Canyon Rim Consulting, LLC

How long have you been implementing financial services for businesses? Our team of seasoned, highly skilled professionals boasts more than 50 years of collective experience in the implementation of financial business systems. We have an impressive record of achievements, notably within the finance team at Merrick Pet Care. Our extensive work in this field has given us invaluable insights into the intricacies of the manufacturing and supply chain industry. We help construct business systems that enhance financial performance, while also possessing a keen acumen for generating comprehensive business intelligence reports.

What kinds of services do you provide? Our team specializes in Netsuite Enterprise Resource Planning (ERP) system, a cloud-based system for financial management, supply chain and inventory management, production management and more. We offer an extensive range of services to help organizations adopt and optimize ERP to meet their needs. From procurement to customer relationship management (CRM) to warehouse and fulfillment systems, our professionals have in-depth expertise in Netsuite’s suite of integrated business management software.

Our services span the entire implementation lifecycle, including crucial steps such as initial planning, requirements gathering, configuration, tailored customization, data migration, and seamless system integration. We work closely with our clients, taking the time to fully understand their unique business needs. This enables us to customize the Netsuite solution to align perfectly with their operational requirements. Beyond implementation, we also provide comprehensive training and support services so our customers can maximize the system’s potential. Our ultimate objective is to enable organizations to streamline their operations, enhance visibility, and drive growth by harnessing Netsuite’s robust features.

What motivated you to start Canyon Rim Consulting? Through our extensive involvement in multiple financial system implementations at Merrick Pet Care, we took note of the intricate relationship between finance and business operations. This experience ignited our passion and led us to establish Canyon Rim Consulting.

At Merrick, we saw firsthand the role that financial business systems play in strategic decision-making and overall business performance. Accessing accurate and timely information is crucial, and these systems help make it happen.

How do you stay up-to-date in such a rapidly changing industry? Canyon Rim emerged organically through a convergence of personal interests, academic pursuits, and practical experiences—and those characteristics keep us moving forward. This industry also calls for individuals who possess robust analytical skills and meticulous attention to detail. Those are our strong suits, which gives us the ability to make sound judgments based on data-driven insights. By pursuing continuous education and aligning our skillset with the industry’s demands, we have established a strong foundation for future success.

What key challenges do small businesses face when implementing financial software? The initial transition and adaptation phase is always a hurdle. Integrating new financial software into an existing business infrastructure takes a lot of planning and allocation of resources. Comprehensive staff training is another major component. This can be difficult for small businesses who have limited financial and human resources—or a lack of technical expertise. That’s where communication becomes critical. Extensive customization helps us align the software with their unique business processes.

When that happens, small businesses can streamline their financial processes, enhance decision-making capabilities, and elevate overall operational efficiency.

How long have you been working in financial services? I have been working in financial services for 8 years, going on 9 years.

What kinds of services do you provide? My office specializes in life insurance and financial service products. Of course, what we are known for just like any State FarmTM office is helping with Auto, Home, and Renters, but we take pride in our expertise in the financial service products.

How do you maintain your education or expertise? We train with the top agents in the country every week to make sure we are providing the best service and educating our customers on what financial service products are best for their family. We have multiple group studies and travel with the best in our company continuously to make sure we stay the best in our industry.

What motivated you to choose a career in financial services? I do have a servant heart and I enjoy meeting with families and putting plans in place to protect assets and themselves. My team feels 100% the same way, so each day we have that drive and goal to give our best to each customer we come in contact with. To me, family is the most important thing, so putting these plans in place to help others, I know GOD has put me here to help and serve others.

What is the greatest challenge you’re facing right now? One-hundred percent, I would have to say the state of our economy. We have hyperinflation right now, markets aren’t doing much, we don’t know what real estate is leaning to do, interest rates are very high. With the auto, home, life, and financial services we provide, we are constantly meeting with customers each month to make sure we have the right plan in place for their goals and their family.

What is a common misconception about your career? For sure, how many people just get excited about insurance? In the beginning of my career I knew I didn’t want to be that “insurance guy” so I have traveled across the country to train with the best and separate myself from being just another insurance office. I know the hard work has paid off. We are a top 3% agency in the country and just voted best insurance agency for the second time this year in 2023. State FarmTM agents are more than that, we offer protection of assets and financial services. How can someone begin building financial stability? Sit down with a professional. You have many great companies in Amarillo with great representation. I am friends with many of them; just do your research and pick who you would like to assist you in planning for your retirement and family. Don’t do it on your own.

What’s one piece of financial advice you like to give? Live below your means. I think as a society it is easy to get caught up in “keeping up with the Joneses.” Have a balance of saving, but also enjoy life in the present. I was one to only save for tomorrow and not enjoy today. My wife lived for today and didn’t plan for tomorrow. We met in the middle and have our balance. Find your balance for your family.