Upgrading Your Accounting Software - Tip, Tricks and Tools

Chris Benjamin, Instructor, MBA and CFO

Play Speed
  • 0.5x
  • 1x (Normal)
  • 1.25x
  • 1.5x
  • 2x
20 Videos (1h 1m)
    • Course Introduction

      1:01
    • Instructor Introduction

      1:41
    • Introduction to What to Know About Upgrading

      2:50
    • Project Difficulty

      3:34
    • Planning Decisions

      3:37
    • Upgrade Interactions With Old Systems

      3:22
    • Upgrade or Replace

      3:16
    • Upgrading Costs

      3:32
    • Determine Your Needs

      2:38
    • Bring In Experts

      2:55
    • Project Planning

      2:01
    • Testing

      3:09
    • Training

      3:04
    • Dos and Donts

      4:09
    • Case Study 1 Utility Company

      3:07
    • Case Study 2 Software Consulting Company

      1:29
    • Case Study 3 Startup Upgrade

      3:00
    • 10 Point Checklist

      4:14
    • FAQS

      6:26
    • 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

4

Students

--

Projects

Chris Benjamin

Instructor, MBA and CFO