Align Your Operations With A Gold Certified
Enterprise Resource Planning Consultant
We provide financial technology consulting services for private equity firms, law firms, MSOs, and professional service companies. Our CFOs and financial experts offer interim or ongoing support to improve clarity and control. As ERP consultants, we align your operations with the right enterprise resource planning solutions to drive growth.
Why Partner with an
ERP Consultant?
Choosing the right ERP software consultant can be the difference between a smooth transformation and a costly failure. Beyond system setup, our consultants act as financial advisors, project managers, and long-term partners who understand how ERP connects with real-world business goals.
With AccountAbility, you gain:
- CFO-Level Guidance – Strategic financial leadership without hiring a full-time executive.
- Industry-Specific Expertise – Proven ERP solutions for private equity, legal, healthcare, and professional services.
- End-to-End Support – From system selection to training and optimization, we’re with you every step.
- Scalable Technology – Future-ready ERP platforms like Acumatica and Microsoft Dynamics Navision.
Our Happy Customers
Our
EXPERTISE
AccountAbility is more than a financial consulting firm, we’re your partner in transformation. As ERP implementation consultants and outsourced CFOs, we deliver tailored solutions like ERP for private equity, consultants, and law firms. With platforms like Acumatica and Navision, we help drive smarter decisions and scalable growth.
Customer satisfaction and success rate
Hours of Enterprise Resource Planning (ERP) consulting
Of clients happily retain the ERP solutions we’ve implemented
System conversions for U.S. companies
Seamless Implementation
Real Results
Olympus successfully implemented Acumatica with full support from the Accountability team, enabling real-time setup, hands-on training, and financial reporting tailored for high-growth acquisitions—all while closing a deal and going live in the same month.
Our Approach as Your Enterprise Resource
Planning Consultant
Assess + Strategize
We begin with a deep assessment of your existing systems and goals. Whether you’re exploring ERP for litigation, navigating an acquisition, or building your first reporting structure, we create a strategic roadmap to move forward.
Optimization + Recommendations
Our consultants deploy cutting-edge financial strategies and evaluate the best-fit ERP software consultants and technologies to streamline your finance stack—based on your sector, scale, and trajectory.
Ongoing Support
Beyond implementation, we offer continued CFO guidance and ERP consulting services to refine your systems, train teams, and ensure compliance. Our clients rely on us to support long-term growth, audit readiness, and operational agility.
Assess + Strategize
We begin with a deep assessment of your existing systems and goals. Whether you’re exploring ERP for litigation, navigating an acquisition, or building your first reporting structure, we create a strategic roadmap to move forward.
Optimization + Recommendations
Our consultants deploy cutting-edge financial strategies and evaluate the best-fit ERP software consultants and technologies to streamline your finance stack—based on your sector, scale, and trajectory.
Ongoing Support
Beyond implementation, we offer continued CFO guidance and ERP consulting services to refine your systems, train teams, and ensure compliance. Our clients rely on us to support long-term growth, audit readiness, and operational agility.
The Role of an
ERP Implementation Consultant
Every business has unique workflows, compliance rules, and reporting needs. A one-size-fits-all ERP system won’t deliver results. That’s why an ERP software consultant is critical.
Our implementation approach includes:
- Assessment & Strategy – Understanding your systems, goals, and pain points.
- Design & Configuration – Customizing ERP to match your workflows.
- Integration – Connecting ERP with payroll, CRM, HR, and tax platforms.
- Training & Adoption – Equipping your team with the knowledge to succeed.
- Ongoing Optimization – Continuously improving processes as your business evolves.
The result? A tailored ERP solution that drives adoption, reduces inefficiencies, and scales as you grow.
How Our Enterprise Resource Planning Consultant Services Support Diverse Industries
Our ERP consulting and outsourced CFO services are designed for organizations where compliance, reporting, and scalability are mission-critical.
- Private Equity Firms – Consolidate entities, improve portfolio visibility, and simplify reporting.
- Law Firms – Manage trust accounting, matter billing, and compliance seamlessly.
- Medical Service Organizations (MSOs) – Oversee multi-entity structures, patient billing, and regulatory compliance.
- Professional Service Providers – Improve project profitability and resource planning.
Why Choose AccountAbility as Your
ERP Consultant?
At AccountAbility, we don’t just implement ERP software—we help transform the way businesses run their finances. Our clients choose our outsourced CFO services because we combine deep expertise with a partnership-first mindset.
- Proven Expertise – Backed by decades of finance and technology experience, we know how to align ERP with real-world business needs.
- Tailored Implementations – Every business is unique, and so are our ERP solutions. No cookie-cutter rollouts—only strategies built around your workflows.
- Acumatica Gold Partner – As certified experts, we deliver the power of Acumatica—the most adaptable and scalable ERP platform—at its full potential.
- Long-Term Partnership – Our commitment doesn’t end at go-live. We provide ongoing support, optimization, and training to ensure lasting success.
With AccountAbility, you’re not just adopting software—you’re gaining an enterprise resource planning consultant invested in your growth.
Testimonials
In the fast-paced and complex world of private equity, managing acquisitions efficiently while implementing an ERP system can be a formidable challenge. This was precisely the situation our group faced after acquiring three new entities during a critical phase of our ERP implementation process. It was during this crucial juncture
Managing Director at Pine Tree Equity Partners
As the former owner of 3Sixty Integrated, a company founded at the forefront of providing comprehensive security solutions, navigating the financial intricacies of our industry was always a paramount concern. Our partnership with AccountAbility marked a turning point, offering us not just financial consulting services, but a roadmap to success.
Former Owner of 3Sixty Integrated
As the Chief Financial Officer of iCARE, a healthcare organization recently transitioning from its position as a portfolio company of Pine Tree Private Equity, I have had the unique opportunity to oversee our organization’s significant growth and evolution. A critical factor in our successful transition was our partnership with AccountAbility,
Chief Financial Officer for iCARE
Read Our Latest
Blog
Connect With
AccountAbility
It All Starts With A Free Consultation
Fill out the form to schedule your Free Consultation. Or, email us at hello@accountability.us.com.
It All Starts With A Free Consultation
Fill out the form to schedule your Free Consultation. Or, email us at hello@accountability.us.com.
Connect With
AccountAbility
Frequently Asked Questions
If you’re dealing with manual errors, slow reporting cycles, or limited visibility across departments, an ERP system can modernize your financial processes and cut costs in the long run.
Yes. We serve multiple industries and tailor every ERP implementation to match your workflows, compliance needs, and growth goals.
Unlike generic providers, we bring decades of financial expertise, a proven partnership approach, and certified Acumatica Gold Partner credentials.
Our ERP solutions are hosted on secure cloud infrastructure with encryption, role-based permissions, and audit trails—ensuring your financial data stays safe and compliant.
Timelines vary depending on the complexity of your systems, but most mid-sized businesses can expect full implementation in a few months with phased rollouts.
Yes. Acumatica ERP seamlessly integrates with payroll, CRM, tax, HR, and other business systems to create a unified financial ecosystem.
We offer ongoing support, optimization, and training. Our team ensures your ERP continues to evolve as your business grows.
We provide hands-on onboarding and ongoing user training, so your team can fully leverage the system with confidence.
The cost depends on your company size, required features, and integrations. However, most clients find that the long-term savings and efficiency gains far outweigh initial expenses.