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Financial Performance Management Services

Elevating
Financial Performance

The Prophix specialist for accounting and finance teams — from implementation and ERP integration to long-term platform optimization. Led by a consultant who understands both the numbers and the systems behind them.

Prophix Certified Implementation Partner
CPA Accounting & Finance Background
Value Lifetime Partnership
What We Deliver
🎯
Prophix Implementation
📊
Budgeting & Forecasting Models
🔗
ERP Integration & Data Architecture
📈
Reporting & Dashboard Development
🛠
Ongoing Support & Optimization
🎓
Training & Knowledge Transfer
Client Focus
No handoffs. No account managers. When you reach out, the person who responds is the same person who built your solution — with full context and full accountability..
Technical Delivery
Every engagement is led by a CPA professional who speaks your language — someone who understands your business objectives, not just the platform.
Prophix Specialist
Deep Prophix specialization — not a generalist covering six platforms at surface level. You get an expert who has solved your specific implementation challenges before.
What We Do

Prophix Services,
Built Around Your Business

From implementation through long-term optimization, Roth FPM supports finance teams across the complete Prophix lifecycle.

01
Implementation

End-to-end Prophix implementation from project scoping through go-live and hypercare. We build your system right the first time.

ProphixFPMERP Integration
02
Ongoing Support

Post-go-live support for clients who need ongoing expert help — model changes, new modules, annual refresh, and platform optimization.

MonthlyFlexibleExpert Access
03
Admin Outsourcing

Serve as your fully outsourced Prophix system administrator. Your team gets senior platform expertise at a fraction of a full-time hire — available when you need it, without the overhead when you don't.

AdminOutsourceMaintenance

Ready to Transform Your Financial Planning?

Let's discuss your financial planning challenges and how Roth FPM can help.

Services

Prophix Services

Integrated service lines covering your complete Prophix lifecycle — from evaluation and implementation through long-term optimization.

Certified Partner
Service 01

Full-Cycle Implementation

End-to-end Prophix implementation from project kick-off through go-live and hypercare. Built around your specific chart of accounts, ERP systems, and reporting requirements.

📋
Project Scoping & Planning
🔗
ERP & Data Integration
🏗
Model Architecture & Build
📊
Reporting & Dashboards
UAT & Go-Live Support
🎓
Admin & User Training
Service 02

Ongoing Support

Post-go-live support for clients who need ongoing expert help without a full-time internal resource. Service plans for enhancements, new entities, annual model refresh, and platform optimization.

Monthly service plans — flexible to your needs
New entity additions, module expansions, hierarchy changes
Annual budget/forecast model refresh each fiscal year
Platform health check-in and advisory
Same-day response for urgent issues
Service 03

Administrator Outsourcing

Serve as your fully outsourced Prophix system administrator. Your team gets senior platform expertise at a fraction of a full-time hire — available when you need it, without the overhead when you don't.

Included in Admin Outsourcing
User management and access provisioning
Metadata, dimension, and hierarchy maintenance
Workflow management and process administration
Month-end and quarter-end close support
Report and dashboard maintenance
Platform optimization

Not Sure Which Service Fits?

Let's talk through your situation and find the right engagement model.

How We Work

A Process Built for Finance Teams

Every engagement follows a disciplined, repeatable framework — so you always know what's happening, what's next, and what success looks like.

01
Discovery & Scoping

We start by understanding your business — your chart of accounts, your ERP systems, your reporting requirements, and your team's current pain points. This produces a detailed scope document and a fixed-fee SOW that eliminates ambiguity before work begins.

Requirements Workshop Current State Assessment SOW & Fixed-Fee Proposal Project Plan
02
Project Kick-Off

Once the SOW is signed, we establish the project infrastructure — communication channels, file sharing, access provisioning, and a detailed milestone plan. You'll have full visibility into every phase of the engagement from Day 1.

Kick-Off Meeting Access Provisioning Data Collection Milestone Timeline
03
Build & Configure

Iterative build sprints with regular client check-ins. All configuration is documented in a living Technical Design Document. You see the system take shape in real time — no black box, no surprises at go-live.

