Graphic Design Firm

A GRAPHICS DESIGN FIRM with no accounting resources on staff had no organizational system to deal with their accounting. They were keeping their checkbook in Excel, their invoices in Quark, and their receipts in Shoeboxes. As a result of scattered financial management and no framework to organize information, they were significantly limited in their ability to answer core financial management questions.

After an initial analysis of their problem, we set them up with AccountEdge; training them in “Checkbook” and “Sales”. With all the information in one place, they were able to produce accurate financial statements to provide the accounting answers to their vendor and customer questions.