The Hitchhiker's Guide to Corporate Accounting

A practical, field-tested guide to the systems, tools, and operational infrastructure that keep manufacturing companies from flying apart at month-end. Compiled from 15+ years of direct observation. Don't Panic

Entry 01

ERP Systems & Implementation

Or: How to Replace the Engine of a Moving Truck Without Anyone Noticing

Your ERP is the central nervous system of your business. It's also, in most manufacturing companies, the thing that was set up in 2009 by someone who no longer works there, configured for a version of your business that no longer exists, and held together by tribal knowledge and a handful of Excel files that nobody wants to talk about.

I specialize in Microsoft Dynamics GP — migration, configuration, optimization, and the kind of deep customization that turns it from "the system we're stuck with" into "the system that runs our company." I've done the full migration from QuickBooks. I know what breaks and when.

Dynamics GP QuickBooks Migration System Configuration Module Optimization User Training Data Migration
Entry 02

Business Intelligence & Reporting

Or: Replacing "Can You Pull That Number?" with an Actual Answer

Here's a scene that plays out every week in most manufacturing companies: someone in leadership asks a question about revenue, margins, or inventory. Three people spend two days assembling the answer from multiple spreadsheets, two email threads, and a phone call to the warehouse. The number they produce is approximately correct and definitely late.

I build the infrastructure that replaces this ritual with a dashboard. SQL Server reporting, Power BI visualizations, automated data pipelines — all designed by someone who understands both the data and the business decisions it's supposed to inform. I taught myself SQL at 30 because we needed reports that didn't exist. Now I build the reporting layer that makes the data useful.

Power BI SQL Server Power Query / M Data Modeling DAX Executive Dashboards Automated Reporting
Entry 03

EDI & Supply Chain Integration

Or: The Computer Sends the Correct Number (A Comedy in Several Acts)

EDI is the invisible plumbing that lets your company sell to big-box retailers without drowning in paperwork. It is also, without question, the thing most likely to ruin your Friday afternoon. A Walmart ASN with the wrong ship date? That's a chargeback. A Home Depot 856 with a mismatched PO? That's a phone call you don't want to make.

I've built and maintained EDI infrastructure for Walmart, Home Depot, Amazon, AutoZone, and a roster of trading partners with requirements that change more often than the weather. I handle the mapping, the testing, the troubleshooting, and the quiet satisfaction of watching a perfectly formed 810 invoice sail through without a single rejection.

Walmart Home Depot Amazon AutoZone SPS Commerce 850 / 855 / 856 / 810 Compliance & Chargebacks
Entry 04

Process Automation

Or: Stop Copy-Pasting Between Spreadsheets — That's Not a Process, It's a Prayer

Somewhere in your company, right now, someone is manually copying data from one spreadsheet to another. They've been doing it every day for three years. They think it's their job. It's not their job — it's a failure of imagination by everyone who came before them.

I automate the repetitive, error-prone, soul-crushing data work that manufacturing companies accumulate like barnacles. Python scripts, Power Automate flows, Power Query transformations — whatever the tool, the goal is the same: let your people do work that requires a brain, and let the machines do work that doesn't.

Python Power Automate Power Query ETL Pipelines Workflow Automation Data Validation
Entry 05

Financial Operations

Or: Month-End Close as a Survival Sport

Month-end close is either a crisp, repeatable process that takes three days — or it's a two-week archaeological dig through mismatched transactions and unexplained variances. I've lived both realities. I prefer the first one.

I design and implement close processes that are documented, repeatable, and survivable by someone who isn't me. Reconciliations that reconcile. Controls that control. P&L reviews that produce useful information instead of anxiety. The unsexy operational work that determines whether your financial statements mean anything.

Month-End Close Reconciliation Inventory Accounting AP / AR Internal Controls P&L Analysis
Entry 06

Digital Transformation & Cloud Strategy

Or: A Technology Roadmap That Doesn't Require a Decoder Ring

"Digital transformation" is one of those phrases that means everything and nothing. What it actually means, in manufacturing, is: Can we stop running our business on a server in the closet and start making decisions based on data instead of gut feelings?

I build technology roadmaps for companies that know they need to modernize but don't know where to start. Azure and AWS infrastructure, cloud migration planning, security posture improvements — all explained in language that a business owner can actually understand. No jargon. No "leverage our cloud-native synergies." Just: here's what you have, here's what you need, here's the order to do it in, and here's what it'll cost.

Azure AWS Cloud Migration Technology Roadmaps Infrastructure Planning Security Posture

How Engagements Work

01

Discovery Call

Free initial conversation. We talk about your systems, your pain points, and whether I can help. No sales pitch.

02

Assessment

I look under the hood. ERP configuration, data quality, process flows, integration points. I document what I find — including the things nobody wants to hear.

03

Roadmap

A prioritized, plain-language plan: what to fix first, what to fix next, what it'll cost, and what the ROI looks like in real numbers.

04

Execution

I do the work — or I lead your team through it. Either way, I'm in the system, not in a PowerPoint.

Which entry do you need?

Not sure where to start? That's exactly what the discovery call is for. Tell me what's broken and we'll figure out the rest.

Schedule a Consultation