Irvine, CA · Serving Orange County
QuickBooks & NetSuite consulting in Orange County
A CPA-led team in Irvine that automates the close for Orange County businesses on QuickBooks Online and NetSuite, using ERP Sync. Book a free consultation and we will show you what it would take on your own books.
The consultation covers
- Where your close actually spends its hours: bank feeds, reconciliations, intercompany, reporting
- What ERP Sync automates on top of the QuickBooks Online or NetSuite you already run
- What it would cost, based on how many companies you keep books for
- At your office, ours in Irvine, or by video
Book a free consultation
We reply within 24 hours.
What we take off your desk
Four month-end problems ERP Sync was built for, each with a guide that shows how it works.
A bank feed queue nobody wants to touch
An AI agent works the QuickBooks Online For Review queue in bulk: grouped by bank description, suspect matches flagged, then accepted, categorized or paired as transfers.
Read the guide →Several companies, one set of statements
Every QuickBooks Online and NetSuite company in the group synced into one ledger: balance sheet, P&L, trial balance and aging by company or consolidated.
Read the guide →Intercompany that never ties out
Each payment matched to the deposit or purchase in the sister company, including many-to-one matches and deposits in transit, with both sides re-coded through the API.
Read the guide →Reports rebuilt in Excel every month
The ERPSYNC add-in pulls live statements, balances and trends into the workbook you already use, filtered by entity, department and date, refreshed in place.
Read the guide →How an engagement starts
- 1
Consultation
We walk through your entities, your accounting system and where the month-end time goes. No cost, no commitment.
- 2
Connect and sync
QuickBooks Online or NetSuite connects to ERP Sync and the initial sync runs. Your accounting system stays the system of record.
- 3
Automate in phases
Bank feeds, schedules, Excel reporting and AI-agent access come on one at a time, at the pace your team can absorb.
Questions
Do you meet in person?
Yes. We are based in Irvine and meet clients at their offices across Orange County, or at ours on Barranca Parkway. Video works just as well if that is easier.
Do we have to replace QuickBooks or NetSuite?
No. ERP Sync sits on top of the system you run today, and everything it reports reconciles back to it.
What does it cost?
ERP Sync is priced as a platform fee plus a per-company price. See the pricing page, or ask on the call and we will price your group.
Talk to us this week
4000 Barranca Parkway, Suite 250, Irvine · (949) 607-8996