Project Description

ERGOS Technology partners is one of the largest Managed Services Providers (MSPs) in the state of Texas. ERGOS had performed a number of acquisitions and needed our financial consulting and M&A consulting services.

Financial Consulting

Konsulere implemented policies and procedures separating AR invoicing from AR collection and separating AP entry from AP payment. We helped setup all vendors on ACH to speed up payments and reorganized class codes in QuickBooks to help report on the performance of the acquired entities. Using ConnectWise we created AP workflows for approvals.

Outsourced Bookkeeping

ERGOS outsourced their AP and GL functions to Konsulere.

M&A Consulting

Konsulere performed all of the pre-due diligence for target acquisitions and worked with the executive leadership team on LOI (Letter of Intent) and then with the bank on funding models.


ERGOS Technology Partners

Technologies Used

QuickBooks, ConnectWise


Financial Consulting, Outsourced Bookkeeping, M&A Consulting


September 2015


finance, m&a

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