Mobile Access: Getting Data From Your Financial Accounting Software On The Go

Mobile Access: Getting Data From Your Financial Accounting Software On The Go

Life for financial workers at start-ups and other small- and medium-sized businesses (SMBs) is already hectic. They’re overworked, overtired, overstressed and, well, you get the idea.

There simply isn’t enough time, staff or money to get everything done during normal working hours. (An 8-hour workday — what’s that?) It’s also not feasible to clock any additional time in the office. At some point, life outside of work must be lived.

This is why mobile access to the company’s financial accounting software is so critical for SMBs. By tapping into financial data on the go, financial workers have the freedom to leave the office and still take care of work when necessary.

Consider these two scenarios:

  1. You’re at your 9-year-old’s soccer game and you get an email that an expense report needs to be updated. No problem. Click a few keys on your smartphone and it’s done. You never left the bleachers.
  2. Say an invoice, check or payroll needs the go-ahead from the CFO. But he just left on his first vacation in months and the check can’t get cut unless he signs off. Again, that’s not a problem. Once the plane lands, the CFO gets notified on his iPad and takes care of the approvals before his luggage reaches the carousel.

What do these two scenarios demonstrate? Having the ability to allow tactical activity-based tasks in a mobile world is critical. You need to be able to do these tasks outside of the office. It’s essential to increasing productivity and giving you the freedom to leave the office.

Yet many companies don’t take the leap into allowing mobile access of their financial information. They’re afraid that the data will get lost, stolen or hacked. They ask, “Do I really want my financial data on smartphones? Am I putting my company at risk just for the sake of a little convenience?”

For those concerned about putting their information on their phone, it’s important to remember that data is just as safe on a mobile device as it is on a desktop computer.

Just because you can do your work on your phone and carry it around doesn’t make it any less secure than a desktop computer. Sure, it’s possible to accidently forget a tablet or smartphone at the park, but remote data wipes are simple and efficient. Besides, if you leave a desktop computer at work, what’s to keep someone from entering your office and turning it on? In reality security is not about where your device is located; it’s about protective passwords, firewalls and appropriate encryption.

Your company can control the data on any device — a smartphone, laptop or tablet — because you’re monitoring them as users access the financial systems. There is no security difference from device to device. Just because it’s easier for you to carry the data around with you doesn’t mean it’s easier for someone to access it. It’s just as secure.

Your life is already busy, but business doesn’t stop for soccer games or beach vacations. Give yourself the freedom to leave the office and still access your financial accounting software on the go. The programs can be just as secure as they are on your desktop and you won’t miss dance recitals, dinner with the family or a little extra sunshine.

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Steve’s been with SMB Suite since 1998 and has been involved with nearly every aspects of the Company’s business as a strategist, professional services executive, cloud solutions architect, and senior consultant. In his current role, Steve is responsible for SMB Suite’s revenue and oversees the execution of ERP, CRM and BI projects for customers across a broad range of industries. Steve combines his expertise in MS Dynamics GP, CRM and other Microsoft products with a strong foundation in accounting and business to identify gaps and streamline customers’ processes. Prior to co-founding SMB Suite, Steve was previously Corporate Controller for MEHLE Behr and, prior to that, Audit Senior for Ernst & Young. Steve holds a Bachelor of Business Administration degree from the University of Texas at Arlington.

Jeremy is responsible for SMB Suite’s technology vision, strategy and implementation and is the architect of the Company’s Dynamics Cloud Platform. Highly adept in every facet of managed services, ERP systems and e-commerce platforms, Jeremy’s expertise spans the implementation and support of business and financial software solutions, as well as the customization and integration of SMB Suite’s cloud ERP technology stack. He holds numerous Microsoft and industry-related certifications, and was primarily responsible for designing the Company’s progressive business services platform in the early days of the Cloud. Prior to SMB Suite, Jeremy served as the financial analyst, systems administrator, and information systems liaison for a $2 billion financial services corporation.

Monty is responsible for SMB Suite’s day-to-day operation and, most importantly, its customers. As a leader, motivator and mentor, Monty creates loyal high performance teams willing to “walk through walls” to accomplish their goals. Prior to SMB Suite, Monty served as President of The Bradshaw Group (TBG), a global distributor, manufacturer, and repair facility for digital printers. In this role, he was the Company’s ambassador to its most important domestic, European and Latin American customers and TBG achieved a best-in-class Net Promoter Score of 74 for its superb customer satisfaction. Prior to TBG, Monty served as the General Manager of Sam’s Clubs three highest grossing U.S. stores and was named Regional Operator of the Year in 1999. Monty holds a BBA in Marketing from Texas Tech University and is an active member of Business Navigators. He has been active in Vistage International, Executives in Action, the Dallas/Fort Worth Retail Executives Association, as well as, A.P.I.C.S., the leading professional association for supply chain and operations management. Monty also volunteers with Hunger Busters and ManeGait, a therapeutic horsemanship organization.

David is a proven financial and information technology professional with expertise in providing business accounting software and computing solutions. He began his career by starting and managing a successful independent consulting practice for several years. He then launched the local systems consulting unit of Ernst & Young’s Entrepreneurial Services Group, leading the office into the hi-tech consulting arena. After successfully developing the unit for Ernst & Young, David founded NextCorp (which became SMB Suite in 2013) to serve the business software needs of clients throughout the US. David has made SMB Suite one of the best cloud ERP providers in the industry. In addition to being a successful entrepreneur and leader, he is a software and technology specialist, holding certifications in various Microsoft and other technologies.