When it comes to technology and accounting, business owners face a similar problem. There is a gap between the services provided by their IT company and the services provided by their CPA firm.
We all know that communication is difficult when you don’t understand the language. When it comes to technology and accounting, business owners face a similar problem. There is a gap between the services provided by their IT company and the services provided by their CPA firm.
So how can we help in this regard? With a deep knowledge of software, such as all QuickBooks and Sage products, various database systems, Microsoft Office, and a host of other industry-specific software packages , we can assist with challenges such as:
Accounting System Implementation and Design Bonus Calculation
We successfully migrated a client from a manual accounting system with complex bonus calculations to a computerized accounting system with automated calculations, while training the client to maintain their own system, resulting in significant monthly expense reductions.
Accounting System Conversion
We smoothly converted a client from one accounting system to another, placing the client in a more flexible system with improved reporting capabilities, and efficiently imported over 40,000 historical transactions.
Accounting System Integration
We collaborated with a client’s new manufacturing software provider to implement a new accounting system that seamlessly integrated with the client’s existing payroll system and new manufacturing software.
Accounting System Emergency Management
We minimized a client’s accounting system downtime during an outage by putting a manual system in place while we set up and installed a new system. We were able to export data from the corrupt system to a new platform while concurrently training their staff.
Client Training
We helped a new client save thousands of dollars by taking over monthly accounting duties from their former CPA firm, and put a system in place that allowed the owner to easily complete financial tasks in-house, with our ongoing remote support.
Data Analysis for Business Acquisition
We developed an intuitive forecasting spreadsheet that allowed a client to analyze operational variables and generate projected financial statements that provided key insights into a proposed business acquisition.
Data Integration During Company Sale
We helped a client efficiently move all pertinent data to the buyer’s system while maintaining the integrity of the data when the company was purchased.
Prepare for the technology of tomorrow by partnering today.
With a deep knowledge of software, such as all QuickBooks and Sage products, various database systems, Microsoft Office, and a host of other industry-specific software packages , we can assist with your challenges
Lawrence began his career as a utilities analyst more than 25 years ago, transitioning to public accounting in 1992. Lawrence lives by the philosophy that accountants are storytellers—accountants tell the story of where an individual, family or business has been.
Louis joined Hobe & Lucas in 1998. Through personalized service, he helps clients achieve their strategic, financial, and personal goals by first building effective relationships with clients through trust and dependability.
Dave joined Hobe & Lucas in 2019 and brings almost thirty years of experience to his small-business, non-profit, and individual clients. He advises his clients on issues that are important to them, from start-up to exit strategies, bookkeeping to owner tax and estate planning. Dave leverages technology and Hobe & Lucas’s extensive resources to serve clients nationwide.
Prepare for the technology of tomorrow by partnering today.
Hobe & Lucas Certified Public Accountants, Inc. is a full-service accounting and business consulting firm dedicated to providing clients with exceptional value.
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Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based brokerage services are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Hobe & Lucas Certified Public Accountants, Inc.
Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Financial Professionals may only conduct business with residents of the states for which they are properly registered. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.
