Consultancy Services
Consultancy Services for Twinfield
Last update: Twinfield
Twinfield: Implementation Consultancy (10091302)
This document outlines an implementation consultancy service aimed at helping businesses assess and adapt their financial systems. The consultancy session, lasting up to 3 hours, involves a thorough review of existing processes, software insights, and planning for migration to a new financial system, specifically Twinfield. Participants should have a solid understanding of bookkeeping and be prepared to discuss workflows and requirements. Key objectives include understanding software setup, policy impacts, and defining action plans for implementation. Resources for further learning and support are also provided.
Twinfield
Twinfield: Champions Consultancy (10091306/10091305)
This document outlines two consultancy sessions focused on onboarding with Twinfield software. Each 3-hour session aims to equip participants, particularly office champions, with practical skills for managing client integration, data migration, and utilizing Twinfield functionalities. Key objectives include navigating Twinfield, managing user roles, importing data, and setting up invoicing templates. Intended for Twinfield Partners and Subscribers, attendees should possess a good understanding of onboarding processes. Additional resources, including eLearning courses and webinars, are suggested for further learning.
Twinfield
Twinfield: PM Integration Consultancy (10091304/10091303)
This document outlines a training course for Twinfield accounting software users, focusing on its integration with CCH Central. The course consists of four sessions, each lasting about three hours, aimed at enhancing attendees' bookkeeping skills and knowledge of both systems. Key objectives include familiarization with CCH Practice Management and Twinfield, as well as hands-on experience with financial processes such as invoicing, bank transactions, and VAT reporting. Prerequisites include a good understanding of CCH Central and appropriate permissions. The course is intended for Twinfield partners and subscribers, with a maximum of six delegates per group.
Twinfield
Twinfield: Integration Consultancy (10095230/10095228)
This document outlines a consultancy-led course focused on the Twinfield accounting software, designed to assist businesses in managing their financials effectively. The course consists of four interactive sessions—each lasting three hours—covering navigation, invoicing, credit management, transactions, and reporting. Aimed at Twinfield partners and subscribers, participants are expected to have a good understanding of bookkeeping principles. Additional resources such as eLearning courses, videos, and webinars are also provided to enhance learning. The maximum group size is six delegates.
Twinfield
Twinfield Consultancy (10093303/10080551)
This document outlines a consultancy service for Twinfield users, targeting both partners and subscribers. It emphasizes collaborative sessions aimed at improving operational efficiencies and best practices through tailored advice and process reviews. Conducted online or onsite over two 3-hour sessions, the consultancy covers topics such as reporting, VAT reporting, and reconciliations. Attendees are expected to have a solid grasp of double entry bookkeeping. Additional resources, including eLearning courses, videos, and webinars, are provided for further learning.
Twinfield
Twinfield: Twinfield Analysis Consultancy (10091307)
This document outlines a training course on Twinfield accounting software, designed for Twinfield partners and subscribers. The course, lasting up to 3 hours, focuses on enabling participants to leverage their Excel expertise to manipulate TwinCube data for creating comprehensive financial reports. Key objectives include processing transactions and searching via the reporting module. The session covers various topics such as data cube management, Excel formula building, and conditional formatting. Attendees must have advanced Excel skills and their own devices to join the session, as the course is tailored for Microsoft Windows users.