Consulting Services

 RootWorks 2010 Who’s Who

February 26, 2019 

RootWorks 2010 Who’s Who

RootWorks … Super-charged! RootWorks launched in 2008 with a primary focus on providing small accounting firms with a single, expert source for technology, best practices, and branding and communications support. Within the last year, we have super-charged RootWorks by recalibrating our service model to offer broad membership options. Depending on the membership level, our customers...…

Featured Articles

2500M_RaisersEdge

August 16, 2010 

2500M® Raiser’s Edge®

Post Constituent / Donor and their gift data into Raiser’s Edge® fundraising, constituent relationship management (CRM) and donor tracking software. 2500M® Raiser’s Edge® Version 2.0 is the next generation plug-in which is optimized for the Cheque 21® System and certain 3rd-party applications.  Version 2.0 raises the bar with on-site installation coupled with 1st and 2nd...…

corcentric_hor_cmyk_8fyywrx0eopic_cuf

August 13, 2010 

Corcentric Payables Solutions

Accounts Payable (AP) Solutions Electronic Purchase Order Software Invoice Capture-EDI / E-Invoicing-Invoice Scanning Software-Accounts Payable (AP) Imaging Workflow-Straight Through Processing (PO / Invoice Matching)-Invoice Automation ERP Integrations Electronic Payments Accounts Receivable (AR) Supplier Solutions Accounts Receivable Automation EDI / E-Invoicing (enable suppliers to electronically bill their customers) Group Purchasing Organizations / Associations Group Purchasing Organization Billing...…

Schedule Sm

July 26, 2010 

Contractor Essentials

Our Contractor Essentials software solution is a Windows based system that is available under both lease and purchase options, and you can pick and choose the modules that best fit your needs. Easy to expand and grow with your company. Our support, programming and training are all offered through staff (in person, or via phone,...…

logo_PlanGuru

February 17, 2010 

PlanGuru

Designed for the small to medium sized business, PlanGuru gives you multi-year capabilities and sophisticated budgeting and forecasting methods all without having to create or maintain formulas. PlanGuru’s simple, intuitive interface and integration with QuickBooks and Excel makes implementation and utilization simple for businesses of all sizes and shapes. Plus you get cash flow analysis,...…