Time For New Accounting Software?

Is the new year time for new accounting software?   Before ditching what you have been using, let me offer some observations from my past experience.

Tip #1:  Define the users and reports needed first.

Start first with defining the users of the information and what type of information they need.   Be specific on the frequency of reports, roles of users, reason for the reports, and why you are doing this.   This will help really define what is needed vs. what looks good on a spec sheet.

This process should include both internal and external users of the information.   Here is an example of what that process may look like.
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