Category: accounting professional

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Your Clients Don’t Need More Software. They Need Better Business Outcomes.

Accounting professionals spend a lot of time thinking about technology inside their own firms. They automate repetitive tasks, modernize workflows, and try to help their teams get more done with less friction. That matters. But it is only half the opportunity.

You already understand how our clients’ businesses work. You see the financial information, the reporting gaps, the approval bottlenecks, the internal controls, and the places where people are holding a process together with spreadsheets, email, and sheer memory. That perspective puts accountants in a powerful position—not to become the client’s IT department, but to help connect technology decisions to real business results.

Start With the Problem, Not the Product

Too many technology conversations begin with a product demo. I think that is backwards. Before anyone starts comparing applications, we need to understand what is actually getting in the way.

Where is the same information entered more than once? Which reports take too long to prepare—or arrive too late to be useful? What work depends on manual follow-up, email, spreadsheets, or one employee’s memory? Where do errors, delays, and approval bottlenecks keep showing up?

Those questions open the door to much better conversations. The answer may involve document management, payroll, billing, expense capture, reporting, workflow automation, system integration, cybersecurity, or responsible use of artificial intelligence. But the category of software is not the starting point. The business problem is where you start.

Match the Solution to the Client

A solution can be technically impressive and still be completely wrong for the client. Cost matters. Complexity matters. Existing systems, staff capability, security requirements, available resources, and risk tolerance all matter. The goal is not to recommend the newest tool. It is to recommend an appropriate tool that the client can realistically adopt, manage, and use.

This is also where scope and trust become critical. Accountants should be clear about where advisory guidance ends and implementation begins. When a project requires deeper expertise in integration, cybersecurity, configuration, or deployment, bring in qualified specialists. That is not stepping away from the client relationship. It is protecting it.

Start Small, Assign Ownership, and Measure

Big transformations sound exciting. They also carry big risk. A better approach is to identify one meaningful problem, define the result you want, and create a focused improvement initiative.

Give the initiative an owner, a realistic timeline, an approved budget, appropriate access controls, staff training, and a clear way to measure success. Then look at the results: Did it save time? Reduce errors? Speed up reporting? Improve visibility? Remove a recurring frustration? If it delivered the promised improvement, build from there.

This Is Where Accountants Can Create More Value

Clients need more than efficient accounting. They need better information, stronger processes, fewer handoffs, and technology that helps the business run better. Accountants can help them get there because we understand both the numbers and the operations behind them.

Do not start by shopping for software. Start by asking one client where work consistently slows down, gets duplicated, or depends on manual follow-up. Define what better looks like. Solve that problem well. Measure the result. Then take the next step.

Your clients deserve technology that works as hard as they do. Partner with Noobeh to build an IT foundation they can count on.

Make Sense?

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Beyond the Books: Why Accountants Must Become Technology Advisors

When we created a hosting model for QuickBooks Desktop in the early 2000s, the promise was bigger than remote access. Yes, accountants and bookkeepers could work with client data anytime, keep the books current, and collaborate without the usual barriers of time and distance. But convenience was never the ultimate goal. The real opportunity was to use that closer connection to give business owners better advice—and help them manage and grow stronger companies.

Thousands of accounting and finance professionals eventually embraced online working models. Hosting services—and later, cloud-based applications—helped QuickBooks ProAdvisors and bookkeepers serve more clients far more efficiently than traveling from office to office ever could.

Somewhere along the way, however, the focus stayed on bookkeeping efficiency and accuracy. Those things still matter, but more of that work is rapidly being handled by automation and AI. Small and growing businesses need something more valuable: guidance on how to govern information, streamline workflows, and implement solutions that support the entire operation—not just the finance function.

The technology has caught up with that vision. In the early days, hosting was cumbersome and expensive because providers had to build the platforms themselves. Today, public cloud platforms such as Microsoft Azure give small businesses access to agility, security, and scalability without an enterprise-sized price tag. Modern ERP solutions such as Microsoft Dynamics 365 Business Central can also replace legacy accounting applications burdened by bolt-ons, disconnected tools, and fragile integrations.

That shift makes it essential to understand how the whole business fits together. IT and accounting can no longer operate in separate lanes. Information management, security, privacy, access controls, and auditability may sound technical, but they are inseparable from sound financial management. Accounting sits at the core of any ERP system, and proper accounting treatment must guide the way integrated and add-on capabilities are designed.

Technology platforms, software, and systems exist to support business processes—and every one of those processes creates or uses data. That is where the collaborative model finally delivers on its original promise. By bringing accounting, finance, operations, and technology together, trusted advisors can help clients turn raw information into insight, identify where efficiency is being lost, and uncover opportunities for greater profitability. The profession has already moved online. Now it is time to move beyond doing the books and start helping clients build better businesses.

