Services

Three practices, one engagement

Hire us for one, or for all three. Either way you work with the same people from start to finish.

ERP solutions

Choosing, implementing and improving the system that runs your operations. We configure it around how your finance team actually closes the month.

  • System selection and requirements
  • Implementation and data migration
  • Integrations with billing, CRM and banking
  • Upgrades, support and optimization

Accounting services

Day-to-day accounting handled by people who know your ledger and your system. Accurate books, a predictable close and reports you can act on.

  • Bookkeeping and reconciliations
  • Month-end and year-end close
  • Billing, receivables and payables
  • Management and financial reporting

IT consulting

Technology advice and hands-on delivery, from infrastructure to data. We plan changes so they don’t disrupt operations or reporting.

  • Technology strategy and roadmaps
  • Cloud and infrastructure
  • Data, analytics and dashboards
  • Security and access controls

Why one team

Most problems sit between departments

When software, accounting and IT are handled by separate vendors, nobody owns the handoffs. These are the issues we see most often.

ERP and Accounting

The system went live, but the chart of accounts doesn’t match how you report, so the close still runs on spreadsheets.

Accounting and IT

Finance needs a report, IT needs a ticket, and the numbers arrive a week late, pulled from three places.

IT and ERP

Integrations break quietly after an upgrade, and nobody notices until invoices go out wrong.

How we work

From first call to ongoing support

  1. 01

    Assess

    We review your systems, books and workflows, and tell you plainly what is working and what isn’t.

  2. 02

    Plan

    You get a scoped plan with priorities, timeline and cost before any work starts.

  3. 03

    Deliver

    We implement, migrate and clean up, with regular check-ins so nothing changes without your sign-off.

  4. 04

    Support

    We stay on to run the accounting, maintain the system or advise as you grow, whichever you need.

Leadership

The people you’ll work with

Ashok Srivastav

Senior Director

Ashok leads client engagements and service delivery, making sure every project is scoped clearly and finished to the standard agreed.

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Utsav Kattel

Chief Data Officer

Utsav leads data and technology, from ERP integrations and migrations to the reporting and analytics that finance teams rely on.

Contact

Tell us what you’re working on

Send a short note about your systems, your team or the problem you’re trying to solve. We reply within one business day.

Location
Glastonbury, Connecticut
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