Accounting Systems Design

Name

Accounting Systems Design

Legal name

Accounting Systems Design, LLC

Website

https://accountingsystemsdesign.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Brattleboro

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Consulting Services: Professional consulting engagements for QuickBooks ecosystem design, implementation, optimization, and workflow development. Services include discovery, assessment, and custom workflow creation.
2. Installation & Setup: Professional installation and configuration of QuickBooks solutions, including data file review, system optimization, and initial setup services.
3. Data Migration: Upgrading or switching from one version of QuickBooks to another, including repairing damaged data, running migrations, verifying data, and providing migration reports.
4. Data Conversion: Creating a new QuickBooks file by extracting essential data from existing QuickBooks or other accounting applications, serving as the core of an accurate accounting ecosystem.
5. Training Services: Conceptual, contextual training in QuickBooks and accounting concepts, whole-system thinking training that empowers users to answer their own questions and solve their own problems.
6. Support Services: Ongoing technical support and assistance using advanced remote technology, including Platinum Care Support for QuickBooks products.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Accounting Systems Design is a consulting and implementation firm that designs, installs, migrates, converts, trains, and supports QuickBooks-based accounting ecosystems for small and mid-size businesses. It resells Intuit QuickBooks products (Enterprise, Desktop, Online, Point of Sale, Payments, Payroll) at preferred pricing and integrates third-party applications (Connex, Webgility, Avalara) for manufacturing, inventory, ecommerce, and sales tax use cases. All services are delivered remotely using secure connection technology.

Product overview

Accounting Systems Design is a QuickBooks-focused technology consulting and services firm offering a portfolio of core accounting products and professional services. The core products include QuickBooks Enterprise Solutions (offered hosted for manufacturing and inventory management), QuickBooks Online Advanced (cloud-based), QuickBooks Desktop (Pro/Premier), QuickBooks Point of Sale, Intuit Payments (Merchant Services), and Intuit Payroll. These are complemented by professional services including Consulting (workflow optimization, third-party integration), Installation & Setup, Data Migration (upgrading between QuickBooks versions), Data Conversion (creating new files from existing data), Training (conceptual and contextual), and Support (Platinum Care). The company specializes in integrating third-party applications for manufacturing, inventory management, ecommerce (Big Commerce, Shopify), automated sales tax (Avalara), and time tracking with the QuickBooks ecosystem.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Streamlined financial record-keeping with added flexibility and timesaving options
• +2 more outcomes

Named customers7 records

Segments3 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration10 records

Feature3 records

Partnerships

Four partnerships are on record, tiered core.

• Connex (by Synchronized Business Solutions)coreTechnology or IntegrationIntegration partner for Big Commerce synchronization with QuickBooks. Connex is used to integrate Big Commerce transactions with QuickBooks for vital inventory management and assembly build tracking, maintaining stock levels and creating customer confidence.
• AvalaracoreTechnology or IntegrationSales tax automation partner providing accurate sales tax calculation and compliance services integrated with QuickBooks. Avalara integration takes compliance worry out of running ecommerce businesses.
• WebgilitycoreTechnology or IntegrationCertified partner for Shopify Ecommerce integration with QuickBooks Online. Webgility connects Shopify ecommerce transactions with QuickBooks for synchronized inventory and order management.
• IntuitcoreTechnology or IntegrationCore technology partner. ASD is an Advanced QuickBooks Solution Provider and Platinum Level member of the Intuit ProAdvisor network, with expertise in all Intuit QuickBooks products including Enterprise Solutions, Desktop, Online, Point of Sale, Intuit Payments, and Intuit Payroll. ASD offers preferred pricing on all Intuit QuickBooks products.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Others

• Avalara: Sales tax automation platform integrated with QuickBooks, used by ASD as a core technology partner for its ecommerce compliance service line. Comparable as an adjacent technology provider serving the same SMB accountant and ecommerce customer base through the QuickBooks ecosystem.
• Webgility: Shopify-QuickBooks ecommerce integration platform used by ASD as a core technology partner for its Shopify ecommerce service line. Comparable as an adjacent enabling technology provider in the same QuickBooks ecommerce integration ecosystem.
• Connex (Synchronized Business Solutions): QuickBooks ecommerce integration platform connecting Big Commerce (and other storefronts) to QuickBooks for inventory and transaction sync. ASD is a certified partner; comparable as an adjacent enabling technology provider in the same QuickBooks ecommerce ecosystem.

Broad incumbents

• BDO USA: Large global accounting and consulting network serving mid-market with technology advisory and outsourced accounting services. Comparable as a broad incumbent firm competing for similar implementation, migration, and advisory engagements.
• CLA (CliftonLarsonAllen): Top-10 US accounting and professional services firm providing audit, tax, advisory and outsourced accounting/technology services to SMB and mid-market. Comparable as an incumbent firm whose technology-advisory and outsourced finance offerings overlap with ASD's QuickBooks-centric services.
• Cherry Bekaert: Major US accounting and advisory firm providing tax, audit, advisory and technology services to SMB and mid-market clients. Comparable as a broad incumbent competing for similar accounting-systems consulting and outsourced finance engagements.
• Intuit Inc. Intuit is the developer of QuickBooks, the platform around which ASD's entire service portfolio is built; ASD is a Platinum-level ProAdvisor partner. Intuit is a broad incumbent whose direct software/AI offerings increasingly compete with and enable ASD's consulting services.
• Wipfli LLP: Top-20 US accounting and technology advisory firm providing consulting, outsourcing, and technology implementation to SMB and mid-market. Comparable as a broader accounting-technology consultancy competing for similar QuickBooks/ERP implementation and outsourced finance engagements.

Direct peers

• AcctTwo: Outsourced accounting and technology implementation firm serving mid-market clients with accounting systems design, ERP/financial software implementation, and managed accounting services. Comparable to ASD as a similarly sized professional services firm building accounting systems for SMB/mid-market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Accounting Systems Design