INTERACCT, LLC © ALL RIGHTS RESERVED. 

    InterAcct, LLC

 

REQUIREMENTS DEFINITION & SOFTWARE SELECTION


Interaction Associates provides consulting services to help leaders and teams think more clearly and work more effectively. 


We engaged InterAcct in 2018 to augment our internal accounting team to provide professional and technical guidance for a general ledger/ERP conversion that we had recently undertaken.  We are a small firm with limited resources and technical expertise to drive such a project particularly on the aggressive timeline we had established, so it was clear that we had to seek outside guidance.  The team at InterAcct was exactly the right fit for us, in terms of providing the technical and project management expertise that we lacked, and also engaging with us within a budget friendly fee structure that would have been impossible with a larger consulting firm.  Both Tom and Irving were extraordinarily consultative and collaborative, while carefully listening to our specific needs, and very effective in applying their knowledge and experience with accounting/ERP conversions to guide us through the process.  I would have no hesitation in recommending InterAcct as an effective consulting partner for any critical projects in the finance function. 

Paul T. Ryan, CFO – Interaction Associates



PROJECTMANAGEMENT - SOC TYPE 2 AUDIT PREPARATION AND AGILE SOFTWARE DEVELOPMENT


​Fluent Technologies provides a complete Practice Management Tool Kit for retirement plan advisors.

In 2018 we undertook two important initiatives that are critical to our business:

  1. Preparing for a SOC Type 2 Audit
  2. Undergoing a complete redevelopment of our core technology to be a completely cloud native application


InterAcct provided Fluent with two consultants, one Project Manager for the SOC Type 2 Audit and one Project Manager to work with our software development team to accelerate the development effort using AGILE best practices.  With the resources InterAcct provided, both projects were successfully executed. We now can focus on our core mission, which is to help our customers build their plan advisory practices by delivering greater value and return to their plan sponsor client employee retirement savings benefit program.


Mike Zimmer, CEO, Fluent Technologies


Company

PO Box 870202

Milton Village, MA 02187