Scaling New Heights® 2020 Sponsors At-a-glance # 6

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Scaling New Heights 2020 is being held November 8 - 11, 2020 in Orlando with both on-premise and remote (virtual) experiences. Insightful Accountant is providing our readers with vignettes about each of the conference sponsors between now and the start of the conference.  Each articles' sponsors have been randomly selected in no particular order or ranking, but they are listed in alphabetical order within each article.

Brandow Consulting not only performs an average of 10 Major Inventory Projects per year, but they also assist numerous ProAdvisors and their Clients with complex inventory situations and software requirements. They specialize in Fishbowl Inventory, Locate Inventory, Cin7, MISys Manufacturing and QuickBooks Enterprise Advanced Inventory, as well as Method:CRM integration and a variety of other add-on solutions for QuickBooks and these other inventory software.

Lance Brandow, the founder of Brandow Consulting, began his inventory software career working at Fishbowl Inventory from 2006-2009 as a support technician and trainer. For roughly three years Lance worked with Woodard Consulting on Fishbowl implementations, and then in 2012 he started Brandow Consulting continuing to do work for Joe Woodard on a consulting basis along with a number of other ProAdvisors. Having started his education in Method CRM while working with Woodard, Lance continued to evolve his own practice in both Fishbowl and Method implementations.   

A Utah Valley University graduate in Business Management, Lance has been called a "flawless worker" and "an absolute expert in all things Fishbowl" by some of his many satisfied clients, and been previously recognized as as the premier Fishbowl consultant in the USA. Lance is also a noted instructor in small-business process consulting and SQL databases, as well as inventory accounting and process management. He also happens to speak Japanese and is a skilled carpenter as well.

Kendra Tate and Aaron Thevarajah balance out the rest of Lance's team. Each brings a variety of skills and specializations ranging from API integrations and custom reporting, to Method:CRM design and database configuration.

If you are needing an inventory mentor, or someone to assist you with a complex inventory requirement, or perhaps even a coach to bring you up to the level of 'inventory expert' in Fishbowl, Locate, MiSys, or QuickBooks Enterprise Advanced Inventory, you should explore the Brandow Consulting website for more details and then give Lance a shout "cause he really knows his stuff."

CPA Site Solutions is a provider of websites and online marketing solutions to  community-based financial professionals. In addition to innovative custom websites designed to attract and engage new clients, CPA Site Solutions offers online marketing, secure portals, virtual office tools, and more, to help bookkeepers, accountants, CPAs, and financial advisors retain clients and grow their firms.

Whether you’re looking to increase referrals, attract new clients, update your firm’s branding and online reputation, improve client loyalty, and more – their all-encompassing solutions are created by experts and proven to deliver a higher return on your investment.

  • Unforgettable first impression online with a website that looks great when viewed on any device.
  • Websites that convert site visits into clients.
  • Clients using their SEO solution see a ROI in excess of 300% as a result of climbing to the top of search rankings.
  • Increased website traffic and customer acquisition resulting from paid advertising placements.
  • Their 'Social Media for Accountants' builds Brand and increases referrals for your firm.

If you have been looking to enhance, change or totally re-imagine your brand or website, begin by taking a look at CPA Site Solutions.

With Everee’s full service payroll platform you will experience pain-free payroll for you, and faster paydays for your team. HR and payroll software isn’t known for being easy to use. Everee is changing that, their platform has all standard features of a payroll system, plus innovative experiences to save you time.

  • Flexible payday choices with Pay Your Way
  • Mobile app for reviewing and running payroll
  • Embedded time clock for easy approval and reconciliation
  • Simple manager verification to avoid costly mistakes
  • Automatic payroll runs and easy file exports
  • Complimentary implementation support

With Everee’s Pay Your Way, you’ll improve employee retention and attract new talent while cutting out all the time-consuming work that comes with a two-week pay period. All-in-one platform also includes:

  • Easy employee onboarding
  • Unlimited payroll runs and choose any payroll cycle
  • Secure employee HR document storage
  • HR to payroll automatic data sync
  • Payroll reminders and notifications
  • Automated Federal, State, Local and Unemployment Insurance withholding tax payments and filings
  • W-2s and 1099s
  • Same-day ACH direct deposits
  • HR document templates

Managing HR shouldn’t be so much work it distracts businesses from running their business. That's why Everee's HR advisors are available to make it easy.

