Proartek, LLC

Proartek, LLC Business Planning/Development Services (Business Plans, Procedures Development, Process Documentation, Financials), Accounting

Proartek, LLC, provides comprehensive business planning and development services, backing the accuracy and economic relevancy of its products and services with a business network consisting of professional alliances with the Small Business Administration, SCORE (a Resource Partner of the U.S. Small Business Administration), the Kauffman Center for Entrepreneurial Leadership, “GO Connection,” local Small Business Development Centers, and other small business resources.

07/23/2026

When Senior-Level Management Exploits Experience and Expertise But Does Not Respect It

One of the most damaging workplace dynamics occurs when an experienced professional is deliberately placed into a lesser role yet repeatedly expected to perform work assigned to senior level managers who are unable to complete it themselves.

The issue is NOT ordinary delegation. Effective leaders delegate work while retaining accountability, providing direction, and recognizing the expertise of those who contribute. The problem arises when complex projects that properly belong to a Controller, Senior Accountant, or other financial leader are quietly reassigned to a lower-titled employee because the senior manager lacks the knowledge, technical ability, or follow-through required to complete them.

The experienced professional is then expected to research the issue, correct the underlying problems, design the solution, complete the project, and protect the organization from the consequences of failure—often without the authority, compensation, title, or access to information that should accompany that level of responsibility. Once the work is successfully completed, senior management then presents it as its own accomplishment, removing the actual contributor’s name, and then continues to publicly treat the contributing individual as though their role is merely performing only limited or clerical duties.

This practice creates a profoundly distorted workplace structure. Titles and compensation no longer reflect actual responsibility. Senior managers retain status and authority while transferring the most difficult elements of their positions to someone ranked beneath them. The organization is therefore not operating according to an honest division of labor; it is concealing deficiencies in leadership by relying on the invisible expertise of an undervalued employee.

In accounting, the damage can be severe. Senior-level projects often involve General Ledger integrity, reconciliations, financial reporting, internal controls, system configuration, audit support, and transaction-processing design. When those responsible for these functions cannot perform them competently, errors accumulate. Incorrect coding, incomplete reconciliations, unreliable reports, broken audit trails, and poorly implemented system changes create financial, operational, compliance, and reputational risk.

The risk increases when those same managers interfere with the experienced employee’s assigned responsibilities without first understanding the process. Transactions may be altered, coded incorrectly, or processed outside established procedures. System changes may create integration failures or additional work for Information Technology. The employee who was excluded from the decision is then expected to diagnose the damage and correct it—frequently without acknowledgment that the problem could have been prevented through basic communication and professional humility.

This behavior also destroys accountability. When senior managers claim successful work performed by others while distancing themselves from their own errors, leadership receives an inaccurate picture of individual performance. The people creating problems remain protected, while the person resolving those problems remains undervalued and professionally diminished.

Excluding that employee from discussions, withholding information, ignoring legitimate questions, and reducing a skilled Staff Accountant to the label of “cashier” compounds the damage. It eliminates an important internal control: the informed participation of the person who understands the transactions, systems, and downstream financial effects.

Over time, the consequences are predictable. Trust collapses, communication deteriorates, preventable errors increase, institutional knowledge becomes concentrated in an employee who is denied appropriate authority, and strong professionals disengage or leave. The organization becomes dependent upon expertise it refuses to recognize while preserving a management structure that cannot reliably perform its own work.

A healthy accounting department cannot be sustained by assigning senior-level responsibilities downward while directing recognition upward. Competence, responsibility, authority, title, compensation, and accountability must be reasonably aligned. When they are not, the organization pays the price through weaker controls, unreliable systems, costly rework, damaged morale, poor retention, and declining confidence in its financial operations.

I lost one of my best friends today at 12:14 p.m.
06/19/2026

I lost one of my best friends today at 12:14 p.m.

Are you a startup? We know start-ups!Since 2002, Proartek has been empowering entrepreneurial spirits to establish and g...
03/26/2025

Are you a startup? We know start-ups!

Since 2002, Proartek has been empowering entrepreneurial spirits to establish and grow their businesses.

