Referral Partnership
Your Clients Are Ready for Their Next Step.
A referral partnership built for CPA & accounting firms in Tampa Bay. When a client has outgrown QuickBooks, we handle the ERP move — bookkeeping and advisory stay entirely with you.
You Already See It Happening
Clients Outgrowing QuickBooks
Growing businesses hit the wall — multiple entities, inventory, complex reporting, or audit trails that QuickBooks simply can’t support.
You’re First to Know
As their accountant or CPA, you see it before anyone else — the workarounds, the spreadsheet chaos, the month-end pain.
You Carry the Relationship
Your clients trust you above all others with their financials. When they need more than QuickBooks, the right ERP recommendation protects and deepens that trust.
Who We Are
A specialist Business Central team, built for SMBs in Tampa Bay. We implement and support Microsoft Dynamics 365 Business Central — the ERP of choice for growing small and mid-size businesses. Our team brings 20+ years of expertise in finance, distribution, manufacturing, and service-based businesses across the Tampa Bay region.
Microsoft
Certified Partner
Tampa Bay
Local & On-Site Capable
SMB Focus
$2M–$50M Revenue Clients
How the Partnership Works
1
You Spot the Signal
A client’s books show they need multi-entity, inventory tracking, or better reporting than QuickBooks can provide.
2
You Make the Introduction
A simple email or call connects them to us. We handle the ERP conversation from there — no extra work for you.
3
We Deliver Business Central
We implement BC with your client’s accounting needs front and center. You’re kept informed throughout.
4
Everyone Wins
Your client gets a proper ERP built around how their business works. You deepen your role as their most trusted advisor.
What’s In It for Your Firm
Your Clients Succeed
When your client gets the right ERP, their books become cleaner, reporting more accurate, and your advisory work more impactful.
A True Collaboration
We keep you in the loop throughout the implementation. BC is configured around how your firm handles the books — your workflows, your standards.
You Become Indispensable
Guiding clients through their ERP transition cements your firm as a strategic partner — not just a compliance provider.
Local & Accountable
NAV SEAL is Tampa Bay based. You can call us, meet us, and count on us to support your clients properly.
The Clients We Help Together
Business Central is the right fit when your client looks like this:
Revenue $2M–$50M
Multiple Entities or Locations
Inventory or Job Costing Needs
Complex Reporting Requirements
Rapid Growth Outpacing QuickBooks
Industry: Distribution, Manufacturing, Services, Construction
Why NAV SEAL
20+ years of BC/NAV expertise. NAV SEAL was built around one belief: businesses deserve a BC partner that’s truly specialized, genuinely invested, and honest about what it takes to get things right.
BC Only
We do one thing and do it well. Every hour is spent deepening BC expertise.
No Surprises
We tell you what it takes and what it costs — before we start.
Fast & Direct
Small team means no handoffs. You work directly with experienced people.
Plain Language
We speak business, not jargon. Your clients will always know what’s happening.
“Our transition to Business Central was far from seamless — we worked with three different consulting teams before finding the right fit. NAV SEAL’s team understands our business needs and delivers solutions with precision. Kim understands our operations so well it sometimes feels like he knows our business better than we do.”
Eric Currie
President — NAV SEAL Client
Let’s Start the Conversation
No commitment needed — just a 30-minute meeting to see if there’s a fit.
- Tell us about your typical client profile
- We’ll show you how Business Central fits
- Agree on how we handle referrals together
NAV SEAL — ka@navseal.com — (646) 934-9835 — navseal.com