Not-for-Profit Organizations

At ChoiceTech Accounting Solutions, we understand that often Not-for-Profit organizations have limited funds to invest in accounting software and support. The accounting staff may at times be volunteers who have not been trained as official accountants.

Our years of expertise have shaped our recommendation of Adagio by Softrak as a solution for Not-for-Profit organizations. Adagio is developed to accommodate the complexity of Financial Reports of Not-for-Profits while providing a cost effective solution. Softrak (the developer of Adagio) deeply appreciate the work done by Not-for-Profit organizations as well as understand the budgetary limitations; this is why Adagio is sold at a discount price for Not-for-Profit organizations.

ChoiceTech Accounting experts work with your Not-for-Profit team to understand the budget you have to work with when selecting a new software solution. We assist you in identifying the resources available to you as well as making well informed suggestions on how to best invest in Adagio modules. Our experts provide your team members all the information they need in a timely manner in order to assist them in approaching your Board of Directors with your request to purchase Adagio. This is the preliminary process and it’s offered to you for free.

Once your organization has made the decision to purchase Adagio, we work with you throughout the entire process – implementation, training and support. Our experts always provide the support you may need as well as making suggestions on how obtain optimal benefits from your Adagio investment.

Adagio is attractive for Not-for-Profits for many reasons. The Financial Statements help to easily identify a surplus in your budget at year end and your year end accounting fees will decrease as your in house accounting department will manage the year end. This provides assurance for auditing purposes. The audit trail available to you in Adagio makes this process painless and easy.

Reasons why Not-for-Profits should consider Adagio:

• Outstanding Financial Reports
• Affordable Solution
• Tight Financial Control
• User Specific Control
• Supports Fund Accounting

Click here to see what one Ontario Not-for-Profit had to say about Adagio.

First Nations

ChoiceTech Accounting Solutions has been working closely with First Nations for many years to provide cost effective solutions and support as required. We understand that software updates and changes to your accounting processes may take training and support. Updating your software in a timely manner with required training for new features is a critical part of the overall health of a First Nations accounting department. Adagio is an integral part of a First Nations finance department and has solved many inconveniences amongst this industry. It’s no wonder why Adagio has been voted as the 1st choice amongst First Nations for accounting software.

One of the solutions ChoiceTech Accounting has developed within Adagio for First Nations is to decrease the work load of the Finance department. We work with our clients to automate their Purchase Order process. Creating the initial requisition in the accounting system with a multiple level approval process is part of relieving the Finance department of a heavy workload. This procedure provides a painless year end process, decreasing year end cost of outside accounting firms providing auditing services. (Adagio’s data fits directly into CaseWare, which First Nations auditors love!) Each department clerk enters their own requisition, then program managers approve it before it is processed and approved by the next level for the department. This greatly decreases the workload of the finance manager as well as the Payables department.

We believe that Adagio is the best solution for First Nation accounting departments. Adagio has amazing financial reporting; it’s affordable and easy to learn. There are currently over 200 First Nations organizations using Adagio throughout Canada. Adagio understands that programs such as health, education, heritage, social services, housing and more, all need to be carefully tracked within the financial reports – Adagio does this, and does it really well.

Reasons why First Nations Accounting Departments should consider Adagio:

• Strong Financial Reporter
• Ease of Use and Program Stability
• Affordability
• Amazing Payroll Integration with PayDirt Payroll
• Recurring Batches in Receivables –for items such as CMHC housing
• Consolidated Financial Statements with Adagio FX
• Easy and flexible importing features

(Insert testimonial for Adagio First Nations here)

Distribution

Whether it is integrating a POS system with the Financial Suite or providing a full distribution suite, ChoiceTech Accounting Solutions provides our clients with a robust, user friendly system designed for your specific requirements. A centralized distribution suite is key in optimizing customer service with increased functionality. With powerful lookup and search features, Adagio can meet those demands. At ChoiceTech Accounting Solutions, we understand that a smooth flow of information in all aspects of day to day operations is important to the success of your distribution business. Efficiency increases productivity and Adagio provides the reporting tools you need to manage your sales processes and make informed decisions.

When it comes to wholesale distribution, Adagio really shines by allowing you to have complete control over your inventory, on both the purchasing side and the sales side. A robust Purchase Order module allows for customized POs that can be emailed or faxed and an Order Entry module where you can generate custom forms such as pick slips, order confirmations and invoices.

