Modernise the Finance Stack.
ERP selection, automation and data integration.
From cloud accounting to AP automation, expense management, billing and BI — we help you choose the right tools, integrate them properly, and free your team from low-value work.
Senior CPA-led, start to finish.
Personalized scope tailored to your situation
Direct access to your senior advisor — no hand-offs
Proactive, year-round guidance
Plain-language explanations of every recommendation
Practice
Advisory
Every engagement, considered.
The core of what's included when you engage PAG for systems & automation advisory.
Accounting and ERP system selection
AP automation, expense and receipt workflows
Billing and revenue automation design
Data integration and reporting (BI) setup
Implementation oversight and team training
A clean, calm process.
Discovery
We start with a confidential conversation to understand your situation, priorities and the outcomes you're working toward.
Tailored Engagement
Your senior CPA designs a clear scope of work, implementing every detail with precision and proactive communication.
Ongoing Partnership
We stay close throughout the year — flagging risks, surfacing opportunities and adjusting your plan as your goals evolve.
More from our Advisory practice
Business Advisory
Strategic counsel for owner-operators.
Learn moreVirtual CFO Services
Strategic finance leadership without the full-time hire.
Learn moreForecasting & Budgeting
Budgets, forecasts and rolling cash plans.
Learn moreCash Flow & Profitability Analysis
Diagnose leaks, surface margin, fund growth.
Learn more