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Cloud-based accounting for professional services firms: Spend less time creating financial reports and more time moving forward

April 6, 2022

by Geniene Scherer, CPA

Professional Services firms are facing an ever-evolving financial landscape. Weathering today’s environment while adapting a long-term strategy calls for speed and accuracy to be nimble and successful. On-premises accounting technology and spreadsheet reporting don’t deliver financial insights with the speed and accuracy needed to quickly pivot and maximize operational efficiencies. This is why professional services firms choose Sage Intacct as their proven cloud-based financial management solution. Sage Intacct helps savvy firms evolve from being tactical to strategic by providing built-in automation and real-time, actionable insights in the key finance areas of billing, production and cash receipts.

Real-time visibility and insights

Firm and finance leaders need a clear line of sight across financial and operational metrics to make data-driven decisions. Sage Intacct’s robust reporting allows you to consolidate and drill down by entity, project, project type, resource, customer, utilization, realization and more, in minutes – not hours or days. Finance teams can sort, view, filter, and report on the specific information they need, and provide personalized dashboards and reports to key decision makers for an efficient and self-service business intelligence approach.

Tania Zieja, Halloran Consulting Group’s CFO, has seen first-hand the value in the time Sage Intacct has saved her finance department. “Before, we were stuck in the day-to-day weeds of closing the month,” She reported. “We’d get two days to breathe after the close but couldn’t analyze the data or get new projects done — there was no time. Now I can look at my dashboards and reports and know that the data is solid and literally up to the minute.”

Her experience isn’t unique. “In the five years since we graduated to Sage Intacct,” says Lisa Roeder, a Business Manager with Berkshire Associates. “Our revenue increased significantly, and there’s no way we could’ve kept up with that growth if we were still using QuickBooks. I used to work up to 80 hours a week, but now I work 40-hour weeks with the same-sized team, thanks to the amazing automation and productivity boost we gained with Sage Intacct.”

True cloud technology with open API

As an innovator in the cloud space, Sage Intacct has honed a true cloud model, providing new and leading-edge features and functionality. This software updates automatically four times per year without complicated and expensive upgrades, and users can access it anytime, anywhere. Sage Intacct’s open Application Programming Interface (API) provides an easy connection to other systems such as CRM, payroll, expense management, budgeting, and others – serving your needs today and providing flexibility into the future.

Efficiency and Automation

In today’s economic and business environment, almost all organizations are experiencing financial and resource constraints and are looking for solutions to address their challenges. Sage Intacct has built-in automation and controls available across the system to enhance efficiency and elevate the finance function, including payments, workflows, approvals, bank reconciliation and communications. Leveraging automation and efficiency continues to be critical in this ever-evolving landscape.

Chosen and recognized by finance experts

Sage Intacct has a 95 percent customer renewal rate and is recognized by leading finance experts:

  • AICPA: Sage Intacct is the first and only preferred provider of the AICPA
  • Gartner: Sage Intacct received the highest score in Core Financials for the Lower Midsize Enterprises Use Case in Gartner’s Critical Capabilities Report in May 2021
  • G2 Crowd: Sage Intacct has the highest customer satisfaction score for the Accounting Software and ERP Systems categories on G2, a leading business software review platform

Want to learn more?

  • For more information or to schedule a meeting with one of our Sage Intacct experts, visit our Sage Intacct page or contact us by email
  • Read more about Berkshire Associates’ experience with Sage Intacct
  • Read more about Halloran Consulting Group’s success resulting from Sage Intacct


Meet the Expert

Geniene Scherer, CPA | Senior Manager, Consulting & Advisory

Geniene provides leadership to her clients as they navigate process assessment, software evaluation, and strategic data and technology initiatives.

Contact via email
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