How a Leading CPA Firm Modernized Finance—and Closed the Books in Just 3 Days

When Berkowitz Pollack Brant (BPB)—a large accounting and advisory firm—outgrew QuickBooks, leadership needed more than a basic financial system; they needed a true ERP platform that could scale with the business, deliver real-time insight, and support long-term growth. 

 

By moving to Microsoft Dynamics 365 for Finance & Operations with Velosio as its implementation partner, BPB replaced fragmented systems with a single version of the truth, reduced month-end close time from up to 17 days to just three, cut errors from manual processes, and freed staff to focus on higher-value analysis. 

 

Delivered fully remotely, on time, and under budget using Velosio’s AXIO-enabled approach, the solution not only improved financial control and decision-making—but created a foundation for future expansion across HR, payroll, time and billing, and CRM.