When Systems Don’t Talk, Profit Walks Away

When Systems Don’t Talk, Profit Walks Away

A medical supply distributor was referred to us by their accounting firm after reporting ongoing issues with their accounting computer.
When we took a closer look, the real problem wasn’t the computer — it was inventory control.

Their warehouse, purchasing clerk, and accounting team were working in silos. Inventory coming in didn’t align with sales going out, and no one had a clear view of what was really on the shelves.

We introduced a third-party inventory software solution and migrated their accounting system from Peachtree to QuickBooks. Then, we interconnected workflows between the warehouse, purchasing, and accounting teams so data could flow seamlessly across departments.

Results:

• Eliminated over-purchasing and reduced inventory waste
• Improved visibility between sales and stock
• Enabled real-time financial tracking for better decision-making

This upgrade didn’t just fix their systems — it improved control over tens of thousands of dollars in revenue and strengthened their bottom line.

Sometimes, it’s not about more software — it’s about connecting the right people, tools, and processes.