On-Demand Webinar

Finance-Led NetSuite: When to Graduate from QuickBooks (and How to Do It Right)

Learn from Bryan Willman and Mike Spitz how to turn your ERP from a black box into a growth engine by aligning finance and implementation from day one.

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Stop Treating ERP Like a Black Box

If you touch the numbers, the systems, or the strategy in your organization, they all converge in one place: your ERP. When the system is too small, too fragmented, or simply not built for how you actually do business, you feel it everywhere.

Mid-market finance teams are hitting reporting limits, scaling complexity, and board pressure faster than ever - and your ERP either protects you or exposes you.

In this 45-minute replay, you’ll see how NetSuite becomes a lever for control and clarity - and when it’s still too early to make the leap.

Vector

Spot the “it’s time to graduate” moment from QuickBooks
When multi-entity, inventory, revenue recognition, or reporting needs outgrow spreadsheets and basic GLs.

saving

Quantify the hidden cost of the wrong system
Slow closes, manual reconciliations, fragmented data, and leadership losing trust in the numbers.

Browser, Internet, Web, Network, Edit

Design NetSuite around finance first
COA, items, workflows, and controls that support clarity, compliance, and real margin insight.

Intersect

Turn manual chaos into automation
From sales commissions to COGS and inventory - replacing hours of spreadsheets with minutes of system-driven work.

readiness

Build the right ecosystem around NetSuite
Using tools like Bill.com, Ramp, and Avalara without losing a single source of truth.

Group, User

Lead the mindset shift that drives adoption
Helping teams embrace cleaner data, better processes, and systems that make their jobs easier.

You’ll walk away with practical ways to protect margins, accelerate close cycles, and build a finance ecosystem that finally gives you visibility you can trust.

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Bonus Offer

 

Exclusive to attendees: Receive a complimentary 1-on-1 strategy session with a Techfino NetSuite expert.

 

Webinar Details

When: Thursday, August 14th

Time: 3:30 PM EST

Where: Live Virtual Session (Zoom link provided upon registration)


Hosted by: Sean & Jonathan, Techfino Consultants

 

Agenda Highlights:

  • Missing the Magic – Automations, workflows, dashboards & roles that do the heavy lifting
  • Disconnected Data – Why integrations (or lack thereof) are costing you clarity and time
  • Underutilized Resources – Learning Pass, SuiteApps, and hidden tools you already have access to
  • No Ownership, No Progress – The impact of not having a system champion or cross-team accountability
  • Segmentation Slip-Ups – Common accounting mistakes in segmentation that lead to reporting headaches
  • BONUS: Flying Without a Net – Why not having a support contract can leave your team exposed

Meet the Hosts

 

While providing win-win solutions for our partners, clients, and communities is the only reward we need, we take pride in a few of the other accolades we’ve acquired.

 

 

bryan

Bryan Willman

Founder, Techfino

 

NetSuite architect behind 50+ implementations and 20+ rescues. Turns graveyards of custom fields and scripts into clean, scalable systems - and makes dates real with architecture up front.

Mike

Mike Spitz

President, Spitz CPA

 

A seasoned finance leader known for turning messy financials into clear, digestible reporting and helping owner-operators graduate from QuickBooks with finance-first NetSuite designs.

rachel

Rachel Cogar

Founder, RCY Labs

 

A strategic advisor to growth-minded CEOs, Rachel brings two decades of experience helping leaders align strategy, systems, and storytelling to keep change practical and profitable.

Don’t miss this oportunity!

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