Case Studies

LarsonAllen LLP

John Wooldridge, Principal, LarsonAllen

Challenges

• Growing, successful professional services firm needed a consistent process for accounting software or hardware maintenance
• 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 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

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N. Cheng & Company

Challenges

• Looking for a way to gain anytime, anywhere access to client data and better reporting
• Needed a sophisticated financial management system that would help automate and improve critical financial processes
• Looking for a Software as a Service solution that provided maximum flexibility while requiring minimum support

Results with Intacct

• Gained real-time access to client data from anywhere, improving efficiency and increasing collaboration
• Greatly improved reporting ensures the company can offer strategic advice to clients looking to maximize their success
• Flexible, on-demand financial management solution doesn't require deploying and maintaining software

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XBS Global

Problem
Entering the highly competitive accounting outsource market, XBS Global needed a cost-effective and secure accounting/ERP platform to serve clients.

Solution
Instead of server-based software, the firm built its outsourcing practice on Intacct's web-based accounting software solution to benefit from:

• Multi-entity accounting functionality to manage all clients with one web-based software system
• Real-time business intelligence and advanced financial reporting to offer high-margin client services
• IBM e-business Hosting services to protect customers' data on the Web

Result
Intacct's IBM-backed financial applications saves XBS Global up to $250,000 in IT and labor costs. Customers rest easy with critical data stored at Fortune 100 data centers.

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SS&G Financial Services

Problem
SS&G needed a solution to profitably provide world-class accounting outsource services to restaurant franchise chains around the country.

Solution
Instead of an expensive in-house client-server system with associated maintenance and IT support costs, SS&G chose Intacct's Web-based accounting and financial management suite for the following key capabilities:

• Multi-entity functionality that centralizes accounting for the franchisor and grants permission-based access to franchisees
• Real-time business intelligence so corporate personnel have a 360° view of the company
• Support for source document attachment, allowing Web users to quickly view actual invoices, bank statements, and other associated documents

Result
Intacct's suite of on-demand applications enables SS&G to remotely manage the finances of national restaurant franchises from its Cincinnati head office. As a result, the company was able to grow its accounting outsource practice by more than 75% in the first year of using the Intacct web-based accounting software system.

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Haney Accountants, Inc.

Problem
Haney Accountants needed to offer new financial services to satisfy its growing clientele—services such as report generation, AR/AP and statement consolidation.

Solution
As QuickBooks reeled under the weight and complexity of its business, Haney turned to Intacct for help. Intacct's Web-based suite of accounting and financial management applications delivered the functionality the firm needed, specifically:

• Online report delivery, which allows remote staff to access relevant information via a Web browser
• Support for document attachment, allowing users to quickly view actual invoices, bank statements, or other associated documents
• Multi-entity capability that centralizes accounting for customers scattered throughout the state

Result
The Intacct suite of on-demand financial management applications powered Haney Accountants business model of remotely delivering controllership services. With Intacct, the company is now able to increase sales by 100% without any increase in headcount.

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Accounting Outsource, Inc.

Problem
AOi required a cost-effective Web-based accounting solution to successfully compete against regional and national accounting firms for franchises and other multi-entity clients.

Solution

• Multi-entity functionality
• Real-time business intelligence
• Source document attachment

Result
Intacct saved AOi at least $200,000 over installing a client-server system. AOi increased productivity by 30 percent and plans to triple its outsourced accounting customers within a year.

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The NDH Group

Problem
The NDH Group needed a Web-based accounting and ERP system with integrated Professional Services Automation (PSA) applications.

Solution
Instead of deploying an in-house client/server system with associated hardware, software, and support costs, The NDH Group chose Intacct's Web-based accounting software solution. In addition to including a powerful professional service automation module, Intacct's solution offered the company the following key capabilities:

• Web-based collaboration
• Process integration
• Utilization tracking and financial metrics

Result
Intacct has allowed The NDH Group to provide powerful reporting, process automation, and outsource solutions to corporate clients.

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