Clients First Business Solutions
CFBS is a Texas-based ERP value-added reseller and implementation partner specializing in Acumatica and Microsoft Dynamics 365 deployments for complex mid-market manufacturing, MRO, aviation, and construction organizations, with a proprietary ProMRO add-on for maintenance, repair, and overhaul operations.
- Company typePrivate
- Founded2001
- HeadquartersArlington, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Clients First Business Solutions does
Clients First Business Solutions (CFBS) is a Texas-headquartered ERP value-added reseller and implementation partner that has been delivering Microsoft Dynamics and Acumatica deployments for over 20 years (since 2001), serving complex mid-market organizations in manufacturing, MRO, aviation, and specialty construction. The firm is a certified Acumatica Gold Partner and member of the Acumatica Presidents Club, with documented multi-country delivery for enterprise clients such as Sulzer across the United Kingdom, Argentina, Australia, Indonesia, and the Netherlands.
The company operates a multi-platform ERP portfolio centered on Acumatica Cloud ERP, Microsoft Dynamics 365 Business Central, and Microsoft Dynamics 365 Finance & Supply Chain Management, resold as certified partner deployments. The defining proprietary asset is ProMRO, a cloud-based ERP add-on purpose-built for maintenance, repair, and overhaul operations that integrates with both Acumatica and Dynamics 365, including a dedicated Aviation Edition with FAA compliance, eLog books, aircraft master records, and PartsBase marketplace integration. CFBS has expanded this proprietary stack with sub-modules such as Shop Floor Pro, Shop Floor Kiosk, ProIdentity (facial recognition time tracking), ProPack, WuConnect, CatalogPro, and the 2025-launched Tariff Tracker, alongside an ISV partner ecosystem (Velixo, FinQuery, Tipalti, Avalara, Cleo, PaceJet, Insight Works, Continia) and native Microsoft integrations with Power BI, Office 365, Power Automate, and Dynamics 365 Sales.
Revenue is generated through a combination of software resale and partner commissions on Acumatica and Microsoft Dynamics licenses, professional services for implementation and methodology-driven delivery (ERP upgrades, system consolidation, support and training, mobile/web development), and proprietary licensing of ProMRO and supporting add-ons. Pricing is primarily quote-based, with some Microsoft Dynamics 365 Business Central tiers publicly disclosed (Essentials at $80/user/month annually, Premium at $110, Team Member at $8, Device at $45). Distribution is exclusively direct via senior ERP industry specialists using a consultative 30-minute fit-review process, supplemented by industry trade shows (FabTech, Pack Expo, MRO Americas, Acumatica Summit) and content marketing. Customers report 40-60% reductions in month-end close times and elimination of 3-5 shadow systems following CFBS-led implementations.
Clients First Business Solutions firmographics
Firmographics- Name
- Clients First Business Solutions
- Legal name
- Clients First Business Solutions
- Website
- https://cfbs-us.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- CFBS is a Texas-based ERP value-added reseller and implementation partner specializing in Acumatica and Microsoft Dynamics 365 deployments for complex mid-market manufacturing, MRO, aviation, and construction organizations, with a proprietary ProMRO add-on for maintenance, repair, and overhaul operations.
- Ownership category
- akta.pro rank
Clients First Business Solutions industry classification
Industry- Product category
- ERP Implementation Services
- NAICS
- Custom Computer Programming Services (541511), Computer Systems Design Services (541512)
- SIC
- Services-Computer Programming Services (7371), Services-Prepackaged Software (7372)
- akta.pro primary industry
- Core ERP Suites (Financials, Procurement, Projects) (HDAEAEAA)
- akta.pro secondary industry
- ERP, CRM & Enterprise Applications Consulting (BPAHAEAI)
Keywords
Where Clients First Business Solutions is headquartered
LocationHeadquarters
- HQ city
- Arlington
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Clients First Business Solutions business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- ERP Software Resale & Partner Commissions: As a certified Acumatica Gold Partner and member of the Acumatica Presidents Club, and Microsoft Dynamics partner, the company earns commissions and resale revenue from software platform sales (Acumatica, Dynamics 365 Business Central, Dynamics 365 Finance & Supply Chain Management). Acumatica pricing is based on modules and computing resources consumed rather than per-user pricing.