Our expertise lies in providing top-notch services tailored for small business owners like you:

• Guidance from accounting experts
• Organized books for tax time stress-free
• Dedicated accountants for daily bookkeeping

Spend more time on what matters - developing your business and products. Our flexible bookkeeping solutions will adapt as you scale. Give us a try today and let's turn those startup ambitions into reality!

Proartek LLC - helping startups thrive since 2002

Legacy, enterprise-wide software with minimal documentation and even less in-house expertise can become an Achilles heel...
12/14/2024

Legacy, enterprise-wide software with minimal documentation and even less in-house expertise can become an Achilles heel in the blink of an eye.

Yesterday, a simple Excel macro I had developed suddenly ceased to execute while attempting to "scan" through large directories of Excel reports to identify all General Ledger accounts associated with restricted funds. This macro is only used at the end of the month when we are preparing financial reports.

I spent several hours debugging the macro and discovered that the normal format of the Excel reports had unexpectedly changed, reorganizing the colums of data within the report. Unable to locate the specified column of data, the macro was unable to execute.

Further investigation today, in conjunction with multiple errors that appeared within our General Ledger, uncovered a corruption to the system that occurred on November 21, 2024, at 10:43 a.m. following a format change a third party software had made to their interface with our system. Unfortunately, there are at least 100 "sessions" that have been processed and closed using the corrupted report and we are currently working through damage control and next steps.

With the customer's minimal understanding and lack of expertise with their legacy software, this corruption could have continued indefinitely had my macro not crashed and shed light on the problem.

Ironically, it wasn't the new "Senior Accountant", barely able to fill the requirements of her position with expertise versus ego, who was able to identify, document, and pinpoint the problem to an exact time and date, but the Staff Accountant with the dual Master's Degree in Management Information Systems and Business Administration.

The moral of this story:

"The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency”. ~Bill Gates

I've signed NDA agreements with two different entities that are partnering to offer the ODOO suite to their customers.  ...
03/18/2024

I've signed NDA agreements with two different entities that are partnering to offer the ODOO suite to their customers. One entity offers full commerce solutions to his customers with an emphasis on the technical side of e-commerce. The other entity provides finance solutions using ODOO as the basis those services. This has evolved into a beautiful partnership whereby both entities focus on their strengths and outsource their "weaknesses" to the other partner.

I'm beginning to work in ODOO and find the software fascinating, yet challenging in that its interface is not the typical "point and click" handholding experienced with Quickbooks Online or even Quickbooks Desktop. My role is acting as the intermediary between the two, using my IT and technical skills to assist with data formatting, export/import, and implementation while setting up the finance/accounting side of the software for new clients.

WHY GAAP ACCOUNTING IS THE EQUIVALENT OF TELLING YOU TO JUMP OFF A CLIFF AND FLAP YOUR ARMSI started learning the "Profi...
02/09/2024

WHY GAAP ACCOUNTING IS THE EQUIVALENT OF TELLING YOU TO JUMP OFF A CLIFF AND FLAP YOUR ARMS

I started learning the "Profit First" financial method last year when working for a local accounting company and was amazed that its fundamental teaching is very similar to the "Dave Ramsey" envelope system for managing your finances.

In a nutshell, businesses have been relying on a traditional GAAP method of growing profitability that states: Sales - Expenses = Profit. Essentially, as Mike Michalowicz states in his book "Profit First - Transform Your Business From a Cash-Eating Monster to a Money-Making Machine", it is a "crusty, bifocal-wearing, old-person-smelling formula" that tells you to sell as much as you can, then pay your bills, and what is left over is profit. And there lies the problem - "Cliff, Jump, FLAP-FLAP-FLAP, Splat."

As Mike explains, that old profit formula (GAAP) creates monsters of businesses - HUGE, cash-eating monsters, that wreak financial havoc and destruction at every turn: empty your bank account, wrack up your credit card debt, incur "operating fund" loans, and the more you "sell", the more your ever-increasing list of "must pay" expenses grows. You work sunrise to sun-up, yet that "monster" looms relentlessly, eating up your time, stealing your sleep, and destroying your entire world.

