🚨BREAKING NEWS🚨!!
The time has FINALLY come for Southern California Acumatica Users to get together IN PERSON for networking, learning, lunch, and a special tour of Bandai Namco Toys & Collectibles Inc. of Irvine!
MARK YOUR CALENDARS FOR 🥁🥁🥁🥁🥁
Tuesday, April 16th
11am - 2pm (PST)
Have you heard the news?! Acumatica 2024 R1 is officially available as of Wednesday, March 20th. The first of Acumatica's 2024 biannual product updates release includes updates to their Retail, Distribution, Construction, and Manufacturing Editions, as well as the cloud ERP's Core features and Developer updates.
Happy New Year tech fam!
What a way to kickstart 2024 - we are so proud to announce that our rockstar Klear Systems team has been named as California Business Awards 2023 winner for Most Innovative Business Management Software Company - read more about the announcement here!!
Meet the valuable team members who contribute to our flawless ERP deployments and exceptional customer service - first up:
Cristian is a wicked Business Development Representative turned Acumatica ERP Consultant and has been quite an asset to our Klear Systems team since joining in January 2022. What is Business Development you ask? We ask Cristian the nitty gritty questions to get to the bottom of this vast, important role.
The highly anticipated CLOUD ERP event, Acumatica Summit 2024 is right around the corner! And with an extra day added on to the business management software's conference schedule you better believe there are a few extra events, as well.
In September 2023 our Customer Success & Sales Manager, Kayla Harter, took to the stage... well desktop, and shared her top reasons for leveraging your customer success manager!
Wondering what CRM is and how it affects your business growth journey? You've come to the right spot! Last month Acumatica held a webinar showcasing their CRM solution enhancements presented by Doug Johnson, VP Product Management, Jin Kim, CRM Product Owner, and Omar Ghazi, Senior Product Manager - Integrations. Let's dive in to how exactly Acumatica CRM-integrated ERP increases the functionality of your business, and how to utilize the direct business integrations within Acumatica to increase your profits & customer retention. 🔑 ✅
We're halfway through the year and our team can't help but wonder where has the time gone? 2023 was here before we knew it and we've got a feeling 2024 will be no different! Scroll through to read about what our team has been up to these past 6 months and what we look forward to for the rest of the year:
If you're like me then you still can't believe we're in 2023! Yet, here we are and with another year comes another incredible Acumatica Summit.
While we're sure you've already secured your flights, hotel, and even your selected training sessions there's still so much to consider. Have you downloaded the Acumatica Summit mobile app (Apple download & Google Play download) so you can easily view which rooms your training sessions might be taking place and any other important notifications?
We're excited to share that Klear Systems has been selected as one of the Top ERP Providers in the Los Angeles area by UpCity!
Quality Material Handling Inc. makes client warehouses more efficient, flexible, and dynamic. Husband/wife duo, Hector and Brenda Pinto, started the business in 1991 on a folding table setup in their two-bedroom condo. The company outgrew its Sage 100 financial software and cobbled together paper and spreadsheet tracking system used for inventory, sales, and other operations. With Klear Systems as their guide, QMH deployed Acumatica Cloud ERP gaining a single solution to operate the business that led to improved inventory management, greater data transparency, and numerous operational efficiencies.
A new year brings the reminder to set new goals, both personally and professionally, but does that include protecting the privacy of your data? Data Privacy Day is a day to raise awareness and promote privacy and data protection best practices.
2021 proved to be an exciting and eventful year for the Klear Systems team as we expanded our offerings to include consistent coffee chats, added another customer success story to our arsenal, attended the annual Acumatica Summit, and was awarded Acumatica Gold Certified Partner for the 2nd year in a row🎉
So you're headed to Acumatica Summit 2021! Can you believe it's less than a week away?!
While we're sure you've already secured your flights, hotel, and even your selected training sessions there's still so much to consider. Have you downloaded the Acumatica Summit mobile app (Available for both Apple and Google Play) so you can easily view which rooms your training sessions might be taking place and any other important notifications? Have you perused the list of sponsors to see who you might like to set time aside to speak with? (<-- You can also use the mobile app to easily schedule that meeting!) Have you registered for any of the additional events outside of the already scheduled activities?
Are you still using spreadsheets to track your organizations assets?
Tracking assets is an important concern of every company, regardless of size. Organizations face a significant challenge to track numerous aspects of their fixed assets including location, quantity, condition, maintenance and depreciation status.
For many organizations, fixed assets represent the largest item on the balance sheet; in fact, a recent Aberdeen report showed that 80% of Fortune 500 firms listed fixed assets as such. With so much at stake, it's no wonder that Aberdeen found 58% of users run a fixed asset management solution. If the company has not correctly recorded their assets they could risk inaccurate physical inventories, over / underpaying taxes and insurance, be out of compliance of state and federal regulations, and be wasting staff time with redundant and repetitive activities as a result.
You asked and they listened!! The annual unveiling of the already robust business management systems upgraded features is right around the corner and we can't wait to see what Acumatica has to share🎉
Join us Wednesday, September 16th as we attend the first ever virtual launch event from 10 AM - 12 PM Pacific Time. While this year's event looks a bit different than past launch events, we're certain there will be no shortage of captivating educational content.
This year's Sage CRM User Conference may have looked a bit different than a traditional conference, but there was certainly no shortage of helpful content.
The basic goal of CRM is to create and manage business strategies aimed at fostering customer loyalty through the use of unique customer-targeted actions.
There's no denying that CRM, Customer Relationship Management, usage has seen a massive increase over the last 5 years and businesses must now take a customer experience approach to continue delivering consistent, high-quality experiences in order to avoid customers moving on to competitors.
An effective CRM solution is essential to growing your business.
You may have heard some buzz around Sage 100cloud, but what exactly is it and how is it different from Sage 100? The short answer: it’s a more-robust version of Sage 100 that offers extended features and enhanced cloud connectivity (it’s also cheaper year-over-year).
