Platform-Agnostic ERP Advisory. Deep Implementation Expertise.
Turner Accounting, Advisory & ERP Consultants brings 29 years of hands-on experience guiding businesses through ERP selection, implementation, and optimization. We are not tied to any single vendor — our recommendations are shaped entirely by what fits your business operations, team structure, and growth trajectory.
Whether you are migrating from a legacy system, scaling beyond QuickBooks, or integrating Salesforce CRM with a financial backbone, Turner's team of certified CPAs and ERP specialists manages every phase of the engagement — from initial scoping through go-live and beyond. Our platform depth spans NetSuite, QuickBooks Online and Enterprise, Sage Intacct, Salesforce CRM, Expensify, and Method.
ERP Platforms We Implement
Turner's consultants hold platform-specific depth across six leading systems. Below is a summary of each platform's ideal fit and our level of engagement on each.
NetSuite
Best For: Mid-market and growth-stage companies needing a unified cloud ERP with multi-entity, multi-currency, and advanced revenue recognition.
Turner Depth: Full-cycle implementation — scoping, configuration, data migration, custom reporting, and post-go-live optimization.
QuickBooks Online & Enterprise
Best For: Small to mid-size businesses that need structured accounting, payroll integration, and scalable reporting without enterprise-level complexity.
Turner Depth: Setup, migration, chart-of-accounts redesign, automation, and ongoing managed accounting support.
Sage Intacct
Best For: Organizations requiring GAAP-compliant multi-dimensional reporting, project accounting, and nonprofit or healthcare financial management.
Turner Depth: Implementation, dimension mapping, consolidation configuration, and financial reporting build-out.
Salesforce CRM
Best For: Revenue-driven organizations integrating CRM pipeline data with financial systems to create a single source of truth across sales and finance.
Turner Depth: CRM-to-ERP integration architecture, workflow automation, and financial reconciliation alignment.
Expensify
Best For: Companies seeking automated expense tracking, receipt capture, approval workflows, and real-time ERP sync for spend management.
Turner Depth: Configuration, policy setup, ERP integration mapping, and employee onboarding support.
Method
Best For: Service businesses and QuickBooks users needing a customizable CRM and workflow layer that syncs bidirectionally with their accounting data.
Turner Depth: Implementation, custom workflow design, QuickBooks integration, and client portal configuration.
Turner's ERP Implementation Process
A disciplined five-phase engagement model — designed to reduce risk, contain scope, and deliver a system your team actually uses.
01 — Discovery & Scoping
We begin with a structured discovery engagement — mapping your current workflows, identifying reporting requirements, defining integration touchpoints, and documenting the data that must migrate. The output is a written scope document and a project timeline your team approves before work begins.
02 — Data Migration
Turner's ERP specialists extract, cleanse, and map your existing data — chart of accounts, open transactions, vendor and customer records, historical balances — into the target system's structure. Multiple migration test runs are conducted before cutover to ensure accuracy and completeness.
03 — System Configuration
We configure the platform to your business rules: approval workflows, dimensional reporting structures, tax settings, user roles, integration connectors, and custom fields. Configuration is documented throughout so your team inherits a fully annotated system.
04 — User Training
Role-based training is delivered to finance, operations, and executive users — covering daily transaction processing, reporting, approvals, and exception handling. Training materials are customized to your configuration, not generic platform documentation.
05 — Post-Go-Live Support
Turner remains engaged after go-live to stabilize the system, resolve edge cases, and optimize workflows as your team builds confidence. Support terms are defined in the project agreement, with options ranging from 30-day stabilization through ongoing fractional controllership.
AI Automation, Built Into Your ERP
Turner layers intelligent automation directly onto your ERP implementation — so the system you go live with is already working harder than a standard configuration.
Our AI integration practice targets the workflows where finance teams lose the most time: transaction categorization, bank reconciliation, accounts payable matching, expense audit, and period-close sequencing. By embedding automation rules, machine-learning-assisted matching, and real-time alerting into your ERP configuration, Turner reduces manual reconciliation time and surfaces financial anomalies before they reach the close.
The result is a system that produces board-ready financial reporting on demand, flags exceptions without human triage, and frees your controllership team to focus on analysis rather than data entry. Turner's AI automation work is platform-specific — we configure what your ERP actually supports, not hypothetical integrations.
Common ERP Questions
Prospects frequently ask the same questions before committing to an ERP engagement. Answers below reflect Turner's standard approach — specific terms are defined during the discovery phase.
How long does a typical ERP implementation take?
Implementation timelines depend on the platform selected, the complexity of your current data, the number of integrations required, and your team's availability for testing and training. A QuickBooks migration typically takes 6–10 weeks. A full NetSuite or Sage Intacct implementation for a mid-market company typically runs 12–20 weeks. Turner provides a written timeline in the scoping phase before any work begins.How is our existing data handled during migration?
Turner conducts a structured data audit during discovery to identify what must migrate, what can be archived, and what needs to be recategorized before import. We run multiple test migrations against a sandbox environment before the production cutover — your team signs off on data accuracy at each checkpoint. We do not perform a single-pass migration.What does ongoing support look like after go-live?
Turner offers tiered post-go-live support ranging from a 30-day stabilization engagement through fully managed fractional controllership. Many clients transition into Turner's ongoing accounting and advisory practice after implementation, maintaining continuity with the same team that built their system.How does Turner select the right ERP platform for our business?
Platform selection is driven by a structured discovery process — not vendor relationships. Turner evaluates your revenue model, reporting requirements, team size, integration landscape, and growth plans before recommending a platform. We work across NetSuite, QuickBooks, Sage Intacct, Salesforce CRM, Expensify, and Method, and we will tell you plainly if none of those is the right fit.