BluePath Finance

This created a lot of confusion, opportunities for errors and a slew of other problems. On top of that, BluePath is a rapidly growing company, and QuickBooks couldn’t scale with their needs.

BluePath had previously worked with Gross Mendelsohn’s Technology Solutions Group for their IT managed services. After finding out we also offered accounting systems consulting and implementation, BluePath’s controller, Irene Qi, reached out for help.

There were some roadblocks during the process due to the unique way BluePath does business. NetSuite is easily scalable, so BluePath scaled up from SuiteSuccess Starter Cloud Service to Financial Management Mid-Market Cloud Services to gain additional budgeting flexibility and multi-book accounting (which enables generally accepted accounting principles (GAAP), tax and capital accounting). Chris worked with Irene to identify and achieve the exact features they needed.

“Chris Haiss has always been responsive and very patient with the questions I have. When we adopted NetSuite, it was the basic platform, so there were a lot of customizations that we needed to do. Chris was very patient working through step-by-step what we wanted to do and how to achieve that. It was a great experience.”

The ability to scale and add NetSuite custom records were major contributions to BluePath’s successful onboarding of NetSuite.

When asked what the biggest benefit of our services was, Irene said, “The consultant service. Whenever I had questions, I asked Chris. She was very detail-oriented and helpful with finding advanced NetSuite features and potential solutions from third parties that integrated with NetSuite.”