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When QuickBooks Breaks:
The CFO’s Playbook for Moving to NetSuite Without Disruption

If QuickBooks is slowing your close, distorting forecasts, or creating audit stress — this webinar shows you how to migrate safely and secure ROI.

Date: March 26, 2026
Time: 10:00 AM – 10:45 AM PT | 1:00 PM ET
Location: Zoom Events
Audience: CFOs, Controllers, COOs (Decision Stage)

All registrants receive:

  • Access to the webinar replay
  • Practical frameworks you can apply immediately
  • The CFO’s QuickBooks-to-NetSuite Migration Checklist

Includes:

  • 25-point readiness scorecard
  • Data cleanup framework
  • Cash protection plan
  • KPI pre-implementation template
  • Board-ready ROI worksheet
Who This Is For:

This webinar is designed for:

  • CFOs of $10M–$150M companies
  • Controllers managing multi-entity growth
  • Finance leaders preparing for audit or capital raise
  • Companies outgrowing QuickBooks

If you are responsible for approving or defending an ERP investment, this session is for you.

What You’ll Learn:

In this session, you’ll learn:

✔ The financial warning signs that QuickBooks has reached its limit
✔ How to migrate without disrupting cash flow
✔ The implementation roadmap CFOs use to protect operations
✔ ROI benchmarks from real NetSuite transitions
✔ How to secure board approval with a defensible business case

This is a finance-first discussion, not a product demo.


 

Meet the Panelists

Our Speakers

With deep expertise in platforms like NetSuite and Acumatica, and a commitment to strategic partnership, Concentrus guides companies from ERP vision to value through our proven ROI Advantage Roadmap™. Our speakers today bring real-world experience, industry insight, and a passion for helping leaders like you unlock growth, efficiency, and long-term ROI.

Jesse-Guzman
Jesse Guzman

ERP Practice Director

Jesse Guzman is the Lead ERP Strategist at Concentrus. He has led hundreds of successful ERP transformations. His mission: simplify the complex and deliver ERP solutions that empower Finance and Operations to move faster, smarter, and with measurable financial results.

Derrick-Lildhar

Derrick Lildhar

Director of Sales

Derrick Lildhar is the Director of Sales at Concentrus, with 25+ years of experience helping companies unlock ERP’s strategic value through a mix of technical expertise and relationship-driven leadership.


Jose (1)

Jose Moreno

Senior NetSuite Consultant

Jose is a NetSuite Certified Administrator with a background in logistics operations. Specializing in warehouse and wholesale distribution, He is passionate about process improvement, automation, and accuracy. He believes in maximizing output while reducing input.


Meet the Experts

Our Speakers

With deep expertise in platforms like NetSuite and Acumatica, and a commitment to strategic partnership, Concentrus guides companies from ERP vision to value through our proven ROI Advantage Roadmap™. Our speakers today bring real-world experience, industry insight, and a passion for helping leaders like you unlock growth, efficiency, and long-term ROI.

Jesse-Guzman

Jesse Guzman

ERP Practice Director
Jesse Guzman is the Lead ERP Strategist at Concentrus, combining over a decade of ERP and tech strategy experience to help mid-market companies turn ERP into a driver of real business growth.
Steeve

Steeve Tshipau

NetSuite ERP Consultant
Steeve Tshipau is an experienced ERP Consultant and Digital Transformation Strategist who helps businesses align technology with strategic goals to drive scalable growth, operational excellence, and lasting impact.
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Benson Lin

CFO Panelist
Benson Lin is the Chief Financial Officer of Concentrus, Inc. and VHA Prepaid Wireless, a leading wireless distribution company in Diamond Bar, California.  With more than thirty years of experience in finance and accounting, Lin has held senior roles including CFO at EVGA and Controller at Concentrus, Million Dollar Baby, and VHA, and Director of Finance at Westinghouse Digital, where he was instrumental in overseeing financial modeling, tax planning, M&A transactions, and the successful implementation of ERP systems such as SAP and Netsuite. Known for improving organizational visibility and efficiency through his financial leadership, Lin began his career at EY and holds both bachelor’s and master’s degrees in accounting from the University of Southern California. He is fluent in English and Chinese.

About Concentrus

What is ERP—and why does it matter?

ERP (Enterprise Resource Planning) software centralizes your operations—finance, inventory, sales, customer management, and more—into a single system to streamline processes and drive growth.
 
NetSuite and Acumatica are leading cloud ERP platforms trusted by businesses around the world. With Concentrus, you’ll get help choosing the right fit and confidence that it will be implemented right the first time.

Sign Up For Our Webinar

Partner With An Expert

The Concentrus Advantage

The Concentrus Team is made of developers, analysts, project managers, consultants, and account managers, and we get rave reviews. We differentiate ourselves by being customer-focused, and we believe this is the best way to conduct any business. 

Learn More

Save Money

Purchasing NetSuite ERP from us doesn't cost any more than buying directly from NetSuite. We also save you money by making sure you get exactly what you need - nothing more, nothing less.

Informative Sales Process

You will receive an education from us, not a pushy sales call. We take a detailed assessment of your business so that we can make sure you get exactly what you need.

Get a Real Partner

We are in it for the long haul. We focus on helping you meet your goals and objectives. We will be your mentor, advisor, and teammate. Your long-term success is our success.

Support

Many cloud ERP vendors sell you NetSuite, implement it, and then it's off to the next customer. Concentrus offers support the whole way through.

Services

We offer NetSuite licenses, integration, customization, support, and training. We can be your one-stop shop for all your NetSuite CRM and ERP needs.

Superstar Team

We are highly experienced NetSuite users and consultants who have been brought together to help companies like yours.