• Posted by FinancialZone
    • 22 August 2011
    • News

    As a one stop services solution to the trucking industry, this Midwest company provides their clients a host of complementary services such as insurance, brokerage, factoring, financing, and leasing.  Because they needed a more comprehensive way to manage the accounting and reporting for all 8 of their separate legal entities - most of which are managed using QuickBooks Enterprise - they hired FinancialZone to select and implement an integrated, web-based cross platform, multi-dimensional reporting tool.  Primary reporting dimensions being considered are Multiple Entities, Unified Chart of Accounts, Multiple Locations, Multiple Lines of Business, and Multiple Departments.  Also being considered with this project is an integrated planning tool that allow for flexible financial modeling using what-if scenarios, as well as budgeting and forecasting .

    • Posted by FinancialZone
    • 22 July 2011
    • News

    This growing non-profit organization has been assisting families in the Bay Area for over 20 years. Thanks to an increase in donor contributions, the organization seeks automation between tracking donor activities in Salesforce and booking the related financial transactions in QuickBooks Enterprise. FinancialZone will be customizing the client's managed application via Salesforce in order to integrate their donor contribution tracking and deposits with QuickBooks.

    • Posted by FinancialZone
    • 27 June 2011
    • News

    This rapidly growing Kansas IT business is on the right track - not only by providing state-of-the-art technology to its customers, but by also acting when it was time to call in the experts for some much needed QuickBooks help. FinancialZone will be guiding this client through a random state Sales Tax audit by re-configuring their QuickBooks setup, and generating specialized reports to provide information to the State of Kansas. Being prepared and having Quickbooks setup correctly is key when it comes to business taxes and financials.

    • Posted by FinancialZone
    • 22 June 2011
    • News

    An Ohio based concrete and foundation repair company brings on FinancialZone to provide QuickBooks Online consulting, training, and support that will allow them to keep track of their finances as their business grows. Realizing the need to invest in the future of their business, this was a smart step in streamlining their operations for growth.

    • Posted by FinancialZone
    • 08 June 2011
    • News

    An established massage practice hires FinancialZone to assist them in converting their existing QuickBooks Simple Start for Windows 2004 to Quickbooks for Mac 2011. Along with conversion, FinancialZone will be adding some much needed features that will improve productivity for the practice. With the owner's annual trip to India approaching, relaxation is just around the corner, especially with FinancialZone kneading out the kinks.

    • Posted by FinancialZone
    • 19 May 2011
    • News

    A well established online first aid supplies retailer has chosen FinancialZone to select, implement, and integrate an accounting and CRM system to take their business to the next level. For the last several years, our client has been using GP Dynamics and MS CRM with great struggles and mixed results. After conducting a thorough needs assessment, we selected QuickBooks Enterprise 11.0 and Salesforce.com. Along with implementing these two powerful tools, we will also be configuring bidirectional integration. We're looking forward to helping our client save money, become more efficient, and leverage existing data to obtain more customers and sales.

    • Posted by FinancialZone
    • 15 April 2011
    • News

    A 90+ year old candy manufacturer based in Washington state has hired FinancialZone to provide QuickBooks, CRM, and Payroll consulting solutions to streamline operations and update their existing accounting applications. This family-owned business also has some complex order management and manufacturing requirements, thus we will be considering various 3rd party manufacturing applications.

    • Posted by FinancialZone
    • 04 April 2011
    • News

    A Florida based electrical engineering and systems integration company selects FinancialZone to perform QuickBooks data analysis to help them determine whether a former employee/owner committed suspected fraud.

    • Posted by FinancialZone
    • 25 March 2011
    • News

    An online retailer of remote controlled helicopter kits and accessories hires FinancialZone to help them select, procure, implement, and train staff on a QuickBooks Accounting solution. It's a rapidly growing, global company with 20+ employees that has been around since 2005. Due to their rapid growth, they have run most of their accounting through their e-commerce platform and Excel spreadsheets. We are excited to help them streamline their processes and get more reliable and timely information.

    • Posted by FinancialZone
    • 25 March 2011
    • News

    A rapidly growing online retailer of premium skincare products chooses FinancialZone to help them configure QuickBooks Enterprise solutions, so that they can more effectively manage inventory, payables, and generate reliable financial reports. This online store was started by a prominent plastic surgeon and is based in Miami.

© 2018 Financial Zone, Inc. All Rights Reserved.