Standardize financial reporting across portfolio companies with Microsoft Dynamics 365 Business Central and a repeatable rollout playbook built for PE.
Faster integration after acquisition, lower risk at exit
Portfolio-wide visibility with real-time reporting
Standardized chart of accounts, close, and controls
Book a 30-minute Portfolio Assessment Now
| 100+ companies standardized with Business Central in under 12 months | Financial statement drafts reduced from 20 to 5 | Audits completed 1 week faster with cleaner trails |
When every operating company runs a different accounting system, reporting becomes manual, slow, and hard to trust.That usually shows up as spreadsheet consolidations, inconsistent charts of accounts, delayed closes, and painful audits. It also makes new acquisitions harder to integrate and exits harder to execute cleanly.
PE teams are not shopping for “ERP features.” They want visibility, predictability, and governance that supports value creation and exit readiness.
A repeatable rollout model that onboards acquisitions faster, with fewer surprises and more predictable timelines.
Standardized, audit-ready data and reporting speed diligence and improve buyer confidence.
Real-time KPIs, cash position, and performance across operating companies with consistent definitions and reporting.
Less spreadsheet risk, stronger security controls, and cleaner audit trails across the portfolio.
A common chart of accounts, close routines, and approval workflows that make performance comparable and governance repeatable.
Evergreen Services Group moved 100+ operating companies from 100+ accounting systems onto Business Central in under 12 months. They reduced financial statement drafts from 20 to 5, cut audit prep time, and gained real-time visibility across operating companies using Power BI.
"Business Central was the right choice for our organization because it delivers the flexibility for each company to operate independently while still benefiting from centralized financial oversight, consolidated reporting, and powerful data aggregation through dimensions.”
- Jeff Totten, CEO, Evergreen Services Group
| Supports decentralized operations with centralized financial oversight | |
| Strong consolidation, intercompany, and multi-entity capability | |
| Fits naturally into the Microsoft ecosystem (Power BI, Teams, Excel) | |
| Secure cloud access with enterprise-grade controls | |
| Lower total cost of ownership while still enterprise capable |
Business Central is the platform. Western Computer is the portfolio rollout partner with the playbook.
"We used to work weekends compiling statements, now we’re issuing clean audits a week ahead of schedule"
- John Federer, Director of Accounting, Evergreen Services Group
Portfolio-scale experience: Proven multi-entity delivery model across PE environments
Repeatable rollout framework: Playbooks, SOPs, and change management designed for speed and consistency
Outcome-first approach: Visibility, governance, predictability, and exit readiness, not “another ERP project”
Yes. The model supports local operational autonomy while standardizing finance structures and portfolio reporting.
Timing depends on complexity, but our repeatable playbook makes each rollout faster and more predictable over time.
No. The motion is built around multi-entity standardization and reporting consistency across a portfolio.
We define your portfolio financial standard and rollout model, then map the first wave of operating companies with clear success metrics.
Book a 30-minute Portfolio Assessment. We’ll walk through your current reporting workflow, acquisition integration needs, and what a repeatable rollout model could look like.