Training & Support

We train your staff on daily tasks and workflows, create custom documentation for your specific setup, provide hands-on practice with real scenarios, and offer ongoing support as questions arise.

Integration & Automation

We connect your accounting software with other business tools, set up bank feeds and automatic transaction imports, configure inventory tracking and job costing features, and automate repetitive tasks to save time and reduce errors.

Custom Reporting & Dashboards

We build reports that show the information you actually need, establish templates for recurring financial reports, and ensure you can make decisions based on real-time data.

Quality Assurance & Testing

We verify all features work correctly before you go live, test integrations and automated processes thoroughly, ensure reports produce accurate results, and catch configuration issues before they cause problems.

Ongoing Optimization & Updates

We monitor your system performance and efficiency, recommend improvements as your business evolves, implement new features and updates safely, and ensure your software continues meeting your needs as you grow.

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Why Choose Strategic Business Solutions

Finding the right bookkeeping partner is one of the most important decisions you’ll make for your business. At Strategic Business Solutions, we’ve built our reputation on delivering more than just accurate bookkeeping—we provide the financial clarity and peace of mind you need to focus on what you do best.

Founded by Sherry Maule in 2015 after seeing too many business owners struggle with their finances, we understand that you didn’t start your business to spend hours on bookkeeping. You started it to serve clients, build something meaningful, and create financial security for yourself and your team.

With over 30 years of accounting experience including full-time CFO positions, Sherry built Strategic Business Solutions on a simple foundation: provide exceptional bookkeeping and accounting services that give business owners peace of mind. Today we serve clients across Delaware, Maryland, Pennsylvania, Florida, and throughout the United States with that same commitment to excellence.

HERE’S WHAT SETS US APART:

Our team of highly responsive, attentive, and proactive professionals approach every client with honesty, care, and a problem-solving mindset. We pride ourselves on being detailed, organized, and timely, while maintaining a supportive and cheerful approach—ensuring you always feel confident and well-supported in managing your business finances.

Here’s what you can expect:

Cost Certainty

Custom fixed-price packages with transparent pricing and no hidden fees

Expert Team

Certified QuickBooks ProAdvisors with specialized industry expertise

Flexible Service

Scalable solutions that adjust as your business evolves

Proven Results

30-70% cost savings compared to full-time employees

Industry Specialization

Deep expertise in non-profit and construction accounting

ABOUT US

Reviews

Our clients’ success stories speak louder than anything we could say. At Strategic Business Solutions, we’re proud to have built long-lasting relationships with businesses and non-profits who trust us with their financial management.

Great Service Creates Happy Clients

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Our Team

Your software implementation is handled by experienced professionals who understand both accounting principles and technology. Our accounting consultant team is led by Sherry Maule, who brings over 30 years of accounting experience including implementing financial systems for organizations of all sizes.

Our team includes Certified QuickBooks ProAdvisors and Vista by Viewpoint specialists who’ve successfully implemented dozens of accounting systems. We know the software inside and out, understand common configuration mistakes, and know how to set up systems that actually work for your business.

You’ll work with implementation specialists who understand your industry, know your software, and ensure your technology supports your success.

MEET THE TEAM

Schedule Your Free Consultation

Ready to take the stress out of bookkeeping and gain financial peace of mind? Let’s talk about how Strategic Business Solutions can help your business thrive. We offer a free 15-minute consultation to discuss your specific needs and create a customized solution.

Call us today: 352-462-7004
Email: info@sbsde.com

Service Areas

Strategic Business Solutions implements accounting software for businesses throughout Maryland, Delaware, Pennsylvania, Florida, and nationwide. Our service areas extend across the United States, and thanks to cloud-based systems and remote training technology, we deliver the same exceptional implementation services regardless of your location.

We understand industry-specific requirements, regional compliance needs, and business processes that impact your software configuration.

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Blog

Stay informed about business growth strategies, financial management, and operational improvement through our blog. We regularly publish helpful articles designed to help business owners make smarter decisions.

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Frequently Asked Questions

Getting Started & Selection

How do you help us choose the right accounting software?

We start by understanding your business size, transaction volume, and industry requirements, then evaluate features like job costing, inventory, or multi-location support, consider your budget and technical capabilities, and recommend software that fits your specific needs today and supports future growth.

What accounting software platforms do you specialize in?

We specialize in QuickBooks Online, QuickBooks Desktop, Vista by Viewpoint for construction, and JobTread for project management, and our team includes Certified QuickBooks ProAdvisors with extensive implementation experience across various industries.

Can you implement software if we've already purchased it?

Absolutely! Many clients purchase software before understanding how to set it up correctly, and we’ll review your current configuration, identify setup issues or missing features, reconfigure properly for your business, and train your team on correct usage.

What if we're not sure which software is right for us?

We’ll schedule a consultation to understand your needs, provide a comparison of options with pros and cons, offer recommendations based on businesses similar to yours, and help you make an informed decision before purchasing.

Training & Support

What training is included with software implementation?

We provide role-specific training for different team members, hands-on practice with your actual data, custom documentation for your specific setup, and follow-up support for questions after go-live.

Can you train multiple team members on different functions?

Yes, we customize training based on each person’s role like dedicated sessions for accounts payable staff, separate training for management reporting, focused instruction for bookkeepers handling daily entries, and overview sessions for owners monitoring performance.

What happens if we need help after implementation is complete?

We offer ongoing support packages for post-implementation questions, can provide refresher training as needed, assist with new features or process changes, and remain available to optimize your system as your business evolves.

Do you provide documentation we can reference later?

Absolutely! We create customized process documentation for your specific setup, provide quick reference guides for common tasks, record training sessions for team members to review, and maintain a library of resources specific to your software.

Implementation Process & Timeline

How long does software implementation typically take?

Most implementations take 2-6 weeks depending on complexity, with simple QuickBooks setups at the shorter end and complex multi-user systems with historical data migration taking longer, and we’ll provide a specific timeline after assessing your needs.

What information do you need from us for implementation?

We’ll need your business structure and tax identification, list of customers, vendors, products, and services, historical financial data if migrating, current processes and workflows, and specific reporting requirements you have.

Can you implement software without disrupting our business?

Yes, we typically work during non-business hours when possible, run old and new systems in parallel during transition, schedule go-live for optimal timing like month-end, and provide extra support during the first few weeks to minimize disruption.

Do we need to be present during implementation?

You’ll need to participate in initial planning meetings to discuss workflows, provide final approval on chart of accounts and setup, attend training sessions with your team, but we handle most technical work independently to minimize your time investment.

Data & Integration

How do you ensure our data is accurate after migration?

We verify opening balances match your prior system, reconcile all accounts after migration, run comparison reports between old and new systems, test transactions to confirm proper recording, and have you review key reports before finalizing the migration.

Can you integrate our accounting software with other tools?

Yes, we connect your accounting software with bank accounts and credit cards, integrate with time tracking systems, connect to payment processors and e-commerce platforms, link inventory management tools, and automate data flow between systems.

What about Vista by Viewpoint for construction businesses?

While we no longer offer implementation services for Vista by Viewpoint, we do provide ongoing support for live systems, including system optimization, job costing setup and configuration, user training, union payroll, payroll setup, compliance reporting and process development. Our experienced consultants help your team adopt and use the software more efficiently, maximizing its value for your business.