Topic results Consultancy

CCH Central
CCH Packs: Central Implementation Consultancy
The document outlines an implementation meeting focused on configuring the CCH Database and navigating its features. The course, lasting up to 3 hours across two sessions, aims to teach participants how to create and update client information, run mail merges, and generate Smart Reports. Key objectives include ensuring that attendees can manage client contacts, perform bulk updates, and effectively use advanced search functionalities. Prerequisites include prior completion of SP Central implementation consultancy, and it is intended for all users of the CCH system. Additional resources and support options are provided.
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CCH Document Management
CCH Packs: Document Management Implementation Consultancy
This document outlines the structure and objectives of an online consultancy session for implementing a document management system, specifically CCH Document Management. The session, lasting up to 3 hours, aims to refine document management processes, set up security measures, and create a standardized letter template. Participation is encouraged from business decision-makers and administrative staff to facilitate smooth implementation. Attendees should be familiar with existing systems and come prepared with relevant materials. The agenda includes reviewing current systems, understanding CCH functionalities, and discussing document management policies. Resources for additional learning are also provided.
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CCH Practice Management
CCH Packs: Practice Management Implementation Consultancy
This document outlines an interactive online course focused on the implementation of CCH Practice Management, specifically addressing timesheet and billing configurations. It includes employee categorization, assignment setups, charge rates, and template amendments. The course spans up to three hours and is targeted at decision-makers within the practice. Participants are advised to prepare necessary opening balances and templates in advance. Key objectives include accurate timesheet reporting, billing setup, and the incorporation of WIP and debtor balances into the system. Additional resources for learning are provided.
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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.
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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.
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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.
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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.
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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.
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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.
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CCH Document Management
CCH Document Management: Implementation Consultancy (10091229)
The document outlines an implementation consultancy program focused on document management systems. It describes the initial assessment and training sessions aimed at understanding business needs, reviewing existing workflows, and guiding teams through software setup. The course can be conducted online or onsite, with an emphasis on defining policies and procedures, team roles, and project planning. Targeted at business leaders and managers, it requires participants to understand current systems and workflows. Additional resources, such as eLearning and videos, are also provided to support the implementation process.
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CCH Trust Accounts
CCH Trust Accounts: Implementation Consultancy (10091279-0001)
This course offers a consultancy session designed to assist businesses in reviewing processes and implementing new software systems, specifically CCH Trust Accounts and CCH Central. The session focuses on planning, implementation, and setup, ensuring participants understand available options and how to optimize functionality. Key attendees should have knowledge of existing production procedures and be involved in decision-making. The course emphasizes the importance of collaborative input from all organizational areas impacted by the changes. Outcomes include a defined project plan for rollout and access to supporting resources.
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Power BI
Power BI Consultancy online
This consultancy is for additional follow up Power BI Consultancy after Solutions Consultancy and roll-out.
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Power BI
Power BI Essentials service
The Power BI Essentials service offers customized dashboards for analyzing Central and Practice Management data, designed to support decision-making and strategic planning. To prepare for implementation, businesses need to purchase Microsoft Power BI Pro, configure an on-premises gateway, and create a dedicated workspace. The service involves four consultancy sessions, including initial dashboard build, delivery meeting, amendments based on feedback, and final sign-off. Post-project support is provided for six weeks for ongoing queries. Each session is conducted online and lasts no more than three hours.
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Power BI
Power BI Enterprise service
This service is for the delivery and configuration of a set of Power BI reports connected to your Central Database. The service is suitable for CCH Central users and those who are responsible for reporting and analysis of the performance of the business. The consultant will assist you with modifying your reports to suit your business requirements.
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CCH Audit Automation
CCH Audit Automation: BDE to SQL - Advanced Converter Consultancy (10091829)
This document outlines a three-hour online training session focused on the new functionalities of the SQL version of CCH Audit. The session aims to enhance practice efficiency by reviewing current software usage, ensuring data integrity, and identifying improvement opportunities. Participants, ideally senior audit team members and daily users of the SQL system, are required to understand the BDE version of the software. Key topics include updating client data, exploring system changes, and optimizing quality controls. Attendees should prepare by selecting client cases for discussion and may need IT support during the session.
