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Graduating from QuickBooks to ERP

Are you among the small percentage of QuickBooks users who are reaching the limits of its capabilities? QuickBooks is hands-down the most widely used accounting platform for small and medium-sized businesses. It is a great solution when a company is starting out, but...

Fast Inventory Flow—Tip #3

If you’re taking too long to ship to customers, focus on streamlining the flow of operational steps Late shipments hurt your customer relationships. When their business depends on your products, your delays cost them money and hurt their customer relationships. The...

Fast Inventory Flow—Tip #1

If your inventory levels are limiting cash flow, focus on economic reorder points It’s common for company owners to ask us, “My receivables are OK and I’m making money. Why don’t I have cash?” In the industries of distribution, manufacturing and construction, the most...

The benefit of proactive re-assessment

Ensure that your accounting and ERP software keeps changing in lockstep with you as your business changes A manufacturer and longtime AccountMate client with AIS started experiencing customer service issues as their sales volume grew, because details on open orders...

Preventing business disruption

Possibly the highest return on investment you can receive We all invest in software for the large benefits of improved efficiency, accuracy, convenience, quality of life, scalability, communication and more. Yet reliance on technology comes with some unavoidable risk,...

Which ideas are best to implement first?

Begin with high impact areas If you have a list of potential technology-related improvements, start with the one or two ideas that most directly map to your high-impact areas. i.e. Focus on your company’s primary bread and butter first. For example, if you have...

Respond fluidly to changing customer needs

Use software that lets you pivot with ease It’s like a basketball player who has the ball and is looking for an opening. While the players on the other team try to block a pass, the player can rely on a solid foundation of capabilities. The player can calmly,...

When productivity improvement becomes urgent

Have you squeezed every last drop out of your accounting software and now you need more? We find that our new clients have a problem that’s reached a stage where improvement has become critical, usually in the sales department, with inventory, or in production....