Do you implement ERP yourselves?

We often act as owner-side architect and quality holder: selection, requirements, partner oversight, data migration QA, and cutover planning. Some teams use us alongside an implementation partner; others bring us in mid-flight when a project is off the rails.

We are scared to leave QuickBooks. Is that normal?

Yes. The goal is not ERP for its own sake. We help you validate whether cleanup, controlled processes, or a staged migration is the right move, with an estimate you can use in a board conversation.

Which platforms do you work with?

We regularly work with Microsoft Dynamics 365 Business Central, Oracle NetSuite, Odoo, Sage-family products, Acumatica, and advanced QuickBooks scenarios. If your stack differs, ask, we evaluate on workflow and reporting fit, not logo loyalty.

How does this tie to CFO or CAIO work?

Many clients add systems leadership after finance pain surfaces bad data or broken process. One firm can coordinate fractional CFO, CAIO automation, and systems architecture so you are not juggling three advisors with conflicting incentives.

Systems team in collaborative planning session

Fractional systems & ERP

ERP and systems leadership, without hiring a full-time architect.

For operators who have outgrown duct-taped QuickBooks, and want a defensible plan before signing a six-figure implementation check.

Book a Free Discovery Call ERP selection guide (resources)

Vitals Systems/ ERP Implementation · Phoenix Mfg.

Live

Project Health

On Track

▲ 0 risks open

Phase

Configuration

Go-Live ETA

Wk 8

▲ On schedule

Open Items

▲ −6 this week

Implementation Timeline

8-week plan

Workstream Status

DiscoveryDone
SelectionDone
ConfigurationIn progress
MigrationQueued
Go-LiveQueued

When this matters

You should not have to bet the company on a migration you cannot inspect.

The failure mode is familiar: rushed scoping, optimistic timelines, under-modeled data migration, and a go-live where reports no longer reconcile to how the business actually runs.

Company Vitals brings a finance-grade lens to systems work: we care that the system produces trustworthy margin, inventory, revenue recognition, and close outputs, not just that screens exist.

Who this is for

A strong fit when:

QuickBooks or starter ERP is blocking inventory, multi-entity, or project costing clarity
You are comparing NetSuite, Business Central, Odoo, or adjacent platforms and need owner-side decision support
An implementation is late, over budget, or live but adoption and reporting failed
Integrations between CRM, ecommerce, payroll, and finance are brittle or duplicating data

What's included

What is included

Discovery and requirements mapped to how you close the books, not just how departments wish the system worked

System selection support and vendor-neutral scoring (fit, TCO, timeline risk)

Implementation oversight: milestones, data migration QA, UAT criteria, rollback thinking

Integration architecture between accounting, sales, inventory, and ops systems

Rescue patterns for failing projects: stabilize, triage, and recover trust in the data

Handoff documentation so your team knows what good looks like after we step back

Investment

Transparent starting points (full proposals after discovery)

Most project engagements land in the $25,000–$150,000 range depending on entities, platforms, and data complexity, scoped after discovery.
Smaller diagnostic engagements can be carved out when you need a second opinion before committing.

Your first 90 days

What engagement looks like

Day 30

Assessment

Current-state architecture map
Pain point prioritization
Requirements document
Vendor shortlist

Day 60

Selection

ERP/system selected
Contract negotiated
Data migration plan
Integration spec

Day 90

Momentum

Configuration underway
Parallel-run plan
Go-live checklist
Reporting requirements locked

Timelines are representative. Exact sequencing adjusted for your starting point.

Also see

QuickBooks file cleanup and rebuilds remain a practical entry point for some teams, QuickBooks company file services.

Our process

From discovery to delivery

A simple, four-step path designed to minimize disruption.

Discovery call

We learn about your business, priorities, and constraints in about 30 minutes.

Deep-dive review

We assess your current state, financials, systems, or AI maturity as relevant.

Proposal

You receive a scoped plan with deliverables and investment options (often three tiers).

Onboarding

We integrate with your team and aim to deliver measurable value in the first 30 days.

How getting started works

FAQ

Common questions

Get Started Today

Ready to Take the Next Step?

Book a free, no-pressure discovery call. You will speak directly with a member of our leadership team, not a salesperson.

Book a Free Discovery Call Or contact us by email