Company Information
Advanced Fund Management Solutions has been serving the accounting needs of clients throughout the Texas and Louisiana area since 1981. For the last several years we have been providing accounting solutions to the following types of organizations:
Community Health Care Agencies
Workforce Development Boards
Councils of Government
Cities
Head Start Agencies
Councils on Aging
Community Action Councils
We have been providing more than software installation and support services, too. With experience in Windows NT/2000, Microsoft® Office modules and other software tools, we can ensure that your accounting system will be operating in an efficient and stable environment.
Advanced Fund Management Solutions clients includes a wide range of non profit agencies, including Northern Arizona Council of Governments, South Plains Health Provider Organization, Heart of Texas Council of Governments, Louisiana Councils on Aging, and Union Community Action Council just to name a few.
By surrounding you with a team of experts comprised of Advanced Fund Management Solutions and affiliated Authorized Consultants you are assured that whatever department or group we are working with inside your organization, you will be working with people who understand your language.
Number of Years in the Business
Advanced Fund Management Solutions is a software sales and consulting company with 24 years experience in providing accounting services, industry-standard software support and training required by your non-profit organization.
Advanced Fund Management Solutions currently provides services to more than 50 agencies in the states of Texas, Louisiana, Georgia, Arizona and Idaho.
Advanced Fund Management Solutions National Headquarters
11333 Grand Harbor Blvd
Montgomery, Tx. 77356
(936)520-8535 (Phone)
(936)448-6571 (Fax)
Advanced Fund Management Solutions Project Approach
When clients purchase an Accounting Suite of software products, they frequently need our help to implement the software solution. Advanced Fund Management Solutions will assist organizations like yours to simplify the effort and speed up the time of implementation.
Twenty-four years of experience with over 50 clients like you have provided our company with the experience to ensure rapid deployment with a high probability of success. To assist our clients, we have developed a comprehensive suite of professional services and educational services to assist you in the successful implementation of the Accounting solution you have chosen.
In order to accomplish your agency's implementation, our approach follows the sequence of Requirements Analysis, Software Installation, Data Conversion, Software Configuration, User Training and Live/Final Status Review. These key implementation activities are described in more detail below,
Requirements analysis consists of reviewing your unique needs and financial objectives within your solution structure. Components which are reviewed, designed, and documented, include (1) chart of accounts structure, (2) journal control structure, (3) expenditure flow, (3) payroll processing, (4) benefit/deduction analysis, (5) internal and external reporting requirements, (6) security hierarchy, (7) application integration issues, and (8) other critical business processes, as appropriate. These requirements become the mutually defined foundation for the implementation project. An Implementation Schedule is normally defined at this time.
Software Installation & Implementation
Installation of the software consists of (1) installing the accounting software on the main server, (2) installing any required system software on each user's personal computer, (3) configuring the software for workstations and network printers, and (4) testing each user’s ability to connect to our test databases.
This step assumes that your hardware and network are already properly configured and installed, and once completed, indicates that the software has been delivered and functions properly in your environment. In summary, this task loads the software programs, creates data files and configures workstations and printers within a Windows 2000/2003 Terminal Services environment.
Implementation of the software consists of the creation or import of information specified by the Requirements Analysis. This process creates the parameters of your unique accounting system and the time required can vary from agency to agency and will have been defined during the requirements analysis.
For your implementation, on-site training will be provided.
A critical activity in the implementation project encompasses coordinating all the tasks that result in a planned “go live” event. In addition, after the go live date, Advanced Fund Management Solutions will review the implemented system to ensure that the final setup conforms to the original system design objectives and ultimately, your business environment. At this point, the implementation project is mutually determined to be complete and accepted.
Advanced Fund Management Solutions are available on an on-going basis to continue to enhance or integrate you Accounting solution to create additional benefits for your non-profit/governmental organization.
We realize that in order for you to perform your daily job requirements it is crucial for you to have your software system functioning at its optimum efficiency. To assist in this goal, Advanced Fund Management Solutions is committed to providing you with the highest quality of support services.
