Configured for how your organization actually operates — not how the software ships out of the box.
Your Current System Was Built for a Simpler Version of Your Organization
QuickBooks and similar platforms were built for simpler financial structures. When your organization needs to report by program, location, grant, and department — simultaneously — those systems start failing you in very specific ways:
- Month-end close takes two to three weeks, not five days
- Grant reports require manual reconciliation outside the system
- Leadership asks for breakdowns finance can't produce without hours of spreadsheet work
- Audit prep is harder than it needs to be because the GL doesn't reflect how you actually operate
QuickBooks supports roughly three reporting dimensions. Sage Intacct supports up to six standard dimensions — by project, location, department, fund, service line — giving most organizations far more flexibility than they've ever had. That's the difference between a system that records what happened and one that tells you why.
Right for Organizations With Structural Complexity
Our Sage Intacct implementation services are designed for organizations we serve on an ongoing basis — because the best system configuration comes from a team that already understands your financials. Sage Intacct is a good fit for organizations that are:
- Growing or mid-sized organizations that have outgrown QuickBooks or other entry-level systems
- Organizations that need deeper visibility into financial performance
- Multi-entity or multi-location operations requiring consolidated reporting
- Nonprofits managing multiple grant-funded programs with distinct tracking requirements
- Higher education institutions needing both entity-level and consolidated financials
Industries We Serve:
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Nonprofit
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Higher Education
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Healthcare
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Real Estate
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Government
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Manufacturing
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Construction
Our Experts
Corinne LaRoche, CPA
Partner
Amy Dorn
Senior Manager
Andrew Ferguson, CPA
Senior Manager
Andy Bush
Audit Manager
Becca Gilbert
Business Development Manager
Caitlan Walker, CPA
Director
Chris Noyes, CPA, CGMA
Senior Manager
Erik Wiebke, CPA
Audit Manager
James Halleran, CPA
Partner
Jennifer Shafer Pendarvis
Senior Manager
Josh Van Zandt, CPA
Senior Manager
Julie Kniseley, SHRM-SCP
President, HR Solutions
Karsten Derendorf, CPA
Director
Katherine Munday, CPA
Director
Kevin Warren, CPA
Director
Logan Nix
Audit Manager
Marina Farwick, CPA
Senior Manager
Tiffany Edwards, CPA
Director
Valarie Farias
Accounting Implementation Supervisor
A Comprehensive Suite of Sage Intacct Solutions
Every engagement is scoped to your organization's structure, but the core deliverables are consistent across all implementations.
System Design & Implementation
- Full Sage Intacct configuration aligned to your organizational structure
- Setting up multiple dimensions — by program, department, location, fund, project, or service line
- Customization for your industry requirements and operational complexity
- Chart of accounts architecture designed for your reporting needs
Data Migration & System Integration
- Migration from legacy systems, including QuickBooks
- Data mapping and historical transaction migration
- Validated opening balances before go-live
- Integration with other business tools, as applicable
Training & Adoption Support
- Hands-on training for your finance team and key users
- System navigation in your configured environment — not a generic demo
- Reporting capabilities specific to your chart of accounts and dimensions
- Ongoing usage best practices for month-end close and grant reporting
Report Creation
- Standard reports configured to your dimensional structure
- Month-end close reports, department summaries, and grant trackers
Ongoing Accounting & Advisory Support
Continuing accounting services from the same team that built your system
Month-end close, reconciliation, and grant reporting handled in your configured environment
System adjustments and dimensional updates as your organization evolves
Financial strategy and advisory support grounded in real-time Intacct data
A Sage Intacct Implementation Process Built Around Your Organization
We guide the process from start to finish — but this is a partnership. Your team's institutional knowledge drives the design, and our technical expertise makes it work in Intacct.
1. We Learn Your Organization First
We work with your team to document your chart of accounts, reporting requirements, entity structure, and the specific gaps your current system has been creating.
2. System Design Before Configuration
Together, we design your dimensional structure, entity hierarchy, and reporting framework on paper — so you confirm it's right before anything is built.
3. Migration Without Disruption
Your team leads the data mapping effort, identifying how historical data should translate to the new structure, while we manage the technical migration, validation, and cutover.
4. Hands-On Training in Your System
Your finance team works in your configured Intacct instance — your accounts, your dimensions, your reports.
5. Go-Live
We ensure your team feels comfortable, then oversee the transition process.
6. Ongoing Support From People Who Know Your Setup
As your continuing accounting partner, we handle questions, adjustments, and system changes as your organization evolves — because we're already working in your financials every day.
Related Services
Every Sage Intacct implementation is paired with ongoing accounting support — so the team that builds your system is the same team that operates in it every day.
Outsourced Nonprofit Accounting
Full-service accounting so your team focuses on programs, not reconciliations.
Accounting & Controllership
Month-end close support to full controllership — built for your scale.
Fractional CFO Services
CFO-level financial strategy without the overhead of a full-time hire.
Schedule a conversation with advisors who speak your language.
Payment Processing
You Handle the Transfers. We Handle the Setup.