ERP implementation and consulting: set it up right, or fine-tune what you have.

We specialize in Fishbowl, Katana, Cin7 and QuickBooks. Our consultants handle database setup, data migration, custom workflows, QuickBooks integration and go‑live support for manufacturers and distributors. Or we fine-tune a setup whose early decisions have started to bite.

Talk to an ERP expert How it works

New setup or fine-tuning
On-site or remote
Official Fishbowl Partner

Need something built? We also make custom integrations, reports and software

~7 yearsHow long you’ll run this system

Implementation for the system you run

QuickBooks Online

Our step-by-step approach

A foundation built to last.

You’ll run this system for years, so the early decisions matter. Every engagement is shaped around your business, from a full new implementation to fine-tuning and ongoing support for a system you already run.

It’s a proven, repeatable engagement, scoped to your budget and schedule.

Database setup and data migration
Custom workflows and QuickBooks integration
Go‑live support

At a glance

Systems: Fishbowl, Katana, Cin7 and QuickBooks
Engagement: New implementation or fine-tuning
Delivery: On-site or remote
After go‑live: Support contracts available

What’s included

What implementation and consulting covers.

Database design and population The foundation of your system: items, customers, vendors, price lists and BOMs, entered correctly from the start.

Process mapping We map what makes your business unique onto the software, so the configuration fits how you really operate.

Integrations Connect your platform to the systems around it: WMS, UPS WorldShip, QuickBooks and more.

Honest advice We’ll tell you when you don’t need something, and give you an experienced view of what fits your Fishbowl, Katana, Cin7 or QuickBooks setup.

Ongoing support Support contracts keep experts on hand for the unexpected issues and questions of daily use.

Your budget and schedule Scoped from simple fine-tuning to full implementation, delivered on-site or remotely.

Running Fishbowl specifically? See Fishbowl inventory consulting.

Beyond setup

Need something the software doesn’t do?

We also build custom integrations, reports and software for Fishbowl, Katana, Cin7 and QuickBooks.

Tell us what you need

Consultants who keep you moving.

“One of the best consultants we’ve ever worked with. Our team felt like we were choking on change, and Kelly provided the change-management guidance that made onboarding a breeze.”

World Wide Lan TechOn their Fishbowl implementation

Set up, or tune up, your system.

Talk to a consultant and we’ll build a plan that fits your budget, whether you’re going live or improving what you have.

Talk to an ERP expert 631-888-0207 Email us