What the CFO Wants From Cloud ERP

What the CFO Wants From Cloud ERP

SMB Suite is unique not only for it’s 24/7 helpdesk and total-integration cloud solution. It’s also a company that was founded by CPAs and others with strong public accounting backgrounds. I recently asked our CFO about his perspective on what matters most in financial accounting software:

His unabridged reply:
10. Ability to track customer credit lines and insure we are not increasing our exposure
9. Ability to know what inventory shortages exist and be aware of them as they happen
8. Ability to assemble the financial reporting package for the Board
7. Ability to identify slow moving inventory items
6. Ease in which to export data to Excel spreadsheets for analysis
5. Ability to interface with Microsoft Office
4. Ability to track customers’ purchasing behavior on a product by product basis
3. Ability to break out information by segment
2. Ability to generate relevant information from raw data
1. And the number one reason is: The ability to access the information I need, when I need it and
how I need to see it without requiring significant effort from the IT department or the Accounting
Department staff to generate it.

In my role, I speak with literally dozens of prospects every week. And I would concur that our
CFO’s number 1 point above is the most common complaint I hear from finance professionals
about the shortcomings of their current system, be it QuickBooks (compare QuickBooks and
Dynamics GP), Peachtree, Sage MAS90/200/500 (compare MAS90/200 and Dynamics GP), or
whatever. Access to information (not just data) is a key reason for evaluating Microsoft Dynamics
GP. It’s what keeps the C-level executives up at night. Hopefully with the right system in place,
these executives have peace of mind.

There’s a lot more information comparing Quickbooks to Our Cloud ERP Offering in our resource centers!

Check it out here: https://offers.smbsuite.com/resources/upgrade-from-quickbooks

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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.

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