Elliott Davis was asked: “We are growing fast and need to implement a new Enterprise Resource Planning (ERP) system and replace our current outsourced accounting team. Can you help?”


  • A leading real estate asset investment firm with 7 offices across 4 countries
  • Oversees projects in residential, office, industrial and hospitality from concept to completion
  • Business expanding with potential onboarding of up to 15 new assets in 2 years
  • Current outsourced accounting team was not meeting business needs
  • Needed to identify a new ERP system to support growth and implement with third- party applications
  • Wanted on-time, high quality information for management team

Our Approach

  • Completed an assessment of people, process and technology and collaborated with management to identify software solutions to me business needs
  • During assessment, the team engaged to:
    • Create short-term solution to support long- term software implementation
    • Create new bill pay software account and established sync
    • Assist with setup for online bank feeds and other integrations
    • Provide training to users
    • Create customized reporting
    • Convert transactional data from previous ERP
  • Additionally, the team provides ongoing services, including:
    • Implementation support and sustainability of accounting system
    • Syncing bank and credit cards to record receipts and distributions
    • Enter bills for payment and sync with bill pay software
    • Schedule prepaid expenses, debt and accrued expenses
    • Reconcile balance sheet accounts and complete journal entries
    • Perform general ledger variance analysis
    • Process annual 1099 filings

Customer Impact

  • Adopted scalable system to support on-going growth
  • Leveraged new technology to improve efficiencies
  • Improved visibility into business performance
  • Increased confidence in bill payment process
  • Secured bank funding with monthly loan draw request data packages
  • Gained the ability to continue fast growth with scalable processes and technology

We Can Help

For more information on how Elliott Davis can assist you and your business, contact a member of our team.

The information provided in this communication is of a general nature and should not be considered professional advice. You should not act upon the information provided without obtaining specific professional advice. The information above is subject to change.