CCH Accounts Production: Implementation Consultancy - Corporate (10091210)
Overview
The purpose of this meeting is to provide you with the knowledge of choices within the CCH Accounts Production software for producing statutory accounts, in order for you, together with the guidance of our consultant, to make decisions regarding the setup of the software and options within it.
Pre-requisites
In order to save time, your consultant will provide a file for you to complete prior to the meeting.
Included in this file will be templates to assist with:
- Setting up individual companies (clients) and contacts (e.g. directors, company secretary, auditors, banks, solicitors).
- Mapping nominal codes from your existing chart of accounts to the relevant CCH chart of accounts.
- Importing a trial balance.
Duration: This meeting consists of two sessions. Each session will last up to 3 hours. Delivery will be either two onsite sessions or two online sessions.
Meeting agenda
Session one | Session Two |
Introductions
Review of pre-requisite file / forms CCH Central Setup and checks
CCH Accounts Production Setup
Summary of session |
CCH Accounts Production Setup Queries from previous session
Summary of session Consultancy Outcomes By the end of these sessions your consultant will hand over to you the meeting notes together with an action plan for future consultancy with a list of actions and responsibilities. |
Etiquette
Attendees should adhere to our training session Guidelines.
Depending on how you currently prepare your statutory accounts it may be necessary to create a mapping file and this can be started by yourselves prior to the meeting.
Who is this meeting designed for?
Statutory accounts preparers - This will depend upon the structure of your accounting team /number of Accounts Production users.
Those responsible for overseeing the output the of the accounts.
Representative from the preparers of the accounts able to answer any questions that may arise and to steer the project as necessary.
It is a good idea to have an IT representative on standby or join at the beginning of the session.
We will require access to your live system during this consultancy session.
The involvement of the IT department is crucial to installation, support, and any amendments of business recovery procedures.
IT will not be required once installation has taken place and all technical considerations have been addressed with our specialised consultants.
Useful Resources
- eLearning courses - online courses that provide you with an overview and insight into our software
- Bitesize videos - Compliance and Non-Compliance - showing you how to use features (and also some specific focused areas) of our software
- Webinars - sessions for you to attend and learn from