TeamTag has been assisting companies with the selection and implementation of business applications such as ERP, CRM, and HRIS since 1995. The document compares older ERP technologies, which suffer from integration and accessibility issues, with newer cloud-based systems that offer real-time data and broader functionality. CPA professionals can leverage these advanced tools to enhance client relationships through real-time insights and automated processes.

1. teamtag.net

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. 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. 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. teamtag.net
• Backward-looking

6. • Backward-looking
• Islands of data across function-specific
applications.
― No broad range of functionality
―No integration capability
teamtag.net

7. teamtag.net

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

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
teamtag.net

11. • 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

12. teamtag.net
• Cloud-based
― Using a browser, any device, anytime,
anywhere
• Broad functionality
• Integrate-ability (APIs)
• Customize-ability (no version-lock)
• Subscription-based

14. 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

15. • FORWARD-LOOKING
―Dashboards that provide actionable info
―Real time data
―Alerts & Workflow

16. Customers

17. • 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.

18. 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

19. • Demo of Dashboards
• Demo of Automated Reports
• Demo of Audit Trail
• Demo of GL Impact
• Demo of Month-End Tool
teamtag.net

21. 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