Opal Creek Consulting
Opal Creek Consulting is an independent, boutique NetSuite ERP consulting firm delivering implementation, project rescue, and ongoing optimization services to mid-market and enterprise clients across nonprofit, biotech, healthcare, D2C, and technology verticals, led by four senior partners with 20+ years of combined NetSuite experience.
- Company typePrivate
- Founded2010
- HeadquartersPortland, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Opal Creek Consulting does
Opal Creek Consulting is an independent, boutique NetSuite ERP consulting firm founded in 2010 and headquartered in Portland, Oregon. The firm operates with a small senior team — four named partners (Adam Chaikin, Mathias Craig, Yiting Sun, Brian Wenzl) — and delivers NetSuite implementation, client-side project management, ERP project rescue, and ongoing sustain/optimization services to mid-market and enterprise clients. Their core technology work involves NetSuite OneWorld, Analytics Workbook, SuiteScript development, SuiteFlow workflows, and integration with adjacent systems including JPMorgan Chase, Shopify (via Celigo), Avalara AvaTax, Pyango (fund accounting), Concur, UltiPro, and FISPAN. Notable proprietary assets include a custom SFTP Advanced Connector with PGP digital signatures for compliant ACH file transmission to JPMorgan Chase, and a structured three-track ERP Project Rescue Methodology. Their client base spans nonprofits (UJA-Federation of New York, New Avenues for Youth), biotech (Nuvation Bio, including cross-border China CAS compliance work), D2C precious metals (NCBR), publicly-traded healthcare, and DevOps/cloud (Sysdig).
Opal Creek's revenue model is professional services: custom-scoped, quote-based consulting engagements sold directly to enterprise buyers, beginning with a free 30-minute introductory consultation. Pricing is not publicly disclosed and engagements are described as multi-year contracts, with sustain-and-grow relationships generating recurring revenue (e.g., NCBR partnership of 2+ years). The go-to-market motion is sales-led with content-driven inbound demand generation through blog content and case studies — no paid advertising or social distribution is evident. The firm positions itself explicitly as "client-side" (representing the buyer's interests rather than functioning as a NetSuite reseller), and emphasizes a "native-first" NetSuite configuration philosophy that avoids customizations where platform-native functionality suffices.
The firm is privately held with no external investment, parent company, or public-company status. Geographic reach is U.S.-centric with demonstrated cross-border delivery into China (Nuvation Bio). Their AI posture is that of an implementer of third-party AI tooling — NetSuite's AI Connector Service (Claude/ChatGPT via MCP) and Bill Capture OCR — rather than a developer of proprietary AI assets.
Opal Creek Consulting firmographics
Firmographics- Name
- Opal Creek Consulting
- Legal name
- Opal Creek Consulting
- Website
- https://opalcreek.io
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Opal Creek Consulting is an independent, boutique NetSuite ERP consulting firm delivering implementation, project rescue, and ongoing optimization services to mid-market and enterprise clients across nonprofit, biotech, healthcare, D2C, and technology verticals, led by four senior partners with 20+ years of combined NetSuite experience.
- Ownership category
- akta.pro rank
Opal Creek Consulting industry classification
Industry- Product category
- ERP Consulting Services
- NAICS
- Management Consulting Services (54161), Computer Systems Design and Related Services (54151)
- SIC
- Services-Management Consulting Services (8742), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- ERP, CRM & Enterprise Applications Consulting (BPAHAEAI)
- akta.pro secondary industry
- ERP Managed Services & AMS (Application Management) (BPAEAGAB)
Keywords
Where Opal Creek Consulting is headquartered
LocationHeadquarters
- HQ city
- Portland
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Opal Creek Consulting business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- NetSuite ERP Consulting Services: Professional services revenue from NetSuite implementation, rescue, optimization, and continuous improvement engagements. Services include client-side project management, implementation, sustain and grow support, and training.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Consulting services - quote-based |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Opal Creek Consulting product offering
Product offeringCore offering
Opal Creek Consulting provides independent, client-side NetSuite ERP consulting services spanning implementation, rescue of stalled or failed deployments, ongoing sustain-and-grow optimization, post-go-live support and training, and software package selection. The firm specializes in complex multi-entity, multi-currency, and fund-accounting NetSuite OneWorld configurations for mid-market and enterprise clients. They complement their consulting work with bespoke tools such as the SFTP Advanced Connector for PGP-signed ACH file transmission with JPMorgan Chase.
Product overview
Opal Creek Consulting is a NetSuite ERP consulting firm offering a portfolio of service offerings rather than a packaged software product. Their core offerings include Client-Side Project Management (acting as the client's advocate during implementations), ERP Project Rescue (stabilizing and rescuing failing implementations), Sustain and Grow (ongoing optimization and continuous improvement), Implementation (hands-on configuration and technical work), Post-Go-Live Support & Training, and Software Package Selection. They have also developed a custom SFTP Advanced Connector tool to address PGP digital signature gaps in NetSuite's native banking integrations with JPMorgan Chase. Their methodology emphasizes native-NetSuite-first design, client-side advocacy, and long-term partnership rather than throw-it-over-the-wall delivery.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- Reduced monthly accounting effort by 10+ hours through NetSuite segment overhaul
- +3 more outcomes
Companies that use Opal Creek Consulting
Customer profileNamed customers7 records
Segments3 records
Ideal customer profiles3 records
Opal Creek Consulting technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration12 records
AI capability7 records
Feature2 records
Opal Creek Consulting partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- PyangocoreSelected as the fund balancing solution for UJA's complex fund accounting requirements. Opal Creek evaluated NetSuite's native balancing functionality alongside Pyango SuiteApp and recommended Pyango for its fund-level visibility at transaction level. Worked closely with the vendor to provide feedback that led to enhancements and improved performance for specific use cases.
