Our Services

MODERNIZATION ASSESSMENT

acumatica-gold-certified-partner
MODERNIZATION ASSESSMENT

Is Your Organization Ready for Modern Accounting Software?

Our modernization assessment provides the clarity you need to make confident technology decisions.

Schedule Your Assessment
vimeo-video-thumbnail
WHY ASSESSMENT MATTERS

Many organizations rush into software projects without fully understanding their current state, which leads to implementations that don't address core business needs, unexpected costs from undiscovered system dependencies, disruption from poorly planned data migration, and missed opportunities to improve processes during the transition. Our assessment-first approach prevents these costly mistakes.

IS ASSESSMENT RIGHT FOR YOU?

Our modernization assessment is ideal for organizations considering replacing legacy accounting systems, needing to migrate from Microsoft Dynamics GP before end-of-life, feeling frustrated with their current accounting system (credit unions: your core processor's accounting module or a separate system), wanting to consolidate multiple systems into unified accounting software, needing to support growth with more scalable financial systems, or wanting to clearly identify operational efficiencies and explore options to address them.

WHAT WE DO

WHAT OUR ASSESSMENT INCLUDES

Current State Analysis

We evaluate your existing financial systems, workflows, and pain points. For credit unions, this includes a deep dive into the accounting system you are currently using with your core processor and your integration requirements.

Gap Identification

We identify gaps in reporting, compliance, automation, and operational efficiency that modern accounting software can address.

Requirements Documentation

We document functional and technical requirements to guide vendor selection and implementation planning.

Findings & Recommendations

You'll receive clear, actionable findings and recommendations—including timeline, resource requirements, and recommended approach.

Schedule a Demo

READY TO MODERNIZE?

Whether you're a credit union looking to replace your current accounting system, a growing business ready to scale, or an organization planning a Dynamics GP migration, we're here to help.

Request a Demo
Stay Informed

Subscribe to BPW's email newsletter to stay up to date on key financial news.

By submitting this form you are consenting to receive marketing emails from Bartlett, Pringle & Wolf, LLP.