The finance stack that runs the business, not the one that runs your team ragged
Selection, implementation, and optimization of QuickBooks, NetSuite, Sage Intacct, and the connected stack around them. Built to match the cadence of the business, not the preferences of the software vendor. For $2M to $50M companies outgrowing their current system or drowning in the one they have.
The Challenge
QuickBooks was fine at $2M revenue. At $12M revenue with three entities, two currencies, and a growing operations stack, it is creaking. Or you implemented NetSuite last year, went live over a weekend, and eight months later the controller still does half the close in Excel because the reports do not match the business. Or you have five systems (CRM, billing, payroll, expense management, accounting) and none of them talk to each other, so the controller spends 15 hours a month copying data between them.
The problem is rarely the system. The problem is usually that the system was selected without the operating cadence in mind, implemented without the reporting requirements documented first, or outgrown without anyone naming the moment it happened. Finance systems are decisions with five-year consequences made on three-week timelines.
Our Approach
We approach finance systems work in three shapes depending on where you are.
Selection. If you are outgrowing QuickBooks or evaluating an ERP, we run a structured selection process: document the required reporting, the close cadence, the integration points, the multi-entity or multi-currency needs, and the growth path. The short list comes from your actual requirements, not from a vendor matrix. We are system-agnostic and will recommend staying on QuickBooks when that is the right answer.
Implementation oversight. We do not implement ERPs directly. We oversee the implementer, represent your side of the engagement, and make sure the chart of accounts, reporting structure, and close calendar survive the go-live. Most ERP implementations that fail, fail because the finance function was a passenger, not a driver.
Optimization. For companies already on a system that is mostly working, we clean up the chart of accounts, tighten integrations, automate manual steps, build the reporting the system can produce instead of pulling everything into Excel, and install close calendar discipline tied to the system's actual capabilities.
What You Get
- Requirements document covering reporting, cadence, integrations, and growth path
- System selection short list with reasoning tied to requirements (selection only)
- Implementation oversight with defined checkpoints through go-live (implementation only)
- Chart of accounts redesign aligned to reporting and decision-making needs
- Integration map between accounting and adjacent systems (CRM, billing, payroll, expense)
- Automation of manual data movement between systems
- Close calendar tied to the system's native capabilities
- Reporting pack built in-system where possible, not in downstream Excel
Engagement Model
Selection engagements run 4 to 8 weeks. Implementation oversight runs the length of the implementation, typically 4 to 8 months. Optimization engagements run 6 to 12 weeks. Standalone or bundled with Fractional CFO. Month-to-month with 30-day notice.
Who It's For
Built for $2M to $50M companies outgrowing their current finance system, in the middle of a system change that is not going well, or operating on a system that mostly works but is generating too much manual downstream work. Typical triggers are a revenue inflection past the QuickBooks comfort zone, a new legal entity or international operations, an ERP implementation running longer than planned, or a close process where half the work happens in Excel after the system close. We are not the right fit for pre-revenue startups or companies well-served by QuickBooks with no visible friction. Those businesses do not need this yet.
See Finance Systems & ERP in Action
Real results from client engagements using this service.
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Ready to Get Started with Finance Systems & ERP?
Schedule a complimentary consultation and we will map out a practical financial plan tailored to your goals.