Database Setup & User Workshop

sunset consulting services

Database Review

Is Your Database The Best It Can Be?

A database review will tell you if your database is in tip-top shape.

Setups are critical to the
optimization of Clients & Profits.

It's a small price to pay to know whether
or not your database is giving you the best
results it possibly can.

Get a complete database review today!

Indeed, setups are critical to the optimization of Clients & Profits and the most important element of your database. The review will consist of checking your setups in detail to be sure all fields have the correct data. This ensures the full benefits Clients & Profits offers. Additionally, the review will also cover accounting to be sure these areas are hitting the jobs and/or general ledger correctly for proper and accurate financial reporting.

Setups include:

• Users, Access & Passwords
• Staff
• Vendors
• Chart of Accounts
• Status Table
• Task Table
• Groups
• Job Types
• Agency Information
• Preferences
• Clients

Review Report

After the review, you will be provided with a detailed report
of the findings along with recommendations needed to correct
any problems. This can also be done via a telephone conference.
Telephone discussions regarding items in the report are covered
in the database fee. Support to help you make corrections to your
database is additional.

Accounting includes:

• Time Sheets
• Accounts Payable
• Checkbook
• Expense Reports
• Internal Charges
• Accounts Receivable
• Client Payments
• General Ledger (Auditor)
• Job Tickets

Fee

Fee is based on the size of your database. Call 386.532.1224 or email us for a written proposal.

Database Review Fee Request

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sunset consulting services inc • 2201 east annapolis drive • deltona fl 32725 • 386.532.1224