Advisors first.
A clear understanding of your business before a recommendation is made.
Manage above
the Fog.
Fortune 1000 financial and operational expertise, right-sized for small and medium-sized businesses.
- Combined years experience
- 100+
- Former NetSuite Consultants
- 6
- Professional certifications
- 20+
Companies we work with
Your business comes first.
The technology follows.
Finance, operations, and technology are increasingly connected. Making them work together takes more than another platform.
We adapt the sophistication of Fortune 1000 financial and operational systems to your business’s size, priorities, and resources so you can operate more efficiently.
How we work with youConnected thinking.
The right platforms, people, and processes working as one.
Progress with control.
Automation that creates value, with oversight where it matters.
Our expertise
Accounting, systems
and automation.
Accounting & finance advisory
01. Financial performance & reporting.
Connect accounting expertise with financial analysis, forecasting, and performance management. We implement and optimize Enterprise Performance Management (EPM), including NetSuite Planning & Budgeting and Oracle EPM Cloud.
- Budget models, forecasts & scenario planning
- Custom reports & financial dashboards
- ERP and general ledger integration
Software & integration
02. ERP & business systems.
Implement, integrate, and improve the ERP and accounting systems that run your operations. Work can include a new implementation or improvements to the platform you already use.
- Implementation, configuration & data migration
- Custom workflows, scripts & integrations
- Training, change management & ongoing support
Governed AI & automation
03. Governed AI & automation.
Start with the process. Use AI where it adds value, with clear boundaries, human oversight, and a way to understand every action.
- Workflow and opportunity assessment
- Existing tools or purpose-built solutions
- Approval gates, traceability & controls
Selected
client projects.
Explore the work behind the brands, from financial performance and reporting to integrations and everyday operations.
Edgewood TahoeLuxury lakefront resort & golf destination
- NetSuite Assessment & Recommendations: Evaluated current setup and identified optimization opportunities
- Saved Searches & Reports: Net new and enhanced reporting
- Inventory Adjustment Workflow
- NetSuite Restlet Development: Export saved search data via custom restlet
- Budgeting SuiteApp Deployment
- Wells Fargo Vantage Connect SuiteApp: Banking provider migration
- EPM Deployment: Financial performance management and reporting synced with NetSuite financials
- Ad-hoc Support: Ongoing questions and support
NideckerGlobal snowboard & sports equipment manufacturer
- E-commerce Process Improvements
- Avalara Tax Integration Optimization: Reduced costs from excessive tax integration pings
- Order Confirmation Enhancement: Contact and brand-specific email workflows
- Amazon EDI Integration: Enhanced EDI for Amazon orders
- EDI Customer Discount Line Items
- Amazon Vendor Central Integration: Inventory advice and cost integration
- Amazon 850 & 855 Implementations
- Landed Cost Module: NetSuite landed cost module scoping and implementation
- Placeholder Order Scripts
- Warehouse Integration: Plug-and-play warehouse integration framework
PayJoyMobile device financing fintech
- Purchase Order Approval Workflow: Multi-tier hierarchy per subsidiary with email approval without login
- Vendor Bill Approval Workflow: Multi-tier hierarchy per subsidiary with email approval without login
- GL Account & Department Restrictions: Permission changes for standard solution
- EFT Bill Payment Setup: NetSuite module setup and configuration
USACHigher education institution
- Student Refund Processing Automation
- Financial Statements & Reporting
- Report Cleanup & Optimization: Ongoing consolidation of excess reports
- Segments & Customizations Review
- Tax Info Section Enhancement
- NetSuite AI Capabilities Assessment
- NetSuite to Salesforce Connectivity
- EPM Task Manager
- EPM: Side-by-Side Fully Costed Report
- EPM: Exchange Rates Configuration
- EPM: Program Pricing Report
- EPM: Specialty Program Budget vs. Actual
- EPM: Enrollment Master List in NetSuite
- Cash Flow Improvements: Direct cash flow statement for audited financials
- Bloomberg Data Integration: Store Bloomberg data in NetSuite
Finance and
systems expertise.
Our consultants include former NetSuite consultants, licensed CPAs, and EPM architects, with experience in both finance operations and the systems that support them.
Custom SuiteScript development across 22+ enterprise projects
- Sole architect for a global sports equipment manufacturer, with 1,200+ scripts powering multi-vendor integrations, pricing engines, and fulfillment workflows
- 100% elimination of manual shipment processing across 20+ client accounts through 3PL integration frameworks
- 99%+ data orchestration reliability across 50+ Celigo integration flows
Areas of expertise
- SuiteScript 2.x
- SuiteCloud Development
- Celigo iPaaS
- 3PL & EDI Integrations
- REST/SOAP APIs
- SuiteCommerce
- Advanced PDF Customization
Licensed CPAs with BS Accountancy degrees and genuine domain expertise in the financial processes they configure
- Deep experience across Order-to-Cash, Procure-to-Pay, Revenue Recognition, and Advanced Financials
- Subject Matter Expert in Inventory Management at Oracle NetSuite
- Certified in Advanced Revenue Management and Multi Book Accounting
- Authored SuiteAnswers knowledge-base articles for Oracle NetSuite
Areas of expertise
- ERP Configuration & Administration
- Financial Reporting (US GAAP, IFRS)
- Order-to-Cash & Procure-to-Pay
- Advanced Inventory Management
- Revenue Recognition
- Multi Book Accounting
- Bank Reconciliation & Tax
PMP-certified with 20+ years managing enterprise software implementations
- 70% efficiency improvements achieved through Agile methodologies across 100+ projects
- Managed budgets up to $1M on complex, multi-phase engagements
Areas of expertise
- Agile/Scrum
- Full Project Lifecycle
- Stakeholder Management
- UAT Planning & Execution
- Budget Management
25+ years of Oracle EPM and Hyperion expertise spanning North America, Europe, and Asia
- KScope conference speaker (2016 to 2018) on EPM architecture and data integration
- Designed and built the first NetSuite-to-EPM integration, now used by hundreds of customers worldwide
- Mentored 30+ NetSuite customers through EPM deployments
- Taught advanced Excel to Morgan Stanley investment bankers in the original World Trade Center
Areas of expertise
- EPM Architecture
- Oracle EPM Cloud
- Hyperion Planning & Essbase
- EPM Data Integration
- Budget Model Design
Professional certifications
20+ certifications across ERP, integration,
project management, and accounting.
