WilliamsMarston Expands Office of the CFO Capabilities with Acquisition of NetSuite Practice

Advisory and accounting firm WilliamsMarston has completed the acquisition of the NetSuite Services practice from Charted, an artificial intelligence-driven accounts payable automation software provider. The strategic transaction is designed to bolster WilliamsMarston and its dedicated office of the CFO and controller services division while simultaneously scaling the firm portfolio of artificial intelligence-enabled enterprise resource planning capabilities. Following the purchase, Charted will maintain independent operations focused primarily on its core accounts payable software solutions. Both organizations have confirmed plans to establish a strategic partnership to serve mutual clients moving forward.

Strengthening Finance Operations and Strategy

Corporate leadership at WilliamsMarston emphasized that modern enterprises face mounting operational complexities as they adopt technology-led financial systems. According to Sanjay Ramaswamy, chief executive officer at WilliamsMarston, businesses require advisors who apply a comprehensive, business-first perspective to navigate critical data, technology, and security demands alongside appropriate artificial intelligence integration. Ramaswamy noted that welcoming the NetSuite Services division brings specialized proficiency and a client-focused methodology directly into the firm, enhancing its capacity to align finance strategies, core systems, and daily operations from initial implementation through ongoing digital transformation.

Leadership Perspectives on the Transaction

Headquartered in Boston, WilliamsMarston employs approximately 350 professionals and delivers specialized accounting, tax, and valuation advisory services to private equity-backed enterprises, pre-initial public offering entities, and publicly traded corporations. Scott Grillo, managing director of NetSuite Services at WilliamsMarston, highlighted that contemporary corporate clients demand long-term partners capable of delivering continuous support to ensure software infrastructures evolve alongside expanding business models. Grillo added that the integration unites specialized NetSuite experience with the broader advisory strengths of WilliamsMarston, paving the way for expanded client services spanning financial planning, transaction advisory, tax planning, and artificial intelligence-driven enterprise resource planning frameworks.

Key Focus Areas Moving Forward

• Expansion of office of the CFO and controller advisory services.
• Integration of artificial intelligence-driven enterprise resource planning strategies.
• Collaborative service delivery between WilliamsMarston and Charted for mutual clients.