Most small construction and distribution businesses didn't choose QuickBooks because it was the right long-term system. They chose it because it was what they had when the business was smaller, and nobody has stopped to ask what it's costing them since.

The result is a familiar pattern: disconnected spreadsheets, manual workarounds, and a finance team spending more time reconciling data than using it. The technology hasn't kept pace with the business, and that gap shows up in slower decisions, more errors, and a team that's managing the system instead of the other way around.

In this session of Ask the CFO, Lowell Mora will be joined by Ketan Katariya, Founder and President of Klio Systems, to talk about how growing construction and distribution businesses can move past legacy technology and run a more streamlined operation.

The conversation will explore:

• Why QuickBooks and similar legacy tools tend to break down as a business scales, and what the warning signs look like
• What an ERP system actually solves that a patchwork of spreadsheets and add-ons can't
• A practical look at Acumatica and what makes it well suited to construction and distribution businesses specifically
• How to think about the cost and disruption of switching systems against the cost of staying on outdated technology
• Questions owners should ask before starting an ERP evaluation or implementation

About Ketan Katariya

Ketan Katariya is the Founder and President of Klio Systems, Inc., a full-service technology consulting company that provides small and mid-sized businesses with end-to-end technology solutions, including managed IT, cybersecurity, software development, digital presence, and ERP consulting. Founded in 2015, Klio Systems today serves clients across manufacturing, distribution, construction, real estate, hospitality, finance and accounting, and professional services. The company also owns and operates My ERP Partner, SnapLeased, and SnapConnect.

Ketan has 30 years of technology experience. Before founding Klio Systems, he worked for a nationwide law firm in debt management solutions within the residential mortgage industry. He is a computer engineer by education and lives in Naperville, Illinois, a Chicago suburb, with his wife and young children. His focus is technology enabled solutions that help businesses run better.

Connect with Ketan: LinkedIn | Klio Systems | My ERP Partner | SnapLeased | SnapConnect