F C Function Consulting — Boise, Idaho

Chad
Aaland

I'm an operations leader who's deeply technical — currently CFO at a national relocation services company. I also run Function Consulting, where I work with companies on financial systems, ERP integrations, and the operational problems that rarely have a clean off-the-shelf answer.

Learn more
F
Chad Aaland

From the inside
looking out

I'm Chad Aaland. Before starting Function Consulting, I held CFO and controller roles inside companies — primarily in transportation — which means I've sat in the chair on the other side of the table. I know what it's like when the books don't close on time, when the ERP doesn't do what the vendor said it would, and when the reporting your leadership needs simply doesn't exist yet.

I'm also CFO at Move Management Group, a national relocation services company that coordinates household goods moves across the US through a network of 4,000+ service providers. Running finance and technology at that scale — vendor management, weekly accounting cycles, multi-system integrations, payment automation — keeps me close to the same problems my consulting clients are working through.

Function Consulting is relatively new, but the experience behind it isn't. I work with companies across industries on financial operations, ERP implementation and integration, and the technology decisions that tend to have more long-term consequences than people expect when they're making them. My value isn't pure software development or pure accounting — it's the combination, applied to real operational problems.

I'm based in Boise, Idaho and work with clients across the region. I take a small number of engagements at a time — by design. If you work with me, you're working with me.

CFO
Operating role today
6
Core disciplines
ID
Based in Boise

What I do
best

These are the areas where my background actually qualifies me to help. Engagements are scoped plainly and handled by me directly.

01

ERP & Systems Integration

Trimble Viewpoint Spectrum, QuickBooks Enterprise (where I'm a certified ProAdvisor), and the legacy systems most companies are quietly still running on. I build the connective tissue — ODBC pulls, API integrations, custom imports/exports — that gets data flowing between the tools you already own.

QuickBooks Enterprise ProAdvisor Certified Trimble Spectrum QBXML API ODBC / SQL Crystal Reports System Migrations
02

Financial Consulting & CFO Services

Having held the role internally, I can step in as a fractional CFO or provide targeted help with reporting structure, close processes, AP/AR cycles, vendor payment automation, and the financial visibility ownership and leadership actually need to make decisions.

Fractional CFO Financial Reporting AP/AR Cycles Cash Flow Bank Reconciliation
03

Technology Consulting

Helping companies evaluate and choose software, understand what they're actually buying, and build the connective tissue between systems that vendors don't include in the demo. I work with cloud infrastructure (AWS, MySQL, Laravel) and on-premises systems alike.

Tech Strategy Vendor Selection AWS Infrastructure Custom Tooling Cloud Migrations
04

Operations & Process Automation

Payroll close cycles, AP workflows, vendor management, payment processing (Stripe, ACH/EFT, banking SFTP), reporting handoffs between departments — the day-to-day processes that quietly consume time and create errors when they're not designed deliberately. Sometimes the answer is a process change. Sometimes the answer is custom software that runs alongside QuickBooks Desktop, your operational database, or your bank's SFTP, and replaces the manual steps without replacing what already works. When custom software is the right answer, I build it — you pay for the time it takes, not a subscription.

Workflow Automation Custom Software QuickBooks Desktop Payroll Systems Stripe / SFTP / ACH Vendor Management
05

AI-Assisted Development

I use modern AI development tools — Claude Code in particular — to build production software faster than traditional consulting timelines allow. The accounting, ERP, and operational knowledge stays the differentiator; AI accelerates the engineering. It's how Tallera™ went from concept to daily production use in weeks, not quarters.

Claude Code Rapid Prototyping Custom Software Production Builds
06

AI Consulting & Adoption

I'm not an AI vendor or theorist — I'm an operator who has personally used AI to build production accounting software and automate real workflows without being a traditional developer. I help other businesses do the same: identifying where AI can realistically eliminate manual work, designing AI-assisted workflows, training teams to use AI tools confidently, and managing the change so it actually sticks.

AI Strategy Workflow Identification Team Training Change Management No-Code AI Automation

What I
build

Custom software built to solve real accounting and operational problems — the kind that emerge when you've actually worked inside the systems.

