BUSINESS CENTRAL FOR ACCOUNTING & ADVISORY FIRMS
Business Central forAccounting Firms
Simplify your firm’s finances, improve engagement billing and work more effectively with clients using Microsoft Dynamics 365 Business Central. Leaforge 365 helps you set up the right accounting, reporting and access workflows for your practice.
ONE SOLUTION. TWO PRACTICAL USE CASES.
Better Financial Control for Your Firm. Better Service for Your Clients.
Your accounting firm needs reliable financial management for its own business. Your team may also provide bookkeeping, close and reporting services to clients already using Business Central. We help you define these two needs clearly, configure the right processes and keep each client’s financial data in its own authorized environment.
- Manage practice finances, receivables, payables, cash flow and invoicing
- Access permitted client-company work using Business Central accountant tools
- Monitor engagement time, project costs and profitability where applicable
Less Time on Admin. More Time for Client Advice.
As your client base grows, disconnected spreadsheets and manual processes can slow down your finance team. The right Business Central setup helps your practice work with clearer information, well-defined permissions and less repetitive handling.
Manual reconciliations and repeated data entry
Unclear cash flow, outstanding invoices and expenses
Month-end reporting spread across spreadsheets
Billable hours and engagement costs hard to track
Inconsistent user access across client companies
Approval requests and accounting follow-ups scattered
Limited visibility into engagement profitability
Accounting, Reporting and Client Collaboration in Business Central
Business Central brings together core financial management, banking, reporting and project accounting. For teams serving Business Central clients, the Accountant Role Center and Company Hub support efficient work with permitted companies. Each feature is configured according to your workflows, licensing and security requirements.
Accountant Role Center for day-to-day finance work
Company Hub for accessible Business Central online clients
General ledger, dimensions, budgets and reporting
Bank reconciliation, receivables and payables
Projects, resource time sheets and engagement costs
Project invoices and time-based billing workflows
Approvals, permissions and traceable financial records
Excel-based analysis and Power BI reporting options
A Practical ERP Foundation—With Clear Scope
Business Central is well suited to financial management, reporting and project-based billing, but it is not a complete tax-return preparation, audit workpaper or accounting practice-management system. Client portals, statutory filing, specialized payroll, document collection and advanced retainer automation may require other products or extensions. We identify these needs before implementation so you know what is standard and what is additional.
Make Financial Decisions with Greater Confidence
From tracking your own firm’s performance to delivering timely information for clients, a well-scoped Business Central implementation can help your team spend less effort gathering numbers and more time acting on them.
Clearer view of firm cash flow and outstanding invoices
Simpler access to the accounting information you need
More consistent financial structure and reporting
Better organization of approved client-company work
Visibility into project hours, costs and margins
More dependable engagement invoicing processes
Stronger month-end and management-reporting discipline
Role-based control over sensitive accounting data
For Your Firm—and the Businesses You Advise
Accounting Firms Managing Their Own Business
For accounting, bookkeeping, outsourced finance and advisory practices, Business Central can connect internal finance, purchasing, bank reconciliation, project billing and management reporting. Leaforge 365 helps you design a practical setup that fits your team, your engagement model and your growth plans.
Accounting Firms Supporting SME Clients
If your clients already use Business Central, we can help you establish appropriate accountant access and reporting workflows. If an SME client is outgrowing spreadsheets or disconnected finance software, we can help evaluate Business Central, implement it and train users—while your firm continues to guide the client’s financial decisions.
A Business Central Implementation Built Around Accounting Work
We focus on what accountants need to do every day: accurate postings, timely reconciliations, useful reports, controlled access and dependable client service. Our approach starts with your requirements and uses standard Business Central capabilities wherever they fit.
Frequently Asked Questions from Accounting Firms
Find out how Business Central can support your firm’s finance operations, authorized client work and advisory services before deciding on an implementation.
Can an accounting firm use Business Central for its own finance operations?
Yes. Accounting and advisory firms can use Business Central for the general ledger, payables, receivables, cash and bank reconciliation, financial reporting and internal controls. The scope should reflect your firm’s size and processes.
How can our accountants work with multiple Business Central clients?
The Company Hub can provide an overview of Business Central online companies that an accountant is authorized to access. It does not combine client data into one ledger, and each client environment requires appropriate permissions.
Can clients give our firm secure accountant access?
Yes. A client administrator can invite an external accountant to Business Central. Access depends on Microsoft Entra setup, user permissions and applicable license conditions. Each client controls access to its own information.
Does Business Central support month-end close and financial reporting?
Business Central includes general ledger, financial reporting, bank reconciliation and accounting records that support close activities. Your specific closing checklist, review process and report layouts may need configuration or additional tools.
Can we track advisory engagements, time and client billing?
Business Central Projects supports project tasks, resources, time sheets, costs and project invoicing. Advanced retainers, recurring practice fees and tax-season workflows may need additional solutions.
Can we recommend Business Central to growing SME clients?
Yes. Business Central may be an appropriate ERP choice for growing businesses that need connected finance and operations. Leaforge 365 can review client requirements, confirm product fit and assist with implementation and training.
Does Business Central replace tax-preparation or practice-management software?
No. Business Central is an ERP and accounting system. Tax return filing, audit workpapers, client portals and end-to-end accounting practice management normally require specialist software or additional solutions.
How does Leaforge 365 start an accounting firm implementation?
We begin with requirements discovery, then define scope for finance, client access, reporting, data migration, security, testing and training. We recommend a phased implementation plan suited to the firm’s needs.
Let’s Make Business Central Work for Your Firm or Your Clients
Planning an ERP for your accounting practice, supporting existing Business Central clients or advising an SME considering a new system? Tell us what you need. We can review your requirements and recommend a realistic starting point. Explore our implementation services and financial management capabilities.