Crestwood Associates

Crestwood Associates works with manufacturers, distributors, retailers, construction firms, and professional services companies running Acumatica Cloud ERP or Dynamics 365 Business Central. A large share of the work involves migrating businesses off older platforms—Dynamics SL, Dynamics GP, Dynamics NAV, and QuickBooks—into these cloud environments, paired with the add-ons, customizations, and workflow automation needed to extend the systems for specific operational processes.

Beyond implementation, the team manages cloud hosting, security, and identity around Azure, including Azure Backup, Microsoft Purview, and Microsoft Entra ID. Industry focus shapes how projects get scoped: manufacturing engagements tend to center on inventory accuracy, production planning, and cost control; distribution work addresses order flow, margin management, and reporting; retail and commerce clients need inventory accuracy paired with order management and fulfillment visibility; construction clients require project accounting and work-in-progress reporting; and professional services firms need financial control tied to resource management, project delivery, and utilization visibility.

Crestwood Associates holds Microsoft Gold Partner and Acumatica ERP Partner status. Staff includes certified experts, among them CPAs, accounting professionals, and MBAs, which factors into how ERP customizations and financial reporting get built out for each industry vertical. Internally, the agency runs on the Entrepreneurial Operating System (EOS), a structure that governs how teams plan and execute migrations, integrations, and ongoing support work for clients.