Business & Financial Management Guides

Click on the items below to view our collection of educational guides on operations efficiency, business strategy, and financial management.

Financial Planning with your ERP System

How To Drive Companywide Continuous Planning Initiatives

Perhaps the biggest lesson to come out of 2020 for businesses was the value of constantly assessing operating conditions and adjusting plans in response to changing market realities, but how do you take that knowledge to assess and reassess plans at any time.

The Data Driven CFO - NetSuite

The Data-Driven CFO

Businesses have experienced seismic operational shifts over the past few years. Supply chain issues, talent shortages and demand fluctuations now look increasingly like ongoing, long-term challenges. In 2019, history was a reasonable indicator of future success. That’s no longer true, so how do you reimagine your KPIs?

8 Actions to manage inflation

8 Actions To Manage Inflation

As consumer prices and global energy costs edge ever higher, it’s become clear that this bout of inflation isn’t transitory. We’ve assembled eight steps for business leaders looking to not only weather this inflation surge, but set themselves up for success in the new normal of costs.

QuickBooks to NetSuite

8 Signs QuickBooks is Holding your Business Back

As an entry-level accounting system, QuickBooks is a logical choice for small businesses and entrepreneurs looking for an easy way to track basic finances. And it works—until it doesn’t.

QuickBooks Hidden Costs

The Hidden Cost of QuickBooks

For most businesses, QuickBooks offers a functional, entry-level accounting system that can meet their early needs. But with growth comes the need for a more sophisticated accounting system and stronger financial and inventory controls.

Limitations of QuickBooks

Empowering Growing Companies to Reach Beyond the Limitations of QuickBooks

For most businesses, the key to growth and success lies in greater transaction volumes and speed. But with that volume also comes a need for more complex accounting systems and stronger financial controls.