Solutions Quick Start Guide
“Beyond [traditional] business management” ™
“Beyond [traditional] business management” ™ by encouraging business owners & users to rethink relationships, debtors, and creditors.
… beyond Sales…™
… beyond Taxation & Personal Finance…™
… beyond Costing & Inventory…™
… beyond Debtors & Creditors…™
… beyond Cash Flow…™
… beyond Financial Statements …™
… beyond Payroll…™
… beyond ERP/CRM …™
…beyond bookkeeping and accounting.
We specialize in developing innovative solutions that contain unique functionality and produce results that can help any corporation move beyond the application to become a world-class corporation. We refer to our solutions as “intelligent solutions” because only limited user input is required in order to produce complex automated results which can only be replicated by very advanced ERP/CRM users who are experts in the field of business information. We guarantee that you will not find solutions that can match the functionality that is included in our solution delivery approach anywhere else!
Our templates currently include solutions that enable users to perform accounting in major ERP/CRM, compile Excel-based financial statements, perform monthly & annual cash flow projections, calculate business valuations, compile a detailed fixed assets register with automated depreciation calculations, perform loan calculations, calculate product costings, produce loan account statements, control inventory, compile tax invoices, produce customer account statements, compile a cashbook, perform bank reconciliations, control petty cash, calculate sales commission and a lot more!
beyond Sales…™
Partner with a CFO/Controller/bookkeeper
Our bookkeepers average over 10 years of experience working with small businesses across many industries. There are members and certified by the American Institute of Professional Bookkeepers
We specialize in developing innovative solutions that contain unique functionality and produce results that can help any corporation move beyond the application to become a world-class corporation. We refer to our solutions as “intelligent solutions” because only limited user input is required in order to produce complex automated results which can only be replicated by very advanced ERP/CRM users who are experts in the field of business information. We guarantee that you will not find solutions that can match the functionality that is included in our solution delivery approach anywhere else!
Our templates currently include solutions that enable users to perform accounting in major ERP/CRM, compile Excel-based financial statements, perform monthly & annual cash flow projections, calculate business valuations, compile a detailed fixed assets register with automated depreciation calculations, perform loan calculations, calculate product costings, produce loan account statements, control inventory, compile tax invoices, produce customer account statements, compile a cashbook, perform bank reconciliations, control petty cash, calculate sales commission and a lot more!
beyond Taxation & Personal Finance…™
Clean books for tax time.
Expertise all year.
Partner with a Live Bookkeeper who understands your business. They’ll bring your existing financials up to date and manage your books with guaranteed accuracy going forward.
Schedule a free consultation
Have your questions answered and learn more about your Bookkeeping. Heroes.
SIMC LLC
Our Tax & Accounting Practice:
Taxes
Tax withholding on income deposits to set aside the right amount for taxes
How to Fill Your Bookkeeping Gaps
If you’re tracking your business expenses
The Home Office Deduction
How to Know If You Qualify, and How to Calculate Your Deduction
Kick Your Tax Season Off Right
Filing taxes is stressful enough— we show you how to make it as painless as possible
Self-Employed PPP loans
PPP Loans – What’s Next?
If you recently received a forgivable PPP loan through the SBA, it’s time to start thinking about applying for loan
How Should I Do My Taxes?
How to Choose a Filing Method
Current Tax Deadlines You Should Know
Important Tax-Related Dates to Mark on Your Calendar
How to End Your Tax Year Right
Prepping your Finances for the current year
Guide to Self-Employed Health Insurance
How to Get Your Own Health Plan
Deducting your Vehicle Expenses
What You Can Deduct, and How to Maximize Your Deduction
How Your Tax Bill Is Calculated
The Behind-the-Scenes Math of Your Tax Liability
beyond Costing & Inventory…™
Partner with a bookkeeper
Our bookkeepers average over 10 years of experience working with small businesses across many industries. There are members and certified by the American Institute of Professional Bookkeepers
We specialize in developing innovative solutions that contain unique functionality and produce results that can help any corporation move beyond the application to become a world-class corporation. We refer to our solutions as “intelligent solutions” because only limited user input is required in order to produce complex automated results which can only be replicated by very advanced ERP/CRM users who are experts in the field of business information. We guarantee that you will not find solutions that can match the functionality that is included in our solution delivery approach anywhere else!
