Citrin Cooperman Enhances Advisory and ERP Solutions with Intuit Enterprise Suite

Citrin Cooperman Expands Its ERP and Advisory Offerings

Citrin Cooperman Advisors LLC, a leading provider of professional services for private middle-market businesses and high-net-worth individuals, is proud to announce a significant expansion in its service offerings. The firm has partnered with Intuit Inc. to introduce the Intuit Enterprise Suite, a comprehensive and AI-driven ERP solution tailored for businesses at the middle market level.

This strategic partnership aims to combine Citrin Cooperman’s extensive experience in ERP implementation and financial advisory services with the cutting-edge capabilities of Intuit's ERP platform. The goal is to help businesses streamline their operations, enhance visibility into their financial health, and drive growth through the adoption of innovative technologies.

A New Era in ERP Solutions

Citrin Cooperman is recognized for its deep domain expertise in financial management. By incorporating the Intuit Enterprise Suite, the firm can offer its clients not only an intuitive ERP system but also the advisory support necessary for effective implementation and optimization. This powerful platform is designed to address the unique challenges faced by middle-market businesses, providing them with the tools they need to simplify operations and scale effectively.

The Intuit Enterprise Suite features a suite of functionalities including multi-entity financial management, business intelligence, payments processing, project profitability tracking, payroll management, human resources support, and marketing capabilities. It operates on a scalable cloud platform that is not only user-friendly but also tailored to meet industry-specific needs.

Automating Back-Office Operations

To enhance its offering, Citrin Cooperman has recently collaborated with Intuit's Business Process Outsourcing (BPO) team to develop three AI agents that will automate repetitive back-office tasks. These tasks include receivables collections, preparation of financial packages, and accounts-payable decision-making. By integrating these AI solutions, Citrin Cooperman aims to streamline workflows further, allowing clients to focus on their core business while enjoying improved operational efficiency.

Managing Partner of Digital Services at Citrin Cooperman, Shawn Gilronan, expressed enthusiasm about this new offering, stating, "The Intuit Enterprise Suite is a game-changer for our clients who have outgrown their existing accounting systems. We are proud to present a solution that combines scalability with cutting-edge AI technology."

A Forward-Thinking Approach to Advisory Services

Citrin Cooperman's commitment to its clients is evident in its dedication to overcoming operational challenges while driving efficiencies and growth. CJ Boguzewski, Vice President of Channel Sales at Intuit, emphasized the importance of this relationship, stating, "The collaboration between Citrin Cooperman and Intuit enables us to continually meet the evolving needs of our clients, providing them with insights that are proactive and data-driven. This approach will lead to more informed decisions, enabling businesses to enhance profitability."

As one of the premier accounting, tax, and advisory firms in the nation, Citrin Cooperman consistently ranks as a top workplace, attracting talent across its 3,600 professionals who are focused on delivering client success. The firm’s commitment to exceptional service and rigorous industry standards reinforces its notable position in the marketplace.

About Citrin Cooperman and Intuit

Citrin Cooperman is a member of the Moore North America, Inc. Association and works closely with the Moore Global Network to extend its services globally. Founded on principles of operational excellence, Citrin Cooperman serves clients with tailored solutions to their complex business needs.

Intuit, on the other hand, is a global leader in financial technology, serving nearly 100 million customers through its tailored solutions such as TurboTax, QuickBooks, and Mailchimp, among others. With a focus on innovation and prosperity, Intuit aims to empower individuals and businesses by providing them with the necessary tools to succeed.

In conclusion, the partnership between Citrin Cooperman and Intuit marks a significant development in the realms of ERP and advisory services. With the combination of expertise and advanced technology, middle-market businesses are now equipped to scale new heights of success and operational efficiency.