teamtag.net

teamtag.net

• 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

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

teamtag.net

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

• Backward-looking

teamtag.net

• Backward-looking

• Islands of data across function-specific

applications.

― No broad range of functionality

―No integration capability

teamtag.net

teamtag.net

• Backward-looking

• Islands of data across function-specific

applications.

― No broad range of functionality

―No integration capability

• Version-lock due to customizations

teamtag.net

• 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

• 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

teamtag.net

• Cloud-based

―Using a browser, any device, anytime,

anywhere

• Broad functionality

• Integrate-ability (APIs)

• Customize-ability (no version-lock)

• Subscription-based

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

• FORWARD-LOOKING

―Dashboards that provide actionable info

―Real time data

―Alerts & Workflow

Customers

• 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.

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

teamtag.net

• Demo of Dashboards

• Demo of Automated Reports

• Demo of Audit Trail

• Demo of GL Impact

• Demo of Month-End Tool

teamtag.net

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.