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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Martinez, California

1330 Arnold Drive, Suite 148
Martinez, CA, 94553
Tel 866.677.6290
Fax 973.556.1539

Martinez, California

Martinez is home to our California office where we staff experts in the areas of Food Processing, Manufacturing, Distribution and Professional Services. Offering a wide range of business software including Sage 100 ERP (formerly MAS90 & MAS200), Sage 500 ERP (formerly MAS500), and Microsoft Dynamics AX, the team at Clients First California is here to help streamline your business and get the most out of your financial management systems.

Latest Updates from Clients First California

MAS90/200 User Group Meeting December 9, 2010

Tuesday, November 23rd, 2010

Preparing for Year-End and More on SMI

Our annual Year-End User Group Meetings are always a hit as we cover tips and techniques for a smooth and effective year-end processing. Learn from seasoned MAS consultants, and fellow MAS users, the inside information on how to get through the year-end with ease. 

We will also go over SMI, the replacement for FRx.  There is a lot of new and valuable information coming your way. 

As always, our User Group meetings are complimentary and designed for you – the end user.  Bring your specific Year-End issues and a Clients First consultant with review them and help you get them resolved. 

Space at this event will fill quickly, so sign up today!

Please call us at 1-888-222-8827 to RSVP.  Ask for Lisa deKat at extension 11 or Mary Walsh at extension 319.  Or email us at or  We look forward to seeing you!

Where & When

Clients First Business Solutions
399 Taylor Blvd., Suite 106
Pleasant Hill, CA 94523

Thursday, December 9th at 9:00a.m. 

The Future of FRx

Friday, October 15th, 2010

Confused about the future of FRx?

Want to find out more about Sage MAS Intelligence (SMI)?

As a means of continuous improvement to the reporting technology and changes within Microsoft, we have some exciting news for you. Sage MAS Intelligence has been introduced into the MAS family as its standard financial reporting tool.  What does that mean for you?  It means that Sage will be replacing your existing FRx licenses with Sage MAS Intelligence (SMI).  Automatic Shipment of this software begins in October.

What is SMI and how will this impact reporting?

In the short term, you will have the ability to use both FRx and SMI. Your support for FRx will NOT change.

SMI is based on the familiar Microsoft Excel application. You will be able to create reports and analyze data as before but with some additional program capabilities.  Instead of access being limited to just General Ledger, you will have access to all modules and data.  You will be able to build your reports in Excel rather than creating the report in one program and then exporting to Excel.

Sage MAS Intelligence will be available for customers on MAS90/200 version 4.4, MAS500 version 7.3, and MAS90/200 Extended Enterprise Suite version 1.4.

Again… FRx support is not being abandoned.  Support will be available during the transition between FRx and SMI.

There is a great deal of information to be shared and questions to be answered.  We have asked Debbie Hill, a Solution Engineer at Sage, to assist us in presenting this information to you.  We will be hosting two webinars to review the changes and what they mean to you.  The first session will be a general overview of the Sage MAS Intelligence and how the licensing and support are going to be handled.  The second session will be a more in depth look at Sage MAS Intelligence.  We invite you to attend one or both of these sessions.

Sage MAS Intelligence and the retirement of FRx

     Tuesday, October 19th, 2010 at 9:00am

     Wednesday, October 20th, 2010 at 1:00pm

Sage MAS Intelligence – Make it work for you!

      Tuesday, November 2nd, 2010 at 1:00pm

     Wednesday, November 3rd, 2010 at 9:00am

Please call us at 1-888-222-8827 and ask for Lisa deKat at extension 111 or Mary Walsh at extension 319 to register for these webinars.  Or you can email us at or

Look for more information on upcoming Sage MAS Intelligence Workshops in November – Please call to inquire.

We appreciate your business and want to make sure you utilize all the benefits of your product enhancements.  Please call or email us if you have any specific questions about Sage MAS Intelligence. 

Intro to Crystal Reports Class at Clients First October 27 and 28, 2010

Friday, September 10th, 2010

The next Crystal Reports Class is coming on the 27th and 28th of October at Clients First in Pleasant Hill, CA.

Subjects that will be covered include:

  • Understanding the Sage MAS90/200 data structure
  • Launching Crystal Reports – common settings
  • Creating your first Crystal Report – customer contact list
  • Understanding “joins” and “linking”
  • Creating more complex reporting with sub-reports
  • Using cross tab reports for quick analysis reports
  • Understanding how Crystal forms in Sage MAS90/200
  • Understanding worktables
  • How to modify Check forms
  • How to modify Sales Order and Invoice forms
  • Formatting fields and forms
  • Common tips, techniques, and troubleshooting

Bring a report with you to work on in class! 

