Case Study: Berkowitz Pollack Brant achieves 80% faster month‑end close and unified financials with Velosio (Microsoft Dynamics 365 for Finance and Operations)

Berkowitz Pollack Brant Supports Growth with Microsoft Dynamics 365

Berkowitz Pollack Brant (BPB), an independent accounting and advisory firm with nearly 300 professionals and offices in Florida and New York, was outgrowing QuickBooks and facing limitations in revenue recognition, sales analysis and real‑time project accounting, plus lengthy monthly reconciliations. To address these challenges, BPB selected Microsoft Dynamics 365 for Finance and Operations and engaged Velosio as its implementation partner.

Velosio used its AXIO-enabled approach to implement Dynamics 365 in a 14-week, on‑time, under‑budget, fully remote deployment. The new system cut month‑end close from 15–17 days to three (over an 80% reduction), eliminated double entry and manual errors, delivered one version of the truth for better decision-making, enabled integrations with banking and other apps, freed staff for value‑added analysis, and allowed BPB to purchase additional modules and accelerate phase two (HR/payroll, time & billing, CRM).

Berkowitz Pollack Brant

Adres “Andy” Advincula

Chief Financial Officer