Costa Partners
Costa Partners is a privately held ERP consulting firm implementing and supporting Microsoft Dynamics (GP, 365, Power Platform) and Sage Intacct for small-to-medium businesses and enterprise clients, primarily in Life Sciences and Western US markets.
- Company typePrivate
- Founded2004
- HeadquartersVista, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Costa Partners does
Costa Partners LLC is a privately held ERP consulting and implementation firm founded in 2004 and headquartered in Vista, California. It delivers professional services — full-scale ERP implementations, ongoing technical support, and end-user/administrator training — for two primary platforms: Microsoft Dynamics (including legacy Dynamics GP, Dynamics 365 Business Central, Dynamics 365 Sales, Power Platform, and Office 365) and Sage Intacct cloud financial management. The firm serves small-to-medium businesses and select enterprise accounts across multiple verticals, with a documented specialization in Life Sciences (regulatory compliance, multi-entity consolidation, clinical trial accounting) and Dynamics GP customers facing on-premise-to-cloud migration. Technical capabilities span SQL database administration, Dynamics GP Report Writer customization, SmartList configuration, and third-party system integrations including ADP Workforce Now for payroll and LinkedIn/Outlook for CRM workflows.
The business model is purely professional-services based: engagements are quote-based and scoped per client, with revenue derived from project-based implementations, recurring support contracts, and training services. GTM motion combines direct consultant-led enterprise field sales from four Western US offices (Vista CA, Logan UT, Meridian ID, Denver CO) with remote delivery to national and international clients, complemented by daily interactive Sage Intacct demos, a content-marketing blog, and email newsletter capture. The firm is a certified Microsoft Partner and Sage Intacct Partner, holding no disclosed outside funding and operating as a founder-owned LLC with 1-10 employees.
Costa Partners firmographics
Firmographics- Name
- Costa Partners
- Legal name
- Costa Partners LLC
- Website
- https://costapartnersllc.com
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Costa Partners is a privately held ERP consulting firm implementing and supporting Microsoft Dynamics (GP, 365, Power Platform) and Sage Intacct for small-to-medium businesses and enterprise clients, primarily in Life Sciences and Western US markets.
- Ownership category
- akta.pro rank
Costa Partners industry classification
Industry- Product category
- ERP Implementation and Consulting Services
- NAICS
- Computer Systems Design and Related Services (54151), Management Consulting Services (54161)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- ERP Implementation & Systems Integration Services (BPAEAGAA)
Keywords
Where Costa Partners is headquartered
LocationHeadquarters
- HQ city
- Vista
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Costa Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- ERP Implementation Services: Full-scale enterprise deployments and upgrades of ERP systems including Microsoft Dynamics GP, Dynamics 365 Business Central, and Sage Intacct. Includes system design, configuration, and go-live support.
- ERP Support Services: Ongoing technical support including go-live support, month-end/year-end support, financial reports, day-to-day user support, system integration, customization, and 3rd party system support.
- Training Services: End user training, administrator training, development training, end-of-year processes, and month-end/year-end training services for ERP systems.
Go-to-market motion2 records
Distribution channels2 records
Marketing channels3 records
Costa Partners product offering
Product offeringCore offering
Costa Partners is an ERP consulting firm that sells implementation, support, and training services for Sage Intacct (cloud financial management) and Microsoft Dynamics (Dynamics GP, Dynamics 365 Business Central, Dynamics 365 Sales, Power Platform, and Office 365). The firm delivers system design, configuration, customization, go-live support, ongoing technical support, and end-user training to businesses deploying or migrating ERP systems.
Product overview
Costa Partners is a technology consulting firm specializing in ERP implementations and business applications. Their product portfolio centers on two primary platforms: Sage Intacct (cloud financial management with payroll, budgeting, and project accounting modules) and Microsoft Dynamics 365 (including Dynamics GP, Dynamics 365 Business Central, Dynamics 365 Sales, and the Power Platform components Power BI, Power Apps, and Power Automate). These core ERP and CRM products are complemented by Microsoft Office 365 and Microsoft Teams productivity tools. The company delivers these products alongside professional services including ERP implementations, ongoing support, and training programs. Sage Intacct integrates with ADP Workforce Now for payroll, while Microsoft Dynamics 365 Sales integrates with LinkedIn and Outlook for sales productivity.
Differentiator
Problem solved
Functional benefit
Products and services
- ERP Implementation Services
- ERP Support Services
- ERP Training Services
Companies that use Costa Partners
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles2 records
Costa Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature2 records
Costa Partners partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Sage IntacctcoreCosta Partners is a proud partner of Sage Intacct, the leader in cloud financial management solutions. They offer Sage Intacct implementations, helping businesses transition to cloud-based accounting and financial management software with features for multi-entity consolidation, budgeting, planning, and project accounting.
