Category Archives: Customer Service

Top 4 Ways an ERP Software Partner Should Support You

When selecting a new ERP, financial management, and/or project accounting system, software is not the only consideration. It’s also important to choose a proven partner, that can help you with the selection process, a successful implementation and configuration, training, ongoing technical support, connecting you to a vibrant software community, and showing long-term commitment to the product.

Watch this video to learn how important this is.

Top 4 Ways You Should Get Support from an ERP Partner


Thinking Outside the Box to Find a Solution


I came across a story the other day that reminded me how thinking outside of the box improves the chances of finding the best solution to a problem.

The Garden
An older gentleman lived alone in New Jersey. He wanted to plant his annual tomato garden, but it was difficult work, as the ground was hard. His only son Vincent who used to help him was in prison. The old man wrote a letter to his son, describing his predicament:

Dear Vincent, I am sad to say I will not be able to bring you fresh tomatoes. I’m just getting too old to do all that digging and won’t be able to plant my garden this year. I know if you were here you would be able to dig the plot for me, like in the old days. Love Papa.

A few days later he received a letter from his son:

Dear Papa, Don’t dig up that garden. That’s where the bodies are buried. Love, Vinnie

At 4:00 AM the next morning, FBI agents and local police arrived and dug up the entire area without finding any bodies. They apologized to the old man and left. The next day the old man received another letter from his son.

Dear Papa, Go ahead and plant the tomatoes now. That’s the best I could do under the circumstances. Love, Vinnie.

As a trusted advisor and consultant to our clients, we are often called upon to help find a solution for a challenge or problem that may be causing inefficiencies in their accounting system. We take pride in our ability to think outside of the box to help find the right solution that will work for our client. Whether you are using Dynamics SL or Intacct for financial management and project accounting, you can count on the team at Synergy to think outside the box and find the best solutions for all of your accounting needs.

But don’t worry. We ensure it won’t entail the FBI or the police showing up at your door.



4 Things You Need to Select the Right Accounting System

You need to find the right accounting / ERP solution for your business. Perhaps you are straining the limits of QuickBooks or another entry-level software. Maybe you are experiencing “spreadsheet hell” with a myriad of Excel documents and tabs within them.

As you start down a road to a solution that will take your company to the next level, bear in mind these 4 simple ways we at Synergy are committed to helping you, whether or not you select one of the products we implement and support or not.

Overcoming New-Accounting-System Fears

Just considering a change to your project accounting and financial management system often results in having fears and anxieties. Will we be able to find and agree on the right solution? Will our implementing partner really listen to our needs? Will we find a good solution out of the box or will we need to do a lot of customizations? Can we continue business as usual, or will we need to make major adaptations? Will we be able to do financial reporting the way we need to without the hassle?

Rebecca Harrington, VP of Finance & Corporate Controller at Hydro Resources, shares how her company overcame their fears through good software and the expertise of their new software partner.

How to Overcome New-Accounting-System Fears

Top 4 Ways an Accounting Software Partner Should Help You

When selecting a new ERP, financial management, and/or project accounting system, software is not the only consideration. It’s also important to choose a proven partner, that can help you through:

1 – Technical Support

Have experienced, and readily available consultants at their Help Desk.

2 – A Deep Consulting Bench

Have the expertise on their staff that can deliver you a successful implementation, custom development and reporting, training in the software, and process improvements that will make you more efficient.

3 – Becoming Part of the Software Community

Hold regular user group meetings, provide webinars on new releases and features, and get you plugged into national conferences.

4 – Commitment to the Product

Have a long-term commitment to the software, establish a long-term relationship with you, and be very involved with product development and the publisher.

To see how Synergy performs as an Accounting Software Partner read:
Client Testimonials

Synergy Among 2014 Top 100 Accounting Software Resellers in Accounting Today Magazine

TopVARSynergy was selected for Accounting Today’s Top 100 value added reseller (VAR) list for the eighth year, but like some on the list reported, their focus goes way beyond reseller role. Synergy stresses their trusted partnership with clients in providing expertise in cloud financials and solutions in project accounting and government contracting.

“In all my years, I’ve never seen such quality customer service and support as I’ve seen with Synergy,” said Christine Finkbeiner, Senior Accountant at Computerized Facility Integration, a client of Synergy based in Michigan. “As an accountant, I love working with them because they are accountants. They understand. They walk the talk.” As the Accounting Today reported, solution providers need to be much more than resellers of software, but have technical and industry expertise to both guide and empower clients to be more efficient, effective, and profitable. A press release on the Top 100 VAR listing gives more details.