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CCH Audit Automation
CCH Audit Automation: BDE to SQL - Converter Consultancy (10091828)
This document outlines an online training session focused on Master Pack administration and the process of converting client files and Master Packs from the BDE to SQL version. The session lasts up to three hours and includes objectives such as managing Master Packs and executing the conversion process. Prerequisites for attendees include a solid understanding of the BDE version of CCH Audit Automation, proper preparation of user data, and access to the required software. The course is designed for system managers and super users responsible for running and converting files within the system.
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CCH OneClick
CCH OneClick: Follow-up Consultancy
This is the final stage of the CCH OneClick implementation journey. A session with your Implementation Consultant to review the initial go-live stage.
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CCH Workflow
CCH Workflow: Catalogue template implementation consultancy (10091310)
The document outlines a training session for implementing workflow templates from the Workflow Catalogue into the CCH Central system. The session lasts up to three hours and includes remote access for configuration tailored to the practice's needs. Participants will set up a specific workflow, modify system settings, and learn how to report on the data. A senior staff member's involvement is required to facilitate the session. Additional resources for further learning and support are also provided.
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CCH Workflow
CCH Workflow: configuration and deployment consultancy (10091313/10091314)
This document outlines a training course aimed at enhancing workflow processes using CCH Central. The course includes two online sessions where consultants collaborate with practice managers and specialists to analyze and modify existing workflows or create new ones tailored to specific business needs. Key objectives include setting up workflows, reviewing requirements, and planning deployment. Participants should have established a documented business process beforehand. The course is designed for practice managers, departmental partners, and senior specialists responsible for workflow development. Additional resources for learning about the software are also provided.
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CCH Central
Offboarding Consultancy online
This document outlines a service for delivering static data from a CCH Central database in MS Excel format, focusing on core and practice management data. Delivered online, it requires minimal attendance from a business representative for session specifics. The session will export various reports covering company, office, departments, clients, employees, and practice management data. Pre-requisites include access to the CCH Central system and necessary permissions. Key steps include verifying remote access and confirming the storage location for data exports. Additional resources for compliance-related data are provided.
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CCH Accounts Production
CCH Accounts Production: Consultancy (10091223/10091224)
This document outlines a bespoke consultancy service for clients using CCH Accounts Production, focusing on enhancing efficiency through tailored sessions. The consultancy consists of two 3-hour sessions covering topics such as Master Packs, nominal codes, and statutory databases. Key objectives include assessing needs, reviewing processes, and advising on functionality usage. Pre-requisites include a solid understanding of CCH Central and access to updated software. The course is designed for partners and managers aiming to implement risk management and efficiency features effectively. Additional resources include eLearning, videos, and webinars for further learning.
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CCH Accounts Production
CCH Accounts Production: Implementation Consultancy - Practice (inc. Set-Up) (10091208)
This document outlines a course designed to review and enhance business systems through consultancy on CCH Accounts Production software. It consists of two 3-hour sessions aimed at equipping attendees with the knowledge to effectively set up and deploy the software, while addressing existing policies and workflows. The agenda includes discussions on setup processes, data migration, and training, with a focus on collaboration among key representatives in the organization. Prerequisites require understanding of current accounting procedures, and resources for further learning are provided.
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CCH Central
CCH Central: Training for new customers
This course offers comprehensive training on the setup and maintenance of CCH Central's key components, enabling users to effectively manage their database according to specific business needs. It targets new users, particularly Database Administrators and decision-makers, covering database configuration, client and employee information maintenance, mail merges, and basic report generation. The training consists of two interactive sessions lasting up to three hours each. Prerequisites include adherence to training guidelines and access to CCH Central. Additional resources include eLearning courses, bitesize videos, and webinars for further learning.
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CCH Corporation Tax
CCH Corporation Tax: Consultancy (10091175/10091174)
This consultancy session will involve understanding your business requirements around CCH Corporation Tax.
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