I will be the first to admit that I have followed the "crusty, bifocal-wearing, old-person smelling formula" my entire life, both in personal finance as well as in my own business. My wake up call came with an introduction to "Profit First" by a former employer, at which point there was a blinding light that was not, for the first time, an oncoming train but a cosmic explosion complete with angelic singing! When you spend your entire life, be it working for others or working for yourself, you follow the old 1900s teaching: go to work, collect a paycheck, deposit your paycheck, pay all of your bills, and then set aside savings from what is leftover. The problem arises from the fact that rarely are there any leftovers from which to establish a savings account, much less give you any wiggle room for spending anything on yourself.

Small businesses are not the backbone of the economy. As Mike puts it, we ARE the economy! Not one giant, multi-million dollar company exists today without the initial foundation of a small business. And while we assume that those multi-million (and multi-billion) companies are turning a profit, the truth is that it is very difficult to find a "profitable" business - most are just covering their monthly debt while accumulating massive debt. We have been programmed to believe that "bigger is better", yet the next big sale or customer or investor realistically results in a bigger "cash-eating" monster because of our assumption that with hard work and sacrifice, at a certain point all revenue will yield a profit.

Logically, GAAP makes sense - sell as much as you can, spend as little as possible, and pocket the difference. It supersedes our natural behavior and convinces us that "bigger is better", which drives us to try to sell our way to success in a relentless cycle of chasing after every shiny object disguised as opportunity. "Cliff, Jump, FLAP-FLAP-FLAP, Splat." And when you survive that 10,000 foot fall, you'll be looking to hire an accountant certified in GAAP just to understand the financial model in all of its overwhelming complexity, move some numbers around, post some stuff in different accounts, make the numbers look different, and print you out a report that lists a number as your "profit" even though you haven't got a dime in your bank account to show for that profit (think Enron)! GAAP is a system for understanding all of the elements of your business, NOT for managing cash!

"Profit First" defines profit as something that cannot wait until tomorrow. It is NOT an event, it is not something that happens at year-end or the end of your five-year plan. Profit must be baked into your business and happen now and ALWAYS, every day, every transaction, every moment. Profit is a habit that follows a logical formula: Sales - Profit = Expenses.

If you want healthy, sustainable growth in your business, and even in your personal life, you need to set aside a percentage of your profit FIRST and then determine what expenses you can afford. Figure out what makes profit and dump the things that don't.

Michalowicz, M. (2017). Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine. Penguin Books.

01/26/2024

BEST PRACTICES FOR IMPLEMENTING ERP SOFTWARE IN A SMALL BUSINESS

Enterprise Resource Planning (ERP) software can revolutionize the way a small business operates, providing a centralized platform for managing various business functions. However, implementing an ERP system can be a complex, overwhelming process to those with an entry- to mid-level understanding of how each of their department functions and processes interact with one another. Here are some best practices to ensure a smooth transition:

1. Assess Current Systems
Before implementing an ERP system, take a comprehensive look at your current systems¹² (interacting or interrelated elements such as software). Identify areas where improvements can be made and any gaps in business operations that an ERP system can fill². Pay attention to financial systems, manufacturing and production processes, sales and marketing systems, data management and reporting, and IT infrastructure and software².

During this phase of the implementation, flowcharting the process of each department function - tasks and decisions that must take place, personnel (department) necessary to perform each task or make each decision, and inputs and outputs from each "step" of the process. This will help you identify where your "process" is broken so that it can be addressed/fixed during implementation of the new software.

2. Define Project Scope and Goals
Before implementing any new system, it is crucial to fully understand your business - WHAT it does, HOW it does it (how do your departments and employees interact with each other, what information such as invoices, purchase orders, price sheets, inventory, credit applications, are exchanged, etc.], WHO buys and/or sells your products or services, WHY customers choose you over a competitor, and your business goals.

Next, determine the scope of the ERP implementation. Will it be limited to just the accounting module, or are you planning to deploy the full range of available modules¹? Also, define clear goals for what you want to achieve with the ERP system². These goals are an expansion of your goals as a whole for your business - maybe you want to improve inventory management, ensure data integrity between departments, or eliminate redundancy.

3. Select the Right ERP Software
Choose an ERP software that aligns with your business needs and goals². Consider factors such as the software's features, scalability, cost, and the vendor's reputation and support services².

