Technical implementation, grounded in financial reality
QuickBooks → NetSuite migrations. System rescues. Ongoing optimization. Built by someone who understands both the technical architecture and the financial workflows your business depends on.
The Problem
Most ERP implementations fail because they're built by people who don't understand finance
They can configure workflows and build integrations. But they don't understand cash flow cycles, revenue recognition, or what your finance team actually needs to close the month.
So you end up with a technically functional system that doesn't serve the business. Reports that don't match your mental model. Workflows that create more work instead of less.
Blake is different. He's been both the CFO trying to close the books and the implementer responsible for making the system work.
The Process
How Blake approaches ERP implementation
Four phases, from discovery to ongoing partnership.
Understand the business
We start by mapping your current workflows, pain points, and financial reporting needs. This isn't a generic requirements checklist—it's a deep dive into how your business actually operates.
Key Deliverables
- Current state documentation
- Gap analysis
- Implementation roadmap
- Project timeline & budget
Build the system
Configuration, data migration, custom workflows, and integrations. Every decision is made with your finance team's daily reality in mind—not just technical best practices.
Key Deliverables
- NetSuite configuration
- Data migration & validation
- Custom workflows & automations
- Third-party integrations
Refine and train
Go-live is just the beginning. We refine workflows based on real usage, train your team, and ensure the system actually serves your business—not the other way around.
Key Deliverables
- User training sessions
- Workflow optimization
- Custom reporting setup
- Documentation & SOPs
Ongoing partnership
Monthly retainers for system maintenance, new feature requests, troubleshooting, and strategic guidance as your business evolves.
Key Deliverables
- Monthly system reviews
- Priority support access
- Continuous optimization
- Strategic system planning
Common Scenarios
How Blake can help
Whether you're migrating from QuickBooks, rescuing a failed implementation, or optimizing an existing system.
QuickBooks → NetSuite Migration
You've outgrown QuickBooks. You need multi-entity consolidation, advanced inventory, or revenue recognition. We handle the entire migration—data, workflows, and training.
NetSuite Rescue
Your previous implementer left you with a broken system. Reports don't match. Workflows are clunky. We audit, fix, and optimize—getting you back on track.
System Optimization
NetSuite is live, but it's not working as well as it should. We streamline workflows, build custom reports, and unlock the system's full potential.
Fractional CFO Partner
You're a fractional CFO who needs a reliable technical partner for client implementations. We handle the technical work while you maintain the client relationship.
Who This Is For
Blake works with three types of clients
Fractional CFOs
You need a trusted technical partner who understands financial workflows and respects your client relationships. Blake delivers implementations that make you look good.
Growing Businesses
You've outgrown QuickBooks but can't afford a full-time systems team. You need someone who can implement NetSuite and explain why it matters to your business.
Finance Leaders
You know what you need from a financial systems perspective, but you don't have the technical expertise to configure it. Blake speaks your language.
Ready to build a system that actually works?
Let's talk about your current setup, your pain points, and whether Blake is the right fit for your project.