Ready to turn that vision into action? Reach out to Noobeh Cloud Services to explore how the right cloud, ERP, and information-management strategy can help your business modernize operations, work more efficiently, and build for sustainable growth.

bunny feetMake Sense?

J

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Unlock KPIs and Improve Reporting with QuickBooks

It is surprising how many businesses still keep boxes of 3×5 ledger cards with customer and vendor information on them. More likely than the card box, the business may be storing its essential customer billing and vendor product information in the accounting system because that is the system they have.

These growing businesses need a better system to capture more information that delivers greater detail for accounting and reporting purposes. Just as likely, the business has other information it should and possibly could be capturing but isn’t sure about what steps to take next.

When details that inform a process are not part of an integrated system, it creates greater potential for lost or inaccurate data. The larger the volume, the more difficult and error-prone managing the information becomes.  

Business needs more detailed information about… everything.

Businesses may need to track time for payroll or jobs or both, job tracking may be a requirement, inventory tracking or more detailed inventory management may all be areas for greater attention. Mendelson Consulting can help develop these capabilities by making sure the business is using the right software, and then enabling the functionality needed to support the workflow and capture more and better data.

No data means no KPIs.

More and better data means more information to fuel KPI reporting. Key performance indicators can reflect operational performance in a variety of areas and may help identify where improvements are required.

Using data from the accounting and operational systems, businesses of all sizes measure their effectiveness using KPIs to evaluate the successes – or failures – of their processes and activities.

Mendelson Consulting’s team of QuickBooks Enterprise Experts and ERP consultants provide guidance, implementation and training, and report development to get beyond bookkeeping to proper processes that result in good accounting data. Mendelson’s cloud services team – Noobeh – sets it all up on Microsoft Azure, where data connectors, data warehouses and Microsoft Fabric weave it all together.

Whether just starting out or an enterprise or franchise expanding at a national or global level, we help businesses do more with their systems and software. We understand each stage of business and how to help our clients reach their next best level.

jm bunny feetMake sense?

J

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Streamline Your Accounting: Add-Ons vs. Full Migration

Growing businesses have growing needs.  More customers, more products, more workers, more vendors. More of everything, and the need to keep track of it all comes along for the ride. With business accounting systems, one of the challenges of supporting more detailed or complex processes is the idea of changing over to an entirely different solution.

Instead of thinking in terms of migration, it is often better to preserve the knowledge, training, and data already invested in the current solution, and add on to that system to support the expanded processes or functionality.

This is a buying decision in the business lifecycle: enable new systems and processes versus a comprehensive solution migration.

In many cases, the add-on or extension for QuickBooks is a better answer than a migration to an entirely different – more expansive and more expensive – ERP solution. Part of the reason is the historical data. Another is learning.

The early years of a company are the formative years, where much learning is accomplished. Losing the fidelity of this data and the organizational knowledge that developed is losing a past that could be learned from. There is also tremendous value in the working knowledge of the team members who utilize the systems every day. Preserving any of these investments is of benefit to the organization.

Mendelson Consulting works with business owners and stakeholders who know they need to expand systems and capabilities but just aren’t sure where to begin.

Our QuickBooks Enterprise experts, ERP consultants and cloud specialists can help identify the gaps in information, processes and workflows, and identify the solutions to solve the problems and smooth the flows. From QuickBooks add-ons, extensions and sync solutions to other ERP options, we provide our clients what they need to do more and better business.

jm bunny feetMake sense?

J

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Maximize QuickBooks Performance with Proper Data Maintenance

Millions of businesses around the globe use QuickBooks software for their accounting. With an estimated 84% of the small business accounting market making the buying decision to go with it, QuickBooks has enough product momentum and functionality to support small businesses through midmarket customers.

This is a broad base of customers for any accounting product, and the continued popularity of QuickBooks Enterprise is a testament not just to the application’s usefulness, but to the large gap that exists in the space where QuickBooks Enterprise desktop leaves off and the well-known enterprise ERP systems start. 

Initially, a business will implement their accounting system to keep track of customers, vendors, items, and cash. More detailed processes are then introduced as the business requirements grow, such as tracking more specific information on the costs of certain products, or drilling into customer purchases or item sales activity to see more details. This additional data provides a much more informed basis for business decision-making but also has impacts on systems and software as the volume of data to be managed grows.

Data growth can happen in many ways. Growth can occur in the number of products or services offered, growth in the number of transactions processed regularly, growth in the dollar value of transactions, or growth in the number of employees who need access to the system. Each impacts the ability of the system to continue to support the business requirements, but not necessarily in a way that isn’t manageable.

