Harbor & Hale Consulting

We bring a finance leader's view to Dynamics 365 for professional services firms and financial organizations. Several of our consultants have been CFOs and controllers, so we judge a system by what it does to the close, not by how the demo looked.

Over 15 years in Boston, our first question hasn't changed: what does month-end look like today, and what should it look like? We design Dynamics 365 Finance around the answer, covering the chart of accounts and financial dimensions, intercompany and consolidation, approval workflows and segregation of duties, so the audit trail is built in rather than reconstructed every year. AP automation, from invoice capture through matching and approval, is often where clients feel the difference first.

For services businesses, we implement Dynamics 365 Project Operations so time, expenses, billing and revenue recognition run from the same project data, giving practice leaders an honest view of utilization and margin by engagement. Power BI then turns the ledger into reporting leadership will actually use: management packs, consolidated P&L, cash forecasts and project profitability. We work with consulting, legal, accounting and engineering firms, asset managers and lenders, and healthcare and life sciences organizations with complex entity structures.