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All-in-one accounting, cloud banking, order & inventory mgmt, project & time tracking. We make your work easier & uncomplicated.

San Francisco, CA
Joined October 2012
Photo by CustomBooks (@custombookserp)Photo by CustomBooks (@custombookserp)Photo by CustomBooks (@custombookserp)Photo by CustomBooks (@custombookserp)Photo by CustomBooks (@custombookserp)Photo by CustomBooks (@custombookserp)Photo by CustomBooks (@custombookserp)Photo by CustomBooks (@custombookserp)Photo by CustomBooks (@custombookserp)
How long does month-end closing typically take your business?
0%1–2 days
0%3–5 days
0%More than a week
0%Let’s not talk about it
0 votes • Final results
3
How confident are you in the profitability of each product you sell?
0%Very confident
0%Mostly confident
0%Depends on the product
0%We need better visibility
0 votes • Final results
1
4
Which part of your daily operations creates the most unnecessary work?
0%Re-entering data
0%Finding information
0%Fixing mistakes
0%Getting out of bed
0 votes • Final results
3
Which number would you most like to see accurately, in real time?
0%Available inventory
0%Product profitability
0%Cash flow
0%Outstanding orders
0 votes • Final results
1
4
Which repetitive task would your team eliminate first?
0%Reentering information
0%Reconciling transactions
0%Building reports
0%Updating inventory
0 votes • Final results
8
What is the clearest sign that a business has outgrown its current software?
100%More spreadsheets
0%Frequent workarounds
0%Slow reporting
0%All of the above
1 votes • Final results
11
Could your team run the business normally if the office suddenly closed for a week?
0%Absolutely
0%Mostly
0%With some difficulty
0%Our server says no
0 votes • Final results
12
Growth shouldn’t mean more spreadsheets, duplicate entry or late nights. CustomBooks connects accounting, inventory, sales, purchasing, and banking—helping you work smarter and get time back. Discover CustomBooks: zurl.co/4PW3W #ERP #BusinessGrowth #cloudaccounting
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Today, we pause to remember the lives lost on September 11, 2001, honor the heroes who answered the call, and recognize the courage and unity shown in the days that followed. We will never forget. #NeverForget #NeverForget911
22
How many systems does your team use to manage accounting, inventory, sales, and purchasing?
0%One connected system
0%2–3 systems
0%4–6 systems
0%Too many passwords
0 votes • Final results
1
12
How far ahead can your business confidently see its cash-flow position?
0%90+ days
0%About 30 days
0%One week at a time
100%We check the bank account
1 votes • Final results
16
How confident are you that your inventory system matches what’s actually on the shelf?
0%Completely confident
0%Mostly confident
0%It depends on the day
0%Don’t make me check
0 votes • Final results
14
How quickly can your business produce an accurate financial report?
0%Instantly
0%Within a day
0%Several days
0%After spreadsheet magic
0 votes • Final results
11
Where would AI or automation save your team the most time?
0%Data entry
0%Reporting and analysis
0%Inventory forecasting
0%Customer communication
0 votes • Final results
2
How are changing supplier, freight, and tariff costs affecting your business?
0%Raising our prices
0%Shrinking our margins
0%Changing suppliers
100%Still figuring it out
1 votes • Final results
14
How many spreadsheets does your business rely on to manage daily operations?
0%None—we’ve moved on
100%1–5
0%6–10
0%I’ve lost count
1 votes • Final results
1
92
Connect your Accounting Software to Amazon for a more transparent view of your Inventory in multiple locations
1
31
Happy CustomBooks client explaining their journey and experience.
15
Reminder with Year End coming to check out our Product Perks CustomBooks™ - Nov 2024: Cloud Payroll youtu.be/7KeeDdJ-zdQ?feature… via @YouTube
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