Given enough time, a certain “density of data” will eventually be reached, causing the system to lose efficiency in manipulating the file. The business process requirements may not have changed, just the size or condition of the file and data. The file opens slower, operations slow down and processes take longer, the system crashes frequently or has errors, and the usefulness of the product is severely diminished.

Keeping the QuickBooks data maintained and in good condition will improve performance and increase longevity of the application.

Too often, businesses assume they have outgrown their QuickBooks software because it is slower or has problems when they begin using additional features. Frustration sometimes even turns to looking at changing the accounting software entirely. Yet experience has shown that many of these situations are solved with some data file maintenance and repair, and sometimes a little re-training or setup work.

Regular file maintenance and a little housekeeping can keep a QuickBooks file in good working condition for a long time.  Regular backups with a complete verification and other routines will clean up the file and help the software manage the file more efficiently. But there are limits to how much data a single QB company file can hold, so it is wise to consider starting a new file every few years, just to keep the file manageable. This in no way means abandoning any data, as previous files can be retained and available to open and view at any time. How many years of data you can store in a QB Enterprise company file depends on a number of variables, and can range from a few to many.

While QuickBooks is very easy to use compared to most accounting products that service this small/medium enterprise market, this is both a benefit and a bit of a problem. Many users aren’t really trained in accounting, they are trained in how to operate QuickBooks. Moreover, the knowledge of how to make something work in QuickBooks doesn’t always translate to either proper use or to proper accounting. Even if it is simple to accomplish something in QuickBooks, it is always wise to get a little confirmation of the setup and training on proper use.

For a QuickBooks Enterprise desktop customer, the next step up in software is a big one no matter what, and it would come with drastic change, require data conversion (or abandonment), and incur high costs in licensing, implementation and training services. If there is a good business purpose to make such a change, then it makes sense. But bearing the significant costs of change may not make sense if the problems are centered on poor housekeeping or improper usage.

Mendelson Consulting’s team of QuickBooks Enterprise experts and ERP consultants can help your company get your data file and QuickBooks operations in the condition they need to be. With data file analysis tools and numerous methods for dealing with QuickBooks data and operations issues, Mendelson provides the services businesses need to continue success with QuickBooks. And, if we find that you have outgrown what a QuickBooks-based solution can do for your business, we’ll have that conversation, too.

jm bunny feetMake sense?

J

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Software and the Business Lifecycle

Every year, roughly 4.5 million US small businesses are started. The fuel which drives the American economy, small businesses account for more than 99% of all businesses in the US. And job creation happens in small business, which means growth also happens here. Growth happens at every stage of a business if the business is moving forward. From just starting out to achieving large enterprise status, the lifecycle of a business carries with it a multitude of learning moments.

As businesses implement solutions to manage accounting and operational needs, there is often less consideration for the agility of the solution to meet changing and expanding business needs than there is for affordability and the immediacy of the implementation. Small business owners frequently adopt solutions because they fit the needs now, not understanding what may happen when the business outgrows the solution. Sometimes a product meets the functionality requirements quite nicely yet can’t handle the increasing volume. These are among the issues facing growing businesses and forcing stakeholders to make more buying decisions regarding the software supporting the operation.

Each stage of a business where functional or process requirements change drives to another software buying decision. This buying decision is most often met with angst, as considerations include not only cost, but data conversion vs re-loading, new process or system design and setup, user training, proofing the system (running parallel?) and a host of other issues, not the least of which is the business benefit to be derived.

If information is power, too many businesses are losing that power when they migrate from one software product to another.

Businesses often lose valuable historical information by leaving transactional and other detail data behind when they change from one business software system to another.  This should be an area of focus and key discussion point when any change to systems is considered.  After all, the insight and business intelligence gathered over the years was likely instrumental in helping the small business grow to become a successful big business and will continue to be important for years to come.

Maximizing a return on investment is crucial with any business expenditure, whether it is in people, processes or systems.

The selection of software to support the operation plays a most important role in finding that value return, as the software is what empowers the people, guides the processes and drives the systems’ foundation. Knowing the crucial positioning of the software selection in supporting business growth and recognizing that future changes may risk loss of valuable business intelligence, the importance of the initial selection becomes that much greater.

Mendelson Consulting will help you review your business and processes, building an understanding of what functionality needs to be supported and how the business intends to operate. For businesses looking to take the next step, we help identify where automation can improve efficiency and productivity. With that understanding, we help business owners and stakeholders navigate through the overwhelming landscape of solutions and approaches to find the right one for your business.

At every step and stage of business growth, Mendelson Consulting looks ahead to what’s next, helping our clients plan for the future.

While we don’t have a crystal ball, our experience coupled with industry and product knowledge allows us to make recommendations which minimize loss of valuable business intelligence while maximizing the ROI of the software which it informs.

jm bunny feetMake Sense?

J