Phoenix Renovation and Restoration (Kansas & Missouri)
Headquarters
Apps Replaced
- Challenges
- Solution
- Outcome
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Challenges
- Siloed Systems & Paper-Based Processes
- Ran five separate instances of QuickBooks with limited user access
- Relied heavily on spreadsheets and manual consolidation for reporting
- Field teams lacked access to financial data, causing delays and misalignment
- Inefficient Month-End Close & Cash Flow Strain
- Month-end close took 45+ days due to missing receipts and manual entry
- AP and AR processes were slow and error-prone, impacting cash flow
- Needed to tap into credit lines frequently to stay afloat
- Disconnected CRM & Limited Field Visibility
- CRM didn’t sync with financials, creating duplicate data entry
- Field staff couldn’t access project financials or submit expenses in real time
- Project managers operated independently, leading to outdated reports and missed red flags
- Lack of Scalability & Compliance Tracking
- Vendor compliance was difficult to manage across 300 subcontractors
- Manual workflows couldn’t support growth or disaster recovery expansion
- Needed AIA invoicing, WIP reporting, and mobile access for field operations
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Solution
Acumatica Construction Edition Phoenix Renovation selected Acumatica for its flexible, cloud-based architecture, unlimited user licensing, and construction-specific functionality. The platform unified CRM, financials, project management, and field operations. With mobile access, automated approvals, and real-time dashboards, the company modernized its workflows and gained full operational visibility.
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Outcome
- Real-Time Visibility & Financial Control
- Month-end close reduced dramatically with automated AP/AR workflows
- Cash flow improved—no credit line needed for 14+ months
- Executives and field teams access the same data instantly, improving decisions
- Mobile Access & Field Efficiency
- Field staff submit receipts and access project data via mobile app
- Approval processes are paperless and faster, reducing risk and delays
- Project managers operate proactively with real-time insights
- Robust Reporting & CRM Integration
- Dashboards and reports are built by users without developer support
- CRM data is fully connected, enabling better customer and referral tracking
- Marketing campaigns and lead insights now drive strategic outreach
- Scalable Platform for Growth
- Platform supports expansion into hurricane-affected regions
- Vendor compliance tracking is automated and visible
- Plans to implement customer portals for billing and project updates
Here’s What Our Clients Are Saying
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"It seems like Acumatica is on the rise, growing, and progressive with an open-source type community where we don't feel we are put into a bucket, and that the company would grow with us." Working with Premier Tech Partners, TRA Snow & Sun tripled its revenue, reduced complex order lead times from 3.5 weeks to just 10 days, and eliminated the manual paper processes that had been causing production delays across its manufacturing operations.
Jacob Anderson
TRA Snow & Sun, CFO
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"Acumatica's ability to push and pull data has been phenomenal." Partnering with Premier Tech Partners, LVT connected its disconnected financial and manufacturing systems into one unified platform, slashed financial close time from 15 days to just 5, and scaled from 75 to over 230 employees — all without hiring additional accounting staff. Cloud access through Acumatica also kept the team running seamlessly throughout the pandemic.
Andy Gale
LiveView Technologies, CFO & COO
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"We can now better track a product as it goes through the entire process. Building formulas and handling our bills of materials is a lot better than doing it with Excel. Now we do it once and it's right." With Premier Tech Partners guiding the implementation, Trace Minerals grew revenue 6-fold, saw sales surge 50% in 2023, and replaced paper-based quality workflows with an integrated system spanning manufacturing, testing, and compliance.
Kelly Jones
Trace Minerals, Director of Regulatory & Quality
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"Premier Tech Partners has demonstrated a deep understanding of our business and has taken a truly hands-on, boots-on-the-ground approach to helping us maximize our use of Acumatica." Their team spent time onsite at the manufacturing plant and distribution center, conducted detailed walkthroughs with each accounting team, and actively advocated for enhancements on Acumatica's technology roadmap. PTP also introduced strategic ISV partners that elevated and expanded operations across Summit.
Jason Johnson
Quick Quack Car Wash, Co-Founder & CEO
