Tanner Launches AI & Business Systems Advisory Practice

Tanner Launches AI & Business Systems Advisory Practice

Tanner has launched a new AI & Business Systems Advisory practice focused on helping organizations improve operations, optimize systems, and make smarter technology decisions as they grow.

The practice will be led by Aaron Clark, CPA, CITP, a consultant with extensive experience in ERP systems, automation, process improvement, and operational transformation. Before joining Tanner, Clark founded The Accounting Nerd LLC and co-founded Emerson Winchester LLC, where he advised organizations on ERP consulting, business systems strategy, automation, and process improvement initiatives. He also previously served as a Technology Consulting Manager.

“In my experience, growing organizations usually know they’ve got a long list of things they want to improve — whether that’s systems that can scale with them, processes that cut out unnecessary friction, or better data flows to give them real visibility into the business,” Aaron Clark said. “We genuinely geek out on those challenges. There’s not much we enjoy more than digging into systems, process, and data problems and helping our clients unlock real value. Our iterative, relationship-based approach ensures that you always have access to the expertise and help that you need as you work through these challenges,” Clark stated.

The new practice will support organizations with ERP selection and optimization, workflow automation and integration, AI readiness, process improvement, data strategy, and broader technology advisory services for growing and middle-market companies.

The launch reflects Tanner’s continued investment in advisory services that help clients navigate growth, operational complexity, and evolving technology demands.

“We’re seeing more companies frustrated by disconnected systems, manual workarounds, and uncertainty around how AI actually fits into their business,” said Mark Erickson, Managing Partner at Tanner. “Aaron brings a strategic and practical perspective to these conversations. He understands both the accounting side and the operational realities of implementing change inside an organization.”

Rather than approaching engagements strictly as software implementations, Tanner’s AI & Business Systems Advisory practice is designed to help leadership teams evaluate how technology decisions affect the broader business, from finance and reporting to operations and scalability.

The practice will initially focus on ERP advisory and optimization, including NetSuite environments, while also helping organizations explore practical applications for automation and AI within their existing operations. More information can be found at Tanner AI & Business Systems Advisory.

About Tanner

Tanner is a premier independent accounting and advisory firm dedicated to helping organizations succeed through audit, tax, and consulting services. With a commitment to excellence and a focus on building long‑term client relationships, Tanner serves businesses across the region with expertise, integrity, and personalized insight.