FINANCIAL SYSTEMS FOR BULK MATERIALS

Connecting the scale house to the bottom line.

ERP · Integration · Automation · Reporting

HBS connects and improves the systems behind operations and finance so your team can work with less friction, trust the numbers, and make better decisions.

Discuss Your Systems
Microsoft Cloud Solution Provider

Microsoft partner capabilities available when Business Central or Power Platform is the right fit.

Niceville, Florida · Serving clients nationwide

When Business Systems Do Not Connect

People and spreadsheets become the integration layer.

Bulk Materials companies often run on specialized systems implemented at different times for different parts of the business. Scale and ticketing handle loads. Dispatch manages deliveries. CRM tracks customers. ERP records transactions. Reporting tries to pull everything together.

The problems appear between those systems. Information gets entered twice. Interfaces fail quietly. Finance rebuilds reports by hand. Teams reconcile competing versions of the truth. Important processes depend on the one person who knows how the spreadsheet works.

The result is not just an IT problem. It is wasted time, weak controls, slower close, unreliable reporting, avoidable errors, and decisions made with incomplete information.

HBS closes the gaps between operations and finance so information moves reliably, exceptions become visible, and leadership can trust what the systems are telling them.

Core Capabilities

Build the connection between operations and finance.

HBS improves the financial systems layer behind Bulk Materials companies.

Work can begin with any defined system problem, project, or broader assessment. The technology follows the business requirement, not the other way around.

Capability 01

ERP & Accounting Systems

The Problem

Disconnected accounting processes, weak system setup, and manual work make close, multi-company reporting, inventory, approvals, and controls harder than they should be.

The Outcome

An ERP foundation that supports accurate transactions, consistent processes, stronger controls, and the next stage of growth.

Capability 02

Systems Integration

The Problem

Scale, ticketing, dispatch, CRM, ERP, banking, and other systems do not reliably share the information the business needs.

The Outcome

Data moves between the right systems without duplicate entry, broken handoffs, or constant manual reconciliation.

Capability 03

Automation & Workflow

The Problem

Approvals, recurring reconciliations, exception handling, and routine administrative work depend on email, spreadsheets, and individual follow-through.

The Outcome

Less manual work, fewer missed steps, faster cycle times, and processes that are easier to control and scale.

Capability 04

Reporting & Analytics

The Problem

Leadership gets different answers from different systems, while finance spends too much time assembling reports and defending the numbers.

The Outcome

Trusted visibility into revenue, costs, margins, cash flow, and operating performance for faster, better decisions.

Connected Financial Systems

Make information move from the scale house to the bottom line.

The goal is not to replace every specialized system. It is to make the right systems work together as one financial environment.

HBS maps how information moves today, identifies the gaps and manual work, defines the future-state architecture, and turns business requirements into practical system improvements.

Depending on the project, HBS can perform the work directly, bring in specialist partners, or coordinate the implementation while remaining focused on the overall business outcome.

Customer & SalesScale, Ticketing & DispatchERP & AccountingAutomation & ControlsReporting & Management

One connected environment, with reliable data and visible exceptions.

Common Work

Start with the problem that matters now.

There is no required assessment or predetermined entry point. HBS can solve a defined problem, lead a larger initiative, or help determine what should happen next.

01

ERP Assessment & Selection

Define requirements, evaluate options, and choose an ERP architecture that fits the business instead of forcing the business into the software.

02

ERP Implementation & Optimization

Implement, migrate, configure, or improve accounting, purchasing, inventory, fixed assets, multi-company, controls, and financial reporting.

03

System Integrations

Connect scale, ticketing, dispatch, CRM, ERP, banking, and specialized operational systems with reliable data flows and visible exceptions.

04

Workflow Automation

Automate approvals, notifications, data entry, reconciliations, exception handling, and other repeatable financial or administrative work.

05

Reporting & Management Visibility

Build financial statements, management reports, dashboards, forecasts, and connected data models that leadership can actually trust.

06

Targeted Financial Systems Reviews

Investigate a defined control, integration, reporting, or transaction-flow concern. This can include a Bulk Billing Review when billing completeness is the problem.

Joe Carnes, founder of Holden Business Solutions

Why Holden Business Solutions

Industry context without software tunnel vision.

HBS combines financial leadership, business systems experience, and firsthand knowledge of Bulk Materials operations.

That combination matters because the hardest systems problems rarely belong to one department or one application. A reporting problem may start with source data. An ERP problem may begin in an operational workflow. An integration may be technically successful while still failing the accounting or management requirement.

HBS understands where the data starts, how it should move, what finance needs it to become, and how leadership expects to use it.

HBS is also a Microsoft partner with Dynamics 365 Business Central and Power Platform capabilities. Microsoft is an important delivery platform, but recommendations begin with the business requirement and the systems already in place.

The goal is not more software. It is a connected environment that gives the business numbers it can trust.

Joe Carnes, MBA, PMP, founded Holden Business Solutions after eight years inside an aggregates producer, leading work across finance, ERP, and IT.

His operator-side experience includes a Dynamics GP implementation, Command Alkon Apex and related plant systems, reporting and automation, multi-location finance, and business systems governance.

Joe CarnesMBAPMP

How We Work

Start with the problem your business needs solved.

HBS can enter through a defined project, a broader systems assessment, an implementation, or an ongoing support relationship. The right starting point depends on what the business already knows and what it needs next.

Start A Conversation

Connect the systems behind your business.

If your team is fighting duplicate entry, manual reconciliations, broken integrations, unreliable reports, or software that no longer fits the business, let's talk.

Spend 15 minutes discussing the problem, the systems involved, and whether HBS is the right fit to help solve it.