So is this new product something you should be looking at as a current Sage 100 client?
Absolutely.
Businesses continue to make investment in CRM to take advantage of new analytics, social collaboration, mobile, and other capabilities – and with good reason. According to a report by Nucleus Research, CRM will give you an average of $8.71 for every $1 you spend on CRM.
Today, Sage customers around the world are driving growth and transforming their sales teams by adopting better ways to manage their sales function.
Who said there's no such thing as a free lunch? They must not have heard of Acumatica's Virtual Lunch & Learns!
To offer you support during this challenging time, while you continue managing your business, Sage is generously offering training now through June 30, 2020 at NO CHARGE!
Amid the Coronavirus (COVID-19) global pandemic, governments worldwide are trying to figure out the best way to bolster the slowing economy including tax filing and payment extensions and even temporary rate reductions. Other nations, including the United States, are just beginning to respond.
Dubbed International Women's month, March is coming to a close, and we couldn't think of a better way to celebrate than by looking back at Acumatica Summit and their 3rd annual Women in Technology Luncheon this past January!
As of yesterday afternoon, Thursday, March 19, 2020, California Governor, Gavin Newsom, has placed an order to shelter-in-place with hopes to slow the spread the viral infectious disease, COVID-19.
In the span of just a couple of months the coronavirus, also referred to as COVID- 19, has spread far beyond China, impacting retailers all around the globe.
Ever heard of G2? If you haven't, it's about time that you have!
G2 is a peer-to-peer review site where real users provide feedback on business apps and software. Until recently, selecting business solutions was hard, risky, and inherently biased. G2's real-time and unbiased user reviews help you objectively assess what is best for your business.
Last month a few members from our team attended the Sage Partner Kick Off in Costa Mesa, CA to discuss Sage's 2019 year in review as well as what Sage users and partners can expect from the business management solution in 2020. Additionally, Sage held a partner webinar in the weeks following the Partner Kick Off to provide a few more announcements specific to the Sage 100 product line.
We're excited to share a few of those upcoming changes below:
Acumatica Summit has come and gone and the Klear Systems team can't believe we have to wait a whole other year before the cloud-based ERP's 2021 event😭 (Acumatica Summit 2021 is slated for July 18th - 23rd at the Wynn, Las Vegas)
That's why we're highlighting some of the more notable moments in our Acumatica Summit 2020 recap!
Hold on to your seats everybody because the biggest announcement for Sage Summit 2020 has just been dropped! Serial entrepreneur, investor, and best-selling author, Gary Vaynerchuk, is slated to speak at this year's Sage Summit US, hosted in Orlando, Florida December 9 - 11.** Updated event dates **
Sage Summit 2020 may have been postponed till December and early-bird pricing extended until September 14th, but it's never too early to register for this highly anticipated ERP event. Don't miss your opportunity to save up to $300 per ticket and gain valuable insight and product trainings necessary to enable your business to THRIVE this December!
We're excited to share that Avalara's AvaTax has been named the 'Best Innovation in Fintech' by the 2020 DEVIES Awards!
Each year, 8,000+ developers, engineers, software architects, dev teams, managers, and executives from 70+ countries gather for San Francisco's largest developer conference & event series, DeveloperWeek.
Gail Cole, a notable author for all things sales & use tax for Avalara, recently published an article on WooCommerce.com on The 10 Toughest States for Sales Tax.
While the article itself was greatly informative, it came as little surprise to us that California, Arizona, Texas, & Colorado (each of which are home to the large majority of our clients) are 4 of the 10 states listed.
So you're headed to Acumatica Summit 2020! Can you believe it's only 2 weeks away?!
While we're sure you've already secured your flights, hotel, and even your selected training sessions there's still so much to consider. Have you downloaded the Acumatica Summit mobile app so you can easily view which rooms your training sessions might be taking place and any other important notifications? Have you browsed the list of sponsors to see who you might like to set time aside to speak with? (<-- You can also use the mobile app to easily schedule that meeting!) Have you registered for any of the additional events outside of the already scheduled activities?
Mark your calendars! Sage has recently announced their plans for Summit 2020 and it's safe to say this is an ERP event you don't want to miss!
Designed for small & medium business, the annual Summit brings together customers, partners, and 3rd party solution providers from around the country for insightful keynote sessions, product training's, and networking events that you'll be talking about all year long!
Last month the Klear Systems team attended the Acumatica 2019 R2 Roadshow in Anaheim, CA. The jam-packed event included everything a product release should and so much more! From ISV booths to a demo of the newest version of Acumatica Cloud ERP there was no lack of educational resources for attendees.
Alongside datasheets and the ability to network with the Acumatica community, however, was arguably the most beneficial aspect of attending the event -- the Customer Fireside Chat. This consisted of an interview style Q&A session with four customers currently using Acumatica ERP. Each user was able to speak to a different level of experience with the cloud-based business management platform, from newly implemented to long-time users, to even a consultant-turned-user unicorn.
Moderated by Acumatica's very own Nigel LeGresley users were asked to share their experience using Acumatica Cloud ERP, which features & functionality they had just witnessed at the roadshow they were most excited to roll out, and any other advice they might have for prospective clients considering Acumatica. Participants included Jenni Arant, VP of Strategy at Jeffree Star Cosmetics, Casval Tinoco, Information Systems Manager at Bluefin Corp, Rob Anthony, VP of Information Systems at Hoffman Southwest, and Jose Garrido, VP of Financial Systems at Confie Seguros.
Recently our team came across the question, "How does cloud-based ERP help small to mid-sized businesses grow?"
ERP (or Enterprise Resource Planning) software helps businesses of ALL sizes grow because they remove inefficiencies in business processes. This enhances productivity, reduces COGS, and clears up more time for your business (getting more sales, shipping out orders faster, etc).
With a little over 3 months until Acumatica Cloud ERP's 2020 summit, we're more excited than ever to attend the premier event that promises to deliver a high-impact, educational experience for thousands of customers, partners, and analysts.
