Join The Thousands Of Companies That Have Improved Their Businesses By Graduating To Sage Intacct.

Creative Approach was using an on premise platform, QuickBooks, that was developed for small business and limited in its features. While it served their basic needs, businesses growing with multiple locations or the need for real time specific information outgrow Quickbooks. Trusted CFO Solutions had a better way and a better tool called Sage Intacct which was a vast improvement in Cloud based, real time, virtual platforms allowing their growing businesses to access information in ways only large Companies had access to five years ago. They were confident this system and tool would resolve the problems and they were right.

As leaders and implementers of these advanced platforms in the Small and Medium sized business markets ($5-200 million in revenue), Trusted CFO Solutions was the right fit to add these modern capabilities to this rapidly growing business. Creative Approach also discovered a super customizable tool which they were able to personalize so they could quickly see what mattered. At the end of the day they got better insights quicker and more easily.

Creative Approach allowed Trusted CFO Solutions to lead the way and trusted them to assess and implement the new system. Once they got into Sage Intacct they could easily see the benefit. Cale and his team had terrific communication with Trusted CFO Solutions and had the ability to reach out any time of day to touch base, in fact they were encouraged to explicitly communicate. Migrating the data went well and made Creative Approach’s lives better since they had been doing it themselves in non-standard methods.

Creative Approach’s team was very excited about the implementation. While it was hard to transition from an archaic process to a streamlined and semi-automatic one, Trusted CFO Solutions was an excellent partner in helping with the transition. It was obvious to Cale that Trusted CFO Solutions wanted to help him and his team get to the next level. Overall, the experience was exactly as Trusted CFO Solutions said, painful to transition but beautiful on the other side. There is no looking back for Cale and his team and they’re grateful to move forward. He also believes companies growing and doing the financial management internally and by themselves need to stop and let Trusted CFO Solutions manage it using Sage Intacct.

Their relationship with Steve Gross spawned a conversation in early 2015 that they needed a team and a tool to help take their company to the next level. Trusted CFO Solutions was the professional team they were looking for and Intacct was the tool they needed to elevate and grow their business.

After switching to Intacct, they were able to dissect the coding for each of their business units giving them the visibility to analyze each and every aspect of the business. While these better and deeper insights took time to learn, the benefits were tremendous. They no longer had to dump data from Quickbooks into spreadsheets to garner the insights they needed, and only some of them at that. Now, they could simply setup and run the reports inside Sage Intacct.

HB Next was a complicated business with 5 lines of revenue sources. Able to transition this complicated and detailed business, Mark believed there was no company that could not be migrated to Sage Intacct. With Dixie’s leadership in the transition process and monthly meetings, she and her team led the way in training and accountability ensuring HB Next did not slip back into bad habits as well as maximizing the benefits of their new powerful financial tracking and reporting engine, Intacct.

Trusted CFO Solutions was on top of things servicing HB Next’s needs. It’s taken some time for Mark to adapt to operating with a virtual team instead of having someone sitting next to him, but now that he has he wouldn’t go back. Mark and his team would recommend Trusted CFO Solutions to anyone who has a need of switching from Quickbooks to Sage Intacct.