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
Top 1% of Microsoft Partners Globally
Specialized Financial Management Expertise
Microsoft Consulting Services - 9 Consecutive Quarters
| 100+ Companies standardized in under 12 months |
20→5 Financial statement drafts reduced |
1 Week |
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 means each company onboards into the same financial standard—faster, with fewer surprises and more predictable timelines every time.
Standardized, audit-ready data and consistent reporting structures speed diligence and give buyers confidence in your numbers.
Real-time KPIs, cash position, and performance across operating companies—with consistent definitions—ensure the numbers mean the same thing everywhere.
Removing manual compilation reduces spreadsheet dependency, strengthens security controls, and gives you cleaner audit trails across every entity.
A common chart of accounts, close routines, and approval workflows make performance comparable and governance consistent—without forcing operational uniformity.
Evergreen Services Group moved over 100 operating companies from more than 100 disconnected accounting systems onto Business Central in under 12 months. Statement drafts dropped from 20 to 5. Audits closed a week ahead of schedule. And real-time visibility across the portfolio replaced the spreadsheet consolidations that used to consume the finance team every month.
Read the Full Evergreen Customer Success Snapshot
| 100+ Companies standardized in under 12 months |
20 → 5 Financial statement drafts reduced |
1 Week |
"Business Central 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
"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
Most PE firms discover their biggest reporting risks when they're already under pressure, at audit, during diligence, or after a close that took longer than it should have.
This five-minute checklist helps you diagnose where friction is building across close cycles, reporting consistency, and system fragmentation, before it becomes a bigger problem.
| Centralized oversight without disrupting OpCo operations Business Central supports decentralized operations at the company level while giving the portfolio a single consolidated financial view. Each OpCo keeps its independence. You get the visibility. |
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| Built for multi-entity portfolios Strong consolidation, intercompany transaction handling, and multi-entity reporting are native - not bolted on. This is the foundation the rollout model is built on. |
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| Fits the Microsoft stack your team already uses Business Central connects directly with Power BI for portfolio dashboards, Excel for reporting, Teams for collaboration, and Power Automate for workflow. No middleware required. |
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| Enterprise-grade controls across every entity Secure cloud access with role-based permissions and audit trails across the portfolio. Consistent controls at every company, regardless of size or geography. |
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| Lower cost than enterprise ERP, without the tradeoffs Business Central delivers the multi-entity, consolidation, and reporting capability PE portfolios need - at a total cost of ownership that makes sense at portfolio scale. |
Business Central is the platform. Western Computer is the portfolio rollout partner with the playbook.
Portfolio-scale experience
Proven multi-entity delivery model across PE environments. We have standardized over 100 operating companies within a single portfolio - and we continue to implement Business Central across that portfolio as it grows.
Repeatable rollout framework
Playbooks, SOPs, and change management designed for speed and consistency. Each rollout gets faster because the model is already built.
Outcome-first approach
Visibility, governance, predictability, and exit readiness, not “another ERP project”
Recognized by Microsoft and customers:
Yes. The model is designed around this. We standardize the financial layer, chart of accounts, reporting structure, close routines, and governance, while leaving each company's operations intact. Your OpCos run their business. You get a consistent view across all of them.
The average implementation in our PE rollout model runs approximately four months. Because the portfolio standard is already defined and the playbook is already built, each new company onboards faster than the one before it. The first rollout sets the template. Every subsequent one runs off it.
No. The motion is built around multi-entity financial standardization and portfolio reporting consistency. The portfolio companies can operate in any industry. What matters is that they share a common financial foundation.
We start with a 30-minute Portfolio Assessment to understand your current reporting workflow, acquisition integration needs, and where the biggest friction points are. From there, we define your portfolio financial standard and map the first wave of operating companies with clear timelines and success metrics.
Pricing depends on the number of operating companies, implementation complexity, and licensing structure. Business Central is generally lower cost than enterprise ERP alternatives while delivering equivalent multi-entity capability. The Portfolio Assessment is the right place to get a realistic picture for your situation.
Most ERP vendors sell licenses and implementations. We sell a portfolio rollout model, a repeatable playbook that is already proven across 100+ operating companies. The difference shows up in speed, predictability, and what happens after go-live. We stay involved as the portfolio grows.
If inconsistent reporting, slow closes, or fragmented systems are creating friction across your portfolio - let's talk.
The Portfolio Assessment is 30 minutes. You'll leave with a clear picture of where the friction is and what a practical next step looks like.
Book a 30-Minute Portfolio Assessment Talk to a PE rollout specialist Download the Portfolio Finance Checklist Diagnose friction in about five minutes