QuickBooks Professor

Who we serve

Mid-market companies that

• have outgrown QuickBooks Pro and Premier
• use QuickBooks Enterprise already, but need to reduce double work and confusion
• use Peachtree, MAS90/200/500, Great Plains, Unix-based or DOS-based custom applications, but want to return to robust QuickBooks functionality: ease of use, comprehensive reports, and dramatically reduced total costs of ownership

What makes us unique

• A holistic approach - we solve the end-to-end problem, whatever it takes
• We are software specialists (not Accountants or CPAs - you already have those, and we'll work with them)

Typical problems we solve

• Complex data conversion from legacy systems
  
• Multiple company reporting using QuickBooks, ODBC and Crystal Reports
  
• Inventory management
• CRM (Customer Relationship Management)
• EDI (Electronic Data Interchange)
• POS (Point of Sale)
• Website integration (orders show up in QuickBooks, customers log in to see status)
• Plumbing: seamless data sharing with Unix, AS-400, etc.

Custom Solutions

If you are unable to find your desired functionality using off-the-shelf products from the Intuit marketplace, we can develop custom solutions. Our platform is OpCenter, detailed below and on www.opcent.com

OpCenter

• Is a mission critical system - always on, fast, and scalable
• Encompasses all operational facets of the organization
• Is intuitive, enabling employees to become effective in minutes, not hours
• Ensures employees access everything they need while maintaining security
• Gives owners a dashboard view of the company, with drill-down capability

• Maintaining multiple QuickBooks files
• Managing and monitoring complex long-term projects
• Storing all types of documents, and accessing them wherever needed
• Setting unique workflow rules which the system adheres to
• Integration with EDI (Electronic Data Interchange)
• Integrating complex data feeds
  

Dashboards enable a 360 degree view

• Finance Dashboard: Loans, Revenue Projections, Expense Commitments, Cash Flow
• Project Dashboard: Monitor contracts/buyouts, view progress against budget, drill down to the actual transaction
  
• Customer Dashboard: Capturing web or walk-in clients; recording live interactions, phone calls or email; producing contracts; closing the sale; handling exceptions, returns and cancellations.
• Vendor Dashboard: Bidding, finalizing contracts, change orders, performance reports, payment history
• Inventory Dashboard: Items, drawings, purchase history, cross-compatibility, usage history
• Employee Dashboard: Monitor own performance and track commissions
• Payment Dashboard: Capture bills, route for pre-approval, final approval; print checks from multiple companies on blank check stock; automatically process recurring payments
• QuickBooks Dashboard: Sync with multiple QuickBooks files but update only as needed, and view financial reports from multiple QuickBooks files in one screen.

Useful for the following industries

• Construction - General Contractors managing multiple projects
• Made in China - Product sales, design, approval, bidding, shipping, EDI
• Drop-Ship - Pricing from multiple sources, customer-specific pricing, PO-to-SO tracking
• Insurance Brokers- Tracking customers to policy, many-to-one and one-to-many payments
• Manufacturing - Managing large projects, complex components, CAD drawings, cash flow