Financial Management

Making Complex Financial Decisions Easier

As your company grows, your need and ability to keep track of the increasing level of complexity around financial transactions grows too. Whether you’re moving to a multi-state or multinational business model, there is a financial management solution that is right for you. Financial management solutions can advance and streamline necessary financial transactions that occur on a daily basis. They can also speed up the closing process and ensure greater accuracy. Having the right financial management solution is an essential part of your business’ future success. SMB Suite is proud to offer financial management ERP solutions from Microsoft and NetSuite to best set your company on an achievable growth path.

How Our Software Can Solve Financial Management Issues

“I’m having trouble giving our board a complete answer on the financial health of our company.”


The financial software we offer – both from Microsoft and NetSuite – was built with you in mind, and can give you significantly greater visibility into the financial standing of your company so you can plan for future growth.

“We run a tight ship and we’ve been holding off switching software because we’re not sure we’ll stay compliant with audit standards.”


At SMB Suite, we fully understand the need to be audit compliant. We provide a SOC 1 Type 2 audit report to support clients on our servers. We can help move you to a financial management solution that mitigates your risk and keeps your business in compliance.

“We’re billing manually, and I think there’s probably a way we can save time and money through automation.” 


Not only can our financial solutions from Microsoft and NetSuite bill automatically, they can do so in highly specialized or customized environments where billing schedule or highly detailed itemization are essential.

“We feel like we could make better decisions if the data about our financial transactions were more readily available.”


Making use of your available data to make better decisions is a top priority for many executives – but few have the right partner to support them in getting there. We can help you make the most of your data through our customized SMBIntelligence or aid you in configuring the tools built into our Financial Management solutions.

The SMB Way: Offering Solutions

You'll succeed as long as you stay focused

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is one of the leading ERP software solutions in the world. Built with a focus toward maximizing financial visibility and optimizing profitability, Business Central can help you get the most out of your business and improve your cash flows. By unifying and automating your financial processes, Dynamics 365 Business Central can help you reduce your operational expenses while helping you solve complex financial problems and mitigating risk. If you’re ready to manage all of your business finances in one, cohesive platform, you’re ready for Microsoft Dynamics 365 Business Central.

Development and growth concept. Businessman plan growth and increase of positive indicators in his business.

NetSuite ERP Financial Management

NetSuite ERP, powered by Oracle, is also a leading globally-known ERP solution. With a focus on financial visibility and operational business insights, NetSuite can help you integrate your sales, finance and fulfillment functions in one platform. With powerful Revenue Recognition management built into the platform, you can quickly identify where your key profit centers are, shorten cycle times and enrich your business planning process. NetSuite also features unprecedented “close to disclose” capabilities that help streamline the governance, risk and compliance capabilities of your business. If you’re ready for greater visibility that leads to greater planning, you’re ready for NetSuite ERP.


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.