Author Bio
Jim Norton is a licensed CPA and Senior Product Manager at Velixo, combining deep accounting expertise with hands-on experience in cloud ERP systems. His career spans both public accounting and private industry roles (Controller/CFO). This affords him the unique perspective of understanding in-depth system implementations and related reporting processes from both the client side and the consulting side.
Jim has tackled complex implementations involving multi-entity, multi-currency, project/job/grant accounting, and sophisticated allocation requirements. He’s worked across a wide variety of industries including nonprofit organizations, regulated utilities, professional services, boutique fitness, media, and others.
Jim has also developed training programs, mentored partners, and supported presales engineering. He has spoken on advanced accounting, reporting, and system-specific best practice topics at a multitude of major software conferences.
Academic Credentials
Degree Title: Bachelor of Science in Business Administration, Accounting Concentration
Degree Level: Bachelor's
Institution Name: Southern Connecticut State University
Graduation Year: 2011
Institution Location: New Haven, Connecticut
Honors: Yes
Professional Certifications
Certificate Name: Certified Public Accountant License
Issuing Organization: Connecticut Department of Consumer Protection
Certificate ID: CPAL.0017260
ERP Software Blog Articles
- Before You Open the Template: A 2027 Budget Prep Checklist for Business Central Teams (October 15, 2026)
- A Year of Manual Spreadsheet Work in Business Central, and How to Get It Back (August 31, 2026)
- Business Central Journal Entries Are Slowing Down Your Close (May 4, 2026)
- Business Central Dimension Reporting and the Cost of Working Around It (April 30, 2026)
- Power BI vs Excel: What Business Central Finance Teams Get Wrong (April 27, 2026)
- Migrating GP Reporting Tools: The Gap Nobody Plans For (April 13, 2026)
- Nonprofit Budgeting and Close Shouldn't Still Look Like This in 2026 (April 9, 2026)
- TRNA Rollforward in Business Central: Reporting and Release in One Workflow (April 6, 2026)
- Why Excel Financial Reporting Still Exists in ERP Environments (April 2, 2026)
- Business Central Custom Reporting in Excel (March 30, 2026)
- Handling Net Asset Reporting and Disclosures in Business Central for Nonprofits (March 26, 2026)
- ERP Reporting Limitations in Business Central (March 23, 2026)
- Excel Forecast Models with Business Central Data (March 19, 2026)
- AI Financial Reporting and Analysis Arrives in Excel for Business Central (March 16, 2026)
- Update Business Central Data from Excel with Velixo Universal Writeback (March 12, 2026)
- Financial Reporting Audit Trail in Excel Reporting Workflows (March 9, 2026)
- Business Central Reporting Limitations and Excel Workflows (March 5, 2026)
- Business Central Nonprofit Reporting: Simplicity Without Sacrificing Depth (March 2, 2026)
- A Practical Approach to Business Central Audit Prep Before Fieldwork Begins (February 26, 2026)
- Business Central Audit Trail in a Real Audit (February 23, 2026)
- Business Central Close Reports in a Well-Run Close (February 19, 2026)
- Business Central Posting Dates: Discipline Inside the Close (February 16, 2026)
- Defining the Business Central Close Process Inside Finance (February 12, 2026)
- Why Excel Planning Workflows Persist in Business Central (February 9, 2026)
- Business Central Excel Reporting with Dynamic Arrays (February 5, 2026)
- Business Central Financial Reporting and the Legacy of FRx (February 4, 2026)
- Business Central Budgeting: Operational Reality and A Better Way Forward (February 3, 2026)
- Business Central Allocations: The Pros and Cons (February 2, 2026)
- Streamlining Multi-Entity Reporting in Dynamics 365 Business Central (January 29, 2026)
- Beyond Import and Edit in Excel in Dynamics 365 Business Central (January 26, 2026)
- Three Reporting Challenges in Dynamics 365 Business Central and How to Solve Them in Excel (January 22, 2026)