Each year, Acumatica searches for a closing keynote speaker who will inspire attendees to attain even greater success! Announcing Acumatica Summit 2020's closing keynote speaker as Oceanographer, Dr. Robert Ballard!
Today we're celebrating the 1 year anniversary of our Business Development Rep., Kayla! Exactly one year ago today Kayla blessed us with her presence and has been an integral member of our team ever since.
So, we asked her, "Why Klear Systems?" Here's what she had to say:
With more than 100 improvements, enhancements, and new features, Acumatica 2019 R2 has just been announced and dubbed the most user-friendly release yet. Although it won't be available until September 19th we're excited to share all that the newest version has to offer.
Hopefully you're already aware of the recent release of Sage 100cloud 2019.0 and the surplus of feature enhancements and Sage University links--20 additional university links to be exact.
But with so many new resources available to you, how are you ever supposed to learn how to use them? And which university courses make the most sense for you to take?
Lucky for you Sage is offering 20% off courses on Sage University until August 31st!*
It's that time again!
Acumatica has just announced their 2019 R2 Roadshow coming THIS FALL! Join the Klear Systems team as we attend the Anaheim, CA event on Thursday, October 17th.
Not local to Anaheim? There are no many other locations to choose from! Read on for more info on the agenda, locations, & a sneak-peak at the upcoming product enhancements!
Acumatica is no stranger to awards. Their dedication to provide customers and partners with an outstanding SaaS product for ERP led them to impressive recognition by notable industry analysts throughout several years.
That's why it's no surprise they've been named The Best SaaS Product for ERP by The SaaS Awards!
What do you get when you combine Sage’s work-order and MRP module, throw in additional features and functionality from Scanco, and put it all on one streamlined platform?
Sage Production Management!
We can't believe Houston was already 6 months ago which means Vegas will be here before you know it!
The newest version of Acumatica is here -- providing more product enhancements and improved usability than ever before!
As mentioned in our Acumatica Summit 2019 Recap, Acumatica announced their latest release - 2019 R1 - which provides comprehensive product enhancements allowing users to experience improvements to the product, specifically the financial management, inventory management, project accounting, and field service management modules.
We're excited to announce Acumatica's 2nd year in a row being honors at the SIIA Annual Conference and CODiE Awards.
The highly anticipated Acumatica Summit 2019 has come and gone and the Klear Systems Team is confident in saying this event was one of the best, yet!
With a record-breaking number of attendees, futuristic demos, and a number of customer highlights there's so much to review!!
The Klear Systems team is headed to another Summit and this time it's right in our backyard!
Join us as we attend the ultimate Acumatica Summit kickoff party at
Houston's premier margarita bar, El Big Bad!
Head stuck in The Cloud?
. . . us too!
COME JOIN OUR TEAM!
Specializing in Acumatica Cloud & Sage ERP we're focused on helping enterprise level companies increase profitability & productivity by providing innovative solutions. We're intelligent and tech-minded individuals, who enjoy watching professional sports, eating foodie foods, & the occasional office hangout! We work hard from a relaxed, close-knit office environment where we find any and every reason to celebrate!
What are you doing Thursday, October 4th, 2018?
We hope you're planning to join us in Anaheim, California, where we'll be joining Acumatica as they reveal the exciting cloud ERP enhancements from their latest release, Acumatica 2018 R2!
Acumatica 2018 R2 Roadshow: A Quick Conference with Long-Term Benefits
Have you ever been to a product-release event that fit everything you needed to know into a half-day time-frame? If you haven't, then we think you'll be impressed with Acumatica's 2018 R2 Roadshow event in Anaheim, THIS THURSDAY.
We can't believe Acumatica Summit 2018 was 3 months ago!
Acumatica Summit is a premiere invite-only event where Acumatica customers, partners, and prospects meet to discover how cloud ERP can bring them greater success in the coming year.
Sage Summit's 2018 California Session is just 1 week away!
Don't miss your chance to register for just $49!
Sage Sessions is a single-day event designed for Sage customers driving our economy.
It seems roadshows are the hot new trend in 2018.
DocLink Evolution is hitting the road this year, stopping in several major cities across North America.
We can't believe Acumatica Summit 2018 is just 1 week away!
The location for Sage Summit 2018's California session has been confirmed!
Earlier this month we announced that Sage Summit 2018 planning was in full swing and that the Los Angeles session would be the first stop on Tuesday, February 13th. However, the venue had yet to be confirmed.
Acumatica Summit 2018 is just around the corner!
And with the celebration of their 10 year anniversary this is an event you won't want to miss!
Every year, Acumatica Summit attendees engage with Acumatica's leadership team, leading ISV providers, and industry peers and analysts; they experience live demonstrations, a large Partner EXPO, two full days of breakouts, insightful keynotes, three days of certification training sessions by Acumatica developers, and hands-on technical training courses.
2018 is here which means Sage Summit 2018 planning is in full swing!
Last year, it was announced that Sage was taking Summit on the road, with several mini sessions being held throughout the US. Although last year's California session was canceled, Sage is coming in HOT this coming year.
Acumatica Cloud ERP wins 3 PCMag Editors' Choice Awards, 1 Best App Award, and 2017 CODiE Award for Best Cloud ERP Solution in Record Setting Year!
2017 has been quite the year for Acumatica Cloud ERP. It's one thing to aim to become one of the best cloud ERP solutions out there but it's another to be recognized by your peers and other industry experts.
Mobility, interoperability, and functionality are just a few of the reasons Acumatica has been announced as The Best Cloud ERP for the 2017 CODiE Awards!
Acumatica is no newbie when it comes to winning awards. Last year Acumatica received the CODiE Award for Best Supply Chain Management Solution. So, it was no surprise that they've added yet another award to their collection.
Acumatica Summit 2018's closing speaker, Carey Lohrenz, will motivate and influence, leaving you and your business energized and inspired!