- ProMRO and ISV Add-On Products: Proprietary MRO-specific ERP add-on (ProMRO) licensed alongside Acumatica and Dynamics 365, along with ISV add-on products including Velixo, FinQuery, Tipalti, Avalara, Cleo, PaceJet, Insight Works, and Continia solutions that extend ERP functionality for clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Business Central Essentials — full access user for comprehensive business management including Finance, Sales, and Operations with Microsoft Copilot |
| Subscription | Annual | Business Central Premium — includes all Essentials features plus Service management and Manufacturing capabilities |
| Per seat | Annual | Business Central Team Member — limited read access, workflow approvals, and ability to create or update select information |
| Per seat | Annual | Business Central Device — grants access to a shared device using assigned or shared logins |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Clients First Business Solutions product offering
Product offeringCore offering
Clients First Business Solutions (CFBS) is an ERP consulting and value-added reseller that implements, customizes, and supports Acumatica Cloud ERP and Microsoft Dynamics 365 (Business Central and Finance & Supply Chain Management) for complex mid-market organizations. The firm also develops and licenses ProMRO, a proprietary cloud-based ERP add-on purpose-built for Maintenance, Repair & Overhaul (MRO) operations including aviation, along with several other proprietary add-ons (CatalogPro, Shop Floor Pro, Shop Floor Kiosk, ProIdentity, ProPack, WuConnect). It delivers the full ERP lifecycle including upgrades, system consolidation, methodology-driven implementation, training, support, and custom mobile/web development.
Product overview
Clients First Business Solutions (CFBS) is an ERP consulting and implementation firm that resells, customizes, and implements major ERP platforms alongside proprietary add-on products. The core product portfolio centers on Acumatica and Microsoft Dynamics 365 (Business Central and Finance & Supply Chain Management) as the primary platforms, supplemented by ProMRO—a proprietary cloud-based MRO (Maintenance, Repair & Overhaul) ERP add-on that integrates with both Acumatica and Dynamics 365. ProMRO includes specialized sub-modules such as Shop Floor Kiosk, Shop Floor Pro, ProIdentity (facial recognition), ProPack, WuConnect, and CatalogPro, with a dedicated Aviation Edition for aircraft MRO operations. CFBS also offers an ecosystem of third-party ISV add-on integrations (Velixo, FinQuery, Tipalti, Avalara, Cleo Integration Cloud, PaceJet, Insight Works, Continia) and Microsoft ecosystem integrations (Power BI, Office 365, Teams, Power Automate, Dynamics 365 Sales). The company delivers implementation services including ERP upgrades, system consolidation, implementation methodology, and ongoing support and training, serving manufacturing, MRO, aviation, construction, and project-driven industries.
Differentiator
Problem solved
Functional benefit
Products and services
- ProMRO Proprietary cloud-based ERP add-on designed to expand the functionality of Microsoft Dynamics 365 Finance and Supply Chain Management and Acumatica for MRO businesses. Supports job tracking, service quoting, inventory control, financial management, real-time profitability monitoring, CRM, quoting, work order management, and aviation-specific functionality including aircraft master, tool management, and eLog books.
- ProMRO Aviation Edition Industry-specific edition of ProMRO tailored to meet the compliance, maintenance tracking, and service workflow needs of aircraft repair and overhaul providers. Includes aircraft master, eLog books, task card management, and FAA compliance features.
- Acumatica Cloud ERP Cloud-based ERP solution resold and implemented by CFBS for small to mid-sized businesses. Offers real-time data access, seamless integrations, and advanced automation to optimize finance, inventory, customer management, and more. Includes industry-specific editions (Manufacturing, Construction, Distribution).
- Microsoft Dynamics 365 Business Central All-in-one ERP solution resold and implemented by CFBS for small to mid-sized businesses that streamlines operations, improves financial management, and drives growth. Offers modules for financials, inventory, distribution, manufacturing, and project management with Microsoft ecosystem integration.
- Microsoft Dynamics 365 Finance & Supply Chain Management Enterprise-level ERP solution resold and implemented by CFBS for large organizations with complex operational needs. Manages finance, supply chain, manufacturing, and customer relationships on a global scale. Supports multi-company, multi-currency, and multi-language operations.
