303.898.7769  l  monique@stemperandassociates.com  l  Stemper & Associates © 2015  |  All Rights Reserved

Ready to convert from your current accounting software to Studio Webware?  We can help.  This is the information we need to implement the conversion and set-up your program:

As our Client, you provide
General Business Information

  • Address, phone, email, website, tax id
  • Business Type (sole proprietor, LLC, S-Corp, C-Corp, etc.)
  • Current accounting software used
  • Desired conversion date
  • Studio Webware user ID and password
  • Names of employees/users and their designated access (administrator or restricted)


Financial and Billing Information:

  • Chart of Accounts
  • Trial Balance, A/P and A/R reports as of conversion dates and after all bank and credit card reconciliations
  • Sales tax entities where registered and payment frequency (monthly/quarterly/annually)
  • Sales Codes – furniture, fabric, wallcovering, floorcovering, fixtures, etc.
  • Pricing structure – markups, deposit requirements
  • Time billing rate parameters – client/activity/employee
  • CPA contact information


Other

  • Document message that you want to appear on orders, proposals, invoices
  • Default messages to cients and vendors to accompany emailed documents
  • Address File


Training

  • Attend the new user demo webinar, offered weekly 
  • Access as much Studio Webware training as you desire BEFORE the conversion

Conversion to Studio Webware