SOC 1 Type 11 Reporting


Dogs of SMB Suite!

Posted by Samantha DeLaire

Jun 22, 2018

When it's bring your K-9 to work day, the dogs come inside to play!

The pups may not have given award winning service or signed any new customers, but they sure generated a surplus of laughter to be had by all!

Meet the furry characters that stole the show today at our office.

The Dream Team :

  • Devo the Whippit
  • Mary the Labrador 
  • Dallas the Vizsla
  • Kingston the Goldendoodle

Happy National Bring your Dog to Work Day! :)







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Migrating Dynamics GP to the Cloud

Posted by Frank Gerome

Jun 21, 2018

Moving Dynamics to the Cloud will allow you to provided truly integrated, anytime access to company data
  • Have financials on-demand while providing access to more users
  • Position accounting for expanded Dynamics GP functionality
  • 24/7 Live Premier Help Desk at no additional cost

Alter your Financial Reporting Model in a positive way
  • No upfront investment
  • Eliminates the burden of technology management
  • Locks in pricing with a predictable monthly fee

Grow your Business
  • Slash IT Budget and reallocate to more strategic areas
  • Avoid recruiting or maintaining staff to support infrastructure
  • Move CAPEX to Operating Expense

Benefit from the Managed Service Model
  • Lower Total Cost of Ownership per user
  • Quicker deployment with flexible scalability
  • Integrated extra layer of security that reduces risk

Take the SMB Suite challenge! 

Compare the cost of on-premise Microsoft GP vs. Cloud ERP and see why more companies are trimming their technology budget and lowering IT expense by moving their ERP to the Cloud. SMB Suite’s flexible pricing plans allow you to choose exactly what you need for a predictable and easy-to-budget monthly fee. No surprises.

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60% Discount on MS Dynamics 365 for Sales Enterprise Licensing

Posted by Samantha DeLaire

Jun 7, 2018

For a LIMITED TIME ONLY, Microsoft is providing a 60% discount on Dynamics 365 for Sales Enterprise licensing until June 29th!

Dynamics 365 for Sales Enterprise licenses are regularly priced at $95 per user.  The promotion available until the end of June is offering the discounted licensing at $38 per user license.  Subscription is renewed at the standard rate after year one. 

Below are demo overviews of the Microsoft Dynamics 365 for Sales solution.


Grow Your Business Faster

Streamline your business processes and gain insights with embedded intelligence.


Stay Focused 

Predict customer needs and provide the right solution at the right time.


Identify Leads Using LinkedIn

Identify and focus on leads who are most likely to turn into a sale.


Use Real-Time Data to Close Deals

Gain insights, understand customer needs, and close deals more efficiently.


Intelligent Onboarding

Streamline seller onboarding with real-time suggestions and contextual help.


If you are interested in learning more, we are happy to assist!



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Topics: promotional offering, Dynamics 365 for Sales Enterprise

4 Ways Cloud ERP Reduces Manual And Duplicated Tasks For SMBs

Posted by Frank Gerome

Jun 1, 2018

Many small- and medium-sized businesses (SMBs) use pieced-together spreadsheets, applications and other tools to maintain their financial information. This kind of patchwork system requires a lot of manual effort and duplicated data entry.

Fortunately, streamlining your financial processes is as simple as using a cloud ERP solution. Such all-in-one platforms are robust enough to track all the data you need without limitations. After all, it’s better to maintain one system than five, right?

Here are four ways that cloud ERP systems help to reduce manual and duplicated tasks.