- Shop Floor Kiosk Proprietary module designed for manufacturing environments that simplifies job tracking and data entry. Workers can log time, access work instructions, order parts, document defects, and create pass/fail notes from one intuitive interface.
- Shop Floor Pro Proprietary module that streamlines production by providing a single, user-friendly interface for workers to record labor and production quantities, reducing errors and improving efficiency with document attachments at the operation or production order level.
- ProIdentity Proprietary biometric identity verification solution that uses facial recognition to streamline employee time tracking. Open architecture allows adaptation for tool check-in/check-out and other identity-based workflows.
- ProPack Proprietary module that enhances Acumatica's project capabilities by introducing Item Requirements, Sub-Tasks, and Project Locations. Improves inventory tracking, simplifies task management, and helps businesses organize work by location.
- WuConnect Proprietary integration that maps Wufoo form fields to Acumatica and automatically syncs customer inquiries and orders from Wufoo forms into ProMRO's CRM module, reducing manual data entry.
- CatalogPro Proprietary Acumatica add-on that allows businesses to purchase and sell directly from vendor catalogs without cluttering inventory records with one-time-use items, and enables tracking of such orders with sales team notifications on promotional pricing.
- ERP Upgrades Professional services for upgrading existing ERP systems (e.g., Dynamics NAV, Dynamics AX, Microsoft GP, NetSuite) to modern versions, including data migration, customization, and phased implementation strategies to ensure smooth transitions with minimal disruption.
- System Consolidation Professional services to consolidate multiple disconnected systems into a single, connected ERP platform, providing real-time visibility, automation, and control over business operations.
- Implementation Methodology Structured ERP implementation methodology covering discovery, solution identification, solution presentation, proposal review, project charter, design, deployment, training, and go-live support. Designed to prevent ERP implementation failure.
- Support & Training Ongoing post-implementation support and training services including train-the-trainer approach, direct user training, and dedicated support for IT teams, empowering clients to leverage ERP systems to their full potential.
- Mobile/Web Development Custom mobile and web application development services that extend ERP functionality with responsive, user-centric design, agile development, and scalable architecture.
Quantifiable outcome
- 40-60% reduction in month-end close times
- +5 more outcomes
Companies that use Clients First Business Solutions
Customer profileNamed customers14 records
Segments5 records
Ideal customer profiles3 records
Clients First Business Solutions technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration14 records
AI capability7 records
Feature8 records
Clients First Business Solutions partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- AcumaticacoreClients First is an Acumatica Gold Certified Partner and member of the Acumatica Presidents Club. The company has been recognized as a Silver Certified Partner and was awarded Acumatica Customer of the Year VAR Partner in 2019 and Excellence Award 10 Year Partner. CFBS implements Acumatica Cloud ERP across manufacturing, distribution, construction, MRO, and aviation industries, offering both cloud and on-premise deployment options. Implementation timelines typically run 6-9 months.
- Microsoft Dynamics 365 Finance & Supply Chain ManagementcoreClients First has been implementing Microsoft Dynamics solutions for over 20 years in manufacturing, services, MRO, and wholesale distribution industries. The company provides implementation, upgrade, and support services for Dynamics 365 Finance & Operations and related Extended Project Module (EPM/ProMRO) for complex project-driven organizations. Implementation timelines for FSCM range from 12-24 months.
- Microsoft Dynamics 365 Business CentralcoreCFBS has worked with Business Central since its introduction as Navision in 2001, implementing the solution across manufacturing, distribution, wealth management, franchise, and franchisor organizations. The company offers both cloud and on-premise deployment options, with implementation timelines of 3-9 months.
- Insight WorksminorInsight Works develops and supports apps designed to enhance manufacturing and distribution operations in Business Central, including warehouse management, shipping, quality management, manufacturing execution, product configuration, planning, and maintenance management. CFBS is an authorized Insight Works reseller.
Scale indicators7 records
Recent moves6 records
Expansion highlights5 records
Clients First Business Solutions competitors and assessment
Company assessmentBroad incumbents
- Armanino: Armanino is a top-25 US accounting and business consulting firm with Microsoft Dynamics and Acumatica ERP practices serving mid-market companies. Comparable vertical overlap but much broader professional services portfolio.
