Complex Projects


You already have a core of services – whether it is accounting, bookkeeping, tax, business planning, outsourced CFO, technology consulting, or other. The Mendelson Consulting Alliances Program allows you to stay focused on what you do, while at the same time being able to take on projects that are outside your mainstream services.

You will make available to your clients services beyond your current core offerings, through collaboration with our firm. Winner of the Top Integrations ProAdvisor award, we are well-known for our expertise in complex projects, including inventory systems, data file support & data conversions, analytics & custom reporting, franchise solutions, and much more. All this, having you keep the client relationship and earn a share of billings for referred projects.

You earn a share of the billings in one of two ways:

    • Mendelson Consulting bills you and you bill the client at an incremental rate and thus earn revenue share for the referred or joint consulting project indefinitely
    • Mendelson Consulting bills the client directly and you earn 10% revenue share for the referred or joint consulting project for the first three month’s billings
      • Three-month clock starts at the beginning of the project, not from the initial phone call or inquiry; that is, from the date the engagement letter is signed by the client
      • For your reference, the bulk or all billings usually occur in the first three months of a project

Share of billings disbursement payments sent after each calendar quarter to your address on record. Please ensure that your contact information is up-to-date.


Mendelson Consulting has supported the success of clients with high performance results for almost three decades. We have resolved unique challenges for companies in various industries, allowing us to participate in several comprehensive client case studies. We are the only consulting firm to have four cases studies written up by Intuit on their implementations of QuickBooks.

One of our areas of expertise – perhaps due to our headquarters location – is that of wholesale and distribution. Mendelson Consulting helps firms large and small implement new or improve existing inventory, order management, supply chain (ERP), and manufacturing solutions. Our expertise in and approach to inventory management and warehouse operations is well-known across the industry.

In order management, the goal is to unify the customer sales experience, potentially across multiple channels, with more flexible, coordinated product and service fulfillment. To address the way in which customers shop today – placing orders from multiple channels, including online, mobile, and face-to-face – companies must create a unified experience across sales and fulfillment channels and provide access to company-wide inventory information for all locations. Providing a solution that offers reliable information requires meticulous integration of the business processes (purchasing, sales, fulfillment, manufacturing, distribution). Mendelson Consulting can help aggregate order management and inventory across systems to provide one consistent “source of truth” and more efficient operations.

In today’s global environment, companies have shifted their operations to include more importing of goods and are much more reliant overseas suppliers. This places greater emphasis on planning and procurement of materials and distributed goods. And the added landed costs which many times come separate from the actual goods (IE, shipping, duties, and more) need to be accounted for proper item profitability. All this causes many companies to reconsider their existing supply chain management system functionality, if they even have one.

Supply chain management is the management and movement of raw materials, work-in-process inventory, and/or finished goods from one point of origin to the ultimate point of sale. These activities are a key part of an organization’s cost structure and profitability. Strong supply chain management software functionality is critical for success and our core concern for ERP software selection.

Mendelson Consulting has strong supply chain management expertise across a variety of industries in both manufacturing and wholesale distribution environments. We help through the process of discovery, needs assessment, software selection, implementation and training, change management, and ongoing support.

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