ERP partners · Firm

Citrin Cooperman

Citrin Cooperman is a New York accounting and advisory firm whose Digital Services Practice, based in Carlsbad, California, implements and supports Microsoft Dynamics 365 Business Central and Dynamics 365 Finance and Operations alongside NetSuite and Salesforce. Its Microsoft team handles Business Central implementation, customization, data migration (including QuickBooks to Business Central), integrations and managed support, plus Power Platform, Copilot and Azure work, and it is a Tier 1 Microsoft CSP.

US-based New York, NY · Tony Castellano

  • Solutions Partner for Business Applications
  • Solutions Partner for Modern Work
  • Solutions Partner for Security
  • Solutions Partner for Data & AI (Azure)
  • Solutions Partner for Infrastructure (Azure)
  • Solutions Partner for Digital & App Innovation (Azure)
  • Small and Midsize Business Management Specialization
  • Tier 1 Microsoft Cloud Solution Provider
ERP systems
Business Central, Dynamics 365 Finance, NetSuite
Products
Dynamics 365 Business Central, Dynamics 365 Finance and Operations, Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Power BI, Power Apps, Power Automate, Copilot Studio, Microsoft 365 Copilot, Microsoft Fabric, Azure, Oracle NetSuite, Salesforce
Services
Business Central Implementation, Business Central Customization, Data Migration, QuickBooks to Business Central, Integrations, Managed Support, Microsoft Licensing (CSP), NetSuite Implementation, Cybersecurity
Specialties
Multi-entity and intercompany accounting, Accounting, tax and audit insight alongside ERP, Legacy system transitions to cloud ERP, AI and agentic business applications
Industries
Manufacturing, Distribution, Life Sciences, Food and Beverage
Location
New York, NY
Listed
October 19, 2026

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