Timely Reporting
From reactive to proactive.
Finance & ERP Transformation
Turning financial chaos into clear, confident decisions.
I help growing organizations replace broken spreadsheets and half-finished ERP projects with financial systems that deliver timely, accurate, decision-ready information.
Essential Metrics
KPIs that drive growth.
Connected Systems
Clean data flow.
Real Impact
Confidence restored.
7+
System conversions led
$10M–$100M
Growth supported
15 min
Reconciliation window
Adoption-first
Built for real teams
How I Help
From spreadsheet chaos to financial clarity. Strategic solutions that scale with your growth.
ERP Implementation
Migrate from spreadsheets to integrated, scalable ERP systems.
- Cloud data migration & integration
- NetSuite, SAP, Dynamics expertise
- Real-time financial visibility
Process Optimization
Eliminate inefficiencies and improve operational performance.
- Automation & workflow improvement
- Performance metrics & analytics
- Scalable efficiency gains
Fractional CFO Advisory
Strategic financial leadership and executive-level guidance.
- Board-ready financials
- Investor confidence
- Growth strategy alignment
Who I Work With
Growing Companies
Scaling businesses that have outgrown spreadsheets and need real financial infrastructure.
Private Equity Portfolio
PE-backed companies requiring rapid finance transformation and reporting standardization.
Founder-Led Businesses
Entrepreneurs ready to professionalize finance operations and prepare for the next stage.
The Transformation Gap
Why finance modernization fails,
and how we fix it.
The Current Friction
Common pitfalls holding back growth.
-
Reports that always arrive late
Leaders make decisions on outdated exports and disconnected spreadsheets.
-
ERP upgrades that changed nothing
New software configured like the old system with no better clarity, just higher cost.
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Spreadsheet sprawl
Critical logic lives in fragile files owned by individuals, not the organization.
The Strategic Path
Clear steps to reliable insight.
-
Listen, map, and prioritize
We define what your leaders really need and trace how data flows today.
-
Design around decisions
Chart of accounts, dimensions, and reports built to answer specific questions.
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Phase, train, and support
Changes rolled out in stages so your team understands, adopts, and trusts the system.
Proven Impact
Real numbers. Real results.
Case Study
From weeks of reconciliation to 15 minutes
Weeks Before
15 min After
A mid-sized organization was spending weeks reconciling billing, bank activity, and customer payments. By integrating their billing system, print vendor, and bank lockbox directly into the ledger, we cut the process to under 15 minutes with higher accuracy.
- Manual work reduced from weeks to minutes
- Key reports delivered on time, every month
- Executive team gained confidence in every number they reviewed
How it works
A clear path from confusion to control
Three focused phases. No surprises. No scope creep.
1
Step 1
Clarity Call
We review your current systems, reporting gaps, and objectives in straightforward language.
2
Step 2
Roadmap and Design
You receive a phased, realistic plan to align ERP, integrations, and reporting with how you operate.
3
Step 3
Implementation and Support
Configuration, testing, training, and ongoing guidance so your team fully adopts the new way of working.
Free Finance Transformation Checklist
Get a 7-step roadmap to move from spreadsheets to ERP, without the headaches.
Receive a complimentary 15-minute ERP Readiness Audit.
Executive Endorsements
Trusted by Finance Leaders
“
Steven helped us cut our monthly close time by 40% after moving from Excel to NetSuite.
“
His ability to turn financial chaos into streamlined clarity is unmatched.
The Principal
Steven Johnson
CPA MBA
With over 20 years of experience in finance transformation, Steven has guided dozens of companies through ERP transitions, helping CFOs and finance teams eliminate manual bottlenecks and achieve reporting clarity.
His deep expertise in both technical accounting and systems implementation makes him a trusted advisor to executives seeking scalability and confidence in their numbers.
SJ
0+ Years Experience
0+ Companies Served
0K+ LinkedIn Network
Ready to streamline your finance systems?
If your ERP, spreadsheets, and reports are not giving you clear, timely answers, let's map out a practical path to clean, decision-ready information.