- MicrosoftcoreCosta Partners is a Microsoft Partner offering Microsoft Dynamics GP, Microsoft Dynamics 365 (Sales, Business Central), Microsoft Power Platform, and Microsoft Office 365 solutions. They specialize in ERP implementations, migrations, and support services for Microsoft business applications.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Costa Partners competitors and assessment
Company assessmentDirect peers
- Armanino LLP: Mid-sized US accounting and consulting firm with a large Microsoft Dynamics 365 and Sage Intacct implementation practice serving SMB and mid-market. Most directly comparable to Costa Partners in vendor alignment, customer segment, and cloud ERP focus, though at meaningfully larger scale.
- Sikich LLP: US technology consulting firm with deep Microsoft Dynamics 365 and Sage Intacct practices serving mid-market and SMB. Highly comparable on vendor stack, customer size, and implementation-plus-support service model.
- Wipfli LLP: US accounting and consulting firm with a sizable Microsoft Dynamics ERP and Sage Intacct implementation practice focused on mid-market. Comparable in vendor partnerships and full-stack ERP delivery, though with broader regional coverage.
- Cherry Bekaert LLP: US accounting and advisory firm with a Microsoft Dynamics 365 and Sage Intacct advisory and implementation practice serving SMB and mid-market. Comparable in vendor stack and customer profile, slightly larger scale.
Broad incumbents
- Marcum LLP: Large US accounting and advisory firm with a Microsoft Dynamics 365 and Sage Intacct consulting practice serving mid-market. Competes for similar ERP implementation engagements as Costa Partners but with significantly greater scale and geographic reach.
- Baker Tilly US LLP: US accounting and consulting firm with a Microsoft Dynamics 365 ERP advisory and implementation practice. Overlaps with Costa Partners in customer profile and Microsoft ERP services, at larger scale.
- CliftonLarsonAllen (CLA): US accounting and consulting firm with a Microsoft Dynamics 365 ERP implementation practice focused on mid-market. Comparable in Microsoft ERP services and customer segment, operating at meaningfully larger scale than Costa Partners.
- RSM US LLP: Large global accounting and consulting firm with a significant Microsoft Dynamics 365 ERP practice and Sage Intacct capabilities. Competes in the same customer segment as Costa Partners but at significantly larger scale and broader service breadth.
- Crowe LLP: Large US accounting and consulting firm with a Microsoft Dynamics 365 ERP consulting practice. Comparable in target customers and Microsoft ERP focus but operates at much larger scale and broader service breadth.
- BDO USA LLP: Major US accounting and advisory firm with a Microsoft Dynamics 365 ERP implementation and advisory practice serving mid-market and enterprise. Overlaps with Costa Partners in Microsoft ERP services and customer profile, at significantly larger scale.
Market position
Strengths4 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Costa Partners social profiles
Digital presenceCosta Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Costa Partners leadership team
Management profileNumber of profiles
Costa Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Costa Partners 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 Costa Partners
What does Costa Partners do?
Costa Partners is an ERP consulting firm that sells implementation, support, and training services for Sage Intacct (cloud financial management) and Microsoft Dynamics (Dynamics GP, Dynamics 365 Business Central, Dynamics 365 Sales, Power Platform, and Office 365). The firm delivers system design, configuration, customization, go-live support, ongoing technical support, and end-user training to businesses deploying or migrating ERP systems.
Is Costa Partners a public or private company?
Costa Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Costa Partners founded?
Costa Partners was founded in 2004. It employs 1 to 10 people.
Where is Costa Partners based?
Costa Partners is headquartered in Vista, United States, in the North America region.
How does Costa Partners make money?
Three revenue lines are on record. ERP Implementation Services are the primary driver. The others are ERP Support Services and training Services.
Who are Costa Partners's main competitors?
Direct peers on record are Armanino LLP, Sikich LLP, Wipfli LLP and Cherry Bekaert LLP. Broad incumbents are Marcum LLP, Baker Tilly US LLP, CliftonLarsonAllen (CLA), RSM US LLP, Crowe LLP and BDO USA LLP.
Does Costa Partners have an API?
No public API is recorded for Costa Partners.
What industry is Costa Partners in?
Costa Partners's product category is ERP Implementation and Consulting Services. Its primary akta.pro industry code is BPAEAGAA, ERP Implementation & Systems Integration Services. Its NAICS code is 54151 and its SIC code is 8742.