Client Spotlight: Mass Price Update
By Michael Evko Client A company in the cable assembly industry that must regularly adjust pricing to reflect changing costs and market demand. Because many customer orders remain…
Disconnected Systems Create Financial Risk Long Before They Create Errors
In many professional services firms, the biggest operational risks are not immediately visible. Financial statements may appear accurate. Reports may reconcile. Projects may seem on track. Yet beneath…
Why Manufacturers Miss Margin Even When Sales Are Strong
Strong sales are often viewed as a clear indicator of success in manufacturing. Increased order volume, higher production levels, and steady customer demand typically signal that a business…
What Cloud ERP Really Means (And What It Doesn’t)
By Vito Evko There’s a lot of noise out there when it comes to “cloud ERP.” Every vendor claims to have it. Every prospect thinks they understand it. And…
SOS Announces Partnership with ADP: Empowering Smarter Workforce Management
SOS Consulting Services is excited to announce a strategic partnership with ADP®, a global leader in human capital management solutions. At the center of this collaboration is ADP…
Client Spotlight: Extended Description
By Michael Evko Client A manufacturer of contract furniture for college dormitories and student housing. The company manages a large catalog of products and frequently adjusts item information…
How to Turn Sage 300 into a Better System of Insight (Without Replacing It)
Many Sage 300 users assume that if they want better dashboards, reporting, and visibility, the only answer is a new ERP. In reality, most organizations are only using…
Why Profitable Growth Is Harder Than Revenue Growth in Professional Service Firms
Professional services firms are built to grow revenue. Partners develop relationships. Business development generates pipeline. New projects are signed. Headcount increases. On paper, growth looks strong. But many…
Financial Close Speed Is a Leadership Issue, Not an Accounting One
When a company takes 20, 30, or even 45 days to close the books, the common assumption is that the accounting department needs to “work faster.” In reality,…
The Most Overlooked Part of ERP Implementation: People
By Vito Evko Over the years, I’ve been in hundreds of ERP conversations. Some start with excitement. Some start with frustration. Most start with software. But here’s something…
Client Spotlight: Journal Entry Conversion Middleware (Sage 300 to Intacct)
Client An organization transitioning financial reporting to Sage Intacct needed a way to move journal entry data from legacy processes into the new ERP without redesigning upstream systems…
On-Premise ERP Is Only as Good as Your Internal Network
When we talk about ERP performance, most organizations immediately think about the software itself whether it’s Sage 300, Acumatica, or whatever platform they’re running. But after decades in…
Why Service Firms Struggle to Scale Past $10M Without Financial Visibility
For many professional service firms, reaching $10 million in annual revenue is a major milestone. But for a surprising number of firms, it’s also where growth starts to…
From Cost Accounting to Decision Accounting: How Modern Manufacturers Actually Use ERP Data
For decades, cost accounting has been the backbone of manufacturing finance. Track material costs, allocate labor, absorb overhead, close the books, and report margins, usually weeks after the…
Message from the Managing Partner: Why Your ERP Should Work for You — Not the Other Way Around
By: Vito Evko One of the most common phrases we hear when meeting a new client is this: “That’s just how the system works.” Usually, it’s said with…
The ROI of Upgrading to a Modern ERP System: Hard and Soft Cost Savings That Drive Real Growth
For many businesses, investing in a new ERP system feels like a daunting expense. But the real question isn’t “How much does a new ERP cost?” it’s “What…
Unlocking New Possibilities: Sage 300’s Web Screens API and What It Means for Your Business
For many years, Sage 300 was a powerful and reliable ERP system, but one with significant limitations when it came to integrations and custom development. Traditionally, the only…
Acumatica vs Odoo: A Practical Comparison for Industrial Businesses
Selecting the right ERP system is one of the most impactful decisions a growing business will make—especially for manufacturers, distributors, and companies with field service operations. These industries…
Message from the Managing Partner: ERP Horror Stories (and How to Avoid Them)
By: Vito Evko If you’ve been in the ERP world long enough, you start to collect stories and not the success stories (those are easy). I’m talking about…
Client Spotlight: Streamlining Requisition-to-PO Processes Across Global Teams
