Discover top 5 reasons your organization has outgrown QuickBooks with case study examples. TAG has over 20 years providing software solutions to growing organizations with selection, implementation and customization of ERP and CRM systems. NetSuite Solution Provider. Sage Authorized Partner

1. Top 5 Reasons You Have
Outgrown QuickBooks
Presented by: Dan McGuckin, MBA, PMP, CPIM
Dan.mcguckin@teamtag.net

2. Top 5 Reasons You Have
Outgrown QuickBooks
Dan McGuckin – MBA, PMP
•23 Years of selecting and implementing ERP
and CRM systems.
TAG
www.TEAMTAG.net
•Information Systems Division
•Outsourced Accounting
•Family CFO

3. #1 - It's Too Hard To Find Out What's Really
Happening Across Your Business Right Now
• You're wasting time playing “Hunt the
Spreadsheet”.
• You see a lot of email space being used by
Excel attachments.
• Your management reports are prone to errors,
or are out of date.
• Simple QuickBooks reports take an
unacceptable amount of time to run or print.

4. #1 Example – Downwide Solutions
Provides Wind Farms Maintenance Services:
Symptoms
•Sales, Project Management and Accounting
operating independently.
•Spanning the above: Allocating human resources,
invoicing the customer
•Reconciling billing to proposal
•Monthly closing process takes 5-7 days.

5. #2: Too Much Time Re-Entering and
Reconciling Data across Systems
• Paper trails of sales orders, manual order entry and
invoicing.
• Incorrect customer information resulting in
customer dissatisfaction.
• Slow and disjointed approval processes
• Financial consolidation simply takes ages
• Sales forecasting and budgeting processes rely on
too much guesswork

6. #2 Example-Elevation Services
Law Firm / Legal Department Outsourced Services
Symptoms:
•Sales Reps are producing proposals with old pricing and
there is no approval process, and no audit trail on changes to
the S/O.
•Offices are in other countries and being able to see budget-toactual for a given service line across subsidiaries would a full
week of a person’s time, especially of different currencies.
•Revenue recognition requires yet another person.
•Accounting is always angry at Sales: forecasts don’t match
budgets; operating “off of the reservation”.

7. #3: You're Losing Sales Because You Can't
Get Information Where It's Needed Fast
Enough
• Customer service fails because agents don't have
up-to-date info.
• Stock never seems to be where customers want it.
• Customers and vendors can't self-serve information
on the website.
• You can't easily collect and filter customer info for
sales campaigns.

8. #3 Example-Spheran
Importer/Distributor of Electronics
Symptoms:
•Out-of-stock for “A” Customers even though they provided a
forecast.
•Product is shipped across the country, overnight, at no charge.
•Frequent change orders to overseas suppliers.
•Purchase Planning takes close to a month.
•The warehouse is a mess, with one product being kept in multiple
picking locations.
•Bottom line: Company is anemic - customers are sucking the profit
out of orders because the system does not allow for variable item
pricing structures.

9. #4: You're Doing More of Your Accounting
Outside of QuickBooks Than In It!
• Finance staff members are using several different
applications to do their jobs.
• It's too difficult to add new sales channels, product
lines or locations.
• You can't adapt fast enough to changing business
conditions.

10. #4 Example-Energize
Manufacturer of new cell phone batteries
Symptoms:
•Because of different ownership, data is taken from QB and is
re-entered into other applications in order to generate the
appropriate financial statement for a given partner.
•Financial reports do not “foot”. Financial reports do not
“foot” with sales reports or inventory reports.

11. #5: You Spend Too Much Time Worrying
About Technology Instead of Focusing on
Business Results
• You keep on putting off upgrades and
improvements because of the cost and disruption.
• You're constantly worrying about backups, server
failures, malware and data security.
• The time it takes before you see a return makes
you nervous of investing in new technology.

12. #5 Example-Promedic
Provider of mental heath care services across the U.S.
Symptoms:
•Management is penny-wise and pound-foolish.
•They have a customized system that hasn’t been
upgraded for over three years.
•An ROI on improvements is either avoided or
mistrusted.
•It seems like management is paralyzed.

13. TAG-Information Systems Division
Dan.McGuckin@teamtag.net
• Helping CEO’s with IT fear and loathing
for over 20 years.
• Hands-on experience with a dozen ERP
applications.
• Software selection first–representation
second.
• Outstanding project management.

14. NetSuite is the World’s #1 Cloud
Business Management Software Suite
TAG is Southern California’s Premier NetSuite
Solution Provider
TAG’s team of NetSuite experts provide turn-key solutions and a fullsuite of services from selection to implementation and integration,
customization, add-ons and NetSuite training and on-going support.
www.teamtag.net

15. TAG
NetSuite Solution Provider
• Top Reasons to Buy
NetSuite from TAG
1. Team Continuity
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888-TEAMTAG
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