Integrated Services Built for Growing Businesses

Turner Accounting, Advisory & ERP Consultants brings together foundational accounting discipline, C-suite advisory insight, and modern ERP and AI technology under one roof. Whether you need a part-time controller, a full ERP implementation, automated reporting workflows, or board-ready financials, our team delivers the exact engagement your business requires — no unnecessary overhead, no generalist compromises. With 29 years of practice and specialists across every major accounting platform, we match the right service to the right stage of your business.

Our Service Lines:

  • Fractional Controllership
  • ERP Implementation
  • Accounting & Bookkeeping
  • Financial Reporting
  • AI Automation
  • Advisory
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FRACTIONAL CONTROLLERSHIP

Executive-Level Financial Oversight — Without the Full-Time Cost

Our Part-Time and Fractional Controllership service gives growing businesses direct access to an experienced controller or CFO-level professional on a flexible, right-sized engagement. We manage financial close, internal controls, cash-flow oversight, budgeting, and lender or investor reporting — acting as your in-house controller without the full-time salary, benefits, and overhead that come with it.

Who It's For

  • Businesses with $2M–$50M in revenue outgrowing bookkeeper-only support
  • Companies preparing for audit, fundraising, or M&A due diligence
  • Founders and CEOs who need financial clarity without a full-time hire
  • Multi-entity or multi-location operations needing consolidated reporting

What's Included

  • Month-end and year-end close management
  • Cash flow monitoring and forecasting
  • Budget-to-actual variance analysis
  • Internal controls assessment and remediation
  • Board and lender package preparation
  • Coordination with external auditors and tax advisors
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ERP PROJECT MANAGEMENT & IMPLEMENTATION

End-to-End ERP Implementation Across NetSuite, QuickBooks Enterprise & Sage Intacct

Turner's ERP specialists manage the full implementation lifecycle — from requirements gathering and system scoping through data migration, configuration, user training, and go-live support. We serve as your dedicated project management layer between your business, your ERP vendor, and your internal stakeholders, eliminating the confusion and cost overruns that plague self-managed ERP rollouts.

Platforms We Implement

  • NetSuite — financial management, multi-entity consolidation, revenue recognition
  • QuickBooks Enterprise — mid-market accounting and inventory management
  • Sage Intacct — cloud financials for multi-dimensional reporting

Our Implementation Process

  1. Discovery & Scoping — requirements review, gap analysis, project charter
  2. System Configuration — chart of accounts, modules, integrations setup
  3. Data Migration — historical data cleanse, mapping, and import
  4. Training & Testing — role-based training, UAT, issue resolution
  5. Go-Live & Support — cutover management, post-launch hypercare

ACCOUNTING & BOOKKEEPING

Accurate Books, Every Month — Managed by Certified Professionals

Our accounting and bookkeeping service gives businesses a consistent, professionally managed financial record without the complexity and cost of building an in-house team. Turner's CPAs and accounting specialists handle transaction coding, account reconciliations, accounts payable and receivable processing, payroll coordination, and full monthly close — delivering clean books and audit-ready records on a reliable schedule.

What We Handle

  • Transaction coding and categorization
  • Bank and credit card reconciliations
  • Accounts payable and receivable management
  • Payroll coordination and journal entries
  • Monthly and quarterly close packages
  • Year-end preparation and auditor support

Best For

  • Businesses replacing or supplementing a part-time bookkeeper
  • Companies on QuickBooks Online, QuickBooks Enterprise, or Sage Intacct
  • Organizations needing clean books before a tax filing, audit, or fundraise
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FINANCIAL REPORTING

Management Reports, Dashboards & Board-Ready Packages — Integrated With Your ERP

Turner designs and delivers financial reporting structures that give leadership, boards, and investors the visibility they need to make decisions with confidence. We build reporting packages directly inside your existing platforms — Sage Intacct, NetSuite, Salesforce CRM — so your numbers flow from source system to executive dashboard without manual re-keying or spreadsheet risk.