You might remember the announcement made at Acumatica Summit 2017, back in January, that Scanco was introducing Scanco Warehouse for Acumatica.
Webinar Alert!
Acumatica Cloud ERP has joined forces with Artsyl, Scanco, StarShip, and American Payment Solutions to provide this complimentary webinar!
Online sales is an important aspect of your growing SMB.
But sometimes you just don't know where to start! eCommerce transactions, calculating sales tax, and credit card payment processing can all be a bit overwhelming.
That's why we're sharing this highly informative webinar, compliments of American Payment Solutions, Avalara, and cimcloud by Websitepipline!
During this free webinar you'll learn how to automate eCommerce transactions, calculate sales tax, and credit card payment processing.
Earlier this month a few of the Klear Sys team members, along with a couple of our rock-star clients, attended the Acumatica 2017 R2 Roadshow event in Anaheim, where tons of exciting product enhancements and releases were announced!
We're excited to share these major product announcements with you!
Here’s a million-dollar question: Is it necessary to inform your out-of-state customers that they may be liable for use tax reporting?
For many states, the answer is YES.
New laws now require companies without a physical in-state presence to begin notifying customers they owe use tax and reporting customer sales to the state. It’s a big deal because it’s placing a new and much bigger burden on businesses.
Ease-of-use and the broad, deep functionality are just a few of the reasons Sage 100cloud has gained so much popularity over the past couple of years.
However, with any growing business, there comes a point when limitations cause for an evaluation of a new system, which is usually the case as an organization outgrows their current system.
Wouldn’t it be nice to get advice from a sales and use tax auditor before you have to meet one?
Steven Cabrera was an assertive California State Auditor who has witnessed everything from a shoe box of incomplete records to using a set of stacked boxes for a desk in a backroom. He encountered many mistakes in a wide range of industries.
We're officially less than 24 hours away from Acumatica's 2017 Roadshow in Anaheim!
This year's half-day event is scheduled to take place in Anaheim on October 3rd and is one you won't want to miss.
Let's face it. We all know sales tax can be a bit . . . taxing. Even a sales tax pro can use a refresher course every now and then.
That's why our partners at Avalara are bringing in Sales Tax Technology and Compliance expert Chuck Marcouiller to explain everything you wanted to know about sales tax compliance – all wrapped up in a 60-minute info-packed presentation.
2018 is Acumatica's 10 Year Anniversary! So, you can bet their annual summit is going to be one for the books.
Acumatica Summit allows for dedicated time to experience this comprehensive, innovative, and informative cloud ERP. And this year's event is taking place in Nashville, Tennessee, January 28 - February 2, 2018!
The UK-based payroll and accounting firm, Sage, has just announced the acquisition of Intacct, a US-based cloud ERP and financial management software company.
Earlier this week the strategic alliance was confirmed for a whopping $850m to be paid in cash and is expected to be completed within weeks!
CIO Applications, a publication focused on enterprise technology solutions capable of redefining an organizations future business goals, recently released their TOP 25 Logistics Technology Solution Providers for 2017, and Scanco Software made the cut!
For example, the Texas Comptroller has audit offices in Los Angeles, New York City, and Tulsa, Oklahoma. California has field audit offices in Chicago, New York, and Houston. There are Missouri Department of Revenue offices near Chicago, Dallas, and New York, while the Florida Department of Revenue has offices in Atlanta, Chicago, Dallas, Houston, Los Angeles, New York, and Pittsburg. The Utah State Tax Commission doesn’t specify where all it has sales and use tax auditors but notes that they “spend a majority of their time at taxpayers’ offices looking at detailed sales and purchase transactions” and “travel to locations all over the United States to perform their work.”
The basic thinking behind the concept of customer forecasting is simple: your inventory replenishment planning will be more sensitive and responsive to changes in demand if you factor in your customers changes in demand.
Taking the first step toward fixing outdated business practices can be daunting but you need to. Your team needs to creatively and easily expedite processes; they need software to scan/route documents, create alerts, customize forms, automate workflows, and access files from any device.
But, your team needs to creatively and easily expedite processes; they need software to scan/route documents, create alerts, customize forms, automate workflows, and access files from any device.
That's why understanding which states have taken the approach of taxing more services is important to understand and a major topic of this webinar.
Ready to learn how flexible and dynamic intelligence gathering can completely transform your ability to serve your customers - and manage your costs? |
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Without this integration, users of Acumatica managed the document signing process as a separate stream and manually uploaded documents. Now, the integration is built right into the document management system, where users can work across many different documents (including sales orders, contracts, invoices, purchase orders and more) and route them for signing via DocuSign.
One such area that is complex for a lot of businesses is sales tax.
That's because, as your business grows, the higher the chances are that your business will be subject to more state compliance requirements!
April 1st is commonly known as April Fool’s Day.
It’s also the date when Amazon started collecting sales tax in four more states — Maine, New Mexico, Hawaii and Idaho —bringing the total to 45 states and the District of Columbia.
Amazon is no fool and sales tax nexus is no joke. States are tired of losing revenue from tax-free remote sales and are starting to crack down on businesses who fail to register or collect sales tax when their sales activities are deemed substantial enough to warrant it.
Be sure to register for this complimentary webinar for Sage users, where they'll discuss the 5 Major Trends in AP Automation in 2017.
What’s not so simple to understand is what determines “significant physical presence” in other states. Why? Because most states make their own rules and define presence differently.
CertiPro Solutions, a B2B e-Commerce integration solution, recently conducted a survey of Sage 100 ERP users among global manufacturers and distributors in more than a dozen industries, in which 21% stated more than a quarter of their revenue comes from online resources. Naturally this has caused an increase of users implementing B2B websites and technology.
Although, this sort of technology is nowhere near new, roughly 40% of the survey respondents admitted to not having a B2B e-Commerce integration solution in place. And as the number of manufacturers and distributors who adopt this new way of online ordering increases it should be no surprise that it will become increasingly more difficult to compete without it in the coming years.
