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How a CPA Can Leverage Cloud ERP to Improve Client Relationships

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This presentation is geared to showing CPAs why they should encourage their clients to utilize new cloud ERP technology. Get real-time data, be proactive, receive notifications when ratio thresholds are hit and automatic reports. Audit with ease using NetSuite and cloud ERP.

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How a CPA Can Leverage Cloud ERP to Improve Client Relationships

  1. 1. teamtag.net
  2. 2. • About TAG • Older ERP Technology and the Traditional CPA | Client Relationship • Newer ERP Technology • How a CPA can improve relationships with Clients • ERP Software Demo • Question & Answer teamtag.net
  3. 3. Since 1995, TAG has helped companies select, implement and customize business applications like ERP, CRM, WMS and HRIS.  NetSuite ERP, CRM, HRIS, WMS  Sage ERP for Construction Companies  Sage ERP for Specialty Manufacturers  Sage ERP….for everything but construction
  4. 4. Dan McGuckin has over 20 years of extensive experience in the design, enhancement and launch of enterprise application initiatives, including enterprise resource planning (ERP), customer relationship management (CRM), warehouse management systems (WMS) and human resource information software (HRIS). As a software consultant, he has helped over 300 companies, across many industries; improve their operational efficiency by implementing improved processes and enterprise applications. For a portion of his career, he worked as an Information Systems (I.S.) Director for small-to-medium-sized companies in Southern California. teamtag.net
  5. 5. teamtag.net • Backward-looking
  6. 6. • Backward-looking • Islands of data across function-specific applications. ― No broad range of functionality ―No integration capability teamtag.net
  7. 7. teamtag.net
  8. 8. • Backward-looking • Islands of data across function-specific applications. ― No broad range of functionality ―No integration capability • Version-lock due to customizations teamtag.net
  9. 9. • Backward-looking • Islands of data across function-specific applications. ― No broad range of functionality ―No integration capability • Version-lock due to customizations • Lack of Accessibility teamtag.net
  10. 10. • Backward-looking • Islands of data across function-specific applications. ― No broad range of functionality ―No integration capability • Version-lock due to customizations • Lack of Accessibility • Expensive
  11. 11. teamtag.net • Cloud-based ― Using a browser, any device, anytime, anywhere • Broad functionality • Integrate-ability (APIs) • Customize-ability (no version-lock) • Subscription-based
  12. 12. teamtag.net • Cloud-based ―Using a browser, any device, anytime, anywhere • Broad functionality • Integrate-ability (APIs) • Customize-ability (no version-lock) • Subscription-based • FORWARD-LOOKING
  13. 13. • FORWARD-LOOKING ―Dashboards that provide actionable info ―Real time data ―Alerts & Workflow
  14. 14. Customers
  15. 15. • As your clients get real-time and actionable data, a trusted advisor in the same “time zone” will stay relevant to that client. • Just like your client’s managers, you (the CPA) can also get real time data: – Alerts when a ratio threshold is hit. – Reports automatically emailed to you. • This will result in increased client meetings & billings • Increased client retention • This is a differentiator now. It will not be so in 10 years.
  16. 16. 1. Real-time Guidance  Access to their data anytime  KPIs- Key performance indicators  Forward looking metrics/roles 2. Strategic Planning Processes  Audit with ease  Forecast and budget with real time data  Data to help them strategize  Resolve discrepancies quicker  Accelerated month/year end processes
  17. 17. • Demo of Dashboards • Demo of Automated Reports • Demo of Audit Trail • Demo of GL Impact • Demo of Month-End Tool teamtag.net
  18. 18. TAG’s team of NetSuite experts have experience in NetSuite implementation, training, development and NetSuite enhancements. TAG will be your NetSuite partner from initial project planning through go-live and beyond. teamtag.net

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