Client A global furniture distributor needed a controlled, reliable way to move purchase requisitions from their US operations to their vendor selection team in Vietnam. Their existing workflow…
Why a Boutique ERP Consulting Partner Delivers More Value Than a Large Firm
When it comes to ERP consulting, bigger isn’t always better. Many large firms pride themselves on volume: hundreds of consultants, ticket-based support systems, and multi-layered escalation paths. While…
The Growing Role of Artificial Intelligence in ERP Systems
Artificial Intelligence (AI) is no longer an experiment. It’s the new frontier of ERP innovation. Once known for their rigidity and reliance on manual processes, ERP systems are…
Client Spotlight: Production Schedule
Client A specialty food manufacturer needed a faster, cleaner way to build daily production forecasts that tied directly to inventory data and allergen controls. As order volume and…
ERP Isn’t Just for Accounting Anymore
When I first started working with ERP systems over two decades ago, the term ERP was practically interchangeable with accounting software. Back then, the goal was simple: close…
How Intercompany Transactions Work in Acumatica – and Why It Matters for Growing Distributors
As distributors expand, open new branches, create separate legal entities, or acquire other businesses, financial complexity grows quickly. Managing transactions across multiple locations and companies is a common…
Is It Time to Replace Your ERP or Just Fix It?
In my last post, I promised to share more honest insights and lessons from the field so here’s one that comes up all the time: how do you…
5 Key Benefits of Switching to a Cloud-Based ERP System
When we talk to clients about ERP systems, one theme comes up again and again: maintaining on-premise systems is expensive, time-consuming, and often a ticking clock. Eventually, servers…
Mastering Project Accounting in Sage Intacct: A Comprehensive Guide
With over 25 years of experience supporting top-tier ERP solutions, we have helped countless organizations streamline operations and gain better financial insight. One area that consistently presents challenges…
Should You Hire an ERP Consultant or Go Direct to the Vendor?
Why Partnering with a Boutique ERP Firm Like SOS Consulting Services Can Make All the Difference When a business decides to implement a new ERP system or optimize…
Client Spotlight: Custom Quoting Tool Transformed Food Manufacturers Workflow
Client A specialty food manufacturer needed a more streamlined way to generate quotes and estimate production costs for custom product requests. As more clients requested custom products, including…
How to Use Optional Fields Effectively in Sage 300
Sage 300 is known for its flexibility and customization options, and one of the most powerful but underutilized features is Optional Fields. These user-defined fields allow businesses to…
Client Spotlight: Bringing Clarity to Capacity Planning in Manufacturing
A long-time manufacturer in the railroad signal systems industry came to us with a familiar challenge: planning production capacity across multiple jobs with limited visibility. They specialize in…
Client Billing Made Simple: Accelerate Cash Flow with Sage Intacct
Efficient client billing is no longer optional. Manual processes, billing errors, and delayed invoicing can quickly erode cash flow and damage client relationships. At SOS Consulting Services, we…
The Modern ERP Partner: Why Expertise Beats Software Alone
When it comes to choosing ERP software, the focus is often on finding the "best" software, the one with the most features, slickest dashboards, or broadest ecosystem. But…
The True Cost of a Legacy System: Why Upgrading Your ERP is an Investment, Not an Expense
For many small to mid-sized businesses (SMBs), the ERP system that once supported their growth can quietly become a roadblock. Legacy systems, often seen as "good enough," carry…
SOS Consulting Services and Information Innovators Announce Strategic Partnership
SOS Consulting Services, a trusted ERP solutions provider with over 25 years of experience, is excited to announce its strategic partnership with Information Innovators, a leading ERP consulting…
Uncovering Hidden Costs on the Shop Floor
In manufacturing, time is money. Whether you're running the line or running the company, every delay, mistake, or extra step adds up. And while most manufacturers are laser-focused…
Acumatica Dashboards & Reporting
A Strategic Edge for Forward-Looking Leaders When visibility into the right data at the right time defines the difference between proactive leadership and reactive firefighting, tools like Acumatica’s…
Harnessing IoT and Acumatica on the Factory Floor
The manufacturing industry is undergoing a profound transformation. Powered by the Internet of Things (IoT), today’s factory floors are becoming more connected, intelligent, and efficient than ever before.…
Sage Intacct vs. Acumatica: Which ERP Aligns with Your Industry’s Growth Strategy?