Our templates currently include solutions that enable users to perform accounting in major ERP/CRM, compile Excel-based financial statements, perform monthly & annual cash flow projections, calculate business valuations, compile a detailed fixed assets register with automated depreciation calculations, perform loan calculations, calculate product costings, produce loan account statements, control inventory, compile tax invoices, produce customer account statements, compile a cashbook, perform bank reconciliations, control petty cash, calculate sales commission and a lot more!
beyond Debtors & Creditors…™
.. beyond bookkeeping and accounting..
We specialize in developing innovative solutions that contain unique functionality and produce results that can help any corporation move beyond the application to become a world-class corporation. We refer to our solutions as “intelligent solutions” because only limited user input is required in order to produce complex automated results which can only be replicated by very advanced NetSuite users who are experts in the field of business information. We guarantee that you will not find solutions that can match the functionality that is included in our solution delivery approach anywhere else!
Our templates currently include solutions that enable users to perform accounting in major ERP/CRM, compile Excel-based financial statements, perform monthly & annual cash flow projections, calculate business valuations, compile a detailed fixed assets register with automated depreciation calculations, perform loan calculations, calculate product costings, produce loan account statements, control inventory, compile tax invoices, produce customer account statements, compile a cashbook, perform bank reconciliations, control petty cash, calculate sales commission and a lot more!
beyond Cash Flow…™
.. beyond bookkeeping and accounting..
We specialize in developing innovative solutions that contain unique functionality and produce results that can help any corporation move beyond the application to become a world-class corporation. We refer to our solutions as “intelligent solutions” because only limited user input is required in order to produce complex automated results which can only be replicated by very advanced ERP/CRM users who are experts in the field of business information. We guarantee that you will not find solutions that can match the functionality that is included in our solution delivery approach anywhere else!
Our templates currently include solutions that enable users to perform accounting in major ERP/CRM, compile Excel-based financial statements, perform monthly & annual cash flow projections, calculate business valuations, compile a detailed fixed assets register with automated depreciation calculations, perform loan calculations, calculate product costings, produce loan account statements, control inventory, compile tax invoices, produce customer account statements, compile a cashbook, perform bank reconciliations, control petty cash, calculate sales commission and a lot more!
beyond Financial Statements …™
Guaranteed accurate books
Get a certified CFO/bookkeeper to manage and maintain your books with guaranteed accuracy.
Total peace of mind
Rely on your dedicated CFO/bookkeeper to accurately categorize transactions and reconcile your accounts.
Confidence in the details
Your CFO/bookkeeper makes sure your books are accurately closed so you’re ready for tax time.
More time each day
Take CFO, accounting, &bookkeeping tasks off your list with the help of a certified bookkeeper.
Schedule a free consultation
Have your questions answered and learn more about CFO, accounting & Bookkeeping services
#tax #accounting #bookkeeping #help #netsuitesolutionprovider #netsuiteaccounting #sapaccounting #quickbooksonline #aacountingseed . #accountingsuite
beyond taxation & Personal Finance…™
We specialize in developing innovative solutions that contain unique functionality and produce results that can help any corporation move beyond the application to become a world-class corporation. We refer to our solutions as “intelligent solutions” because only limited user input is required in order to produce complex automated results which can only be replicated by very advanced ERP/CRM users who are experts in the field of business information. We guarantee that you will not find solutions that can match the functionality that is included in our solution delivery approach anywhere else!
Our templates currently include solutions that enable users to perform accounting in major ERP/CRM, compile Excel-based financial statements, perform monthly & annual cash flow projections, calculate business valuations, compile a detailed fixed assets register with automated depreciation calculations, perform loan calculations, calculate product costings, produce loan account statements, control inventory, compile tax invoices, produce customer account statements, compile a cashbook, perform bank reconciliations, control petty cash, calculate sales commission and a lot more!
beyond Payroll…™
We specialize in developing innovative solutions that contain unique functionality and produce results that can help any corporation move beyond the application to become a world-class corporation. We refer to our solutions as “intelligent solutions” because only limited user input is required in order to produce complex automated results which can only be replicated by very advanced ERP/CRM users who are experts in the field of business information. We guarantee that you will not find solutions that can match the functionality that is included in our solution delivery approach anywhere else!