  1. Cloud-based platforms are integrated: This means one system handles everything from entering an order or reporting that something’s been shipped and delivered. When you have all your invoice information in several different systems that don’t talk to each other, the risk of mistakes is significant. Maintaining many financial spreadsheets is also time-consuming. To maintain accuracy between the sheets, accountants must take multiple steps to transfer data and verify changes are made at every location. For companies that want one source of the truth or one set of numbers that’s accurate, cloud-based ERP systems are the clear choice.
  2. Quality cloud ERP systems help ensure that proper audit trails are produced in your accounting system: If someone changes something in the system — adds a figure, delete funds, move accounts around, etc. — the action is tracked. The system tells you who made the change and when the change happened. This way, when something harmful happens, you can restore an earlier version of the system and determine how the error occurred.
  3. Cloud ERP systems are great for disaster recovery efforts: If your data is in the cloud, it’s getting backed up at least every day. For companies using an on-premises solution, which are not automated to back up data, the risk for error is significantly higher. Even if these legacy systems are programed to make backups, the data is still located in the same place as your office. That’s a problem if your office is damaged or destroyed. With the cloud, data restoration can be nearly instantaneous.
  4. Outsourcing your financial processes to the cloud means you have fewer IT issues to worry about: Service pack applications and patches, virus protection, data management and application upgrades are all included in your cloud subscription costs. If you take those tasks off of your internal IT department’s plate, it can focus on core business issues rather than day-to-day maintenance tasks. Cloud programs keep your limited resources from being constrained. It allows everyone to focus on big picture revenue-generating processes.

At the end of the day, cloud services free your company to spend more time building the business, and focusing on what you do best as an organization.

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Outgrown QuickBooks? 5 Signs it’s Time to Change

Posted by Samantha DeLaire

May 25, 2018

Growing businesses often don’t realize how crucial business software is to company expansion.
This is especially true for a company’s accounting department, an area of business in which even
the most subtle increase in productivity can mean an exponential growth in workload. Today, many small to medium sized companies are using QuickBooks, a valuable accounting system for the right company. QuickBooks is a solid starting point but many times organizations struggle to
recognize when their business needs have outgrown this simple solution. To help decipher whether or not your company is ready to transition away from QuickBooks, I have identified the 5 major signs that indicate that it might be time to consider a scalable ERP solution.

1. Transactions
The number of financial transactions your company handles on a daily basis should be a good
indication of whether QuickBooks is still the right solution for you. For example, if your bookkeeper handles a few simple daily transactions QuickBooks may be your best option. If your company requires detailed revenue and expense tracking, a more robust ERP system may be a better fit to handle your growing needs.

2. Users
If your accounting department consists of 5 or more employees QuickBooks may not be the best fit for your company. Most versions of QuickBooks tend to become problematic at 5 users. Typically this much activity causes the database manager to get bogged down resulting in the disconnectionof users from their sessions. If you experience these problems, consider moving to an ERP solution like Microsoft Dynamics GP. According to a performance benchmark test Dynamics GP successfully performs at 500 users and millions of transactions, perfect for a growing organization.

3. Accountability
Growing companies need a double-entry accounting system that allows them to comply with
government regulations, industry standards, and corporate quality initiatives. Unfortunately,
QuickBooks is a single-entry accounting system meaning it doesn’t feature “audit controls.” Audit
controls keeps record of every transaction entered into an accounting system so the account
balance can be traced back to the transactions that make up that balance. Dynamics GP, a
double-entry accounting system, ensures transactional integrity by providing an audit trail for
every change or transaction. This compliant ERP solution helps management monitor and protect company assets from inappropriate use or loss.

4. Data
Eventually QuickBooks users may begin to notice a decline in performance, including a delay in
the solution’s menus and reporting functions. Most companies using QuickBooks tend to notice
such problems when the file size reaches 250 MB or when the total number of transactions
exceeds 32,000. Significant performance problems usually occur when any list (customers,
vendors, employees) exceeds 10,000. An advantage of moving to an ERP system like Microsoft
Dynamics GP is its scalability. This solution is built around Microsoft’s SQL Server database
platform enabling it to house several Terabytes of data without a decrease in performance.

5. Reporting
The simple reports available in QuickBooks may not provide you with an accurate view of your
organization. Oftentimes, QuickBooks users have customer and revenue data in supplemental
systems such as, Excel, and a CRM system. Creating a detailed report that provides you with all
the information you needed requires a lot of time spent manually entering data from one source to another. So if you discover that valuable employee productivity is being wasted on mindless data re-entry, it may be time for an ERP solution. Dynamics GP features several ways for management to gain insight on real-time financial status and operational performance. Reporting tools include Dashboards, FRx, and Management Reporter plus GP’s ability to integrate with SharePoint allowing reports and analyses to be shared across an organization.

