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Management consultancy with accounting services seeks office solution

IT project from: management consultancy with accounting services (Germany)Project no. 24/3289: finished
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Ms. Dipl.-Betriebsw. (FH) Margit Müller-Marscholik
margit.mueller-marscholik@softguide.de

I have founded a management consultancy with accounting services and am looking for software that will help me handle my clients' office work. Initially, I will be working for clients in the construction industry, but expansion into other industries is conceivable.

I have the following requirements for the software:

  • Multi-client capable, as I have between five and ten clients
  • Quotation
  • Processing of service specifications would be helpful
  • Invoicing (including partial invoices)
  • Dunning
  • Importing and posting digital incoming invoices
  • GoBD-compliant accounting
  • Digitized accounting process
  • DATEV interface to tax advisor
  • Windows-compatible

One software workstation is required.

The software should have the following functions.

Necessary:

Based on the specific requirements, the following solutions can be considered:

Project statistics

Quantity
Researched solutions 26
Selected potentially relevant solutions (of which published) 17 (2)
Sent e-mails (questions, queries) and telephone calls 57
E-mails received from vendors 9
Direct responses to the IT project 1
Responses classified as relevant 8