Which systems do you work with?

QuickBooks Online and Desktop, and the common job-costing, inventory and ERP platforms used by small and mid-sized businesses.

Should I clean up my current system or switch?

Often a cleanup is enough. Switching makes sense when the business has outgrown what the current system can do, and the review answers that before any money is spent.

How long does an implementation take?

It depends on the size of the business and how much history needs to move. A cleanup can take a few weeks. A full ERP implementation takes longer.

CFO services

ERP & accounting system implementation

New accounting and ERP systems selected and set up, and existing ones cleaned up, so the chart of accounts, job and inventory data, and reports all agree with each other.

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What is included

System selection

Help choosing between QuickBooks, job-costing, inventory and ERP systems based on how your business actually runs.

Implementation

Chart of accounts, items, jobs and integrations set up, with opening balances migrated and tied out.

Cleanups

An existing system with duplicate accounts, broken integrations or unreliable reports restructured and corrected.

Integrations

Payroll, POS, billing, bank feeds and job management connected so data is entered once.

Training and documentation

Your team shown how to use it, with written procedures for the tasks they handle.

How it works

Document how work and data move today
Define what the reports need to show
Design the chart of accounts and structure
Migrate and tie out opening balances
Run in parallel, then cut over

Common for

Manufacturing Fabrication & machine shops Construction & trades Automotive & motorsport All industries →

Common questions

Which systems do you work with?: QuickBooks Online and Desktop, and the common job-costing, inventory and ERP platforms used by small and mid-sized businesses.
Should I clean up my current system or switch?: Often a cleanup is enough. Switching makes sense when the business has outgrown what the current system can do, and the review answers that before any money is spent.
How long does an implementation take?: It depends on the size of the business and how much history needs to move. A cleanup can take a few weeks. A full ERP implementation takes longer.

Other services

Financial models & forecasts Accounting CFO services Tax