Question 1

Software selection & set-up

Accepted Answer

The first step towards financial confidence is making sure you're using the right tools. We can help you select the right software for your needs and install it correctly.

Question 2

Integration & automation

Accepted Answer

When you have the right tools in place, you're ready to increase capacity through automation. We can help you reduce your administrative workload by: Integrating the various applications you use to run your business Automating repetitive tasks like payroll, inventory, and invoicing

Question 3

Data migration

Accepted Answer

Ready to upgrade your bookkeeping system? Fulcrum Finance can help you transfer your data from your old system to a new, cloud-based system.

Question 4

Training & process documentation

Accepted Answer

Many people have the right tools – they just don't know how to use them. We offer training and process improvements to help you use your systems effectively and at a greater capacity.

Question 5

Data validation & troubleshooting

Accepted Answer

You need accurate data to make the right financial decisions. We can pinpoint errors in your financial records quickly – giving you accurate and reliable numbers you can trust. No more guessing!

Foundation Services

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