Josh Berman
VP of Technology
Josh brings deep expertise in CRM, ERP, SaaS, and e-commerce, combining technical mastery and business strategy to deliver innovative accounting and finance solutions.
Resources & News Featuring Josh Berman
Article
Finance Integration: 4 Myths That Keep CFOs Stuck in Manual Work
Despite the clear benefits of automation, many finance leaders remain stuck in manual processes — not because they don't see the value, but because they've...
Article
How to Sync Multi-Entity Business Units (Without the ERP Integration Headache) Using Webhooks
As systems grow more complex and the volume of data increases, the old methods of manually transferring information from one platform to another simply no ...
Article
Cybersecurity for Financial Operations: A Guide to Protect Your Data and Cash
In 2025, cybersecurity isn't just a technology problem — it's a boardroom problem. For growth-stage companies navigating fundraising, compliance, and M&...
About Josh
Background
Education + certifications
- BS, Computer Science, Landers College
- Microsoft Certified Professional
Off the clock
- Scuba Diving
- Mountain Biking
- Kayaking
- Backpacking
- Camping
- Beer
- Football