Boston Advisory Firm WilliamsMarston Acquires NetSuite Practice
The Boston-based advisory firm is integrating a new team while forming a strategic partnership with Charted.
Updated on Oct. 22, 2026 in Professional Services
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Boston-based advisory firm WilliamsMarston has acquired the NetSuite Services practice from Charted. The move expands the firm's technology-enabled advisory and AI-enabled ERP capabilities.
Why it matters
The acquisition allows WilliamsMarston to broaden its service offerings, while Charted intends to focus exclusively on its accounts payable automation software business. Both companies have also entered a strategic partnership to support shared clients.
Founded in 2014, WilliamsMarston maintains a workforce of approximately 350 professionals. The firm operates across multiple cities, including its Boston headquarters, New York, Chicago, Charlotte, Atlanta, Dallas, Houston, and Tucson.
The players
WilliamsMarston
An advisory firm based in Boston that specializes in accounting and technology services.
Charted
A company that provides ERP-native accounts payable automation software.
Scott Grillo
An executive who provided a statement regarding the corporate acquisition.
The details
The acquired NetSuite Services team brings expertise in implementation, configuration, customization, managed services, and training to the advisory firm. Charted will continue to operate as an independent entity focused on its core ERP-native software.
Timeline
2014: WilliamsMarston was founded.
October 19, 2026: Scott Grillo made a statement regarding the acquisition.
October 22, 2026: The acquisition was publicly announced.
Market Landscape
This deal underscores the ongoing consolidation of specialized expertise around the Oracle NetSuite ERP ecosystem. By absorbing implementation and training capabilities, WilliamsMarston is positioning itself to compete more aggressively in the high-stakes market for enterprise software consulting.
Clients currently using NetSuite implementation services through Charted can expect a transition of service management to the team at WilliamsMarston. Those utilizing Charted software for accounts payable automation will continue to receive support from the firm as it operates independently.
The takeaway
Strategic acquisitions often serve as a bridge between specialized software development and broader enterprise advisory services. Companies often prioritize these partnerships to allow developers to refine their core products while scaling service delivery through larger consultancy platforms.
Further reading
For additional industry updates, visit the Professional Services section.
Source note: This article includes information reported by CPA Practice Advisor.
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