Business Review and Consulting Services

Use technology to grow your business strategically

Is your business effectively integrating your business processes and goals with Commander?

We hope so. 

If not, let us help get you back on track. We’ll teach you how to best max out Commander’s potential to accelerate your company’s growth and profits. 

Our Business Review and Consulting Service packages are available in-person, on-site at the company’s headquarters, or remotely via videoconferencing. Based on your company’s needs, packages typically consist of one or more days. (Please note that in-person, on-site packages are a minimum of 3 days.)

“I cannot say enough about the value that our company derived from the AIMS Advanced User Review & Consult: Commander Best Practices package. Travis did an excellent job working individually with our team members to improve each function to ensure optimization of our accounting software. With his coaching, feedback and follow up on our workflow, our productivity is now at a peak level. I would highly recommend this evaluation for any company looking to enhance their best practices and improve overall function.”

 

Eli Roberts & Sons
Owners, Josh & Chelsea Roberts

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Our Business Review and Consulting packages

New User Review & Consult:

Validating & Correcting Commander Procedures

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This package is for new clients who have been using the Commander system for at least 6-12 months and are looking for validation that they’re using the system correctly. An AIMS Advanced Software Trainer will work with you on a comprehensive assessment of how you are currently using Commander. They will review the results and make recommendations on the best ways to any address any problematic areas. Our proposal may include additional training sessions or the adoption of one or more of Commander’s process automation modules.

Intermediate User Review & Consult:

Verifying and Ensuring Commander Data Accuracy

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This package is for clients who have been using the Commander system for at least one year and are looking for ways to guarantee data entry accuracy over the long term. An AIMS Advanced Software Trainer will work with you on a comprehensive assessment of how you’re currently entering, capturing, and using data in Commander. They will review the results and make recommendations on the best ways to any address any problematic areas. Our proposal may include additional training sessions or the adoption of one or more of Commander’s process automation modules.

Advanced User Review & Consult:

Commander Best Practices

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This package is for clients who have been using the Commander system for five-plus years or who are deemed “advanced users.” An AIMS Advanced Software Trainer will work with you on a comprehensive assessment of your processes and procedures around Commander. The Trainers will spend time shadowing each employee for a deeper analysis of how current practices align with best practices. They will review the results and make recommendations on the best ways to any address any problematic areas. Our proposal may include additional training sessions or the adoption of one or more of Commander’s process automation modules.

Below is a list of topics that can be covered during any of the above packages. Please note which topics you’re interested in, if not all of them, when inquiring about scheduling and pricing. 

During the review and consultation process, your AIMS Advanced Software Trainer and Consultant will assess the accuracy of and help correct any of the following issues:

:

Accounts Payable (A/P)

The A/P includes all the expenses your business incurred but hasn’t yet paid. 

  • Assess the accuracy of A/P balances to General Ledger (G/L). 
  • Review any discrepancies identified in vendor balances.
  • Address all uncovered payment issues, invoice entry errors, and more.
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Accounts Receivable (A/R)

The A/R includes all of your company’s revenue (sales) for which payment hasn’t yet been collected. 

  • Verify that the A/R balances are properly being captured in the G/L. 
  • Search for any inaccuracies discovered in customer balances. 
  • Fix all found payment issues, invoice entry errors, and more.
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Inventory

These are company-purchased assets with the intention of selling them to customers but remain unsold. The account lowers in proportion to items sold.  

  • Certify that the sum of individual inventory values matches the G/L. 
  • All pertinent corrections are collected and discussed with the client.
  • A recommended action plan is created and shared. 
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General Ledger (G/L)

The G/L is a complete record of a company’s financial transactions and is used to prepare all financial statements.

  • Evaluate the G/L Trial Balance to guarantee it’s balanced. 
  • Compare all financial reporting to the G/L Trial Balance to ensure accuracy.
  • Make the required corrections and discuss strategies to maintain a balanced G/L.
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Tax Reconciliation

Tax reconciliation ensures that your income, taxable and non-taxable expenses reconcile properly with your tax filing and reporting. 

  • Confirm that your tax accounts are correctly flowing through Commander.
  • Establish that tax accounts are error-free and balanced. 
  • Locate and fix any mistakes and discuss best reconciliation practices going forward.

Get in touch to learn how our business review and consulting services will help you get you up to speed and back on track in no time.

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