Our templates currently include solutions that enable users to perform accounting in major ERP/CRM, compile Excel-based financial statements, perform monthly & annual cash flow projections, calculate business valuations, compile a detailed fixed assets register with automated depreciation calculations, perform loan calculations, calculate product costings, produce loan account statements, control inventory, compile tax invoices, produce customer account statements, compile a cashbook, perform bank reconciliations, control petty cash, calculate sales commission and a lot more!
beyond ERP/CRM …™
GET THE MOST FROM YOUR INVESTMENT IN ERP/CRM Investments
Become a pro at using ERP/CRM with our Help.
… by following these simple steps. If you have any problems or questions please call or contact us. An Advanced ProAdvisor will be glad to assist you.
Getting Started. ..
CRM & SALES
CRM
1. Introduction
2. Manage Your Sales Funnel Efficiently
2.1. Register Sales Leads
2.2. Convert Leads into Opportunities
2.3. Assign your Sales Activities to Several Sales Teams
2.4. Analyze your Sales Funnel
3. Go Further with Advanced Tools & Tricks
3.1. Get your Calendar anywhere and Never Forget an Event thanks to the Google Calendar Synchronization
3.2. Motivate & Reward your Sales People
3.3. Geolocalize your Partners with Google Maps
SALES
1. Introduction
2. Start with NetSuite Sales
2.1. Install the App & Select your Accounting Package
2.2. Set up your Default Taxes & Currency
2.3. Disable Some Features
3. Build your Quotes Easily
3.1. Create your First Quotation
3.2. Build an Online Quotation
3.3. Push your Customers to Sign thanks to Discounts
3.4. Structure your Quotations with Sections
4. Perform Accurate Sales Analyses
4.1. Follow your Sales per Sales Team
4.2. Analyze your Sales
5. Manage After-sales Services
5.1. Improve your Customer’s Satisfaction by Efficiently Tracking After sales Requests
5.2. Give Portal Access Rights to your Customers
6. Have Clear Pricing Strategies (Pricelists)
6.1. Reward your Loyal Customers with Automatic Discounts!
6.2. Ensure Margins on Retailer Prices
6.3. Sell Products in Foreign Currencies
HUMAN RESOURCES
1. Define Employees and Company Structure
2. Recruit New Employees for the Right Position
2.1 Set up the Recruitment Tool
2.2 Publish your Jobs on your NetSuite Website
2.3 Manage the First Interview
2.4 Involve Other People in the Process and Hire a Candidate
2.6 Indexation of Resumes
I.6 Send Recruitment Forms to Applicants
3. Manage Leaves
3.1. Give and Request Legal Leaves
3.2. Encode your Sick Leaves
3.3. Request your Compensatory Leaves
4. Reimburse your Employee’s Expenses
4.1 Encode Some Expenses
4.2 Validate Expenses
5. Manage your Employee Working Time
5.1. Record your First Timesheet
5.2. Record Timesheets Periodically
5.3. Review and Validate Timesheets
6. Assess your Employee’s Performance
6.1. Create Appraisal Plans
6.2. Attribute Appraisal Plan
7. Challenge and Set Goals for your Employees
7.1. Reward your Employee with Badges
7.2. Challenge your Sales Force
MARKETING
1. Introduction
2. Attract Visitors to your Website
2.1 Promote your Website
2.2 Create a Blog Post
2.3 Push Visitors to Share your Website Content through Social Media
3. Convert Visitors into Leads
3.1 Design a Pretty Landing Page
3.2 Allow Visitors to Subscribe to Newsletters
3.3 Boost your Contact Page
3.4 Communicate in Real-Time with your Website’s Audience
4. Convert Leads into Customers
4.1. Launch Mass Mailing Campaigns
4.2. Create & Publish an Event
4.3. Manage Tickets & Registrations
4.4. Add Tracks & Sponsors to your Events
4.5. Let your Visitors Suggest their Own Talks.
4.6. Create a Survey
4.7. Share your Survey & Analyze Answers