- AvalaracoreCertified implementation partner for Avalara AvaTax integration with NetSuite. Specializes in configuring line-level shipping, exemption certificate management, and multi-jurisdiction tax compliance. Avalara is described as the single source of truth for tax determination and exemption management.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Opal Creek Consulting competitors and assessment
Company assessmentBroad incumbents
- FORVIS (formerly BKD + Dixon Hughes Goodman): Top-tier US accounting advisory firm with a NetSuite practice serving middle-market and enterprise clients. Overlaps with Opal Creek on multi-entity and nonprofit ERP work but with much larger scale.
- Wipfli: Top-20 US accounting and advisory firm with a NetSuite-focused digital services practice. Comparable on multi-entity and mid-market ERP work, with a much larger bench and broader service portfolio.
- RSM US: Large accounting and consulting firm with a significant NetSuite Solution Provider practice serving mid-market and enterprise clients. Competes for the same complex multi-entity ERP engagements Opal Creek targets.
- Crowe LLP: National accounting firm with an established NetSuite implementation practice. Competes for enterprise ERP projects and provides broader advisory services that bundle around NetSuite engagements.
- Accenture (Oracle/NetSuite practice): Global consulting leader with an Oracle/NetSuite capability. Competes for the largest enterprise transformation programs and represents an upper bound on competitor scale in the NetSuite ecosystem.
- Sikich: A mid-market professional services firm with a dedicated NetSuite practice alongside broader ERP and accounting offerings. Comparable in NetSuite delivery but competes with broader capabilities and larger bench.
- Deloitte (NetSuite practice): Big 4 firm with an Oracle/NetSuite alliance practice serving large multinationals. Overlaps on complex cross-border, multi-GAAP NetSuite implementations (like the Nuvation Bio type engagement) but competes at a different scale and price point.
Direct peers
- Protelo: A boutique NetSuite-focused consultancy offering implementation, customization, and managed services. Directly comparable to Opal Creek in scale, single-vendor focus, and senior-practitioner-led delivery model.
- NetSuite Solution Providers (Oracle partner network): The broader population of Oracle-accredited NetSuite consultancies (e.g., RSM, Wipfli, Sikich, Protelo) that compete head-to-head for the same implementation, rescue, and AMS engagements from the same enterprise buyer personas.
Others
- Avalara: Tax compliance automation vendor certified to Opal Creek as a partner. Ecosystem participant — Avalara does not compete in consulting but represents an adjacent technology relationship and channel partner in NetSuite implementations.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Opal Creek Consulting social profiles
Digital presenceOpal Creek Consulting financial estimates
Financial estimateRevenue estimate
Valuation estimate
Opal Creek Consulting leadership team
Management profileNumber of profiles
Profiles4 records
Opal Creek Consulting funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Opal Creek Consulting 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 Opal Creek Consulting
What does Opal Creek Consulting do?
Opal Creek Consulting provides independent, client-side NetSuite ERP consulting services spanning implementation, rescue of stalled or failed deployments, ongoing sustain-and-grow optimization, post-go-live support and training, and software package selection. The firm specializes in complex multi-entity, multi-currency, and fund-accounting NetSuite OneWorld configurations for mid-market and enterprise clients. They complement their consulting work with bespoke tools such as the SFTP Advanced Connector for PGP-signed ACH file transmission with JPMorgan Chase.
Is Opal Creek Consulting a public or private company?
Opal Creek Consulting is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Opal Creek Consulting founded?
Opal Creek Consulting was founded in 2010. It employs 1 to 10 people.
Where is Opal Creek Consulting based?
Opal Creek Consulting is headquartered in Portland, United States, in the North America region.
How does Opal Creek Consulting make money?
One revenue line is on record: netSuite ERP Consulting Services.
Who are Opal Creek Consulting's main competitors?
Broad incumbents on record are FORVIS (formerly BKD + Dixon Hughes Goodman), Wipfli, RSM US, Crowe LLP, Accenture (Oracle/NetSuite practice), Sikich and Deloitte (NetSuite practice). Direct peers are Protelo and NetSuite Solution Providers (Oracle partner network). Avalara is listed as an others.
Does Opal Creek Consulting have an API?
No public API is recorded for Opal Creek Consulting.
What industry is Opal Creek Consulting in?
Opal Creek Consulting's product category is ERP Consulting Services. Its primary akta.pro industry code is BPAHAEAI, ERP, CRM & Enterprise Applications Consulting, with a secondary code of BPAEAGAB, ERP Managed Services & AMS (Application Management). Its NAICS code is 54161 and its SIC code is 8742.