That's not to say that the significance of B2B e-commerce isn’t lost on those who don’t offer it: 40% of responding companies without B2B e-commerce solutions report they plan an implementation within one year, and 20% intend to do so within six months. If you’re in these 2 percentiles, you may want to look into E-Link or CertiPro’s Magento Integration Solution for Sage 100 ERP.
By focusing on achieving a higher conversion rate, rather than getting more leads, an intelligent CRM can increase your sales without inflating your marketing budget.
States target certain businesses for sales tax audits according to data.
For most companies, the mere idea of a sales tax audit is a daunting prospect, and probably the most common of strategies is a “fingers crossed we don’t get picked” approach. But for certain types of businesses, just doing what you do can be enough to attract the attention of the state auditor.
Like most people, you would probably agree that a strong support team plays a crucial role in keeping customers satisfied.
Is it possible to really love your time spent in the office? Here’s a tip that might help: ditch the paper. All those paper cuts, the messy piles, and disappearing just when you need it the most! It's expensive, high-maintenance and very unreliable.
With the first month of 2017 down we're wondering how productive the new year seems to be for your SMB.
Have you been utilizing your organizations CRM to the best of its ability?
If you're still using spreadsheets to manage your fixed assets chances are you've probably experienced a few hiccups. And we all know any sort of issues involving your asset management process can seriously interrupt your work day.
That's why we're providing five common signals it’s time to make a switch from using spreadsheets to manage your inventory control:
Generally, the thinking goes that the expense of this technology is prohibitive and the features are unnecessary.
Being productive is essential for any new business. This is simply because being productive usually equals being profitable. An ERP streamlines operations, introduces efficiencies, and alleviates friction in a way that has a direct impact on the bottom line. Every business has an incentive to accomplish as much as possible as early as possible.
Hopefully, if you're doing it right, your startup is living in a perpetual state of growth. During this fast-paced evolution, it’s essential for all parties to have access to all information at all times. In the absence of an ERP it is easy for this data to get lost or just buried in departments that might not be available to everyone. Breaking down those silos and making data universally accessible eliminates the kinds of confusions and conflicts that limit a startup’s growth potential.
It is imperative for all startups to leverage the full potential of their staff. With an efficient ERP in place, everyone on the team can freely share, access, and update the most current information possible, creating a number of opportunities for collaboration. This would naturally empower any small business to do more with less.
Startups can’t afford to waste money. Paying for multiple applications, as well as the costs of data management, is exactly the kind of waste these small to medium-sized businesses are trying to avoid. An ERP accounting tool is a single product with a single licensing cost that streamlines and automates the kinds of tasks that distract staff from revenue-generating opportunities. The upfront cost of an ERP system might seem significant, but the long-term savings are far more significant.
Small businesses have to put up a mighty effort to gain market share and competitive advantages. For that reason, careful, reasoned, effective strategizing is essential. Without having access to all relevant data - that is optimized with smart features for analyzing and forecasting - in one place, this would be nearly impossible. An enterprise resouce planning software provides exactly the kinds of tools startups need to make their mark.
Company culture is especially important in the small setting of a startup. Just because ERP is a tech tool doesn't mean it won't have a powerful impact on how your team interacts with one another and defines their individual roles within the company. Enabling everyone to share information and contribute to projects, fosters an open, positive, and innovative culture that is sure to pay dividends down the road.
If the cost or complication of implementing an ERP still seems prohibitive, consider the variety of ERP options on the market. There are a number of products available that will fit into your budget, conform to your workflows and business objectives, and minimize your IT burden. Don’t write off the exciting potential of an ERP before first investigating the full range of options available to your startup.
We would love to speak with you about how Klear Systems can benefit your organization.
Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.
Maybe you're new to Sage or maybe you've been a loyal lifelong customer.
The winners of Seattle Business magazine's 2016 Tech Impact Awards were announced Wednesday, September 21st -- and we're pretty thrilled!
Now, there is a new breed of accounting firms that leverage technology to make the lives of their clients a bit more simple. There has been a dramatic shift in the relationships between clients and business owners causing a belief that the evolution of the modern day firm extends beyond the improvements in technology.
This new breed of accountants now offer value added services to simplify the lives of business owners; whereas, in the past, accountants served merely as compliance officers to ensure tax filings were processed in a timely manner.
With technology at the forefront of this evolution,
several major changes have taken place:
Cloud Platforms
With the core feature being the fact that they are web-based, cloud platforms allow a “read-only” direct feed access to your bank accounts and credit cards in a securely encrypted environment. As information is available in a more timely manner, and the elimination of a redundant double entry of bookkeeping information, the advantages to this system are undeniable. Furthermore, cloud platforms have improved the collaboration process between clients and their accountants as the accounting records can be accessed from anywhere in the world!
This live accounting platform eliminates multiple versions of files, time delays to get banking information into the system or difficulty sharing financial data with ones accountant.
Document Sharing and Storage
Historically, firms would have no easy way to store client data in a place that is easily accessible by both clients and the firm. This is no longer the case.
One option is to set up a unique client portal for each client. Cloud storage platforms such as Dropbox, Google Docs, and even Doc-link by Altec all provide a great way to share and edit content in a secure environment and provide a great way to share content internally within the firm and externally with clients or third parties. Most importantly, these services provide the ability for collaboration to happen in real-time. As long as there is a computer or tablet and an internet connection, sharing information has never been more seamless.
Document Signing
Utilizing an online service in order to facilitate the document signing process, such as Docusign, Hello Sign, and Right Signature will provide a user-friendly way to get any document signed without ever having to use paper, a pen or a scanner. These services will even allow clients to sign documents straight from their smart phone while on the go. In addition, many of these providers attach a unique code and time stamp to each document signature.
What makes the process great is that the document signatures have the same legal validity and enforceability of pen-and-paper contracts.
Paperless Environment
Being a paperless firm not only improves overall efficiencies for completing work, but it also helps to reduce your company's carbon footprint.