BILLING & ACCOUNTING
BILLING
1. Introduction
2. Start with NetSuite Billing
2.1. Install the App & Select your Accounting Package
2.2. Set up your Default Taxes & Currency
2.3. Customize Invoice Numbers
2.4. Define your Bank Account
3. Issue Invoices
3.1. Issue Customer Invoices
3.2. Refund/Cancel an Invoice
3.3. Set Payment Terms
3.4. Issue Invoices from Delivery Orders
4. Get Paid
4.1. Mark Invoices as Paid
4.2. Allow your Customers to Pay Online
4.3. Manage & Launch Customers Followups
5. Manage Customer Contracts
5.1. Manage Fixed Price Contracts
5.2. Process Recurring Invoicing & Renewal
5.3. Invoice Time & Materials
6. Manage Payables
6.1. Encode Supplier Invoices
6.2. Simplify your Encoding by Generating Draft Invoices from Purchase Orders or Incoming Shipments
6.3. Manage Payment Orders
ACCOUNTING
1. Start with NetSuite Accounting
2. Manage Journal Entries
3. Generate Entries from Invoices Automatically
4. Encode Miscellaneous Entries
5. Encode your Bank Statements & Process Reconciliations
5.1. Setup your Bank Account
5.2. Register a Full Payment from a Bank Statement
5.3. Register a Partial Payment from a Bank Statement
5.4. Handle Discounts in Bank Statements
5.5. Manage Bank Fees including VAT
6. Customize your Accounting
6.1. Make your own Chart of Accounts
6.2. Create your own Journals
6.3. Create a New Sales Tax
6.4. Set Default Accounts & Taxes on Products
6.5. Apply the Correct Taxes & Accounts through Fiscal Positions
7. Manage Advanced Payment Processes
7.1. Manage Invoices & Payments in Other Currencies
7.2. Manage a Bank Account in Foreign Currency
7.3. Manage Payments with Checks or Online Methods
8. Open & Close a Fiscal Year
8.1. Create a New Fiscal Year
8.2. Generate Opening Entries
8.3. Close a Fiscal Year
9. Manage your Assets
10. Print Financial Reports & Build Your Own Indicators
10.1. Print General Ledger, Trial Balance, Balance Sheet, Profit & Loss Reports
10.2. Open Invoices and other Partner Reports
0.3. Print your Tax Declaration
10.4. Create your own Management Indicators
11. Manage your Operations Effectively
11.1. Create Analytic Accounts
11.2. Set up Analytic Journals and Post Analytic Entries
11.3. Encode Analytic Distributions
11.4. Manage Analytic Plans
11.5. Set up Analytic Defaults
12. Budget your Operations
12.1. Create your Budgets
12.2. Print & Review your Budgets
MANUFACTURING
1. Introduction
2. Create and Build your Products in a Few Clicks
2.1. Get your Manufacturing up to Speed!
2.2. Create a Multilevel Bill of Materials
2.3. Sell your Product in Kit
2.4. Plan your Production
2.5. Trace your Product and its Components
3. Follow your Production along its Stages
2.7 Set Production Routings and Schedule your Operations with Work Orders
2.8 Manage your Subcontracted Production
4. Integrate the Manufacturing into your Sales Process
4.1. Manage your Replenishment
4.2. Make a Just in Time Replenishment
4.3. Select the Right Bill of Materials using Properties
5. Repair Products and Issue Invoices
POINT OF SALE
1. Introduction
2. Start with NetSuite Point of Sale
2.1. Install the App & Select your Accounting Package
2.2. Set up your Default Taxes & Currency
3. Set up your Point of Sale
3.1. Populate your Products Database
3.2. Configure your Point of Sale
3.3. Connect your Peripherals to the PosBox
4. Sell in Seconds
4.1. Open a Session, Handle Several Customers at the Same Time and Sell your Products
4.2. Create an Invoice for your B2B Clients
4.3. Give a Refund to Your Customer
5. Apply time-limited
6. Manage your Cash Control
6.1. Set a Cash Control for your Shop
6.2. Open and Close Cash Registers
7. Analyze your Sales Activity
7.1. Print Daily Reports about your Shop Activity