Choosing the right ERP isn’t just a software upgrade—it’s a strategic move that influences every part of your business, from operations to financial performance. When evaluating modern cloud…
The Power of Sage Intacct Dashboards and Reporting
Unlocking Real-Time Insights for Smarter Business Decisions In today’s fast-paced business world, success hinges on the ability to make informed decisions—quickly. But without real-time insights, businesses are often…
Maximizing ROI with ERP: Distribution Edition
The Competitive Edge for Distribution For distribution companies, efficiency isn’t just a goal—it’s the key to profitability. With rising customer expectations, supply chain complexities, and margin pressures, distributors…
Choosing Between Cloud-Based and On-Premise ERP: Key Considerations for Your Business
Selecting an Enterprise Resource Planning (ERP) system is a critical decision for any business. One of the fundamental choice’s organizations face is whether to deploy a cloud-based ERP…
Maximizing ROI with ERP: Manufacturing Edition
The Competitive Edge for Manufacturing For manufacturing companies, investing in an enterprise resource planning (ERP) system is a strategic move that enhances efficiency, reduces costs, and boosts profitability.…
Beyond Spreadsheets: Why Modern Professional Services Firms Need A Cloud ERP
Running a professional services firm is a delicate balancing act. You’re juggling project deadlines, managing client relationships, allocating resources, and crunching numbers—all while striving to deliver exceptional results.…
How Acumatica’s Low-Code/No-Code Platform Slashes IT and Development Costs
Imagine slashing your IT costs by up to 50% while empowering your team to make ERP changes in minutes instead of weeks. Acumatica’s Low-Code/No-Code (LCNC) platform makes this…
Setting Up Projects In Sage Intacct
Sage Intacct’s Projects module is a robust solution for managing project finances and operations, offering features like time tracking, expense management, and real-time reporting. Setting up Projects correctly…
ERP Trends for 2025: Preparing Your Manufacturing Business for the Future
As 2025 approaches, manufacturing businesses face increasing pressure to optimize processes, adapt to technological advancements, and meet evolving customer expectations. Enterprise Resource Planning (ERP) systems Enterprise Resource Planning…
How ERP’s Drive Efficiency and Improves ROI for Professional Service Companies
Professional service companies—such as consultancies, law firms, engineering firms, and marketing agencies to name a few—often face unique challenges in managing their operations. These firms need streamlined processes…
Top 10 Acumatica ERP Features for Distribution Companies
Distribution companies are constantly seeking ways to improve efficiency, manage complex supply chains, and stay competitive in a rapidly evolving market. Choosing the right Enterprise Resource Planning (ERP)…
Top ERP features every Professional Service company should consider
In today’s fast-paced and competitive environment, professional services firms are increasingly relying on enterprise resource planning (ERP) solutions to manage their operations. Whether it’s managing projects, streamlining billing,…
Why Distribution Companies are Adopting Acumatica
In the fast-evolving world of distribution, companies face increasing pressure to optimize operations, manage complex supply chains, and provide exceptional customer service—all while controlling costs. Traditional systems often…
How Intacct Empowers Professional Service Companies
Professional service companies face unique challenges in managing their operations, from tracking billable hours to managing complex projects and maintaining client relationships. Sage Intacct, a leading cloud-based financial…
Maximize Your Sage 300 Investment with Sage Alerts: Here’s Why
Sage 300 is a robust Enterprise Resource Planning (ERP) solution that helps businesses manage their finances, operations, and inventory. However, many Sage 300 users may not be leveraging…
Investing in Competent Staff to Reduce ERP Consulting Costs
At SOS Consulting Services, we have supported clients in many industries and sizes. We have a dedicated team of CPA’s, Programmers, Project managers, and Training Specialists that are…