Improved accounting practices aren't the only benefits to adopting a cloud-based business solution!
So, you're considering an ERP solution to better manage your small to medium-sized business.
But do you really know which solution will work best with your organization? And how do you know if the ERP vendor you're in contact with can be trusted?
For many, September is viewed as a second chance to buckle down and achieve those goals you had set for yourself back in January.
That's why an Enterprise Resource Planning (ERP) solution that's easy to use and provides reports you might not even be aware you need will allow you to effectively manage your warehouse.
Building a business from the ground up can be quite daunting as it's a huge (and often costly) undertaking with many challenges.
So, a much more attractive option would be to reduce start up costs by purchasing an existing business with an already existing customer base, right?
*** UPDATED: 08/12/2019 ***
Enterprise Resource Planning software (ERP) that connects your finance, accounting, and operations data is a must have in this day and age, particularly for dynamic and fast-growing companies. Yet, a common misconception regarding ERP software is that is can be too expensive and difficult to manage.
As a small business owner, barraged with an endless array of offers, deals and pitches, you most likely ponder it all the time. Especially when it comes to conferences. There are a bunch to choose from, and sure, part of you doesn’t feel like bothering at all, but you really should. Why? You can answer that with yet another acronym: ROI!
Attending a quality conference can yield quite the return on investment, you'll wonder why you ever considered not attending in the first place!
Yeah yeah, so this is the most common reason heard for why anyone should attend a conference, but it's true! The right conference can build your knowledge-base faster and easier than ever. The bonus? There’s a lot more fun involved. Learn this stuff with your peers–probably in a cool city you’ve never visited before. Educated AND entertained. Not a bad deal.
What better way to grow your professional network than by attending the right conference? Not only is it the perfect way to get to know and meet new people who work in your industry, or potential customers but all those people you’re connected to on social media — you can finally meet them face-to-face.
A good conference can be made exceptionally great if there are renown keynote speakers in the event line-up. After all, who doesn’t love valuable, thought-provoking insights from the likes of Sir Richard Branson, Daymond John or Robert Herjavec? And by the way, all three of these inspirational leaders will be speaking at Summit.
Look around at a conference and you’ll see lots of attendees posting and tweeting quotes, stats, facts and photos. And using conference hashtags (like “#SageSummit” for example), allows everyone to be a part of the online conversation. Joining the conversation will get your name out there and people WILL notice. Especially posting a selfie of you and Sir Richard Branson. Talk about trending!
Not only will attending a conference allow you to kick your social networking into high gear, you’ll also get access to new technologies, industry tools, applications, publications, methodologies and fancy techniques — all conveniently under one roof. A quality conference can help you fill up your professional ‘tool shed’ so that your small business can run like a dream. You may even be able to recruit a new employee or negotiate an amazing deal.
Oh, yes. The best reason: Conference expenses are tax-deductible. So, as long as the event benefits and advances your business, you can write off the costs of the conference, seminars, travel (airfare, car, taxi, etc.), lodging, meals, even your dry cleaning! Just be sure to keep good records and all of your receipts. And let's just say, if you’ve been itching to go to Chicago, the Summit conference offers you the perfect opportunity.
All work and no play makes for… well, you know how the saying goes. Don’t be that person. A conference is the ultimate way to combine both work and pleasure. In fact, having fun is a proven stress-reliever. Not only that, but attending a conference may be exactly what you need to reignite your enthusiasm for the work that you do.
Convinced? Great! It’s the largest gathering of small and medium-sized businesses and it’s open to everyone. Don’t miss out and come see what all the fuss is about!
The importance of good supply chain management has increased dramatically as organizations realize the benefits of supply chain for driving competitive edge. Currently, the leading trend is designing the supply chain to be in line with strategic goals in order to boost the bottom line.
In order to facilitate this, supply chain leaders have had to develop new skill sets, as well as refine old ones, as their responsibilities shift towards that of a fully fledged business partner.
While supply chain executives still need to be experts at managing traditional supply chain functions, such as transportation and inventory management, they most be able to delegate these roles to both employees and new technologies in order to focus on high-level problem-solving skills in order to drive the benefits of supply chain to the overall organization.
To do this, they must have an overview of every facet of the company that is impacted by or has an impact on the supply chain so they can best identify opportunities to cut costs and improve efficiency. They must also have an overview of the entire supply chain in order to see where they may need to work closer with partners, where they may perhaps need to change partners and initiate relationships with firms nearer their base as a result of transport costs or cheaper labor.
Maintaining good relationships with suppliers has always been vital to good supply chain management, but it has become even more complex as the world has become more globalized. Supply chain leaders must be aware of any delays that could have a knock-on impact down the chain, and any risks that could potentially cause delays, which means they must ensure constant communication in order to help partners better execute their processes.
It is necessary to have an in-depth understanding of the business operations and a natural gift for relationship building in order to achieve mutually beneficial connections with supply chain partners. Long-term relationships with suppliers must be nurtured, and strategic and operational capabilities must be delegated to individual agents to help ensure an ongoing mutually beneficial relationship - and recognize when it is no longer mutually beneficial.
It is also vital to communicate supply chain goals across your own organization to ensure collaboration, and that the goals are aligned with the business’s entire strategy. It is all very well having a great supply chain strategy, however, it is unlikely that it will be successfully executed and the whole farrago is effectively rendered meaningless without full team support.
According to a recent Deloitte report, ‘Supply Chain Talent of the Future’, 95% of the supply chain leaders said advanced analytics, including optimization and predictive analytics, was the foremost capability of the future and that their companies either currently use them or expect to in the future. Additionally, just 46% said they saw it as a strength today in their supply chain organizations.
Although the supply chain manager does not need to be an expert in IT, they do need to work closely alongside the CIO to make sure they are using all the technology they can to drive improvements throughout the chain, and employ staff with at least an element of IT-savvy. They need to always be on top of the next-generation of technology tools, as well as implementation challenges that are part and parcel of today’s supply chain software solutions.
