INDEPENDENT EPICOR KINETIC FINANCIAL CONSULTING

Practical Epicor Kinetic Financial Consulting for Manufacturers

I help manufacturing companies improve financial processes, solve Epicor issues, and get more reliable information from their systems.

Manufacturing finance experience

Hands-on Epicor Kinetic knowledge

Practical, straightforward support

Epicor Kinetic Financial Consulting Services

Practical support for manufacturers that need stronger financial processes, clearer reporting, and help resolving Epicor issues.

Financial Processes

General Ledger, Accounts Payable, Accounts Receivable, bank reconciliation, and month-end close.

GL • AP • AR • Month-End

Costing & Reconciliation

Cost accounting, inventory reconciliation, transaction flow, and variance troubleshooting.

Costing • Inventory • Variances

Reporting & Improvement

BAQs, dashboards, process documentation, user training, and improved financial visibility.

BAQs • Dashboards • Training
Manufacturing financial dashboard overlooking a production facility
About Rob

Manufacturing Finance Experience Behind the System

I’m Rob McDonald, an Epicor Kinetic financial consultant with hands-on experience in manufacturing accounting, business systems, and financial process improvement.

My background includes General Ledger, Accounts Payable, Accounts Receivable, cost accounting, inventory reconciliation, month-end close, reporting, BAQs, and dashboards.

I focus on practical solutions—understanding what is happening in the system, finding the cause of the problem, and helping users build processes they can follow.

“Connect the process, the transaction, and the financial result.”

Experience That Connects Finance & Epicor

The best system solutions come from understanding both the accounting result and the transactions that created it.

Manufacturing Finance

Accounting & Operations

Hands-on experience with month-end close, General Ledger, Accounts Payable, Accounts Receivable, bank reconciliation, cost accounting, and inventory.

I understand how purchasing, receiving, inventory, production, and invoicing ultimately affect the financial statements.

Epicor Kinetic

Systems & Reporting

Hands-on experience tracing transactions, resolving reconciliation issues, supporting users, and improving financial processes in Epicor Kinetic.

My work includes BAQs, dashboards, DMT, reporting, Asset Management, Avalara, and process improvements that increase financial visibility across the business.

What You Can Expect

Practical consulting that connects financial processes, system transactions, and real business results.

Practical Problem Solving

Focus on finding the root cause, resolving the immediate issue, and building a process your team can maintain.

Diagnose • Solve • Improve

Finance & System Perspective

Understand how operational activity moves through Epicor and ultimately affects the General Ledger and financial statements.

Process • Transaction • GL

Clear Communication

Complex issues explained in straightforward language, with documentation and guidance users can follow.

Explain • Document • Train

Ready to Solve Your Epicor Finance Challenges?

Schedule a brief introductory call to discuss your Epicor Kinetic financial processes, reporting needs, or current system challenges.

Schedule a Call