Amy Martin has been a bookkeeper in Lancaster County, PA, for more than 20 years and her services are in high demand. After years of bookkeeping for construction companies, she made the move to start her own bookkeeping business in 2020.
Solely by word-of-mouth recommendations, she has built a thriving business with 3 employees in addition to herself. Her clients use a variety of accounting methods, but when it’s time for an ERP system, Amy recommends Koble’s system, EBMS.
When is it time for a business to move to an ERP?
Does the business need to manage inventory? Then it’s probably time.
“I had a customer whose QuickBooks file was a mess. He had been winging it and guessing at numbers,” Amy said. “I couldn’t have gotten much usable information out of it, and when he said they also wanted to do inventory management, I told them they should move to EBMS.”
In Amy’s experience, even the most robust versions of QuickBooks don’t have the inventory management tools that a system like EBMS brings. That makes EBMS a big advantage for her clients, who are usually business owners without a lot of accounting or inventory management experience.
With the help of EBMS’ systems and reporting, they’re able to gain new insights into their business financials and inventory processes and strengthen their business’ overall health. Customers can see inventory in real time, manage their work orders so information doesn’t get lost, and track their financials so they understand exactly where the numbers are coming from.
What if I don't want to learn a new system?
Amy first learned EBMS at a previous bookkeeping job and she quickly saw the value in what it could offer to clients. For Amy, EBMS is a hard-working tool with features that allow her to serve her customers well. And, most importantly, she likes working with it.
“EBMS is just as user-friendly as QuickBooks,” Amy said. “And it has even more functionality than even I know. I’m looking forward to going deeper and learning more about what it can do.”
The customer support behind EBMS is also of significant value to Amy as she is working with a variety of clients.
“When I call Koble I get customer service reps who understand the product and give good support,” she said. “If I submit a ticket they get back to me quickly. With other companies I think sometimes their customer service people know less than I do.”
The Bottom Line
QuickBooks can be a good option for small companies, but it has significant limitations. If you’re a bookkeeper who can expand your knowledge to a system like EBMS, you can help your clients who need the more robust and expansive set of tools offered by an ERP.
If you’d like to learn more about how EBMS could help you help your clients who are struggling with inventory or financials, contact us. We’re happy to set up a demo for bookkeepers and their customers!
Melanie Hess is a content writer at Koble. She loves diving into relevant business topics and sharing what she learns through writing articles, blog posts, and more. When she's not learning about ERP implementation, business financials, or inventory management, she likes long walks, podcasts, and trivia competitions.
