ConnectWise Consulting

Why Mobius Works?

Just like you, Mobius Works uses ConnectWise every day. We& have years of experience with which to assist you to design or implement any ConnectWise solution in a way that is ideally suited for your company’s needs. Let Mobius Works apply our experience with ConnectWise to assist you in areas such as:

  • ConnectWise Manage
  • ConnectWise Sell
  • Setup Table Configuration
  • Security Roles and Permissions
  • Procurement
  • Workflow Rules 
  • Custom Report Development
  • Custom Integration Solutions
  • Outlook Calendar Sync
  • Marketing and Campaigns
  • and more!

A Journey Begins with the First Step: Accounting-Specific Consulting Services

All roads lead to the Setup Tables, especially the General Ledger when it comes to accounting integrations; so, accurate configurations are the foundation of a successful implementation. These configurations have an impact not only in ConnectWise Manage but also your accounting package for reports such as:

  • Accounts Receivable
  • Accounts Payable
  • Income Statement
  • Balance Sheet

Starting from the ground up, we can help you build a foundation for success by customizing your ConnectWise Accounting Setup Table configurations to best fit your expansive business structure. Having installed and implemented this software ourselves, we’ve been where you are and we understand the questions that arise. Most importantly, we know the answers.

Mobius Works offers optional pre-install consulting for building a sound foundation. We provide you with an effective solution for customizing your Accounting Setup Table configurations. We want to build these solutions with you from the very beginning. Your support agreement will include assistance with:

  • ConnectWise Manage General Ledger mapping to your accounting package Chart of Accounts*
  • Accounting Package Path and Setup

* For this portion, we will need to work with at least one person who is authorized to view and edit your Chart of Accounts in your accounting package.

Interested? Please feel free to contact us today, our check out some of our other cool products!