Consulting

As a technical consultant, I have worked with several audit and accounting firms to create solutions to technical problems and concerns that firms encounter when making a change from one workflow system to another.

In assessing the technical operations of clients that I work with, I come with the approach of understanding the client’s current environment with a focus on past decisions and goals that led to the present. From here, a focus on future goals and priorities is taken, leveraging the resources that are available to get the job done for the client.

As a technical consultant, I have a duty and an obligation, as a professional, to:

• listen carefully to figure out what problems need to be solved;

• communicating clearly

• keeping clients updated

• thinking critically

• collaborating well with all involved

​

• Develop and test what the customer wants

  • Identify the objectives the customer wants to accomplish in utilizing the solution

  • Review and explain the key objectives of the software

  • Reconcile those needs to the customer

• Design manuals and best practice documentation/business process documents

  • Use relevant manuals or repurpose manuals for client to utilize

  • Craft best practice documentation via a business process document

• Understanding differences between methodology and output and creating plans

  • In accounting and auditing, the changing landscape in technology also leads to changing methodologies and thought processes. Being up-front and clear about the change from one system to another often involves:

    • an in-depth focus on what methodologies have worked in the past

    • what might be different going forward

    • what the future may hold and what items need to be looked at very carefully.

• Managing the learning curve of the teams through one-on-one consulting and training

  • Identifying learning and training needs is paramount in consulting engagements that I facilitate.

  • I lean on my experience as a lead trainer who has facilitated several training sessions for 

• Transition planning

  • Assessing data migration needs; map out a strategy to migrate data; test and iterate on plan to ensure success

  • Identifying resources that need to be “sun-set” with the change in systems and tracking progress in doing so

  • Creating transition plans to migrate data from one system to another

"Learning new systems and processes is not mandatory, but neither is staying in business." - Bobby Darnell