• Deciding to upgrade your existing ERP software or to implement a new ERP system is a major undertaking, but it can be successful if you follow best practices. Here are some of the most important best practices to keep in mind: Develop a project management plan – ERP implementation processes should concentrate on project management as […]

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  • For the non-profit community Acumatica has partnered with Nonprofit Plus (NPP).  If you work with grants or restricted funds, you should review the features available in this package.  NPP was designed and implemented as a fully integrated addition to Acumatica.  This means you don’t have to log out and go into another system hoping it’s […]

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  • You’ve heard this phrase before?  Everyone has, repeatedly.  This story will explain one of many examples of how process reviews have eliminated this statement.  This is a tale of an organization which has been around for decades, operating before computerized systems, with staff who worked in the same role since everything was done on paper.  […]

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  • Data safety is a common concern for today’s businesses—and it should be. Combatting such data disasters is challenging, but it is possible. It all begins with implementing a secure and comprehensive ERP solution. But businesses have a choice to make. Should they select an on-premises or a cloud-based ERP solution? Which is the safest home for their data? […]

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  • Too many of our partners are running into situations where they are overwhelmed with things that need to be done.  Need to clean up old accounts, or balance a checkbook that someone let get WAY out of control.  How about that recent new hire that walked in to find all “standard” processes are not being […]

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  • Spends less time running reports, managing grants and all the various required accounting responsibilities for your organization, so you can focus on your mission and strategic planning. CAI Dynamics can help support your Not for Profit organizations with essential integration and reporting on mission critical, software, membership, donor and event packages.  Integrating this data across […]

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  • How you take your coffee may affect its taxability   When researching my favorite beverage for National and International Coffee Days (Sept. 29 and Oct. 1), I discovered that coffee hyped up goats in ninth century Ethiopia and was dubbed a “bitter invention of Satan” by 17th century Christian Italians. This was unexpected. Still, the […]

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  •   2017 Mid-Year Sales Tax Changes Dealing with change is standard operating procedure for many companies: employees leave and are hired; new products are introduced and old ones phased out; there are booms, and there are busts. On top of all that, companies need to account for sales and use tax changes. Significant changes in […]

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