How Acumatica ERP Enhances Distribution Industry Best Practices
Enterprise Resource Planning (ERP) systems play a critical role in optimizing distribution operations. Effective distribution management ensures that products are delivered to customers in a timely and cost-effective…
Why Smaller ERP Consulting Firms Outperform Large Ones
When businesses seek Enterprise Resource Planning (ERP) consulting services, they often grapple with the decision of choosing between small boutique firms and much larger ones. At SOS Consulting…
Top ERP Features for Manufacturing Companies
In the ever-evolving landscape of manufacturing, staying competitive requires leveraging the latest technologies to streamline operations, enhance productivity, and reduce costs. One of the critical tools for achieving…
Digital Transformation in Healthcare with Sage Intacct
Digital transformation is reshaping every industry, and healthcare is no exception. The integration of advanced technologies into healthcare systems enhances patient care, streamlines operations, and ensures compliance with…
Flexible and Powerful Financial Reporting: Welcome to the World of Dimension Accounting!
Imagine a world where you could maintain your chart of accounts at just the basic account number level without having to create a multitude of accounts for department,…
Enhancing Inventory Management and Control with Acumatica
In today's fast-paced business environment, effective inventory management is crucial for maintaining operational efficiency, meeting customer demands, and maximizing profitability. Acumatica, a leading cloud-based Enterprise Resource Planning (ERP)…
Comprehensive Guide to Selecting the Right ERP for Your Business
The ERP software's we support represent a careful selection of extremely powerful solutions that in today’s competitive market, have now evolved to a state where they can anticipate…
From Chaos to Clarity: The Impact of Workflow Analysis on ERP Optimization
Whether working with a new ERP implementation or when a client asks us to take over an existing one, we always recommend including a thorough workflow analysis. When…
Navigating ERP Implementation Pitfalls: Why Projects Fail and How We Succeed
Based on the latest statistics, approximately 50% of companies are either acquiring, upgrading, or planning to update their ERP systems soon. This trend stems from various factors, including organizational expansion or…
Transitioning from QuickBooks to a Robust ERP Solution
In today's fast-paced and competitive business environment, your company's financial management and operational efficiency are more critical than ever. If your business has been relying on QuickBooks for…
Improve Vendor Relations with Our Sage ERP Payment Advice Automation Solution!
Are you tired of the manual, time-consuming process of sending payment advice to your vendors every time a payment is made in Sage ERP? Imagine a solution that…
Understanding Sage 300 Required GL Accounts
In this video we review the required Sage 300 general ledger accounts for setting up your subledger modules. Sage 300, allows you to design your general ledger chart…
Integrating Manufacturing With Sage 300
Out of the box, Sage 300 Inventory Control provides a basic assembly (backflush) option. This includes the ability to create a simple bill of materials, and when necessary,…
Simplifying Materials Requirements with Production/Purchase Planning
One of the many benefits of Sage ERP is the number of 3rd party vendors that provide comprehensive integrated solutions. These solutions fall into many categories based on…
Sending an Invoice for a Prepayment Request
From time to time I have had clients that use Order Entry ask, “How can we send an invoice to a customer for a prepayment”. This is not…
How Sage Alerts can maximize your investment in Sage 300
Investing in Sage 300 allows organizations to maintain a tremendous amount of information and allows users to seamless integrate all their modules. However, none of these modules automatically…
How to Leverage True Intelligence Reporting in Sage 300
Prior to becoming a consultant, I was a CFO for an international manufacturing and distribution company. As a result, whenever I look at a potential solution, I tend…
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