Fractional CFOERP finance implementation
Finance-led ERP implementation for Vancouver companies: the right system, a chart of accounts and costing that match how the business works, and reports that answer the questions management asks. Get your ERP right the first time.
When companies call us
Most ERP problems are finance problems: the system works, but the structure behind it does not reflect how the business runs.
Moving to an ERP for the first time and wanting the structure right from the start.
Revenue is visible, but gross margin by SKU, channel or customer is not.
Costing logic that does not match operations, and month-end adjustments to make the numbers work.
An ERP is in place, but month-end still runs on spreadsheets.
A chart of accounts, costing or reporting that needs cleaning up after a poor implementation.
Consolidated reporting and shared workflows across companies, sites or currencies.
How we help
ERP implementation support for manufacturers, wholesalers, distributors and founder-led companies in Vancouver, delivered as part of our fractional CFO practice. We keep the finance function at the centre: cash flow, costing and control.
Current workflows across payables, receivables, the general ledger, costing, inventory and month-end reporting, clarified before anything is built.
What you need from an ERP, and the right system for it, whether NetSuite, SAP, Sage or another platform.
A chart of accounts and costing logic that match how the business works, by SKU, channel, location or business unit.
The bridge between your finance team and the ERP vendor, so nothing critical is lost in translation.
Key flows tested, from procure-to-pay and order-to-cash to inventory movements, so the first month-end is not a fire drill.
Reports reviewed, the team trained and anything missed at go-live cleaned up.
Systems in Vancouver
Vancouver’s growing manufacturers, distributors, wholesalers and consumer brands often reach the limits of entry-level accounting software as they add products, channels, locations or U.S. customers. The move to an ERP is a chance to fix how the business measures itself, and a risk if the finance structure is an afterthought.
The lenders and investors these companies work with judge them by the quality of their reporting. A well-implemented ERP produces margins, inventory values and a close they can rely on, which matters at the next financing or sale.
Companies selling across retail, wholesale and online channels need gross margin by channel, product and customer. That depends on the costing and chart of accounts designed at implementation.
For manufacturers and distributors, inventory is often the largest asset on the balance sheet. Costing methods and inventory flows set up correctly mean the books match the warehouse.
Selling into the U.S. adds currencies, entities and sometimes a U.S. subsidiary. The ERP should handle them from day one rather than through spreadsheets at month-end.
Asset-based lenders test inventory and receivables reports, and buyers test margins in due diligence. A clean ERP makes both faster and builds confidence in the numbers.
Our view
You can choose the right system and still end up back in Excel. If the chart of accounts is a mess, costing is not set up properly or the reports do not reflect how the business runs, the ERP adds cost without adding control.
We start with the finance design, then work with your team and the vendor to build it into the system. The goal is accurate margins, a faster close and reports the CFO can use.
Watch: Fractional CFO for Growth
How an engagement works
The timeline depends on the system, the number of entities and how much data needs to move. You receive a written proposal with the scope and fee before any work begins.
Already live on an ERP that is not working? We review and clean up existing implementations as well.
Planning an ERP project, or fixing one?
Selected clients
Frequently asked questions
No. We work on the finance side, alongside your ERP vendor or implementation partner, so the system reflects how the business runs and the reports make sense.
NetSuite, SAP, Sage and other mid-market platforms. Our role is system-neutral; we help you choose what fits the business.
Usually when inventory, several entities or locations, or margin reporting by product and channel can no longer be handled reliably in entry-level software.
Yes. We review the chart of accounts, the costing and the reporting, and clean up what is causing the problems.
Because most ERP failures stem from poor alignment with the finance function. If the chart of accounts and costing are wrong, operations may run but the numbers will not be trusted.
It can be. Many clients engage us as a fractional CFO or fractional controller and include the ERP project in that role.
It depends on the scope. After a first conversation we send a written proposal setting out the scope, the stages and the fees, so the cost is clear before any work begins.
No. Vancouver is our home base, and we work with companies across British Columbia and Canada.
Have a question that isn’t covered here? Ask us directly.
Related insights
Start a conversation
Tell us where you are: choosing a system, in the middle of an implementation or fixing one that is live. We will come back with the questions that matter for your situation.
What happens next
Office
Alphabridge Group Inc.555 Burrard StreetVancouver, BC V7X 1M8
We use your details only to respond to your inquiry.
Whether it is a deal, a raise, a valuation or the way the business is run, we are glad to talk it through.
vasant@alphabridge.co
+1 778 903 4883
Five practices, organized around the decisions our clients face.
Sector depth across the businesses we advise, from early-stage ventures to established operators.
Perspectives on transactions, valuation, capital, performance and strategy.
An independent strategic finance firm, founded in 2016 and led by its principal on every engagement.
