Revolutionizing Operations:
    Transitioning from QuickBooks to NetSuite 

    About the Client

    Regier Cox and Associates stand as a leading public accounting firm based in Oklahoma City, bringing over 20 years of experience and expertise in the financial services industry. Specializing in IRS representation, payroll, accounting, financial consulting, valuation, mergers and acquisitions, estate planning, and tax management, they offer a comprehensive service portfolio to meet the diverse needs of their clients.

    Challenges the Client Faced

    With expansion came added intricacies — a reality that dawned on Regier Cox as they ventured into managing a high net-worth client's multifaceted family office. QuickBooks, once a staple for their accounting needs, proved inadequate in the face of a sprawling business landscape that included cattle, aviation, car washes, the stock market, and more, all spread across about 10 interlinked companies. Paige Brown, an accountant at Regier Cox, highlighted the pursuit for a platform capable of comprehensive accounting and efficient financial consolidation for stakeholder presentations. The limitations of QuickBooks became apparent, especially in the laborious task of logging into multiple entities for single transactions. This challenge underscored the need for a more integrated solution to streamline their complex operations.

    GSI's Solution

    The Regier team transitioned to NetSuite with the help of GSI, accomplishing a more centralized accounting solution. The introduction of a master chart of accounts significantly streamlined the consolidation of their companies. The ease of NetSuite's implementation was notable, particularly for its multi-company transaction capabilities, transforming tasks from hours to minutes. Regular, clear communication and dedicated support from GSI facilitated a smooth transition, despite some initial challenges. This partnership led to notable efficiency gains and operational improvements for Regier Cox.

    Ready To Start?

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