NetSuiteExplore credentials
- Certified ERP Consultant
- Certified Administrator
- SuiteCloud Developer II
- Certified Financial User
- SuiteFoundation
- SuiteAnalytics User
- AI Foundations Associate
- BI & Reporting Associate
- Certified OpenAir Consultant
- Advanced Revenue Management
- Multi Book Accounting
CeligoExplore credentials
- Mastery Level 4: Legendary
- Builder Core Certification
- Integrator.io Levels 1 to 3
Project ManagementExplore credentials
- PMP (Project Management Professional)
- PMI-ACP (Agile Certified Practitioner)
- CSM (Certified Scrum Master)
- CSPO (Certified Scrum Product Owner)
Accounting & FinanceExplore credentials
- CPA: Certified Public Accountant
- Six Sigma Yellow Belt
- IFRS/PFRS Accreditation
Proven results
Custom scripts
Deployed across enterprise engagements.
Manual shipment processing eliminated
Across 20+ accounts.
Shorter fulfillment cycles
Reduction in fulfillment cycle times through carrier integrations.
Data orchestration reliability
Across 50+ integration flows.
Efficiency improvements
Through Agile methodologies on 100+ projects.
NetSuite-to-EPM integration
Now used by hundreds of customers.
Industries we serve
- Hospitality & Resorts
- Sports Equipment Manufacturing
- Fintech
- Education
- Food & Beverage
- E-Commerce & DTC
- Beauty & Cosmetics
- Metals Trading
- Banking & Development Finance
- Logistics & Trucking
- Consumer Electronics
- Professional Services
- Oil & Gas
- Healthcare
- Insurance
- Real Estate
How we work
Systems implementation, integration, and financial performance consulting that streamline your operations and finance, whatever platform you run.
See our client projectsERP & Business Systems
We help businesses implement, integrate, and optimize their ERP and accounting systems to streamline operations, improve financial visibility, and scale with confidence on the platform you already run.
What we deliver
- Full implementation and configuration
- Custom workflows and scripts
- Data migration and integration
- Training and change management
- Ongoing support and optimization
Our process
01. Discovery
We analyze your current processes, identify pain points, and define requirements.
02. Design
We architect a system configuration tailored to your business needs.
03. Build
We configure, customize, and integrate your ERP with the rest of your stack.
04. Test & Launch
Rigorous testing, data migration, user training, and go-live support.
05. Optimize
Continuous improvement and support to maximize your investment.
Enterprise Performance Management
Strengthen financial visibility and decision-making with Enterprise Performance Management. We implement and optimize planning platforms such as NetSuite Planning & Budgeting (NSPB) and Oracle EPM Cloud to give you real-time visibility into budgets, forecasts, and financial performance.
What we deliver
- EPM implementation and configuration
- Budget model design
- Forecasting and scenario planning
- Custom reports and dashboards
- Integration with your ERP and general ledger
Our process
01. Assess
Evaluate your current planning processes and define EPM goals.
02. Model
Design budget models, hierarchies, and planning workflows.
03. Implement
Configure the planning platform, build templates, and integrate with your ERP.
04. Train & Launch
User training, data validation, and production rollout.
05. Support
Ongoing support, model refinement, and performance tuning.
Tell us what you
need to improve.
Let’s talk about your priorities, your systems, and the work ahead.
Discuss your projectWhat is Enterprise Performance Management (EPM)?
EPM connects financial performance, forecasting, and reporting. We implement platforms including NetSuite Planning & Budgeting and Oracle EPM Cloud, connecting budgets, forecasts, and what-if scenarios to your ERP and accounting data.
Do you only work with NetSuite?
NetSuite and Enterprise Performance Management are core areas of expertise. Our approach starts with accounting and finance, then considers the wider software environment and the integrations your business needs.
Do you support existing systems after implementation?
Yes. We offer ongoing support and managed services for ERP and EPM. Work can include improving reports and workflows, refining planning models, integrating systems, and optimizing performance on the platform you already use.
How do you approach AI and automation?
We start by understanding the process and its controls. Sometimes an existing workflow is enough. Where AI is appropriate, we design around human oversight, scoped access, validation, and traceable actions.
What happens at the start of an engagement?
We review your priorities and current systems, then agree the scope, approach, and timeline. A standard ERP implementation typically takes 3 to 6 months from discovery to go-live, depending on complexity. Other engagements are scoped to the work required.
How are scope and fees determined?
Each engagement is scoped around the work required. We discuss your needs on a call and agree on deliverables, responsibilities, and fees before work begins.
What’s next
for your business?
Tell us where you are. Let’s work out where to go next.
Start a conversation