AMA · One team, 3 strengths.

ThePowerofThree.ThePrecisionofOne.

ERP systems, financial operations, and data intelligence — three specialized companies under a single umbrella, so your stack, your numbers, and your insights move as one.

PHASE 01Three specialists. Each in orbit.
Scene 01 · The mismatch

I don't trust
my numbers.

Shopify says one thing. NetSuite says another. The 3PL says a third. Board meeting's Friday.

ShopifyMay rev
$4.21M
NetSuiteMay rev
$3.83M
3PLShipped
$4.04M
Mismatch
Scene 02 · Three become one
AMA
S
Systems
Suite Advisors
A
Accounting
Tech Savvy Accountants
D
Data
Data Intel Labs

We don't tackle pieces.
We tackle the whole problem.

Whole problem · Whole answer

00061218
Working hours
18/24
Hours / day
Scene 03 · An 18-hour day

Three time zones.
One working day.

Onshore leads with offshore depth in the Philippines and India — your work doesn't stop when your day does.

United StatesEST/PST
PhilippinesPHT
IndiaIST
Scene 04 · The reveal

Power of three.
Precision of one.

That's the AMA model
What this looks like in the wild

Three case studies.
Three companies in the room every time.

None of these could have been solved by a single specialty. That’s the AMA filter.

Life Sciences · Clinical Trials

Clinical Trial Financial Lifecycle

A growing biotech ran 14 active trials across 3 CROs. Finance had no real-time view of trial spend, milestone billing was reactive, and revenue recognition lagged by weeks. The board wanted live trial economics — no one team could deliver it alone.

14d → 5d
Close cycle
Real-time
Trial visibility
Zero
Audit findings
How the three came together
  • Suite
    Architected NetSuite project accounting with CRO contract integrations.
  • TSA
    Built ASC 606 milestone revenue recognition policy and close cadence.
  • Data Intel
    Delivered real-time trial economics dashboards with cohort cost analysis.
Growth-Stage · Fundraising Readiness

Investor & Fundraising Readiness

A Series C SaaS company was 90 days from a board-led process. Their data room was a patchwork: ARR pulled from one system, expenses from another, no defensible cohort metrics. Diligence would have shredded them.

6w → 3w
Diligence cycle
Single
Metric source of truth
Oversubscribed
Round outcome
How the three came together
  • Suite
    Cleaned systems hygiene — chart of accounts, deal-to-cash, contract structure.
  • TSA
    Ran a diligence-grade close and built a board-ready financial package.
  • Data Intel
    Built defensible SaaS metrics — NRR, GRR, cohort LTV, magic number, by segment.
E-commerce · Source-of-Truth

“I Don’t Trust My Numbers”

A DTC brand had Shopify, Amazon, a 3PL, and NetSuite — and four different revenue numbers each month. The CEO had stopped trusting the close pack. The board meeting was Friday. Sound familiar?

4 numbers → 1
Revenue reconciliation
Mon 9am
Time to numbers
Restored
CEO trust
How the three came together
  • Suite
    Re-integrated Shopify ↔ Amazon ↔ 3PL ↔ NetSuite with reconciled item masters.
  • TSA
    Rewrote the revenue policy and locked monthly close to a single source.
  • Data Intel
    Stood up reconciliation dashboards — every number tied to a source row.
When to call us

If you’re facing any of these,
that’s an AMA conversation.

Not because they’re hard — lots of things are hard. Because they need more than one specialist in the room.

  1. 01
    You’re raising capital or preparing for diligence.

    Investors want clean books, defensible systems, and a metrics story — not three different vendor answers.

  2. 02
    You’re scaling into a regulated industry.

    Clinical trials, biotech, pharma, life sciences — where compliance, revenue recognition, and operational data have to agree.

  3. 03
    Your numbers don’t agree across systems.

    Shopify says one thing, NetSuite says another, the 3PL says a third. You need one source of truth, not another reconciliation meeting.

  4. 04
    You’re standing up finance + systems from scratch.

    A new portco, a carve-out, a new entity — everything from ERP selection to chart of accounts to first close, all at once.

  5. 05
    You’re transforming the whole business, not just the back office.

    Strategy, operations, systems, and reporting moving in lockstep — not five workstreams that never meet.

Need only one specialty? You probably don’t need AMA — you need one of the companies directly:

Common questions

The three companies

One umbrella. Three home bases.

Three teams that come together for AMA-shaped work — but each has its own home base when that's what you need.

TSA
Tech Savvy Accountants

CFO and controller-level accounting, tax, and reporting.

SA
Suite Advisors

NetSuite, ERP, and systems implementation specialists.

DIL
Data Intel Labs

Dashboards, forecasting, and AI-driven analytics.

Whole-business problems

Got a problem that crosses
systems, finance, and data?

We don't take on pieces. We take on the whole problem — with specialists from three companies acting as one team.

Start a conversationSchedule a session