ERP Implementation & Business Consulting

ERP Implementation & Business Consulting

Streamline operations and gain clarity with ERP solutions designed to connect your people, processes, and financial systems.

 

Haynie & Company offers expert-led ERP implementation and financial operations consulting to help growing businesses streamline systems. Whether you’re implementing a new ERP or optimizing an existing system, our team helps you align people, processes, and technology to drive real results. From ERP selection to process optimization, our solutions are designed to scale with your growth.

Our Services Include:

  • ERP Implementation & Business Consulting
    Choose and implement the right ERP system with confidence. We guide you through the selection process, handle setup and configuration, and ensure a smooth go-live experience tailored to your industry and business goals. Our expertise spans a range of platforms, including NetSuite, SAP Business ByDesign, Epicor Prophet 21, Acumatica, Sage Intacct, QuickBooks Enterprise, and Oracle Fusion Cloud ERP.
  • Timely & Accurate Financial Reporting
    Get accurate, timely financials you can trust. We standardize your close process, improve reconciliations, and build reliable reporting workflows that drive better decision-making and compliance.
  • Software Selection & Implementation
    We guide your team through a structured software selection and implementation process to find the right tools that fit your needs.
  • Product & Service Costing (Product Economics)
    Uncover the actual cost and profitability of your products or services. We design tools and frameworks for product costing, margin analysis, and profitability modeling to help inform pricing strategies and resource allocation.
  • Operational Process Optimization
    Gain operational excellence through scalable process design. We help streamline and automate critical business cycles, including order-to-cash, procure-to-pay, and record-to-report cycles, while improving inventory, warehousing, and fulfillment workflows.
  • Budgeting & Forecasting
    Build robust budgeting tools and rolling forecasts that give you a clearer view of your cash flow, profitability, and future planning scenarios.

  • Supply Chain Management Strategy
    We help you build a responsive, data-driven supply chain. From demand planning and vendor management to inventory optimization, our solutions are designed to keep the right products flowing, in the right quantities, at the right time, while reducing excess inventory and freeing up working capital.
  • ERP Health Checks & System Audits
    Already using NetSuite or another ERP? We conduct complete system audits to evaluate how well your configuration aligns with your current needs and provide recommendations for optimization.
  • Data Cleanup & Migration
    Whether transitioning from spreadsheets or a legacy system into your ERP, we manage complex data migrations with structure, accuracy, and validation at every step.
  • Internal Controls & Audit Readiness
    We help strengthen internal controls through thoughtful ERP configurations that embed approval workflows, user roles, and financial safeguards directly into your system. Our team also supports preparing audit-ready processes and documentation, helping you streamline external audits, meet compliance requirements, and reduce risk.
  • Ongoing Support & Optimization
    Post-implementation, we remain a trusted partner providing strategic guidance and technical support to optimize your systems and processes continually.

Who We Serve

Our team supports businesses across industries, with a focus on:

  • eCommerce
  • SaaS
  • Manufacturing
  • Distribution
  • Professional Services

  • Construction
  • Technology
  • Food & Beverage
  • Transportation
  • Real Estate

Why Choose Haynie?

At Haynie, we combine deep financial expertise with hands-on technical experience to deliver ERP solutions that work in the real world. As a full-service CPA and advisory firm, we go beyond implementation. We understand how your ERP system drives compliance, financial reporting, and long-term strategy.

 

What sets us apart is our client-side experience. While many firms rely solely on vendor training, our team has led ERP implementations from inside the business. We’ve faced the same operational challenges and understand the unique needs of growing organizations.

 

This perspective allows us to customize every ERP implementation to your people, processes, and goals, delivering systems that not only function but fuel performance, scalability, and measurable results.

Our Approach

At Haynie, we take a different approach to ERP implementation. While most firms focus solely on systems, we begin where real transformation happens: your people. Our proven, three-phase ERP methodology ensures that your solution isn’t just installed, it’s adopted, optimized, and aligned with your business.

1. People Readiness Assessment
Successful ERP implementation starts with the people who will use it. We evaluate current roles, capabilities, and change readiness to align the system with real-world needs. By providing targeted training and clearly defined responsibilities, we help your people feel prepared and empowered from day one. This people-first approach increases user adoption and long-term ERP success.

2. Process Optimization
Next, we take a deep dive into your existing operations. We identify redundancies, bottlenecks, and manual workarounds, then redesign workflows to improve efficiency and scalability. Rather than force-fit your business into an out-of-the-box model, we customize ERP workflows and best practices to fit the way your organization truly operates, creating process improvements that stick.

3. System Configuration
Finally, once your people and processes are aligned, we configure your ERP system, whether it’s NetSuite, SAP Business ByDesign, Epicor Prophet 21, Acumatica, Sage Intacct, QuickBooks Enterprise, or Oracle Fusion Cloud ERP, to support your optimized processes and trained team. Every setting, integration, and automation is tailored to your specific business goals, delivering a system that works the way you do.

Why It Works

Our team brings firsthand experience managing ERP rollouts inside growing companies. That perspective allows us to bridge the gap between business goals and system capabilities, delivering ERP solutions that improve operations, increase visibility, and support long-term growth.

Ryan Wells, CPA

ERP Solutions & Business Consultant Senior Manager

Email: RyanWells@HaynieCPAs.com

Phone: 801-972-4800

Carey Pullan, CPA

ERP Solutions & Business Consultant Manager

Email: CareyP@HaynieCPAs.com

Phone: 801- 842-9787