ERP Consulting & Implementation
Streamline Your Financial Systems for Scale
Your financial systems should enable growth, not constrain it. We help businesses select, implement, and optimize ERP systems to eliminate bottlenecks and create scalable processes
Our ERP Expertise:
Led by John Xue (15+ years in financial systems and ERP implementation),
our team has hands-on experience with:
- Sage 300 / Sage 50
- QuickBooks Enterprise
- Microsoft Dynamics 365
- SAP Business One
- SAP S/4HANA
- SAP Business ByDesign
Who This Is For:
- Companies outgrowing QuickBooks or entry-level systems
- Businesses with manual, error-prone processes
- Organizations with multiple locations or entities
- Companies preparing for acquisition or rapid growth
- Frustrated teams spending days on month-end close
ERP Services
System Selection & Evaluation:
- Requirements gathering and documentation
- Vendor comparison and evaluation
- Cost-benefit analysis
- Implementation partner selection
- Contract negotiation support
Implementation Support:
- Project planning and timeline management
- Chart of accounts design
- Process mapping and optimization
- Data migration planning and execution
- User training and change management
- Go-live support
System Optimization:
- Process audit and improvement recommendations
- Custom report development
- Module activation (inventory, projects, consolidations)
- Integration with third-party systems
- Workflow automation
- Dashboard and KPI implementation
Specialized Implementations:
Destination Taxes Module:
Implement accurate sales tax calculations across multiple
jurisdictions on invoices and purchase orders eliminating manual lookups and reducing compliance risk.
EDI Integration:
Connect your ERP to customer/supplier EDI systems with real-time status
dashboards for:
- Purchase order tracking
- Sales order status monitoring
- Inventory accuracy improvement
- AP/AR balance reconciliation
- Streamlined month-end close
Power Query & Automation:
Build automated data pipelines that:
- Eliminate manual data entry
- Connect multiple systems
- Automate budgeting and forecasting
- Generate live dashboards
- Reduce month-end close time
Real Client Success Stories:
- Implemented destination taxes module
- Built live EDI dashboard
- Automated budgeting process with Power Query
- Result: 40% efficiency improvement in planning
- Streamlined financial reporting process
- Result: Month-end close reduced from 14 days → 4 days
- Automated daily production postings
- Result: Processing time reduced from 16 hours → 30 minutes
ERP Consulting & Implementation