For more information on how an ERP solution can help your business grow contact
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4 Ways Cloud ERP Systems Will Empower Your Employees

Posted by Samantha DeLaire

May 22, 2018

Empowering your employees is all about making their jobs easier and more efficient. It’s about having tools that provide them the ability to make better decisions and improve the company.

While there are a million different ways to empower your workforce, using a cloud ERP system to manage your financials may not seem like the obvious answer. But make no mistake, giving your team the power to work from home, be more productive and obtain critical information to boost the effectiveness of their decisions is absolutely empowering.

Here are four ways that cloud ERP can empower your employees to drive organizational success.

  1. Have access to better information, faster: Thanks to a myriad of reports, business intelligence tools and dashboards, every member of the company is able to have the power to make better decisions. From a management perspective, data can be captured and measured, allowing leaders to make adjustments for the future. Furthermore, managers can monitor progress in real time. This visibility is very powerful and empowers employees.
  2. Become more efficient: Companies save money when they have an all-encompassing system that has accountability and efficiencies built into the fabric of the software. For example, when companies upgrade from spreadsheets and QuickBooks to a cloud ERP offering, they are able remove the need for manual data entry and duplicate record keeping. They obtain one source of truth. The sales and marketing teams also become more efficient. With cloud ERP, they have the ability to build in predefined business processes that help them streamline the way they work. They’re able to gain more visibility into their work and are able to make adjustments when something goes wrong. Armed with powerful information, people across the entire company are more accountable for their actions.
  3. Monitor their own performance: Companies must have measures to ensure success. Cloud ERP allows employees to do regular checks — daily, weekly, etc. — to see how they’re performing on those metrics. This helps employees to make adjustments as needed to ensure they’re delivering. Without that information in users’ hands, your employees often don’t have a good idea where to make improvements. Reporting and performance measures allow them to fix what’s not working.
  4. Work from anywhere at any time: Have access to the information not just when you’re sitting at your desk in your office, but also while you’re at home or traveling for work. Being able to access your system or functional area within the system from a mobile device is changing the way — for the better — that companies interact with each other departmentally and between individuals. Companies are increasingly using remote workers and employees are looking for remote work. Gen Y employees often make decisions about working for companies based on whether they’re allowed to work remotely. If you’re interested in hiring in the Gen Y employee group, this software feature is a huge advantage. Allowing workers to telecommute is a win-win. Happy employees work more and are more productive.

Armed with a cloud ERP solution, your employees will have the reporting tools, business intelligence and real-time data they need in order to respond to critical issues with confidence. The result is better productivity for the organization as a whole and more freedom for employees to work from anywhere.


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Topics: cloud ERP

Jet Reporting with Microsoft Dynamics ERP

Posted by Samantha DeLaire

May 10, 2018

Microsoft has worked with Jet Reports to provide a free, out of the box reporting solution for Microsoft Dynamics GP and NAV users. Jet Express for Excel is an extension included with Microsoft Dynamics GP to create basic reports directly inside of Excel.  Join us to learn about the Jet family of products and the answers to our most frequently asked questions about converting from Management Reporter.

Jet Reports delivers unparalleled access to data through fast and flexible reporting and business analytics solutions that are cost effective, provide rapid time-to-value, and are built specifically for the needs of Microsoft ERP users. 

What is Jet Express for Excel?

 An extension included with Microsoft Dynamics GP and NAV to create basic reports inside of Excel. 

  • Build simple financial statements
  • Basic business queries in Excel on your desktop
  • Created in collaboration with Microsoft
  • Provides flexible reporting foundations for GP and NAV out of the box

What is Jet Professional?

 A fast, flexible financial and business reporting solution inside of Excel. 

  • Allows Microsoft Dynamics ERP users to get all the operational data they need.
  • Eliminate errors by accessing and pulling all your data directly in Excel.
  • No more copying, pasting or manually exporting.
  • Cut the cost of hard-coding and programming reports to zero.

What is Jet Enterprise?

A corporate analytics and reporting platform delivering fast, flexible dashboards and financial reports in Excel and on the web. 

