system selection

  • Initial needs assessment
  • Reporting requirement review
  • Vendor selection consulting
  • Review of compatibility with current IT environment
  • Financial structure consultation and advisement


  • Review of current processes
  • Procedural recommendations and staffing alignment
  • Implementation and training to utilize full system functionality
  • Streamline reporting and drive towards faster month-end closes
  • Increase operational decision making with advanced reporting


  • ERP implementation project management
  • Development of chart of accounts and other dimensions
  • Review and update of processes and controls
  • Data validation and new system testing coordination
  • Process documentation and staff training

systems we’ve worked with

  • JD Edwards, Peoplesoft, SAP, Microsoft Dynamics AX
  • Mid-Market cloud based solutions (Intacct, NetSuite)
  • Oil and Gas (OGSYS, P2 Excalibur, WolfePak)
  • Manufacturing (E2 Shop System, Global Shop Solutions, Infor Visual, Macola)
  • Small Business Software (Quickbooks, Quickbooks Online, Xero)