Proposed Solution
•
Assess current Accounting and IT process (Specific to
Accounting)
•
Research preferred vendor for quotes of needed software
licenses and services agreements
o
Accounting: Sage 50 – Desktop Vs. Online; Quantity
of licenses
o
Web-based workforce management system for
Timesheet/Job Costing/HR Reporting
o
Payroll Processing System for job costing
•
Ensure Compatibility of all Software’s for migrations and
implementations
•
Provide recommendations for processes changes -
Technical and Cost
•
Discuss Changes with Management
•
Draft time line for policy and processes changes
•
Communicate changes of Payroll and job costing policies to
all staff - In House employees and contractors (if applicable)
•
Implementation – Accounting
o
Convert Sage 50 (Accountants edition) database file
into Sage 50 (In house – Internal Server) – Check
compatibility
o
Install Sage 50 application onto server and client
terminals
o
Create, secure, and issue all username, password
credentials to authorized staff and contractors for
Sage 50 (Internal)
o
Install Sage 50 database file onto server and client
terminals
o
Confirm database communication and data sync from
server to client terminals
o
Customize all invoices, sales orders, purchase
orders, financial, project costing reporting
▪
Logos, colors, costing and technical detail
o
Sync up online payment via invoice links for online
payment option via Sage 50 processing
o
Set up inventory quantities and costing
o
Set up services, descriptions, and pricing scheme
o
Set up projects and service agreements cost and
revenue controls
o
Present reports for management review and
feedback
o
Document Process for training future personnel
o
Set up and secure remote data backup (daily)
o
Schedule reporting delivery
o
Distribute reporting to assigned (authorized) staff
member per the schedule
•
Implementation – Payroll
o
Convert Payroll database file into Sage 50 (Internal)
file – Check compatibility
o
Install Payroll processing application onto server and
client terminals
o
Create, secure, and issue all username, password
credentials to authorized staff and contractors
o
Install Payroll database file onto server and client
terminals
o
Confirm database communication and data sync from
server to client terminals
o
Customize all payroll, timesheet, costing
reporting
▪
Logos, colors, costing and technical
detail
o
Sync up Payroll processing to communicate
with Sage 50 Application
o
Set up employee and contractor cost detail –
W2 and 1099s
o
Set up projects and service agreements cost
controls
o
Present reports for management review and
feedback
o
Document Process for training future
personnel
o
Set up and secure remote data backup (daily)
•
Implementation – Workforce Management System
o
Assess current employee/contractor timesheet
management process
▪
Identify needs for onsite employee clock
ins versus web based timesheets
o
Convert current timesheet into Sage 50 file –
Check compatibility
o
If using a new Workforce Management System
application onto server and client terminals
▪
Create, secure, and issue all username,
password credentials to authorized staff
and contractors
▪
Confirm database communication and
data sync from server to client terminals
o
Customize all human resource, timesheet, and
costing reporting
o
Logos, colors, costing and technical detail
o
Set up administrator, supervisors (Project
Managers), employee, and contractor profiles
and costing
o
Set up projects and service agreements cost
and revenue controls
o
Present reports for management review and
feedback
o
Document Process for training future
personnel
o
Set up and secure remote data backup (daily)
•
Year End Process
o
Assess current process for compliance
o
Present recommendations to management
o
Implement changes for Year End Process
o
Document Process for training future
personnel
o
Set up and secure remote data backup (daily)
•
Data – SharePoint
o
Assess current SharePoint use – Folder
Hierarchy, read/write users permissions
o
Implement changes as needed
o
Document Process for training future
personnel
o
Set up and secure remote data backup (daily)
Written by: Jose M. Chavez, Sr. Accountant and
Business Consultant at 123 Empresa,
www123empresa.com
March 30, 2016
Scope of Work
Your company is need for technical cost reporting has increased as its firm has positioned itself as a growing firm with over 50
staff members (employees and contractors). Advanced reporting can provide its stakeholders and decision makers real time
reporting that can help reduce expenses, increase project and contract profits, and create valuable detail for client, employee,
contractor, and vendor performance reviews. Within this SOW I will have provided a general proposed task list for
implementation, and Hourly Charge Rates (My Charges). For SOW modifications or explanations please contact our Sr.
Consultant, Jose M. Chavez, at jchavez@123empresa.com.
Every day we deal with businesses that need help in critical areas of their business. Below is a general Scope of Work that we use to
implement Cost Accounting for Businesses that need to control their organizational costs from the second the employee checks into
work all the way to invoicing clients. Feel free to read for helping your business in identifying a Vendor to help you (Preferably 123
Empresa). Disclaimer: This is Intellectual Property to 123 Empresa and is subject to the implied Terms of this website. 123 Empresa
uses experienced consultants and results may vary if you attempt to try this at your business without consulting 123 Empresa and one
of its Consultants. DO NOT TRY THIS AT WORK or home for that matter. Enjoy! “;*)
Is your Business Missing Cost
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03/30/2016 01:57 pm ET