Reasons to consider Adagio for distribution:

• Intelligent Inventory
• Track outstanding POs
• Drop ship POs straight from a sales order
• Multiple price lists
• Back-order tracking
• Detailed sales history
• Integration with UPS and FedEx or your own website
• Manages high volumes of transactions

To book a demo of Adagio, click here.

Construction

In the construction industry, both firms and suppliers have a crucial need to monitor activities by jobs. At ChoiceTech Accounting Solutions, we understand that reports showing revenue, costs and profit by job are paramount. Comparing actual to estimated expenses, not only at the job level, but at the sub-job level are also important. Our accounting software experts know that for larger jobs, you need to meet the accounting standard requirements in order to recognize revenue and expenses based on a percentage completion method, or only when the job is completed. ChoiceTech Accounting Solutions experts can provide dashboard inquiries for each user to quickly retrieve information required.

With tools such as Adagio Purchase Orders, practical and preferred solutions are available to the construction industry; maximizing purchasing efficiency and enforcing financial accountability. Having a link between Payables and Ledger Financial Reporting is essential and avoiding exceeding budgets and estimates for jobs, phases or categories is just one of the great features available with Adagio.

Adagio JobCost is a full-featured job costing solution for the Adagio user. It is completely integrated with Adagio Receivables, Adagio Payables and Adagio Invoices, and allows you to profitably measure and track all your jobs or projects, and accurately and automatically recognize revenue as each job progresses.

• AIA Billing Worksheet is included
• Breakdown into phases and categories
• Automatically allocate expenses to a job when entering bills in Payables
• Recognize Revenue on any of three basic methods
• Send Revenue automatically to Receivables or Invoices
• Archive completed jobs
• Do change orders

Within one job you can track costs by type as material, labour subcontractor, costs, equipment, overhead or miscellaneous. Either way costs are tracked based on each job/phase or category. This eliminates duplicate entry processes and manual entry errors. ChoiceTech provides budget vs. actual reporting based on each phase of the job.

Tracking jobs and issuing payroll are another significant part of the construction industry accounting needs. Hours can be tracked with an online time clock integrated with PayDirt Payroll or Time Cards in Adagio Jobcost. ChoiceTech Accounting Solutions experts can integrate your time clock with payroll and job tracking, so that time worked on a job need only be entered once.

Professional Services

At ChoiceTech Accounting Solutions we know that accounting firms and bookkeepers are always looking for quicker data entry processes, after all, time is money. With their busy schedules, these professionals tend to also look for a user-friendly solution for any additional software they may invest in.

ChoiceTech Accounting Solutions works with accounting firms to provide easy-to-use yet robust software. Whether your firm does entry level bookkeeping or more robust accounting, our solutions offer quick and easy data entry and flexible easy to customize financial statements.

Professionals prefer Adagio Accounting because it is the best tool to do client bookkeeping. The keyboard driven data entry increases data entry speed immensely. You decide which fields you want to automate and which ones you want to visit during data entry.

• Easy integration with Excel & CaseWare
• Flexible financial statement designer with consolidation
• Provides full set of financial statements including engagement reports
• Recurring/Reversing batches
• Excellent audit trail, strong security features
• Quick drill downs and search features
• Quick electronic Bank Reconciliations with auto match option
• Uploading client’s bills into accounting system
• Use micro-encoded cheques on blank cheque stock
• Allocate cheque to one printer and never change cheque stock

Many architects, consultants, engineers, accounting firms and professional service organizations need comprehensive management of time and disbursement accounting. ChoiceTech Accounting Solutions offer software with WIP management and transaction billing. If you have different staff members performing a suite of tasks, using different charge out rates, work codes, activity codes, and file numbers, all the while incurring expenses on behalf of clients, the tracking and billing of the professional services is not daunting with Adagio.

• Adagio Invoices combines flexible formatting such as unlimited line items and lengthy descriptions with Windows power and ease of use.
• Fully formatted invoicing with optional paragraphs of text and multiple detail section layouts.
• Use Time and Billing for billing clients with Jobcosting.
• Comprehensive management of time and disbursement accounting, WIP management and transaction billing.
• Ideally suited to accountants, architects, consultants, engineers, and lawyers. Adagio Time&Billing also works well for project accounting such as software development.
• Maintains an unlimited number of clients, files, disbursement codes, work codes and staff members.
• Maintains files, including work performed, staff involved, staff in charge, type of work, disbursements and budgets.