- Hitachi Solutions: Hitachi Solutions is one of the largest global Microsoft Dynamics partners providing ERP implementation, consulting, and managed services. Same vendor focus as CFBS but operates at substantially larger scale and broader geographic footprint.
- Quisitive: Quisitive is a Microsoft Dynamics-focused consultancy serving mid-market and enterprise clients with ERP implementations and cloud services. Overlaps on Microsoft Dynamics partner profile but at larger scale with public-company resources.
Direct peers
- Sikich: Sikich is a professional services firm heavily focused on Microsoft Dynamics ERP and CRM implementations for mid-market companies, including manufacturing. Highly comparable to CFBS on customer base, services portfolio (implementation, customization, support), and go-to-market approach.
- Rand Group: Rand Group is an Acumatica and Microsoft Dynamics 365 partner implementing ERP for mid-market manufacturing, distribution, and project-based organizations. Comparable vertically and by partner tier.
- Stoneridge Software: Stoneridge Software is an Acumatica Gold Partner providing cloud ERP implementation services to manufacturing and distribution companies. Comparable in size, vendor partnership tier, and vertical focus.
- MCA Connect: MCA Connect is a Microsoft Dynamics ERP and CRM consulting partner serving mid-market businesses. Overlapping Microsoft Dynamics 365 implementation services and similar customer profile.
- Boyer & Associates: Boyer & Associates is a Microsoft Gold Partner specializing in Dynamics 365 ERP implementations for manufacturing and distribution. Comparable vendor relationship and vertical specialization.
- KlearTech: KlearTech is an Acumatica Gold Partner providing ERP implementations for small and mid-market manufacturers and distributors. Directly comparable as another Acumatica Gold Partner with vertical focus.
- RVC Enterprises: RVC Enterprises is an Acumatica Gold Partner providing ERP implementations, customizations, and ISV add-ons similar to CFBS's ProMRO. Comparable in vendor focus and ownership-style boutique VAR model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Clients First Business Solutions social profiles
Digital presenceClients First Business Solutions compliance and trust
Trust signalCompliance11 records
Clients First Business Solutions financial estimates
Financial estimateRevenue estimate
Valuation estimate
Clients First Business Solutions leadership team
Management profileNumber of profiles
Profiles6 records
Clients First Business Solutions funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Clients First Business Solutions M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Clients First Business Solutions
What does Clients First Business Solutions do?
Clients First Business Solutions (CFBS) is an ERP consulting and value-added reseller that implements, customizes, and supports Acumatica Cloud ERP and Microsoft Dynamics 365 (Business Central and Finance & Supply Chain Management) for complex mid-market organizations. The firm also develops and licenses ProMRO, a proprietary cloud-based ERP add-on purpose-built for Maintenance, Repair & Overhaul (MRO) operations including aviation, along with several other proprietary add-ons (CatalogPro, Shop Floor Pro, Shop Floor Kiosk, ProIdentity, ProPack, WuConnect). It delivers the full ERP lifecycle including upgrades, system consolidation, methodology-driven implementation, training, support, and custom mobile/web development.
Is Clients First Business Solutions a public or private company?
Clients First Business Solutions is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Clients First Business Solutions founded?
Clients First Business Solutions was founded in 2001. It employs 51 to 100 people.
Where is Clients First Business Solutions based?
Clients First Business Solutions is headquartered in Arlington, United States, in the North America region.
How does Clients First Business Solutions make money?
Two revenue lines are on record. ERP Software Resale & Partner Commissions are the primary driver. The others are proMRO and ISV Add-On Products.
Who are Clients First Business Solutions's main competitors?
Broad incumbents on record are Armanino, Hitachi Solutions and Quisitive. Direct peers are Sikich, Rand Group, Stoneridge Software, MCA Connect, Boyer & Associates, KlearTech and RVC Enterprises.
Does Clients First Business Solutions have an API?
No public API is recorded for Clients First Business Solutions.
What industry is Clients First Business Solutions in?
Clients First Business Solutions's product category is ERP Implementation Services. Its primary akta.pro industry code is HDAEAEAA, Core ERP Suites (Financials, Procurement, Projects), with a secondary code of BPAHAEAI, ERP, CRM & Enterprise Applications Consulting. Its NAICS code is 541511 and its SIC code is 7371.