Trusted Solutions
No two organizations operate the same way, and your financial systems should reflect that. Through a thoughtful, collaborative approach, we evaluate, design, and support solutions that align with how you operate today and scale with you over time.
Choosing the right platform is a strategic decision. If you’re assessing your current systems or considering a migration, we can help you determine the right path forward for your growth and operational complexity.
CBA works within the following trusted ERP platforms, allowing us to streamline integrations, reduce manual work, and deliver clearer, more timely insight for confident decision-making.
Technology Solutions We Support
Xero is a cloud-based accounting platform within CBA’s technology ecosystem. We use it to support growing organizations that value real-time visibility, collaboration, and flexible reporting.
Its modern architecture allows us to streamline workflows, reduce manual processes, and deliver timely insight as operational complexity increases. When properly configured, Xero creates a clean, scalable foundation for advisory work.
Best for: organizations seeking modern, user-friendly accounting with strong visibility and collaboration.
QuickBooks Online is a core accounting platform within CBA’s technology ecosystem. We use it to maintain accurate, up-to-date financial records and dependable reporting for our clients.
When configured intentionally, QuickBooks provides a strong operational foundation that supports clear reporting, system integrations, and advisory insight.
Best for: small to mid-sized organizations that want flexibility and reliable integrations.
We work within Intuit Enterprise Suite when organizations have outgrown entry-level systems and require greater structure, control, and reporting depth.
IES supports multi-entity environments, dimensional reporting, and more advanced forecasting capabilities. It enables consolidated visibility while strengthening financial oversight and strategic analysis.
Best for: growing organizations with multiple entities that need consolidated reporting and deeper financial control.
Acumatica is a robust ERP platform within CBA’s technology ecosystem. We leverage it for organizations with greater operational complexity, advanced reporting requirements, and project-driven environments.
By connecting financial, project, and operational data within a single system, Acumatica creates shared visibility across teams. This alignment supports stronger controls, better forecasting, and scalable long-term growth.
Best for: operationally complex organizations requiring advanced reporting, security controls, and multi-entity flexibility.
Operational Support Solutions
Beyond technology, we also work with partners that strengthen protection, compliance, and operational resilience to support confident leadership and risk-aware decision-making.
LegalShield provides accessible legal support that helps organizations reduce risk and respond to operational challenges with confidence. As part of our broader advisory ecosystem, this partnership complements the financial clarity we deliver by strengthening legal awareness and protection.
Best for: organizations seeking practical, ongoing legal support alongside financial oversight.
Ready to align your systems with your growth?
Let’s design a financial ecosystem that supports clarity, control, and confident leadership.