For more information and registration help, contact Clients First Business Solutions, 888-222-8827 and ask for Mary Walsh at ext. 319 or email

Have a great day.

MAS 90/MAS 200 Newsletter Available Now

Monday, May 17th, 2010

The new MAS 90/200 newsletter is now available.  This issue covers three major topics — all of which we are sure you will find useful.  Topics covered include:

  • New Payment Card Industry (PCI) standards
  • Business Insights tips and tricks
  • Extended Enterprise Solutions news

You can view or download the newsletter here:


Clients First Increases Knowledge at Sage Insights

Tuesday, April 27th, 2010

We will be attending Sage Insights next month In Denver, Colorado.  Why do we think that you want to know this?  It is the annual Sage event held for all of their partners like us.  It is both a learning and networking experience that we know adds value to our practice and our clients.

Some of the benefits from attending are:

  • Finding out what is in the product roadmap – where are the products headed
  • Networking with other partners, vendors, and Sage staff and executives.
  • Attending learning sessions — over 400 sessions this year are scheduled
  • Joining in an open and candid Q&A session with key Sage executives
  • Attending the Sage Exceptional Customer Experience workshop where we explore how we can support our customers at a new level of excellence.

Attending Sage Insights is another in the many ways we at Clients First work hard to stay current in new technologies, on top of market trends and continue to be relevant and valuable to our clients.

By the way, next year’s Insights will be a first in that Sage customers as well as partners will attend.  It will be held in Washington DC in July.  We hope you can make it.  Please let us know if you have any questions or comments.

MAS 90/200/500 User Group Topics

Wednesday, March 24th, 2010

As you are no doubt aware, we hold regular User Group Meetings in our Pleasant Hill Office.  These are designed for our MAS 90/200 and MAS 500 clients — both newbies and old timers — to learn what’s new, learn tips and tricks and share their experiences with one another.

Attendees consistently give high marks for the experience and for the information they can take back to their organizations and put into practice.

We need your help, though. In the spirit of keeping the User Groups focused on YOUR needs, we ask that you take a minute to tell us what topics you would like to see in future meetings.

Is there a topic you need covered?  Perhaps a process that you need a little help or guidance with?  Let us know!

This is your chance to help craft the agendas for our meetings and make them even more relevant.

Please send your ideas to Mary Walsh, or call us at 888-222-8827.

Thanks and have a great day.

Clients First Business Solutions Supports Good Causes

Friday, January 8th, 2010

Clients First Business Solutions — the California practice – and its employees believe in giving back to our community and helping those in need.  Over the years we, as an organization, and our people show our support to a wide range of worthy causes.  We support them through volunteering our time and through monetary contributions.

Here is a partial list of these charities and organizations.

Avon Walk for Breast Cancer

St. Anthony Foundation

Pediatric Cancer Research Foundation

Mission Solano

American Cancer Society

Goodwill Industries

Berkeley Humane Society

German Short-Hair Pointer Rescue, Austin, TX


German Wired-Hair Rescue of Northern California

National Pancreatic Cancer Foundation

Alzheimer’s Association

Meals on Wheels

Ursuline High School

St Rose Catholic School

St Rose Church

Catholic Charities

North Bay CYO Basketball

United Way of Santa Rosa

St Ignatius College Preparatory – San Francisco

Sonoma County Down Syndrome Association

National Brain Tumor Society

We are committed to having a positive impact on our community and to be good individual and corporate citizens year-round.

Updated MAS 90/200 Tax Tables Available

Friday, October 9th, 2009

The latest tax table updates for MAS 90/200 are now available.  Please contact us at 888-222-8827 to learn how to get them and download them.

Have a great day and thanks for stopping by.

We Love Our Dogs in the California Practice

Tuesday, July 28th, 2009

We are very dog friendly and enjoy supporting local humane groups. Next week we will be participating in the Bay to Barkers, a 1 mile dog walk to support the Berkeley Humane Society. (more…)

Welcome to Clients First California News and Events!

Tuesday, November 18th, 2008

The Clients First California office now has its own News and Events section.

Keep your eyes on this space to get the latest updates from the California office.