Organization

MS DOS to Intuit Online

OUT WITH THE OLD AND IN WITH THE NEW - SBS Case Study

TIME: 1 week = 65 hours

PROBLEM:

Select Business System’s is a printing icon in the South Bay and greater Los Angeles Area. Specializing in business forms, labeling, and print media for major chemical companies, Aerospace, LA unified school district, as well as local small businesses. Over the years forms have changed, digital is all the rage and SBS has molded with the times upgrading it's systems and given true customer service and insight to every customer in it’s arsenal.

The owner specializes in sales, print and keeping up with client needs. The staff bookkeeper knows the ins and outs of each sector of the business. This two man crew has been much too busy over the years to truly take the time to clear out old records the government says can be tossed. After 20 years of paper and record keeping SBS said enough is enough and hired KC12 to come in and get their business together.

OBJECTIVE:

  • Clear out old folders
  •             Past clients
  • Records below the required government 3-7 years depending on what type of record
  • Shred documents
  • Organize and systemize files
  •             Printing Material
  •             Shipping Material
  • Inventory of current physical assets
  • Conversion from MS Dos invoicing system, the newest technology of 1989 to Intuit online
  • Client Excel Sheet creation and Import
  • Vendor Excel Sheet Creation and Import Vendor Import
  • Inventory Import
  • Chart of Accounts creation specific to SBS business needs
  • Connection to all credit card and bank accounts
  • Lessons on how to use the stream lined new system

OUTCOME:

  • Over 500 pounds of onsite shredding
  • Clean and organized file cabinets with all relevant years and customer information
  • Organization of Tax information
  • Marked large items for sale i.e. 1984 printing press, 1995 Printing press, 3 office laser printers
  • New time saving system ready for invoicing, PO creation, and account tracking with Intuit online