So, if Everee sounds like the Payroll and HR alternative you have been looking for then head on over to their website for more details.

We will make sure your goods get from anywhere to everywhere!

Otto Trading LLC was first established in 1992. Our two decades of experience in business has made us an expert in understanding our customer’s specific needs and providing tailor-made solutions. They are one of the most credible suppliers of Raw material, minerals and bulk cargo in the region.  They have partnerships in Chicago, Los Angeles, New York, Miami and major ports on the west – and east coast of the USA.

Services

Otto Trading offers international forwarding for our clients, dispatch service in all of 50 States across the USA. They take care of your special cargo such as soy meal, oils, sugar, salt, poultry, meat, fish including freight forwarding services to Amazon warehouses. And they have a  dedicated Amazon FBA team to handle your small or big logistics and freight forwarding needs. Otto Trading has great expertise in oversize shipments such as boats, yachts, tractors, trucks, buses etc.

Logistics

Otto Trading delivers full logistic solutions for our clients and customers. Their diverse range of logistics services includes transportation across all 50 States, organizing and booking containers in all major ports, freight forwarding and providing our clients with all necessary paperwork. And their logistics solutions are flexible in that they address all the unique needs of any customer.

Headquartered in Miami Florida, Otto Trading has a global reach and deals with some of the most advanced markets in the world. They trade across the world including Europe, Middle East, Australia, China, India, Brazil and USA.  For more details be sure to check out the Otto Trading website.

" Shogo takes care of your daily sales accounting so you don’t need to."  

Shogo is a business automation service that automatically posts your Point of Sale or eCommerce sales data directly to your accounting system every day.

Why waste time manually entering, then re-checking and reconciling your sales information?  Shogo is the de facto standard for Point of Sale and eCom accounting integration:  Saving you Time and Money. 

Shogo works in the cloud to move your data seamlessly from your Point of Sale or eCom Solution to your Accounting System, automatically, every day. Set-up takes just a few simple steps:

  1. Connect your Point of Sale or eCom solution to Shogo in just a few clicks.
  2. Select your accounting system and authorize the connection to Shogo.
  3. Map your Point-of-Sale or eCom reference data to your Accounting reference data in Shogo.
  4. Once you are all set-up, Shogo syncs your sales to your accounting system each morning automatically.

For more details see the Shogo website, or sign-up for their free trial.

It’s more important now than ever for businesses to know their customers, grow repeat sales, and manage A/R collections.  Tally Street analyzes invoice-related data to uncover customer stories, help you make better decisions, and anticipate problems before they happen.  The data, insights and recommendations are sent directly to you and your advisor via email and through the Tally Street dashboard.

Acquiring new customers is important to growth, but retaining customers is critical to the survival of businesses that depend on repeat sales to the same customers. Manually compiling the sales data needed to track these metrics and discover opportunities used to take hours every month. But with Tally Street it’s automatic.

Late payments hurt. Writing off customer debt is painful. With Tally Street you will speed up conversions to cash and lower risk using customer insights that more smartly prioritize accounts receivable collection efforts.

The Tally Street virtual analyst will save you as a 'trusted advisor' hours every week by auto-compiling your clients’ detailed sales and cash collections data into reports and results you can use. That allows you to spend more time helping your clients understand and act upon insights.

Tally Street works with QuickBooks Online, Xero and Sage Intacct. All of these connections take just a few seconds to link-up and configure. For more insights into what Tally Street can offer you as an advisor, or your clients, head on over to the Tally Street website.