Software Implementation & Support
Looking for expert accounting software implementation and support? Strategic Business Solutions specializes in helping businesses maximize their technology investments through professional software setup, training, and ongoing support.
Our Software Solutions
We provide comprehensive implementation and support services for leading accounting and construction management platforms:
QuickBooks
Complete QuickBooks setup, customization, and support for businesses of all sizes. Our QuickBooks help services ensure you get the most from this powerful accounting platform.
Vista by Viewpoint
Specialized implementation and training for construction companies using Vista’s comprehensive accounting and project management system.
JobTread
Expert guidance for construction project management software integration, helping streamline your operations from estimate to completion.
Why Choose Strategic Business Solutions
Looking for reliable accounting consulting services? Strategic Business Solutions brings over 30 years of experience helping businesses successfully implement and optimize their accounting software systems.
What Sets Us Apart:
Industry Expertise
Specialized knowledge in construction and non-profit accounting software
Personalized Training
Customized training programs for your team’s specific needs
Ongoing Support
Continued assistance beyond initial implementation
Process Optimization
Best practices to maximize efficiency and accuracy
Seamless Transitions
Smooth migration from legacy systems to new platforms
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
Frequently Asked Questions
Implementation & Setup
How long does software implementation typically take?
Implementation timelines vary by software complexity and business size. QuickBooks setups typically take 2-4 weeks, while Vista by Viewpoint implementations for construction companies may require 6-12 weeks for full deployment and staff training.
Will my existing data be migrated to the new system?
Yes, we handle complete data migration from your existing system, ensuring all historical financial information, vendor records, and customer data transfer accurately to your new software platform.
Do you provide training for our entire team?
Absolutely. We provide comprehensive training tailored to different user roles, from basic data entry to advanced reporting and administrative functions.
Can you customize the software to match our specific workflows?
Yes, we specialize in configuring software to align with your unique business processes, including custom chart of accounts, reporting templates, and workflow automation.
Construction-Specific Questions
How does Vista by Viewpoint integrate with our project management processes?
Vista provides integrated job costing, project management, and financial reporting. We configure the system to track costs by project phase, manage subcontractor payments, and generate detailed project profitability reports.
Can JobTread integrate with our accounting software?
Yes, JobTread integrates with QuickBooks and other accounting platforms. We set up these integrations to ensure seamless data flow between your project management and accounting systems.
Do you provide training on construction-specific features like job costing?
Absolutely. We specialize in construction accounting and provide detailed training on job costing, work-in-progress reporting, retention tracking, and construction-specific compliance requirements.
Support & Maintenance
What kind of ongoing support do you provide after implementation?
We offer continued support including troubleshooting, software updates, additional training as needed, and optimization recommendations to ensure you’re maximizing your software investment.
Do you support multi-location or multi-company setups?
Yes, we have extensive experience implementing and supporting multi-location operations and multi-company structures within QuickBooks, Vista, and other accounting platforms.
Can you help with software upgrades and version updates?
We manage software upgrades and updates, ensuring smooth transitions with minimal disruption to your operations and providing training on new features.
What if we need help outside of normal business hours?
We understand that accounting deadlines don’t always align with business hours. Contact us to discuss support arrangements that meet your specific timing needs.
Transition & Migration
What if we're transitioning from one software to another?
We specialize in software transitions, particularly helping construction companies migrate from Maxwell to Vista, or businesses moving from desktop QuickBooks to QuickBooks Online. We manage the entire process including data migration, parallel processing periods, and comprehensive staff training.
How do you ensure our financial data remains secure during migration?
We follow strict data security protocols, including encrypted transfers, secure backups at multiple stages, and verification processes to ensure 100% data accuracy before going live with the new system.
Can we run both systems in parallel during transition?
Yes, we typically recommend a parallel processing period where both systems run simultaneously to ensure accuracy and build confidence before fully transitioning to the new platform.
What happens if we discover issues after going live with new software?
We provide dedicated post-implementation support to quickly address any issues. Our team remains available to troubleshoot, make adjustments, and ensure your system operates smoothly from day one.
