Category Archives: Domestic Business

Migrating from SagePro ERP to AccountMate: Data Conversion is Smooth and Secure for Card Imaging

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In the fast-paced world of plastic card printing systems, Card Imaging has stood as a prominent leader since its inception in 1984. With over three decades of experience, Card Imaging has consistently delivered cutting-edge solutions in secure card printer/encoders, materials, software, and printing services. Boasting a customer base that spans across the United States and beyond, this Chicago-based company has cemented its reputation as a go-to source for identity credentials that prioritize both security and convenience.

The Challenge: Embracing Change for Progress

After years of relying on the outdated SagePro ERP (formerly known as SBT Accounting Systems), Card Imaging faced a pivotal challenge. The aging SagePro software, which had been instrumental in their operations, could no longer keep up with the demands of modern technology. Frequent crashes had a detrimental impact on employee performance and overall system efficiency. Recognizing the need for change, the President of Card Imaging, Bill Rajki, sought a seamless transition to a new mid-market accounting solution—one that could foster growth without hindering their day-to-day operations.

The Solution: From Obstacle to Opportunity

A seasoned professional, with a track record of success in converting data from SagePro to AccountMate Software, stepped in. His expertise proved pivotal in guiding Card Imaging through this crucial transition. This type of thorough understanding of both systems and commitment to problem-solving earned the trust of Bill Rajki.

The decision to embrace AccountMate Software came with the promise of a highly customizable and adaptable platform. The conversion process, which initially seemed daunting, was efficiently executed within a mere two weeks. With a focus on retaining process efficiency and streamlining operations, the new system proved to be an optimal match for Card Imaging’s evolving needs.

The Result: A New Era of Confidence and Efficiency

The transition to AccountMate Software has paid off immensely for Card Imaging. All employees, across departments ranging from repair to accounting, confidently carry out their tasks using the new system. The once frequent crashes and disruptions are now a thing of the past. According to Bill Rajki, “There’s never a hitch. Never a hiccup. The AccountMate product is solid and always in balance.”

Card Imaging’s success story is a testament to the power of embracing change for growth. With AccountMate Software and the support of Accounting Software Advisors, Card Imaging has not only resolved their technological challenges but also paved the way for future expansion. The seamless conversion process has set them up for success, and their partnership with AccountMate continues to ensure that their financial operations remain efficient and reliable.

Read the full case study.Want to speak to one of our highly-skilled business professionals about what AccountMate can do for your business? Contact us now or call 707-774-7537.

Large Chipper Manufacturer Achieves Record Sales Aided by AccountMate CRM

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Starting with a mere six employees in 1983, Bandit Industries, Inc. swiftly rose to prominence with the introduction of its iconic Brush Bandit Chipper. Today, the company’s cutting-edge equipment serves professionals across diverse industries, including tree care, logging, recycling, and more. With over 180 dealer locations worldwide and a workforce of 400, Bandit’s commitment to innovation remains unwavering.

The Challenge: Scaling and Complexity

As Bandit’s popularity soared, so did the complexity of its operations. The company faced challenges in managing rapid market expansion, increased sales, and maintaining efficient record-keeping. The existing system lacked real-time information and consistent financial reporting accuracy, causing inefficiencies. Multiple databases resulted in duplicated entries and hindered visibility into customer transactions across departments.

The Solution: The Power of Integration

Bandit teamed up with an AccountMate Business Partner to revamp its systems. The company implemented AccountMate’s SQL accounting system and, subsequently, AccountMate’s CRM solution. This shift enabled the integration of accounting and customer relationship management, paving the way for real-time automation and advanced reporting.

  1. Real-time Customer Management. The newly integrated CRM solution empowered Bandit employees with immediate access to current and historical customer information, enhancing account management and enabling exceptional customer service.
  2. Streamlined Processes. The CRM solution streamlined internal processes, boosting company-wide collaboration and information sharing. By eliminating duplicated entries, Bandit optimized efficiency and productivity.
  3. Comprehensive Reporting. With AccountMate CRM, Bandit gained access to a plethora of standard reports for monitoring productivity, performance, and growth opportunities. Accurate data capture facilitated insightful analysis and forecasting.
  4. Elimination of Manual Work. The system eradicated manual spreadsheet creation and management, offering automated processes for warranty claims and other essential tasks. This automation improved efficiency and customer satisfaction.

Empowering Growth and Innovation

By embracing AccountMate’s integrated solution, Bandit Industries experienced remarkable results like record-breaking sales, enhanced customer relationships, increased efficiency, and better decision-making. Access to comprehensive reports and data analysis provided insights into business operations and identified growth opportunities.

The Bandit Industries and AccountMate collaboration demonstrates how innovative technology can reshape businesses. From humble beginnings, Bandit’s dedication to customer success, paired with the power of a streamlined CRM system, propelled the company to new heights. The case study underscores the importance of integrated solutions, data-driven decision-making, and the potential for technology to revolutionize customer relationship management, ultimately shaping success in today’s competitive market.

Read the full case study.

Want to speak to one of our highly-skilled business professionals about what AccountMate can do for your business? Contact us now or call 707-774-7537.

10 Benefits to Managing Payroll In-House

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While outsourcing payroll management can be beneficial in certain situations, the value of keeping payroll management in-house lies in the greater control, security, customization, and flexibility it offers. With a dedicated internal team, businesses can ensure accurate, compliant, and efficient payroll processing while contributing to the organization’s long-term success.

Managing payroll in-house has several benefits including:

  1. Cost Savings. In-house payroll allows you to avoid potential hidden costs, such as fees for making changes or running additional reports.
  2. Data Security and Confidentiality. Reduce the risk of data breaches or leaks that might occur when sharing sensitive data with an external provider.
  3. Customization. Implement specific deductions, benefits, and compensation structures that align with your company’s policies and workforce composition.
  4. Real-time Access. Immediate access can be beneficial for addressing inquiries from employees, management, or regulatory authorities without relying on third parties.
  5. Timeliness and Control. Ensure that payroll is processed accurately and on time, which can contribute to employee satisfaction and morale.
  6. Compliance and Regulations. Managing payroll in-house gives you more control over compliance with labor laws, tax regulations, and other relevant rules. This reduces the risk of errors and non-compliance.
  7. Integration with Other Systems. Integration streamlines data flow and reduces manual data entry, potentially reducing errors and saving time.
  8. Training and Expertise. This can be valuable for addressing complex situations, handling employee inquiries, and ensuring accurate calculations.
  9. Flexibility. Adapt to changes in your organization’s structure, employee benefits, or compensation plans without relying on external parties to implement these changes.
  10. Long-Term Investment. The organization can develop a deep understanding of its payroll processes, allowing for continuous improvement and optimization.

Ultimately, the decision between in-house and outside payroll management depends on factors such as the organization’s size, complexity, available resources, risk tolerance, and the level of control it desires over its payroll processes. It’s important to carefully assess these factors before determining the most suitable approach for managing payroll.

Not sure how to get started? Contact us now or call 707-774-7537. Unlike most accounting software companies, we run our own company on our software, including payroll; we have a vested interest in making the product work properly.  We even test early versions of our software in-house to assure that it works when it’s released.  We are truly invested in the product’s functionality.