Tallera™ — Spectrum ERP Accounting Automation

Tallera lives next to Trimble Spectrum ERP and handles the manual, multi-step accounting work the ERP itself doesn't streamline well — bulk benefit allocations, AP routing, Davis-Bacon certified payroll, certificate-of-insurance intake, equipment rental posting, multi-state DOL/DOR filings, and printer cost recovery. It started as a one-customer build for a Boise-area construction firm and is structured for white-label deployment to other Spectrum-using GCs.

Tallera™ works because of the accounting and ERP expertise underneath it — knowing what a clean job cost transaction looks like, how a quarterly wage report needs to be formatted, where Spectrum's data lives and where it doesn't. The software is the delivery mechanism. The domain knowledge is what makes it useful.

Built end-to-end with Claude Code (Anthropic) as a development partner. 19 production modules across AP, payroll, job costing, vendor management, and multi-state filings. Native Windows shell with read-write ODBC to Spectrum, audit logging on every ERP write, signed-manifest deploys. PDF text extraction with OCR fallback for the certificate-of-insurance intake pipeline. Running daily in production. Trademark pending.

Python / Flask ODBC / Spectrum Microsoft Graph API PDF + OCR White-Label Claude Code
MMG Accounting Utility
All Completed Running Errors Idle
Tuesday, May 5, 2026
JobLast RunLast StatusNext RunDuration
Vendor UpdatesMay 5, 11:03 AMCompletedMay 5, 5:00 PM00:01:12
Customer UpdatesMay 5, 11:02 AMCompletedMay 5, 5:00 PM00:00:24
Send InvoicesMay 5, 10:45 AMCompletedMay 5, 5:00 PM00:00:48
BillsMay 5, 10:30 AMCompletedMay 5, 5:00 PM00:01:34
Time CardsMay 5, 09:15 AMCompletedMay 6, 09:00 AM00:02:08
Pay via CheckMay 4, 02:45 PMCompletedMay 11, 02:30 PM00:03:12
Pay via EFTMay 4, 02:50 PMCompletedMay 11, 02:35 PM00:01:48
Confirm CheckMay 4, 03:30 PMCompletedMay 11, 03:00 PM00:00:36
Confirm EFTMay 4, 03:32 PMCompletedMay 11, 03:00 PM00:00:24
Inbound AR SyncMay 5, 11:03 AMCompletedMay 5, 5:00 PM00:00:18
Outbound AR SyncMay 5, 11:04 AMCompletedMay 5, 5:00 PM00:00:14
Send EmailsMay 5, 11:05 AMCompletedMay 5, 5:00 PM00:00:09
Delinquent InvoicesMay 5, 08:00 AMCompletedMay 6, 08:00 AM00:00:42
401(k) SubmissionMay 2, 03:00 PMCompletedMay 9, 03:00 PM00:00:21
AP Status SyncMay 5, 11:03 AMCompletedMay 5, 5:00 PM00:00:08
Activity Log
11:05:14 — Send Emails: completed (28 confirmations sent)
11:04:18 — Outbound AR Sync: completed (3 records)
11:03:42 — Inbound AR Sync: completed (5 records)
11:03:08 — Vendor Updates: completed (12 records updated)
11:02:21 — Customer Updates: completed (5 records updated)

MMG Accounting Utility — Weekly AP/AR Cockpit

An accounting tool I built at Move Management Group — a national relocation services company that coordinates household goods moves across the US through a network of 4,000+ service providers. The utility runs the full weekly AP/AR cycle: MySQL-to-QuickBooks Desktop sync, paper checks and ACH/EFT through Wells Fargo SafeTrans (no Python library exists for it — custom-built), AWS SES vendor confirmation emails, and 401(k) SFTP submission.

Preview/approval modals before any money moves. Idempotent end-to-end — safe to rerun if anything fails midway. The kind of accounting plumbing most QuickBooks Desktop integrations can't do, because 64-bit Python and 32-bit COM don't talk to each other natively; we built a 32-bit QBXML bridge to solve it.

Production throughput as of May 2026: ~119 work orders advanced to paid weekly, 99 paper checks issued through automation, 41 ACH/EFT direct deposits. Weekly accounting time dropped from 4–8 hours to under one.

Python / Flask QuickBooks Desktop Wells Fargo SafeTrans MySQL AWS SES Claude Code

Get in
touch

Use the form and I'll get back to you directly. I work with companies in any industry — if the problem is in my wheelhouse, I'll say so. If it's not, I'll tell you that too.