Financial Transformation & Systems
Does This Sound Familiar?
QuickBooks worked when you were smaller. Now you're managing multiple funding sources, grant restrictions, and fund accounting requirements it was never designed to handle.
Your team spends hours on manual workarounds and reconciliations. An ERP implementation feels risky and overwhelming—you've heard the horror stories.
We guide the selection, manage the implementation, and ensure your team actually adopts the new system.
What We Deliver
ERP Selection & Implementation
Vendor evaluation, requirements definition, and implementation oversight for organizations requiring fund accounting capabilities.
Workflow Automation
Grant billing, draw requests, and financial reporting processes that reduce manual effort and error rates.
Chart of Accounts Redesign
Fund accounting structures that support program reporting, grant tracking, and consolidated financial statements.
System Integration
Cross-functional connections that eliminate duplicate data entry and enable real-time reporting.
Ready to Discuss Your Situation?
Initial consultation examines specific requirements, current capabilities, and engagement scope.
Schedule Consultation