7.2. Produce Statistics on your Activity
PROJECT MANAGEMENT
1. Introduction
2. Manage your Projects Efficiently
2.1. Create an Internal Project
2.2. Welcome to your Collaborative Board
2.3. Create Projects from Templates.
3. Schedule your Projects
3.1. Log your Work Activities on Tasks
3.2. Plan & Follow your Activities through Convenient Views
3.3. Delegate Tasks & Check the Work Done
4. Populate your Tasks from your Sales
5. Manage Issues on Projects
5.1. Manage a Support Project
5.2. Escalate an Issue to the Next Level
5.3. Invoice your Working Time on Issues
6. Embed your Community in your Project Management
6.1. Let External Users Access your Project Portal
6.2. Publish your Public Projects on your Website
7. Analyze the Efficiency of your Project Processes
7.1. Analyze the Workload on Tasks
7.2. Highlight the Velocity to Close Issues
PURCHASE
1. Introduction
2. Start with NetSuite Purchase
2.1. Install the App & Select your Accounting Package
2.2. Set up your Default Taxes & Currency
3. Send and Follow your Purchase Orders
3.1. Send your First Request for a Quotation
3.2. Negotiate with your Supplier
3.3. Apply a Double Validation on Purchases
4. Launch Calls for Bids
5. Manage Supplier Pricelists
5.1. Register Specific Supplier Prices
5.2. Buy in Foreign Currencies
6. Analyze your Purchases
6.1. Check the Average Cost of a Product
6.2. Check the Inventory Valuation of your Products
WAREHOUSE MANAGEMENT
1. Introduction
2. Manage your Basic Stock Operations
2.1. Make an Inventory with NetSuite
2.2. Deliver your Products
2.3. Receive your Products
2.4. First Unload your Products in an Input Location
2.5. Add a Quality Control Area to your Warehouse Management System
2.6. Pick your Products Before Sending Them to the Customer
2.7. Add a Packing Area to your Outgoing Logistic Flow
2.8. Send your Products directly to your Customers Process
3. Get Full Traceability of Your Products
3.1. Follow Quants
3.2. Track Product Moves with Serial Numbers
3.3. Put your Products into Packs
4. Value your Inventory Using FIFO, LIFO & FEFO Methods
4.1. First In First Out
4.2. Last In First Out
4.3. First Expiry First Out
4.4. Stock Valuation
5. Handle Multiple Locations and Warehouses
5.1. Configure a New Warehouse
5.2. Move your Products Internally
6. Automate your Stock Management
6.1. Move your Products Automatically from one Location to Another
6.2. Launch Automatic Replenishments
6.3. Propose the Right Locations to Store Goods to your Operators
6.4. Manage Several Operations at the Same Time
7. Get a full view of your stock levels
WEB & ECOMMERCE
WEBSITE BUILDER
1. Introduction
2. Build your Website
2.1. Build your First Pages
2.2. Choose your Preferred Website Theme
3. Promote your Website
3.1. Promote your Website
3.2. Push Visitors to Share your Website Content through Social Media
4. Get Closer to your Visitors
4.1. Translate your Website into Foreign Languages
4.2. Communicate in Real-Time with your Website’s Audience
ECOMMERCE
1. Introduction
2. Start with NetSuite eCommerce
2.1. Install the App & Select your Accounting Package
2.2. Set up your Default Taxes & Currency
3. Start your Online Shop
3.1. Publish your First Product through a Beautiful Page
3.2. Set Product Attributes and Manage Variants
3.3. Checkout in a couple of Clicks
4. Boost your Online Sales
4.1. Fine Tune your Catalog
4.2. Customize to Maximize your Revenue: Cross-selling,
4.3. Share Promotional Codes to Attract New Customers
4.4. Analyze your Online Sales
5. Improve the Shopper Experience
5.1. Give your Visitors their Own Account
5.2. Calculate & Bill Shipping Costs
5.3. Integrate your eCommerce Platform with Paypal
5.4. Integrate your eCommerce Platform with Ogone