True Balance Consulting
True Balance Consulting
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ERP & ACCOUNTING CONSULTING

Get more out of the ERP you already have.

Get more out of the ERP you already have.Get more out of the ERP you already have.Get more out of the ERP you already have.

Helping small & midsize manufacturers fix cost accounting, reconcile inventory and build processes their teams can rely on. 


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Sound Familiar?

Inventory never ties to the GL

Inventory never ties to the GL

Inventory never ties to the GL

Every month starts with hunting down the difference.

Job costs that don't add up

Inventory never ties to the GL

Inventory never ties to the GL

Margins look different every time someone runs the report.

Spreadsheets outside your ERP

Spreadsheets outside your ERP

Spreadsheets outside your ERP

Workarounds that started small and now run the business.

Reports leadership doubts

Spreadsheets outside your ERP

Spreadsheets outside your ERP

The data is there, but nobody trusts what comes out.

Already have an ERP system in place?

I spent six years implementing ERP systems for manufacturers.  I know how they are set up, where the numbers come from and where they usually go wrong, so you can skip the learning curve.

See how I can help

Services

Accounting & Process Improvement

Accounting & Process Improvement

Accounting & Process Improvement

  •  Review and redesign of accounting workflows
  •  Cost accounting & inventory reconciliation
  •  Internal control and documentation improvements
  •  Standardization of procedures

ERP Implementation & Support

Accounting & Process Improvement

Accounting & Process Improvement

  • ERP system selection guidance
  • Implementation planning and execution
  • Chart of accounts and module setup
  • Process alignment with ERP functionality 
  • Post-implementation optimization
  • On-site project management

Software Implementation

Financial Statement Review & Improvement

Financial Statement Review & Improvement

  • Accounting and finance software evaluation
  • Integration of financial tools and platforms
  • Automation of manual processes 
  • Data migration and system configuration
  • User training and adoption support

Financial Statement Review & Improvement

Financial Statement Review & Improvement

Financial Statement Review & Improvement

  • Financial statement structure and presentation review
  • Accuracy and consistency analysis
  • Reporting process improvement
  • Management reporting enhancements 
  • KPI and dashboard development

Why work with True Balance

Accounting and systems, together

I understand both the debits and credits and how the ERP creates them and pushes them to the financials.

Where the numbers live

Cost accounting, inventory reconciliation and financial reporting are where I spend my time.

Fixes that last

Clear documentation and training, so your team can keep it running.

Right-sized for you

A quick fix or a full project, scoped to what you actually need.

A Clear Plan, Start to Finish

Get to Know You

Design the Solution

Get to Know You

We start with a conversation about your business, your systems and what you want to improve.

No cost and no commitment.

Find the Gaps

Design the Solution

Get to Know You

 I review how transactions, costing and reports flow today and pinpoint where the numbers go wrong. You get a clear summary of what I find. 

Design the Solution

Design the Solution

Design the Solution

 Together we map out better workflows and system setup, prioritized by impact, so you know exactly what will change and why. 

Put it in Place

Put it in Place

Design the Solution

 I make the changes alongside your team, on site or remote, with hands-on training so everyone knows the new process. 

Keep Improving

Put it in Place

Keep Improving

 Once the changes are in place, I check back in, fine-tune reports and processes, and stay available as your business grows. 

ABOUT

Sandy Podtburg

 

 

I have spent more than 30 years in finance and business management, overseeing financial operations, accounting processes and compliance.

For six years I worked as an ERP finance implementation consultant, helping manufacturers set up their systems and go live. The hardest part was leaving after go-live, knowing many teams would slip back into spreadsheets.

I started True Balance Consulting to stay with them past that point. I work alongside your team to get the numbers right, keep the processes simple, and leave you with a system you can rely on.

 My experience covers manufacturing ERP systems and small business accounting software, from implementation to full-cycle accounting, reconciliations, reporting and payroll. 


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Living in spreadsheets outside your ERP?

Reach out today and see how I can help. If there is a report or process that has never quite worked right, I would be happy to take a look.

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Some of the best work happens side by side with your team. 

That is why I will travel to you.  

True Balance Consulting, LLC

970-690-6760 SandyP@TrueBalanceERP.com

Hours

Mon

09:00 am – 05:00 pm

Tue

09:00 am – 05:00 pm

Wed

09:00 am – 05:00 pm

Thu

09:00 am – 05:00 pm

Fri

09:00 am – 05:00 pm

Sat

By Appointment

Sun

By Appointment

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True Balance Consulting, LLC

970-690-6760

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