4) A Risk Manager
The latest A.T. Kearney report, ‘Is Your Luck Running Out? Managing Supply Chain Risk in Uncertain Times’, found that there was a strong understanding in supply chains of the level of latent risk, yet there was a real failure to translate this recognition into a solid plan to actually deal with them should they arise. This would suggest that supply chain leaders are forgetting some of their traditional responsibilities. While this is particularly true in a global supply chain, in which there are constant risks, they now have a wealth of information coming into them, which must be analyzed within seconds and decisions made to address issues before they arise. They must also have contingency plans in place for every possible scenario allowing them to react quickly should disaster strike.
How do you script the perfect ending to an event filled to the brim with valuable mentoring, hands-on workshops, and networking opportunities? How about by rocking out outdoors to the current rock kings of Las Vegas? Come unwind on Chicago’s trendy Northerly Island with colleagues and new friends as Grammy-nominated artists, The Killers, perform hits like “Mr. Brightside,” “Somebody Told Me,” and lots more.
The up and coming band, Houndmouth, will open things up with a sound that’s informed by vintage country rock and the melodic side of indie rock. Houndmouth songs feature equal parts energetic proclamation, choruses that can’t be denied, harmonies that can’t be escaped, and rhythms that can’t be resisted.
Since supply chain management is the point of operations that not only determines distribution efficiency but also the quality of the product a customer buys, it is arguably one of the most important business areas in any idustrial facility.
In honor of Father's Day this past weekend we couldn't help but think of all the entrepreneurs out there who got to spend the day with their little ones. Of course, Father's Day isn't the one day of the year where bonds are made between parents and their children. With summer right around the corner what better way to spend your time with your children than by teaching them what starting a business is all about? Not only will this process allow you to bond with your future entrepreneur, but an exciting way to encourage creativity and confidence, too!
1. You Can’t Get a Loan if You’re Denied by a Traditional Bank
Although, this may have been true during a point in time when your traditional brick and mortar banks were the only financing option available to businesses, that certainly is not the case today.
Big banks tightened up their lending standards, after the financial crisis in 2008, making it nearly impossible for new entrepreneurs to get the financing they needed. Luckily, that financial void was quickly filled with a new group of alternative lenders, who now give small business owners more financing options than ever before.
2. You Have to Have a Perfect Credit Score
While your personal credit score will be weighted pretty heavily if you're applying for a traditional bank loan, the banks are no longer a small business owner's only option. Thanks to these many other options available, a less-than-perfect credit score won't completely ruin your chances of getting the financing you need.
Although almost every lender still considers your credit score before approving or denying your loan application, they often have more lenient standards. Today many lenders even prefer real-time data to your credit score—they consider your business checking account, Amazon Sellers account, QuickBooks, and the like.
The credit score does, however, still remain one of the most important factors in most loan applications. If your credit score is on the lower end, you should always take the steps necessary to improve it right away.
3. You Won’t Be Able to Get a Small Loan
Since the underwriting costs are the same to the lender, regardless of the loan amount, smaller loans mean less of a return. This means banks don’t consider the costs to be worth it and, typically, aren’t interested in these smaller loan amounts.
However, thanks to the Small Business Administration, getting a loan is no longer a problem for business owners who have low capital requirements and don’t need a lot of money. With their Microloan program in particular, the SBA offers loans for as little as $500 to $50,000. Interest on these loans range from 8 to 13%.
Thanks to similar programs such as this, if you need a small amount of working capital to pursue a business opportunity, you have more options than ever.
4. It Takes a Long Time to Get a Small Business Loan
Receiving the financing you need for your business does not have to be a long, drawn out process. Your business could receive funding in as little as two days by finding an alternative lender online and filling out a loan application within minutes. Often times convenience comes with higher fees, but waiting for funding is the last thing you'll want to do if you’re looking to grow your business quickly, or need money in a pinch.
Many times how quickly you can get a loan depends on the type of loan you’re evaluating. Fast cash is expensive cash, so if you need money fast, but want to see if you can qualify for a lower-cost, longer-term product, make sure you’re coming to the table with your financial information completely prepared.
Although these myths were once true, alternative lenders have changed the lending game for small business owners as a whole. Now it’s much easier for entrepreneurs to get the funding they need in faster times than ever before.
There are two questions to focus on when considering the adoption of the cloud: 1) The question of when and 2) Why you should, not why you shouldn't.
Many enterprises that have followed the “if it ain’t broke, don’t fix it” model now confront the end of support, while others are beginning to wonder about the value of paying for support and maintenance if they’re not getting the advantages of product upgrades because of how disruptive it may be to the business. Facing an expensive and time-consuming upgrade that’s going to bring little in terms of real value, they’re moving to the cloud.
Many enterprise businesses find themselves competing with smaller start-ups, who have a significant advantage in not being held back by pre-Internet software. In order to compete they need to be able to adopt new business models quickly, whether that’s a product company launching a services business, new pricing structures or new markets. This would require a more flexible system that can adapt to these new models more quickly and cloud ERP meets that need.
Evolving customer expectations are also imposing change on enterprises. We’re seeing strong signs of this in retail and wholesale distribution, where B2B buyers are seeking the same sort of experience they get in the B2C world. While legacy systems built in the ‘90s are not equipped to handle this change, flexible, cloud ERP is.
For enterprises looking to grow through acquisition, the difficulties associated with onboarding a new company make cloud ERP an attractive alternative.
Daymond John has sure come quite a long way from taking out a $100,000 mortage on his mother's house and operating in the basement. An entrepreneur in every sense of the word, John is now the founder and CEO of FUBU - "For Us, By Us" - a much-celebrated global lifestyle brand, as well as the founder of Shark Branding, a marketing firm that offers advice on how to effectively communicate to consumers through innovative means and connects brands with the world’s top celebrities for everything from endorsements to product extensions. A pioneer in the fashion industry with over $6 billion in product sales, he is an award-winning entrepreneur, as he has recieved over 35 awards, including the Brandweek Marketer of the Year, Advertising Age Marketing 1000 Award for Outstanding Ad Campaign, and Ernst & Young’s New York Entrepreneur of the Year Award.
