CASE STUDY : HOTSY PACIFIC

Fourlane guides Hotsy Pacific through a QuickBooks conversion and business process renovation

The Fourlane method: Make a way where there is none

Hotsy Pacific has been a Bay Area provider of industrial cleaning equipment and pressure washers for 30 years. When their controller decided to retire, and corporate headquarters required a bookkeeping renovation, the Hotsy Pacific team looked to Fourlane to lead them though a transition from BusinessWorks to QuickBooks Enterprise.

Getting creative out of the box

Hotsy Pacific had unique needs that required innovative thinking to maximize full QuickBooks potential. From tracking and reporting on the cost, life, and value of each individual piece of equipment, to tracking field service management and customer accounts, the needs for detailed management capabilities and custom reporting were key.

Core Requirements:

  • QuickBooks training and integration
  • Business sector class tracking and reporting
  • Interdepartmental coordination
  • Field service management
  • Advanced inventory
  • Comprehensive financial services

Discover, develop, and test—until it’s right

Rene Perry of Fourlane loves software, and solving business process challenges with a creative approach to what each feature and function of QuickBooks can do. Alongside the experienced software, business, and accounting experts at Fourlane, Perry worked to show Hotsy Pacific that they had engaged a diverse, cooperative, and balanced team. Once the initial requirements were established and a thorough understanding of the business gleaned from the exiting controller, the Fourlane team met with Hotsy Pacific department by department, as many times as necessary to get every point of view and fine-tune every detail of the migration—and the new QuickBooks process.

“We always come up with the answer. In our company, ‘no’ is not an answer; it’s ‘yes’ and let’s figure out how we’re going to get there. I just can’t say enough about how well we work together as a team.” – Rene Perry, Fourlane

Complex functions, user-friendly workflow

Educating those without accounting backgrounds on the credit and debit system that is the QuickBooks foundation, Perry empowered the Hotsy Pacific team with understanding and confidence. With multiple scheduled trainings for field service management, inventory adaptations, payroll, end-of-month closing, and more, Fourlane ensured transitional success.

Uniform close-out procedures with fewer errors
Custom tracking and reporting with time saved
Tailored inventory workflows with room to adapt and grow
Expert mentors to train and guide the team

Impact

Fourlane established interdepartmental checks and balances that have resulted in fewer errors, and the Hotsy Pacific QuickBooks users are now confident in the solution, their abilities, and Fourlane’s partnership. As QuickBooks continues to roll out new features and capabilities, Rene Perry keeps Hotsy Pacific in the know and trained on the best use of each feature for their specific business needs. With Fourlane in their corner for ongoing support, the Hotsy Pacific team is experiencing the benefits of reduced stress, increased confidence, and regained time.

Hotsy Pacific

Hotsy Pacific has been a Bay Area provider of industrial cleaning equipment and pressure washers for 30 years.

Industry

Equipment Sales

Location

Modesto, CA

Software / Solution

QuickBooks Desktop Enterprise