Professional Services Firm Looks Beyond Traditional Accounting Services

CliftonLarsonAllen wanted to create service delivery efficiencies by utilizing a web enabled platform. Top among its criteria was finding a flexible, on-demand solution that didn’t require clients to install software on site. Other key criteria included audit trails; support for multiple entities, multiple currencies and employee expense reporting; and rich reporting and dashboards.

Sage Intacct is instrumental in helping us better serve our clients through operational effectiveness and efficiency. Our migration to Sage Intacct as our fundamental web based platform is a decision that benefits our clients through access to real time financial information.
John G. Wooldridge
CPA, Principal

Previous business challenges

  • Growing, successful professional services firm needed a consistent process for accounting
  • Industry shortage of staff resources demands maximum staff efficiency
  • Wanted to eliminate time consuming and paper-intensive exchange of data with clients
  • Managing, upgrading and supporting multiple accounting applications per client 

Results with Sage Intacct

  • Clients receive faster and more proactive service, including automated notifications about their financial operations
  • Staff is no longer required to grapple with data in multiple formats and has a consistent process for accounting services
  • Anytime, anywhere access to real-time data ensures clients and staff have information at their fingertips
  • Accounting firms