Growing companies
Businesses that have outgrown entry-level tools and need real financial infrastructure before the next hire wave or location.
Services
Finance transformation services that turn chaos into decisions you can defend
Team Consulting 360 helps growing organizations in Rockford, Northern Illinois, and nationwide replace fragile spreadsheets, stalled ERP projects, and late reports with systems leaders actually use. Work is practical, phased, and adoption-first, led by Steven Johnson, CPA, MBA.
The approach
Practical. Collaborative. Built to stick.
Most finance projects fail for the same reasons: the software is configured like the old system, the chart of accounts does not match how the business runs, and the team never adopts the new workflow. My work starts with how you operate today, then designs structure, reporting, and systems around the decisions your leaders must make every week.
Timely
Close and reporting aligned to how you manage cash and performance, not a generic calendar no one can hit.
Essential
Focus on the metrics and dimensions that drive the business. Vanity reports and unused dashboards get cut.
Aligned
ERP, billing, banking, and tools integrated so data flows cleanly without rekeying or shadow spreadsheets.
Measurable
Time saved, accuracy improved, risk reduced, confidence increased. Tracked so you can see the impact.
Engagements typically combine one primary service with the supporting work it needs. A fractional CFO mandate often surfaces process fixes. An ERP go-live only succeeds when reporting and training ship with it. You get a single accountable partner, not a handoff between vendors.
Service 01
Fractional CFO Advisory
Strategic financial leadership when you need a CFO's judgment, not a full-time seat on the org chart.
What it is
A recurring engagement where I act as your senior finance leader on a part-time retainer. That means cash-flow foresight, board and lender-ready reporting, budget and forecast discipline, and a clear voice in the room when growth decisions get expensive. It is not bookkeeping, and it is not a stack of reports dropped in a shared folder. It is decision support tied to how your organization actually runs.
For healthcare practices, multi-entity groups, and founder-led companies in Rockford and across Northern Illinois, that often includes payer-mix visibility, expansion timing, and translating operational noise into numbers leadership can trust.
Who it is for
- Owners and CEOs who have outgrown a bookkeeper-only model
- Boards and PE sponsors that need consistent, decision-ready packages
- Healthcare and service businesses preparing for a second location or hire wave
- Teams that cannot justify a full-time CFO but cannot afford blind spots
Key outcomes
- Monthly numbers on time, in a format leadership actually uses
- Forward cash view instead of rear-view accounting only
- Cleaner conversations with banks, investors, and boards
- A finance roadmap that matches your growth stage
Service 02
ERP Implementation
NetSuite, SAP, and Dynamics work that is designed around decisions, integrations, and team adoption, not a checkbox go-live.
What it is
End-to-end ERP work: requirements, chart of accounts and dimensions, configuration, data migration, integrations (billing, banking, lockbox, operational tools), testing, training, and post go-live support. I also step into half-finished implementations that never delivered the clarity the license promised.
Platform experience includes NetSuite, SAP, and Microsoft Dynamics, plus the satellite systems that have to talk to the ledger. The goal is not "software is live." The goal is timely, accurate, decision-ready information your controllers and executives trust.
Who it is for
- Companies leaving QuickBooks or spreadsheet sprawl for a real ERP
- Teams stuck mid-implementation with little adoption and weaker reports
- Multi-entity or multi-site organizations that need clean consolidation
- Leaders who need a partner who speaks accounting and systems fluently
Key outcomes
- A chart of accounts and dimensions built for how you manage the business
- Integrations that cut rekeying and reconciliation time
- Phased rollout with training so the team owns the new process
- Reports that answer leadership questions without another export cycle
Service 03
Process Optimization
Fix the workflows that waste days every month: close, reconciliations, reporting, and the hand-offs between tools and people.
What it is
A focused redesign of the finance operating system underneath the software. We map how work really moves today, find the rework and single points of failure, then rebuild process, controls, and reporting cadence so the team spends time on analysis instead of chasing numbers.
This is the engagement for organizations that already own an ERP (or a stack of tools) but still live in exports, side spreadsheets, and late closes. Software alone rarely fixes that. Structure, ownership, and a realistic operating rhythm do.
Who it is for
- Controllers and CFOs fighting a multi-day or multi-week close
- Teams reconciling billing, bank, and ledger by hand every month
- Operators who inherited a system that "went live" but never got adopted
- Leaders who need scalable processes before the next growth step
Key outcomes
- Shorter close and fewer fire drills at month end
- Documented workflows the team can follow without heroics
- Fewer spreadsheet islands and less key-person risk
- KPIs and reports that match how the business is managed
Example from prior work: a mid-sized organization spent weeks reconciling billing, bank activity, and customer payments. By integrating billing, print vendor, and bank lockbox into the ledger, that process dropped to under 15 minutes with higher accuracy.
Fit
Who this work is built for
Private equity portfolios
PE-backed teams that need rapid reporting standardization, cleaner closes, and a finance function that can survive diligence.
Founder-led and healthcare
Entrepreneurs and healthcare organizations ready to professionalize finance without losing the operational reality that makes the model work.
Next step
Ready for clearer numbers and a system your team will actually use?
Book a free Clarity Call. We review your current systems, reporting gaps, and objectives in plain language, then outline a realistic path. No pressure, no generic pitch deck.
Free Finance Transformation Checklist
Enter your name and email to receive the PDF checklist by email. No public download link.
Receive a complimentary 15-minute ERP Readiness Audit.