Financial technology
consulting

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.

We provide financial 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.

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As the business was growing, implementing Acumatica was the company’s best decision because we could consolidate most of the processes and reduce the time execution between them. With the correct controls implemented, we could split responsibilities and track all the steps until the invoices were paid.

Juan Enriquez Controller, iCare Health Solutions

As a private equity business expanding through acquisitions, the transition from QuickBooks to Acumatica has proved transformative for consolidating and scaling our portfolio firms. The platform’s versatility and multi-entity administration make it easier to consolidate financials and confidently integrate new acquisitions.

Joe McElroy Chief Financial Officer, Suncoast Skin Solutions

Migrating from QuickBooks to Acumatica has simplified our operations and increased compliance throughout our specialized pharmaceutical procedures. Its flexibility and real-time reporting have given us more control over inventory, production, and quality management.

Nicolette Phillip Controller, Chemistry Rx

Switching from QuickBooks to Acumatica enabled us to quickly scale following multiple acquisitions and simplify financial management across our expanding network. With branch functionality, unrestricted user licensing, and Velixo reporting, we now have the tools in place to handle future growth without outgrowing our system.

Katie Butzer Controller, Olympus Cosmetics

Moving to Acumatica provided us with the financial reporting power and scalability required to support our acquisition-driven growth strategy. As a private equity-backed professional services firm, we now have increased visibility across entities and faster access to the information that enable better decisions.

TJ Wilcop Chief Financial Officer, Acclarity Group

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.

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

1 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.

2 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.

3 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.

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

Patrick Kuiper

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.

Will Duke

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,

Terence Sleap

Chief Financial Officer for iCARE

Read Our Latest

Blog

90-Day ERP: How Acumatica Speeds Up Time-to-Value for Private Equity Firms When private equity firms

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.