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

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&...

Technology Solution
ERP System Conversion Boosts Operational Efficiency for Multi-Location Medical Services Franchise
A medical services business has been rapidly expanding into new locations and is franchising into new markets across the country. The already complex + gro...
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