Clients First USA
Clients First knows their software, but they are also astute business people, and they really understand manufacturing and distribution in particular.
Jimmy Witcher, COO, Merrick
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‘Microsoft Dynamics AX’ Category

Clients First Selected as a “VAR Star” again for 2014

Wednesday, January 21st, 2015

2013AIWe are proud to announce that Clients First Business Solutions was once again selected for this prestige award and membership in an elite group of the top 100 VAR’s in the United States.  This is the 8th year in a row we made the list and again are in the top 20 of the 100 members.

Clients First was selected as a member of the Bob Scott’s VAR Stars for 2014, a group of 100 organizations honored for their accomplishments in the field of midmarket financial software

Members of the VAR Stars were selected based on factors such growth, industry leadership and recognition, and innovation. Selection is not based on revenue and those firms chosen represent a wide range of size and many different software publishers of accounting software.

“Each year, 100 VAR Stars are picked from the best organizations that market financial software. It is always an honor to recognize those who contribute to the development of our business,” Bob Scott said.

About Clients First

Clients First Business Solutions has been a top tier ERP VAR (Value Added Reseller) since 2003 and who’s founders each have over 25 years of industry experience.  Clients First sells, supports, implements, customizes and trains on Microsoft Dynamics AX, Microsoft Dynamics NAV, Epicor ERP, SAP Business One, Sage ERP 100,  Sage ERP X3 and Accumatica.  Clients First specializes in the distribution and manufacturing business sectors.

About Bob Scott

Bob Scott has been informing and entertaining the mid-market financial software community via his email newsletters for 15 years. He has published this information via the “Bob Scott’s Insights” newsletter and website since 2009. He has covered this market for 24 years through print and electronic publications, first as technology editor of Accounting Today and then as the Editor of Accounting Technology from 1997 through 2009. He has covered the traditional tax and accounting profession during the same time and has continued to address that market as executive editor of the Progressive Accountant since 2009.

Microsoft Dynamics ERP–Growth Statistics

Monday, March 3rd, 2014

 

The latest statistics are out relative to the overall install base, unit and percentage growth of all four Microsoft Dynamics ERP and CRM products.

This includes:

  • Microsoft Dynamics AX
  • Microsoft Dynamics GP
  • Microsoft Dynamics NAV
  • Microsoft Dynamics SL
  • Microsoft Dynamics CRM

The conclusion is hands down Microsoft Dynamics NAV is the install base leader.  It’s the most installed mid-market ERP solution in the world.  CRM often has many more users per company so although it only has 40,000 companies on it, that equates to 3 million users.  To compare, NAV has just over a million users with over 100,000 companies.

Dynamics AX has been growing steadily.  The average size and complexity of company using it and average cost of the projects makes AX a much bigger player in terms of overall revenue to Microsoft and the industry than the unit counts would indicate.  For example, many of the new Dynamics GP sales this year were because of heavy promotions selling 3 and 5 user GP systems.  AX rarely get’s installed in companies using less than 20 users.

Clearly Dynamics SL is not a growth product for Microsoft although it does fit the niche of project accounting companies well.

The details are here:

http://www.erpsoftwareblog.com/2014/03/how-many-companies-use-microsoft-dynamics-erp/

customer count 1

Making Compliance a Certainty in Manufacturing/Distribution

Wednesday, September 4th, 2013

We’ve all heard the saying about “death and taxes”, and, as the quote would imply, sales tax affects nearly every business in one way or another. Manufacturers and distributors are no exception. Even if the majority of your sales are exempt, sales tax management is still time consuming and error prone, and if not managed properly it can leave you facing unnecessary risk for a costly negative audit.

Five key areas where manufacturers face specific challenges with respect to sales tax are:

  1. Selling B2B (to resellers/retailers) – including exemption certificate management
  2. Selling B2C direct – applying up-to-date, accurate rates, rules, and boundaries on all taxable sales
  3. Use tax and input items taxability – making sure you’re accurately self-assessing use tax on products purchased based on how and where they’re used
  4. Drop shipments on behalf of retailers or distributors –  some scenarios can create nexus, and states vary on freight cost taxability
  5. Nexus creation resulting from installations/repairs – taxability and nexus creation rules around these services vary from state to state

As with the manufacturing process in general, having repeatable, consistent processes with respect to sales tax management can help ensure quality.  And the best way to establish this consistency is through automation.

Automation can help you streamline processes while becoming more accurate (and thereby reducing audit risk) by providing accurate tax calculations without the need to keep up with thousands of rate, rule, and boundary changes every year. Streamlined exemption certificate management, including digital storage and automatic transaction association, ensures all exempt sales are properly documented and keeps the sales cycle moving.  Stress-free returns processing takes away the pain of preparing forms and remitting payment.

Taxes are certain. And with states hiring more auditors and creating new legislation designed at broadening their tax base, audits are starting to become a pretty sure bet for most businesses, as well. But with a few simple proactive measures, manufacturing and distribution businesses can not only survive an audit, but can thrive by streamlining processes and freeing up resources to focus on what’s important.

To learn more about addressing key sales and use tax challenges through automation, download our free whitepaper:  Sales Tax Quality Process and the Manufacturer/Distributor.

Interested in learning more?

Upcoming webinar: Stay ahead of Sales Tax Changes

Hosted by: Avalara

On Wednesday, September 11th at 10am CDT/ 11am EST

Register today!

 

 

 

What is ERP and What Can ERP Do for Me?

Wednesday, July 31st, 2013

We’ve created a new microsite around the definition of ERP software.  It’s a site that explains how it differs from just Accounting software or something as simple as Quickbooks.  The site also specifically talks about Microsoft Dynamics AX and has links to our various video and other content including our specialties in MRO (Maintenance and Repair Organizations) as well as Food manufacturing and distribution.  The site talks about specific modules in the areas of:

  • Accounting
  • Manufacturing
  • Accounting & HR
  • Project Management
  • Supply Chain Management
  • Financials

It also discusses typical ERP costs and how to control projects.  Check it out Below and thanks to Andi Conti for her great work!

http://www.whatcanerpdoforme.com/

ERP Software

Avoid the Perils of ZIP Code-based Sales Tax Management

Friday, April 26th, 2013

Sales Tax Audits are on the Rise

While originally implemented by the US Postal Service in the 1960’s to increase accuracy in mail delivery, ZIP (Zone Improvement Plan) codes have many uses today. Not only do they help our holiday cards get delivered to our loved ones, they also connect us online with the nearest pizza delivery location and help insurance adjuster assign rates. But what ZIP codes don’t do is accurately indicate sales tax rates.

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