About SOS | SOS Consulting Services
New SOS is now an ADP-certified integration partner. Learn about our ADP integration โ†’
Company · About Us

Experience you can
count on. A team
you can trust.

For over 25 years, SOS Consulting Services has been implementing ERP systems, solving operational problems, and building the kind of long-term client relationships that most consulting firms only talk about. Our clients stay because the work holds up.

SOS by the numbers
25+
Years in businessImplementing ERP systems since before cloud was a buzzword
99.5%
Implementation success rateAcross Acumatica, Sage Intacct, and Sage 300
10.5yr
Average client relationshipWe treat go-live as the beginning, not the end
5
Offices across the USAlbany, Long Island, South Florida, Nashville, Charlotte
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Who We Are

A firm built by people who
have sat on both sides of the table.

SOS Consulting Services is a dynamic consulting practice built on a foundation that most ERP firms cannot claim. Our managing partner spent years as a CFO before becoming a consultant. Our CPA partner spent fifteen years in public accounting and another fifteen as a CFO at a global manufacturing organization. Our team of seasoned professionals spans accounting, software engineering, IT, and project management, and has been doing this work for decades.

That combination of firsthand operational experience and deep technical knowledge is what separates SOS from firms that only know ERP from the consultant’s side. When we scope a project, configure a system, or diagnose what went wrong in a failed implementation, we bring the perspective of people who have lived inside the businesses we serve.

With offices in Albany, Long Island, South Florida, Nashville, and Charlotte, we work with businesses across the country, delivering the personalized service and close collaboration that comes from a partner-led firm rather than a large consultancy that assigns a project manager and disappears.

What makes us different
CPAs and former CFOs on the consulting team
Senior partner on every engagement, from scoping through go-live
In-house custom software development capability
Authorized ADP Workforce Now partner
Five regional offices for close client collaboration
Average client relationship of 10.5 years
How We Work

A structured approach that
delivers consistent results.

Every SOS engagement follows the same process. Not because it is a template, but because it works. We have refined it over 25 years and across hundreds of implementations.

01
🔍
In-Depth Analysis
We start by diving deep into how your business actually operates. We document your workflows, identify pain points and inefficiencies, and build a complete picture of where your current system is falling short before recommending anything.
02
📋
Strategic Planning
We create a detailed roadmap that includes the software, services, and integrations required, complete with timelines, assigned responsibilities, and full budget transparency. You know exactly what is included before you commit.
03
🎓
Thorough Training
We ensure your team is fully equipped to use the system before go-live, whether virtual or onsite. Training is built around your actual configuration and workflows, not generic vendor documentation.
04
🤝
Ongoing Support
Our commitment does not end at go-live. We provide immediate, responsive support whenever it is needed, and maintain the kind of ongoing relationship that keeps your system performing as your business evolves.
Industries We Serve

Deep expertise across the
sectors that rely on ERP most.

From manufacturers running complex production workflows to nonprofits managing fund accounting, we have delivered ERP solutions across a wide range of industries. Each one requires a different configuration. We know the difference.

🏭Manufacturing
🚚Distribution
💼Professional Services
🏥Healthcare
🌿Agriculture
🛒Retail
💰Financial Services
🏗️Field Service
🤍Nonprofits
💻SaaS & Technology
🏨Hospitality
📦Wholesale
Our Offices

Five offices.
One consistent standard of work.

Every SOS office operates the same way: partner-led engagements, senior-level accountability, and the same commitment to client outcomes regardless of location.

📍
Albany
New York
📍
Long Island
New York
📍
South Florida
Florida
📍
Nashville
Tennessee
📍
Charlotte
North Carolina
Ready to work with us?

Start with an honest
conversation.

Every engagement starts with a No-Cost Assessment led by a senior partner. Not a sales call. A genuine review of your situation and what it would actually take to solve it.

No-Cost · Senior Partner-Led
No-Cost Technology Assessment
An honest look at your current system and what it would take to get it where it needs to be.
Led by a senior partner, not a sales rep
Review of your current system and workflows
Honest recommendation on platform and approach
No obligation to move forward
Book Free Assessment → 📞 +1 (844) 244-8869