Let's start with the basics: CRM, also referred to as “customer relationship management”, is a piece of software that allows you to -- you guessed it -- manage your relationships with your customers. If you're running a business, no matter any size it may be, you likely need a customer relationship management solution. Why? You love your customers with all your might. You take notes on every phone call and you send them AMEX gift cards at the holidays. Heck, maybe you even keep track of their birthdays!
So you're busy. You're running a million miles a minute and it's all too easy to let your interns take a back seat in your day-to-day operations. You feel as though you don't necessarily have time to sit and train/mentor your interns, especially on things you expect your employees to already know.
However, not establishing a relationship between you and your intern might cause you to miss out on a HUGE opportunity!
Just as an internship is an asset to the intern, each potential employee is as much of an asset to your business. Be sure to take the time to set them up for success and experience company growth in ways you can't even begin to imagine.
A powerful Business management solution and Business Intelligence (BI) are the perfect combination for growing mid-sized enterprises.
So, what is Sage Live? Sage Live is an integrated, cloud-based accounting solution built right on the Salesforce App Cloud. And we’re not exaggerating when we say it’s a game changer for accountants like you—and your clients.
At this webinar, you’ll learn that Sage Live is…
"With its easy-to-follow navigation, robust reporting, and unusual pricing model, Acumatica is a good choice for growing small to midsize enterprises"
Looks like Friday the 13th was quite an exciting day for browser-based ERP solution, Acumatica, as they were announced PCMag Editors' Choice award winner in the small to midsize enterprise (SME) general ledger accounting space.
*** Updated Content - September 2019 ***
QuickBooks has been the go-to financial software for small businesses for years! However, as these small businesses grow they begin to discover the inadequacy of this financial software. Users might find that this financial management solution has many limitations to several processes businesses use to supplement their growth such as insufficient visibility to data. Often times businesses need to add multiple systems that do not integrate well with each other in order to complete many of their day-to-day operations.
Learn how with integrated e-Commerce, credit card processing, sales tax compliance, supply chain and customer service solutions.
Last month we announced founder and CEO of Virgin Group, Sir Richard Branson as leading keynote for Sage Summit 2016 this summer in Chicago...
This morning we are thrilled to announce the line up for the remaining keynote sessions! From Hollywood actors turned tech-savvy business people to ABC's Sharks and influential girls who giggle, the list is STACKED with thrilling speakers for business people of all walks of life!
A manual sales tax process can affect the very well-being of your business. Not only is the process time and resource intensive, it leaves your business vulnerable to costly audits and fines. When you find yourself in a tax emergency (or if the process is just too cumbersome to sustain), don’t panic.
The webinar will offer six simple steps to perform CPR
— Calculation, Product taxability and Returns —
and you’ll be on your way to tax pain recovery and less risk.
On March 29th you’ll learn:
NonProfitPlus, powered by Acumatica CloudERP, recently the launched a cloud based non-profit accounting suite thanks to the flexible cloud technologies available from Acumatica.
Sage recently announced a global distribution platform called the Sage Marketplace to help Independent Software Vendors (ISVs) sell add on components integrated with Sage Global Products, beginning with Sage One and Sage Live.
This new email marketing solution is in addition to the existing SwiftPage based Sage E-Marketing integration and offers customers an additional choice to meet their email marketing needs. So in this article, we take a closer look at what MailChimp is, how it works with Sage CRM, and why you should take notice.
Last week in Orlando, Acumatica Cloud ERP kicked off its FY2016 in front of a packed audience of both partners and customers at the sixth annual Acumatica Summit.
Several milestones were mentioned during CEO Jon Roskill’s opening keynote but his confirmation that Acumatica Cloud ERP had once again achieved triple-digit revenue growth in 2015, was reportedly the most celebrated.
"Acumatica is founded on a vision to provide small-to-medium
sized businesses with a business management solution
that is easy to use and accessible from anywhere.
We are committed to helping accelerate business growth.”
-Jon Roskill, CEO
Avalara, an authority on sales tax for Sage 100 and Acumatica, hosts a weekly showcase of what they consider to be "wacky tax" laws. This week they ask the tough tax questions involving our old junk food-harboring friend, the vending machine.
Acumatica Cloud ERP has already established itself as an intuitive offering for businesses that sell warehouse inventory (namely distributors and manufacturers) but a recent announcement from the organization reveals it has gotten even better with the addition of a Planning & Forecast Module.
Tax automation software probably is not something the average consumer thinks about while making online purchases, but it caused a bit of frustration for e-commerce shops last weekend. Although the Thanksgiving holiday is usually a few days of rest and reflection for companies nationwide, this year the engineers at Avalara were frantically busy.
Until fairly recently, business intelligence (BI) was exclusively utilized by large enterprise organizations with large budgets and serious data-analysis capabilities. Thanks in large part to the cloud computing revolution, powerful BI capabilities are now available to virtually any business regardless of size allowing small and medium-sized businesses (SMBs) to gain powerful insight without the deepest pockets.
The customer relationship is one of the most important aspects of a business. The better your business can manage customer relationships, the better chances you have to provide true value that leads to more revenue and SUCCESS!
The use of the cloud has become so integral to every day life that millions of people and organizations around the world rely on cloud services for just about everything. From social communication and GPS to document management and CRM, nearly every facet of life engages in the cloud and this is a reality that is not going away any time soon... but when did this shift start?
Credit to its millions of users worldwide, Excel has become the go-to tool for handling basic small-business accounting tasks. While spreadsheets can be useful for a startup, they inevitably become cumbersome and detrimental to growth when managing financial data for a thriving organization.
Happy New Year tech fam!
What a way to kickstart 2024 - we are so proud to announce that our...
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