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Consolidated Financials
The Problem Client overview Cochner Garvey Capital Partners, Inc. (CGCPI) is a Wichita-based private equity firm with an investment history of over 50 years, focusing its investment on middle market companies. CGCPI holds nine separate entities, each with its own QuickBooks company file. QuickBooks limitations CGCPI moved to QuickBooks Enterprise from Sage and FRX Reports and…
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Emergency Inventory Report For Quickbooks™
While some businesses have shuttered or slowed down, two of my customers are going berserk with new orders. One sells disinfectant wipes products, and the other sells take out containers for the food service industry. You can just imagine what’s happening there. They use QuickBooks™ to manage inventory, and they just don’t have comprehensive reports…
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SOLVED: CUSTOM INVOICING FOR MULTIPLE ROLE RATES
CLIENT OVERVIEW Matarozzi Pelsinger (MatPel), a high-end custom home builder in the San Francisco Bay Area, employs more than 50 employees and hundreds of subcontractors to build five to eight homes each year for the most exacting of customers. HERE’S ONE EXAMPLE OF THEIR GENIUS THE PERILOUS TRANSITION TO QUICKBOOKS MatPel recently transitioned from Viewpoint,…
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Consolidated Financials
Client Overview Cochner Garvey Capital Partners, Inc. (CGCPI) is a Wichita-based private equity firm with an investment history of over 50 years, focusing its investment on middle market companies. CGCPI holds nine separate entities, each with its own QuickBooks company file. QUICKBOOKS LIMITATIONS CGCPI recently moved to QuickBooks Enterprise from Sage and FRX Reports and…
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Case Study: Inventory Intelligence
CLIENT OVERVIEW Counterpoint Musical Services is a Canadian company dedicated to serving music retailers with fast, efficient and friendly personal service. They have built their business on the premise that nothing is more important than getting orders to their customers quickly: “We strive to ship all orders placed by noon on the same day. Think…
