Case Study

Business advisory and CPA firm improves efficiency 90% and eliminates $200,000 a year in overhead

Business advisory and CPA firm improves efficiency 90% and eliminates $200,000 a year in overhead

Pages 5 Pages

HoganTaylor replaced Sage MAS 90 with Sage Intacct to support rapid growth and expand advisory services. The firm increased accounting efficiency by 90 percent, cut monthly close time from up to seven days to two or three, and eliminated $200,000 in annual overhead by centralizing financial management. Multi-entity automation now supports four subsidiaries, while dashboards deliver real-time insight for 24 leaders, reducing DSO by 50 percent and enabling a fourfold increase in reporting volume. These gains freed staff for higher-value analysis and positioned the firm for continued expansion.

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