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Upgrading Your Accounting Software - Tip, Tricks and Tools

Chris Benjamin, Instructor, MBA and CFO

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20 Videos (1h 1m)
    • Section 01a Course Introduction

      1:01
    • Section 01b Instructor Introduction

      1:41
    • Section 02a Introduction to What to Know About Upgrading

      2:50
    • Section 02b Project Difficulty

      3:34
    • Section 02c Planning Decisions

      3:37
    • Section 02d Upgrade Interactions With Old Systems

      3:22
    • Section 02e Upgrade or Replace

      3:16
    • Section 02f Upgrading Costs

      3:32
    • Section 03a Determine Your Needs

      2:38
    • Section 03b Bring In Experts

      2:55
    • Section 03c Project Planning

      2:01
    • Section 03d Testing

      3:09
    • Section 03e Training

      3:04
    • Section 04a Dos and Donts

      4:09
    • Section 04b Case Study 1 Utility Company

      3:07
    • Section 04c Case Study 2 Software Consulting Company

      1:29
    • Section 04d Case Study 3 Startup Upgrade

      3:00
    • Section 04e 10 Point Checklist

      4:14
    • Section 04f FAQS

      6:26
    • Section 05a Course Conclusion

      2:07

About This Class

Stephan U says "Perfect timing.  I'm about to help with an implementation at my company and I'm a bit scared to be honest.  This course helped me realize it's all about planning and management. Now I'm looking forward to my upgrade!"

Rick R says "Thank you a 1,000 times over.  I needed this course more than you know"

At some point you will either be in charge or involved with an accounting software upgrade.  Upgrading software is more than just buying new software and installing it.  It takes careful selection, proper backup, integration and implementation and testing for an upgrade project to go perfect.  

Learn the best practices, tips, tricks and pitfalls to avoid in this course!

By the end of this course you will be empowered and ready to handle your next accounting upgrade!  Go from a rookie to a rockstar with this course!

Chris Benjamin, MBA & CFO is a seasoned professional with over 20 years experience in accounting and finance.  Having spent the first 10 years of my career in corporate settings with both large and small companies, I learned a lot about the accounting process, managing accounting departments, financial reporting, external reporting to board of directors and the Securities and Exchange Commission, and working with external auditors.  

The following 10+ years I decided to go into CFO Consulting, working with growing companies and bringing CFO level experience to companies.  I help implement proper best business practices in accounting and finance, consult on implementation of accounting systems, implementing accounting procedures, while also still fulfilling the CFO roll for many of my clients which includes financial reporting, auditing, working with investors, financial analysis and much more.  

Thank you for signing up for this course. I look forward to being your instructor for this course and many more!

Chris Benjamin, Instructor, CFO & MBA

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Chris Benjamin

Instructor, MBA and CFO