Certum Solutions — QuickBooks | Bookkeeping

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Case Study: TEG Lease & BoomCo

Can you give a brief description of your company?

TEG Lease is a provider of high-security mobile storage containers, ground-level mobile offices & over-the-road trailers. We service TN, SC, NC, GA, AL, KY, VA, and WV. Boomco is a construction equipment rental company. We service TN, SC, NC, GA, AL, KY, and VA.

What challenges/problems necessitated a change?

Inventory management, sales, and sales tax reporting.

What made our solution stand out over others that you researched?

  • Cost was comparable to our current system.

  • Very user-friendly and easy to learn.

  • Customized and filtered reporting options.

What feature of our product was most appealing?

Customized and filtered reporting options.

How did our team help with implementation?

We transitioned 3 months into our new fiscal year. Your team provided a clear path and step-by-step process to obtain the data in the appropriate format for importing and reconciling our data. The data set was quite large. W e had 1916 customers, 430 vendors, 8120 inventory items, and 8317 open accounts receivable invoices imported.

What was the initial reaction to our product?

Our accounting team thought it was very user-friendly and easy to navigate.

How has our solution helped since implementation?

Sales tax reporting now takes 1/3 of the time it used to.

What have you been most impressed with?

Team training and conversion planning. Your team planning allowed us to complete the conversion from the initial quote to going live in 32 days. The project was completed timely and within budget.