Reporting We Produce

  • Monthly and quarterly management report packages
  • Budget-to-actual and rolling forecast reports
  • Department and cost-center P&L views
  • KPI and operational dashboards (Sage Intacct, NetSuite, Salesforce)
  • Board presentation decks and investor-ready financials
  • Multi-entity consolidation reports

All reporting deliverables are built inside your ERP or CRM environment wherever possible, eliminating fragile spreadsheet exports and ensuring data integrity from close to distribution.

AI AUTOMATION

Automate the Manual Work — Free Your Finance Team to Focus on What Matters

Turner's AI Automation consulting helps finance and operations teams eliminate the repetitive, error-prone manual workflows that slow close cycles and inflate overhead. We identify automation opportunities across your accounts payable, expense management, and reporting processes — then configure and integrate the right tools to run them reliably and accurately.

Tools & Platforms We Automate

  • Expensify — automated expense capture, receipt matching, and policy enforcement
  • Method CRM — workflow automation connecting CRM data to accounting records
  • NetSuite — automated revenue recognition, approvals, and period-close tasks
  • Sage Intacct — scheduled reporting, AP automation, and multi-entity workflows
  • Salesforce CRM — quote-to-cash automation bridging sales and finance data

What Clients Gain

  • Faster month-end close with fewer manual journal entries
  • Reduced AP processing time and error rates
  • Real-time expense visibility without manual reconciliation
  • Consistent, rule-based reporting delivered on schedule
  • Finance team capacity freed for analysis and advisory work
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Common Questions About Our Services

Answers to the questions we hear most from CFOs, controllers, and business owners evaluating Turner's engagement model.

  • Do you work with clients remotely, or do you require on-site presence?

    The majority of our engagements are delivered fully remotely, leveraging your existing ERP and cloud accounting platforms for access and collaboration. For ERP implementations and complex advisory engagements, we offer on-site workshops and go-live support at our clients' locations. We have physical offices in San Francisco, Pleasanton, San Jose, Burbank, Los Angeles, and New York, and regularly serve clients across all time zones.

  • How long does a typical ERP implementation take?

    Implementation timelines depend on system complexity, data volume, and integration requirements. A QuickBooks Enterprise deployment for a single entity typically runs 6–10 weeks. A NetSuite or Sage Intacct implementation for a multi-entity organization generally takes 3–6 months. We scope each project individually and provide a detailed project plan with milestones before work begins.

  • Can I engage Turner for one service, or do I need a bundled package?

    All of our services are available individually. You can engage us solely for bookkeeping support, a single ERP implementation, a fractional controller for a defined period, or an AI automation assessment — without any obligation to purchase additional services. Many clients do expand their engagement over time as the relationship deepens, but that is always at your discretion.

  • What size businesses do you typically work with?

    Our clients range from founder-led businesses with under $5M in revenue to established mid-market companies with revenues above $100M. Fractional controllership and bookkeeping engagements skew toward the $2M–$30M range, while ERP implementations and advisory engagements are common across the full spectrum. We do not have a minimum revenue threshold — we evaluate fit based on complexity and need.

  • How do you handle multi-location or multi-entity clients?

    Multi-entity and multi-location clients are a core part of our practice. Turner has direct experience with consolidated reporting, intercompany eliminations, and location-level P&L management across NetSuite, Sage Intacct, and QuickBooks Enterprise. Our team's six-office footprint also means we can assign resources closest to your primary operating locations when on-site presence adds value.

  • Do you provide ongoing support after an ERP goes live?

    Yes. All ERP implementations include a defined post-go-live hypercare period with dedicated support. Beyond that, we offer ongoing ERP administration, user training, system optimization, and reporting enhancement retainers — so you are not left managing a complex system without expert backup after launch.

  • How quickly can an engagement start?

    For bookkeeping and fractional controllership engagements, onboarding typically begins within two to three weeks of engagement. ERP projects begin with a scoping and discovery phase that can usually start within three to four weeks. Contact us through our website and a managing partner will respond within one business day to schedule an initial consultation.