  • Eliminates any need to understand the underlying data structure when viewing data inside Excel or Microsoft Power BI.
  • Provides accurate, governed data for one version of the truth.
  • Rapid time-to-value through turnkey installation in hours, not weeks or months.
  • Pre-built cubes, data warehouse, and dashboards.
  • Low cost of ownership – includes unlimited users and
    a drag-and-drop customization platform.

What is Jet Reports Financials?

Quickly build and run custom financial reports for Dynamics 365 Business Central, directly in Excel. Microsoft Dynamics 365 Business Central makes ordering, selling, and invoicing easier, but like all ERPs, it isn’t built to get the data out the way you want to look at it. You need to get financial reports today, from multiple dimensions and companies, in the format that works for you.

  • Achieve Instant Success
  • Build Custom Reports in Minutes
  • Real-Time Answers You Can Rely on
  • Report and Drilldown from Any Combination of Data


Register for the webinar today!

Tuesday, May 29th @ 1:00pm CST:

Jet Reporting Webinar


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Topics: Business Reporting, bi reporting

Chat more Securely with this Guide to Microsoft Teams

Posted by Samantha DeLaire

May 7, 2018

Meet the hub for teamwork in Office 365.


Microsoft Teams is a new collaboration application that helps your teams stay organized and have focused conversations all in one place.


Different departments can access and view files, notes, applications, websites and more all in one place.


There is video conferencing that allows for you to start up a meeting right then and there.


A chat feature holds all private and group conversations to refer back to.


Get organized with a meeting feature to optimize managing your schedule.


Access files belonging to your personal OneNote and your team’s SharePoint.


You can take conversations from your desktop to your mobile device so you are always up to date.


Check out the video link below to see what Teams can do for you and your organization!


Microsoft Teams Quick Start



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Topics: Microsoft Collaboration, Microsoft Teams, office 365

Cloud ERP - Audit Ready?

Posted by Jeremy Peacock

Apr 27, 2018

We all know audits can be very painful and expensive.  You can lessen that load of burden by partnering with an audit ready service provider.

SMB Suite, through our own audit controls and external auditor attestation in place, can produce an annual report to our customers on SMB Suite’s systems, suitability of design and operating effectiveness of controls. 

By helping clients who are audited to provide a SOC 1 Type 2 report, as defined by the American Institute of Certified Public Accountants, customers may realize reduced client audit fees, improved regulatory compliance and risk mitigation with banking and merger and acquisition transactions.  

The SOC 1 Type 2 Attestation covers the processes SMB Suite follows to ensure a customer’s data is secure within our cloud environment, this would relate to security for Financial applications in the cloud.

Internal control reports verify your service provider’s system security, availability, processing integrity, confidentiality and privacy which supports customers to be audit ready.

It’s our mission to take the pain out of managing complex systems and provide customers with the security and ease of use to help their business grow.

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Topics: cloud security, smb erp, ERP in the Cloud, audit ready

Struggling with Complicated Pricing and Quoting?

Posted by Samantha DeLaire

Apr 20, 2018

If you’ve been on any industry websites or flipped through a business magazine this year you’ve likely seen headlines trumpeting the value of CPQ. But what’s all the hype about and why now? Join Vendavo CPQ Senior VP Sean Myers and SMB Suite CEO David Greer to find out:

- What *is* CPQ (Configure, Price, Quote)?

- What are the economic drivers behind CPQ’s popularity?

- How are best-in-class businesses seeing 10% revenue growth after implementing CPQ?

- How can CPQ close the gaps in your sales process?

- How does Vendavo CPQ integrate with MS Dynamics?

- How does Vendavo CPQ enhance other SMB Suite services like ERP (Business Central, NAV & GP) and CRM (Dynamics 365 for Sales & other CRM systems)?

We’ll take a quick look at how CPQ works and its relevance for your business today followed by a demo of Vendavo CPQ and its integration with CRM and ERP.


Register for the webinar today!

Wednesday, April 25th @ 11:00am CST:

Webinar Registration 


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Topics: CPQ, pricing and quoting configuration, webinar