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Field notes on choosing, implementing and running Odoo and Microsoft Dynamics 365.

  1. QuickBooks to Odoo migration: choose the platform, then the moveA QuickBooks to Odoo migration is the right move when your stock, production or project work has outgrown QuickBooks and one database should carry it next to accounting.13 min read
  2. Free accounting software in Canada: what you get and when to moveMost Canadian businesses must register for GST/HST once worldwide taxable supplies pass CAD 30,000 in a single calendar quarter or across four consecutive calendar quarters, under the Canada…27 min read
  3. CRM modules: which ones a 20 to 100 person company needsCRM modules are the parts of the system each role owns: pipeline for sellers, quotes for sales operations, cases for service, work orders for dispatch, and journeys for marketing.27 min read
  4. CRM and order management systems: one platform or twoKeep the quote and the order in one platform when price and stock must match the warehouse.23 min read
  5. Difference between CRM and ERP: which to buy firstCRM and ERP do different jobs: a CRM system manages contacts, pipeline, and service, and an ERP runs finance, inventory, purchasing, and the ledger on a shared database, with finance as the system…19 min read
  6. Free inventory management software for small businessIf you sell from one site, with one person on stock and under 50 sales orders a month, Zoho Inventory Free is the usable free tier as of October 2026.25 min read
  7. Sage vs QuickBooks: which fits a growing companySage 50 and QuickBooks can both carry a company through the next twelve months, and they run out of room for different reasons.23 min read
  8. Alternative software to QuickBooks for a growing businessCompanies of 20 to 100 people should sort alternative software to QuickBooks into three tiers: another accounting app, a cloud ERP, or an enterprise finance system.27 min read
  9. Inventory management software: standalone app or ERP?A standalone inventory app fits a product business with one location, no lot or serial tracking, and books that already close in QuickBooks or Xero.29 min read
  10. Sage 300 vs Sage 50: which one, or neitherSage 300 and Sage 50 are different products, and Sage's Canada comparison of 3 June 2026 lists Sage 50 at up to 40 users and Sage 300 at 200 or more, with multi-currency on Sage 300 as…23 min read
  11. Acumatica alternatives for mid-market companiesAcumatica still fits construction, distribution, and user-heavy teams: users are included, and the bill follows industry edition, extra applications, and a resource level based…21 min read
  12. Top CRM for financial advisors: how to choose in 2026For a US advisory practice of about 2 to 25 people, the CRM choice with public list prices in October 2026 comes down to Redtail, Wealthbox, or a general platform you finish yourself.29 min read