How Michael Todd Industrial Supply Cut 100+ Hours Using CustomBooks™
Watch the conversation with Joe Weinstein of Michael Todd Industrial Supply to learn how CustomBooks helped centralize inventory and accounting workflows — saving substantial time and reducing errors.
Michael Todd Industrial Supply operated a fast-paced, distributed industrial supply business where manual processes around inventory, purchasing, and accounting consumed significant staff time and introduced frequent errors. The team needed centralized financial visibility, faster month‑end close, and reliable inventory counts to support growth.
Key pain points
Fragmented inventory tracking across locations
Manual reconciliation between inventory and accounting
Slow reporting and long month‑end close
Time-consuming administrative work that inhibited scaling
Our Solution
CustomBooks implemented an integrated solution unifying inventory, purchasing, and accounting into one system. We configured custom reports and dashboards so management could get real‑time visibility and reduced manual intervention by automating key workflows.
Implementation highlights
Enabled Inventory + Accounting modules for a single source of truth
Built custom dashboards for per-location inventory valuation and reorder alerts
Automated common journal and reconciliation processes
Trained teams and rolled out a change-management plan to ensure adoption
Quick Facts 100+ HoursSaved Estimated from interview _____________________________________
Client Michael Todd Industrial Supply — Interview with Joe Weinstein
The video documents measurable gains achieved after switching to CustomBooks; the headline metric demonstrated during the interview is 100+ hours saved (operational time reclaimed), plus faster closings and fewer inventory discrepancies.
Metric
Before
After
Estimated manual hours/month
40+
Less than 5
Monthly close time
~5 days
~2 days
Inventory discrepancies
Recurring
Minimal / Rare
"Switching to CustomBooks freed up our team to focus on growth — not firefighting." — Joe Weinstein (paraphrased from the interview)
Lessons Learned
Start by standardizing key inventory and GL mappings before migration.
Customize dashboards to the people who will use them every day — not just executives.
Invest in training and change management to accelerate adoption
Transcript & Resources
Video source: How Michael Todd Industrial Supply Cut 100+ Hours Using CustomBooks (YouTube). A full searchable transcript can be added here for accessibility and SEO. If you provide the transcript file (or allow us to fetch it), we will insert the complete transcript and highlight timestamped moments for quick navigation.