4. Develop an Implementation Strategy
There are several ERP implementation strategies, each with its own advantages and challenges¹. These include the Big Bang approach, where the ERP is deployed across all operations at once, and the Phased Rollout, where the implementation is done gradually¹. Choose a strategy that best suits your business size, needs, and resources¹.

Determine who will be implementing the software. Do you have employees with IT backgrounds who can "clean", export, and migrate the data or are you lacking the essential in-house skillset to be able to clean and prepare your data for migration to the new system?

5. Prepare and Migrate Data
Data preparation and migration is a critical step in ERP implementation². Ensure that the data to be migrated is clean, accurate, and well-organized². Once you reach this step, you have identified your implementation team whether in-house or outsourced.

6. Test the System
Before going live, thoroughly test the ERP system to identify and fix any issues². This includes testing the system's functionality, performance, and integration with other systems².

7. Train Employees
Provide comprehensive training to employees to ensure they can effectively use the ERP system². This can include hands-on training, workshops, and providing access to online resources². Never expect your employees to train themselves!

8. Go Live and Monitor
Once you've tested the system and trained the employees, you're ready to go live². However, the work doesn't stop there. Continuously monitor the system to identify and address any issues that may arise². Encourage employees and departments to provide continuous feedback on how the software is interacting with their routine functions. Identify any "pain points" that may require additional training or "software tweaking".

9. Provide Ongoing Support and Maintenance
ERP systems require ongoing support and maintenance to ensure they continue to meet business needs². This includes regular updates, troubleshooting, and user support². Typically, your chosen ERP software will come with an ongoing support and help desk option. If you choose not to pay for this option, be prepared to hire a professional experienced with your ERP software to monitor and provide ongoing support and maintenance.

Implemented correctly, an ERP system can be a game-changer for small businesses, leading to improved efficiency, productivity, and decision-making. By following these best practices, small businesses can maximize the benefits of ERP implementation and ensure a smooth transition to a more efficient and integrated business management solution³.

Source: Conversation with Bing, 1/25/2024
(1) Key ERP Implementation Strategies - Software Connect. https://softwareconnect.com/learn/key-erp-implementation-strategies/.
(2) ERP Implementation: The 9-Step Guide – Forbes Advisor. https://www.forbes.com/advisor/business/erp-implementation/.
(3) 9 ERP Implementation Best Practices for Small Businesses. https://zealerp.com/9-erp-implementation-best-practices-for-small-businesses/.
(4) 11 Best Practices for Your ERP Implementation - Aptean.com. https://www.aptean.com/en-US/insights/blog/erp-implementation-best-practices.
(5) 9 step ERP implementation plan for business operators - MYOB. https://www.myob.com/au/resources/guides/erp/erp-implementation.

ODOO - ENTERPRISE SOFTWARE DONE RIGHT!Are you feeling like your business software solutions are speaking different langu...
01/26/2024

ODOO - ENTERPRISE SOFTWARE DONE RIGHT!

Are you feeling like your business software solutions are speaking different languages, creating departmental chaos with disjointed systems, and digging a hole in the financial health of your business through multiple subscriptions of unconnected software platforms? If you answered “YES”, Odoo might have the answer to your software nightmares!

Odoo is a comprehensive suite of business applications, an enterprise resource planning (ERP) system, that brings together different software applications under one virtual roof that can actually talk to each other. With an open-source approach, Odoo builds on a unique framework that ensures that data is shared securely among all departments by integrating various business functions into one accessible platform.

Odoo’s vast collection of business applications provide a “one stop shop” to ensure that every department gets the right tool for the right job, perfect integration, and just one-click install. Odoo is comprised of over 30 main modules that are regularly updated, more than 16,000 third-party apps/plug-ins, and can be implemented either in the cloud or on-premise for businesses of all sizes. Regardless of your business needs – e-commerce, point of sale, marketing, accounting, billing, inventory management, project management, warehouse management, financial management, manufacturing, purchasing, rental management, fleet management, field service, help desk, event planning, and human resource management and payroll – Odoo has an application for it!

If you are ready to level up your quality of work, optimize your business productivity, and unleash the growth potential of your business, ask me about Odoo!

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