Iterative Sprints Technical Design Doc Status Check-Ins Client Review Gates
04
Testing & Training

User acceptance testing is run against a formal test script with your finance team. Admin training is delivered live and recorded for permanent reference. End-user guides are tailored to your specific configuration — not generic platform documentation.

UAT Script Admin Training End-User Guides Recorded Sessions
05
Go-Live & Hypercare

Go-live is supported with an elevated response SLA for 2–4 weeks. Issues are addressed same-day during hypercare. At the end of hypercare we conduct a formal health check and transition you to an ongoing support relationship if needed.

Go-Live Support Same-Day Response Health Check Support Transition

Ready to Get Started?

Step one is a 30-minute discovery call. No commitment, no pressure.

Why Roth FPM

Why Finance Leaders Choose Roth FPM

Three compounding advantages that are difficult for larger firms to replicate.

Prophix Partner

The Consultant Who Understands Your Numbers

Most FPM consultants are either finance professionals who learned a platform or technologists who learned accounting. The Roth FPM difference is deep Prophix implementation expertise grounded in years of experience working as a CPA. That combination is rare and it shows in every engagement.

The Roth FPM Difference

Built Different
by Design

🎯

Platform Specialization, Not Generalization

Deep Prophix expertise — not a generalist who covers six platforms at surface level. You get the consultant who has implemented Prophix dozens of times and solved your exact problem before.

💰

Financial Fluency with Finance Leaders

Finance leaders want a consultant who speaks their language — understands the business objectives behind the system, not just how to configure it.

🤝

Boutique Responsiveness

Not a project manager who oversees junior consultants. Decisions are made by the person who understands your system.

📐

Fixed-Fee Discipline

Implementations are scoped precisely and priced accordingly. No surprise overruns, no scope creep without a formal change order. Your budget is your budget.

🔄

Long-Term Partnership Orientation

The goal isn't to complete an implementation and disappear. It's to become the trusted partner your finance team calls when the system needs to evolve with your business.

The Comparison

How We Compare

Roth FPM Large SI Firms Generalist Consultants
Accounting & Finance Background ✓ CPA Varies Rarely
Prophix Specialization ✓ Deep expertise One of many platforms Surface level
Direct Senior Access ✓ Always Often junior staff Sometimes
Fixed-Fee Discipline ✓ Standard practice Varies Varies

Experience the Difference

A 30-minute conversation is all it takes to see if we're the right fit.

About

The Finance Professional Behind Roth FPM

Prophix Certified Implementation Partner.

Steven Roth founded Roth FPM to bring a different kind of consulting to accounting and finance teams — one that combines deep Prophix platform expertise with genuine experience.

With a background spanning accounting, financial planning and analysis, corporate performance management, and ERP integration, Steven has helped finance teams transform their planning, budgeting, and reporting processes from spreadsheet-heavy manual workflows into connected, automated systems.

Roth FPM serves clients across North America — delivering implementations, support, and advisory services that work because they're built by someone who understands both the technology and the financial objectives it serves.

🎓 Finance & Accounting background — CPA licensed
🏆 Prophix Certified Implementation Partner
📍 Serving clients across North America
💼 Specializing in Prophix implementation and optimization
Core Expertise

Built on Deep Prophix Knowledge

📊
Budgeting & Planning
Driver-based models, rolling forecasts, scenario planning
📈
Reporting & Analytics
Executive dashboards, management reports, KPI frameworks
🏢
Financial Consolidation
Multi-entity, intercompany eliminations, currency translation
🔗
ERP Integration
Sage Intacct / X3 / 100, Dynamics, NetSuite, QuickBooks, and more

Let's Work Together

Ready to discuss your Prophix implementation?

Contact

Let's Start a Conversation

Whether you're evaluating Prophix, looking for post-go-live support, or not sure where to start — we're happy to talk through your situation with no commitment required.

📧
steve@rothfpm.com
Response within one business day
📍
Lancaster, Pennsylvania
Serving clients nationally
🤝
Prophix Implementation Partner
Certified, North America
What to Expect
After you submit, Steven will reach out within one business day to schedule a 30-minute discovery call. No sales pressure — just an honest conversation about your needs and whether Roth FPM is the right fit.

Send a Message

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✓ Message received! Steven will be in touch within one business day.