The right system, configured right the first time.
We help you choose, implement, and get real value from accounting and ERP software, with a chart of accounts, workflows, and reports designed by accountants, not just installers.
The problems this solves
Outgrown QuickBooks
Multiple entities, inventory, or revenue rules have pushed your current system past its limits.
A stalled implementation
Go-live slipped, the partner moved on, and your team built workarounds around the new system.
Vendor-driven selection
Every demo looks great. You need an independent view of what fits your business and budget.
Reports nobody trusts
The data is in the system, but the chart of accounts and dimensions make reporting painful.
What's included
- Requirements gathering and vendor-neutral system selection
- Chart of accounts, dimensions, and entity structure design
- Configuration of workflows, approvals, roles, and permissions
- Data migration with balance validation and reconciliation
- Integrations with banking, payroll, CRM, AP, and expense tools
- Custom reports, saved searches, and dashboards
- Rescue and optimization of existing implementations
Our process
- DiscoverDocument requirements, pain points, reporting needs, and integration points.
- SelectShortlist, script demos around your real scenarios, and compare total cost of ownership.
- DesignBuild the chart of accounts, dimensions, roles, and approval flows on paper first.
- Configure and migrateSet up the system, load data, and reconcile every opening balance.
- Test, train, go liveUser acceptance testing, role-based training, and a supported first close.
Deliverables
- Selection scorecard and recommendation memo
- System design document and configured environment
- Reconciled data migration with sign-off workpapers
- Role and permission matrix aligned to segregation of duties
- Training materials, SOPs, and post-go-live support
Tools we use
Frequently asked questions
Are you a reseller for any software?
Our selection advice is vendor-neutral. We recommend what fits your requirements and budget, and we'll disclose any partner relationships up front.
How long does an implementation take?
A QuickBooks Online cleanup or rebuild typically takes 4 to 8 weeks. A NetSuite or Sage Intacct implementation for a mid-sized company usually runs 10 to 20 weeks, depending on entities and integrations.
Can you fix an implementation someone else started?
Yes. Implementation rescues are some of our most valuable projects. We start with a quick diagnostic and a prioritized fix list.
Will our historical data come over?
We agree on the right level of history together, usually opening balances plus one to two years of summarized or detailed activity, and reconcile everything we migrate.
Ready to see your numbers clearly?
Tell us where finance feels heavy. We'll show you what's possible and where to start, with no obligation and no jargon.