Overwhelmed by Overpriced Software? You’re Not Alone.

For many small businesses and medium-sized businesses, starting with tools like QuickBooks Online, QuickBooks Desktop Enterprise, or even large-scale platforms like NetSuite seems like the right move. These platforms boast inventory management systems, robust features, and wide ranges of functionality—but are they the best solution for your specific needs?

As businesses grow, they often encounter challenges with negative inventory, inaccurate inventory records, and disorganized financial data. The truth is, these software solutions aren’t always as comprehensive or cost-effective as they seem. Outdoor Beards, founded by Matthew Treece, is one such business that realized this the hard way.

After initially using QuickBooks Desktop Enterprise, Matthew transitioned to NetSuite, a platform promising advanced features and scalability. However, NetSuite turned out to be far too complicated and costly for his company. Seeking a more affordable, flexible, and user-friendly solution, Matthew switched to CustomBooks™. This decision not only simplified his inventory processes but also saved his business thousands of dollars annually.

Let’s break down five reasons why CustomBooks™ became the ultimate choice for Outdoor Beards—and why it could be the right tool for your business too.

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1. Real-Time Inventory Management That Prevents Negative Inventory

For product-based businesses, keeping track of inventory items and ensuring accurate inventory levels is essential. But for many small businesses, achieving effective inventory management with overly complex systems like NetSuite can be overwhelming.

“NetSuite’s inventory management capabilities were robust, but they were overkill for what I needed,” Matthew says. “CustomBooks™ gave me a simpler way to track my inventory data in real time.”

How CustomBooks™ Handles Inventory Management:

• Real-Time Updates: CustomBooks™ helps businesses of all sizes track inventory levels, reorder points, and stock value in real time.
• Accurate Records: The system maintains accurate inventory records, eliminating issues like negative inventory or missing data.
• Multi-Stage BOMs: Matthew uses CustomBooks™ to manage raw materials and finished products through a seamless manufacturing process.

Actionable Insight:

For small businesses struggling to keep track of their stock levels across warehouse locations, CustomBooks™ is an essential tool. Whether you’re dealing with raw materials or customer demand for a finished product, real-time data ensures you’re always prepared.

2. Simplified Sales Orders and Purchase Orders Across Channels

Managing sales data and order fulfillment can become chaotic when selling across multiple platforms like Shopify, Amazon, and Walmart. Outdoor Beards faced frequent delays and errors when trying to sync sales orders and purchase orders under NetSuite.

“With CustomBooks™, all my sales orders flow into one place automatically,” Matthew says. “It’s reduced human error and improved overall efficiency.”

What CustomBooks™ Offers:

• Integrated Sales Orders: Sales orders from various channels are synced directly into CustomBooks™, eliminating manual reconciliation.
• Automated Purchase Orders: Matthew uses CustomBooks™ to create and manage purchase orders for raw materials, ensuring timely order fulfillment.
• Supply Chain Management: CustomBooks™ simplifies lead times and improves planning for wholesale distributors and retail customers alike.

The Benefit:

By streamlining sales and purchase order processes, Matthew now spends less time fixing errors and more time scaling his brand. “It’s the kind of feature every growing business needs,” he says.

3. Cloud-Based Accounting Software Designed for Flexibility

Unlike desktop-bound software like QuickBooks Desktop Enterprise, CustomBooks™ is a cloud-based solution. This means you can access your financial and inventory management systems from anywhere with an internet connection—a feature Matthew appreciates as a busy entrepreneur juggling multiple responsibilities.

“CustomBooks™ gives me the freedom to check my financial records or inventory data wherever I am,” he says. “It’s been a lifesaver.”

Why Cloud-Based Systems Matter:

• Ease of Use: The platform’s intuitive interface ensures even non-technical users can navigate it effectively.
• Data Security: CustomBooks™ safeguards vital information like cost of goods and sales data in the cloud.
• Scalability: Whether you’re managing cash flow for a small startup or optimizing profit margins for a medium-sized business, CustomBooks™ adapts to your needs.

Pro Tip:

Cloud-based accounting software is especially valuable for businesses with warehouse locations or remote teams. With CustomBooks™, everyone stays on the same page—no matter where they’re located.

4. Affordable Pricing with the Right Tools for Small Businesses

Cost is a significant factor when evaluating inventory software or financial management platforms. While NetSuite and QuickBooks Enterprise offer robust features, their pricing often includes tools that small businesses don’t need.

“NetSuite’s price tag was outrageous for my business,” Matthew says. “CustomBooks™ offered all the main benefits I needed at a fraction of the cost.”

What Makes CustomBooks™ Cost-Effective:

• Flexible Plans: CustomBooks™ provides pricing options for businesses of all sizes, ensuring you only pay for the tools you need.
• No Hidden Fees: Unlike various editions of QuickBooks inventory management software, CustomBooks™ doesn’t surprise users with unexpected costs.
• Improved ROI: By saving money on software, Matthew was able to reinvest in product development and marketing.

The Result:

“CustomBooks™ lets me focus on growing my business instead of worrying about software costs,” Matthew says.

5. Personalized Customer Service That Solves Real Problems

One of Matthew’s most significant frustrations with NetSuite was its lack of responsive customer service. Despite paying for an enterprise plan, getting help with issues like inventory tracking or supply chain management was a challenge.

“CustomBooks™ has incredible customer service,” Matthew says. “I can schedule a call with a real person and get solutions immediately.”

What Sets CustomBooks™ Apart:

• Accessible Support Reps: CustomBooks™ provides dedicated reps who understand your specific needs and business processes.
• Feedback-Driven Improvements: Matthew has seen his suggestions implemented into the software over time, improving its features.
• Actionable Help: When launching on Amazon, Matthew received step-by-step guidance on setting up consignment workflows in CustomBooks™.

Why This Matters:

Personalized support isn’t just a convenience—it’s a necessity for small businesses managing vital information like financial data and inventory processes.

Conclusion: Why Outdoor Beards Chose CustomBooks™

For Outdoor Beards, switching from NetSuite to CustomBooks™ wasn’t just about reducing costs—it was about finding a software solution that worked for the business’s unique challenges. From real-time inventory management to exceptional customer service, CustomBooks™ has become an essential tool for scaling Matthew’s brand.

Key Takeaways:

• CustomBooks™ offers advanced features without the complexity of traditional ERP systems.
• Its cloud-based accounting software ensures ease of use and accessibility.
• Personalized support and affordable pricing make it the perfect fit for small and medium-sized businesses.

“CustomBooks™ gives me everything I need to manage my business efficiently,” Matthew says. “It’s helped me streamline my processes and focus on what matters most: growing Outdoor Beards.”

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Ready to Transform Your Business?
If you’re frustrated by the cost and complexity of platforms like NetSuite or QuickBooks Desktop Enterprise, there’s a good chance CustomBooks™ is the solution you’ve been looking for.

Schedule Your Free Demo Today to see how CustomBooks™ can help you achieve effective inventory management, financial success, and overall efficiency.

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