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GuideStar and Sage Intacct, a match made in heaven

GuideStar and Sage Intacct, a match made in heaven

GuideStar and Sage Intacct, a match made in heaven – Back in 1994, Los Angeles had an earthquake and Lillehammer hosted the winter Olympic games.  The Shawshank Redemption and Forrest Gump were showing in movie theaters and the average movie ticket price was...
The Top 5 Things CPAs Should Know About Sage Intacct

The Top 5 Things CPAs Should Know About Sage Intacct

The Top 5 Things CPAs Should Know About Sage Intacct – As a tax or audit CPA, there are probably times when you wish your clients had better accounting tools serving their business.  QuickBooks is the first accounting software most businesses (and a lot of...

Sage Intacct's View from the Cloud


Nonprofit organizations like Meals on Wheels America can’t afford to waste resources and make guesswork decisions. Meals on Wheels, supporting programs that provide 2.4 million seniors with nutritious meals, friendly visits and safety checks has gained breakthrough insights and cost-efficiency to keep pace with rapidly growing demands. Read more >

Since 1969, United Fire has provided installation, service, recharge, and repair of fire extinguishers, fire suppression system, back flow devices and offers repair, inspection and parts for fire alarm systems, sprinkler systems, exit lights, and emergency egress lighting. They pride themselves on keeping their employees educated on the newest standards and require proper licensing of all their technicians. United Fire offers excellent on-time service, reliability, and quality products. United Fire wanted to increase the level of customer service that their technicians provided by improving technology, automating processes, and increasing efficiency across the organization. Their first steps towards this goal were to replace their 20+ year old computer systems and to implement ServiceTrade. However, there was a lack of integration with United Fire’s current accounting system. Read more >

C1S Group, a Dallas-based engineering, construction, and sustainability firm, has repeatedly been named as one of America’s top employers by Inc. and Outside magazines. Running Sage Intacct as its financial management platform helps C1S cultivate a transparent, positive workplace with award-winning work-life balance. Read more >

Kathy Lord, Senior Vice President of Sales and Customer Success, at Sage Intacct recently sat down with Greg Sands, Founding and Managing Director of Costanoa Ventures, and also a former board member of Intacct, to discuss Sage Intacct’s journey over the past decade. Kathy has been with Sage Intacct for over 11 years, and is participating in a four-part blog series with Greg discussing what it takes to build great SaaS companies, the early stages of Sage Intacct, what she would do differently, and knowing the exact signs that it’s time to scale your company. To wrap up this four-part blog series on Sage Intacct’s $850M, readers will be hearing from both Greg and Kathy today. Check out their final post below as they discuss their journey with Sage Intacct, and things they would have done differently. Read more >

Digital transformation shouldn’t only interest the Fortune 500. After all, it’s a movement that impacts nearly everything in the global economy and society. Firms that adopt a proactive strategy are poised to reap the significant benefits of digital transformation. Small to midmarket firms can begin with a small step—migrating from the on-premises version of QuickBooks to cloud-based enterprise resource planning (ERP) platforms. Read more >

Kathy Lord, Senior Vice President of Sales and Customer Success, at Sage Intacct recently sat down with Greg Sands, Founding and Managing Director of Costanoa Ventures, and also a former board member of Intacct, to discuss Sage Intacct’s journey over the past decade. Kathy has been with Sage Intacct for over 11 years, and is participating in a four-part blog series with Greg discussing what it takes to build great SaaS companies, the early stages of Sage Intacct, what she would do differently, and knowing the exact signs that it’s time to scale your company. Read more >

Providing accounting and wealth management to high net worth individuals, DFO has grown from a two-person startup into a thriving Family Office. Family offices are private wealth management advisory firms that serve ultra-high-net-worth investors. They are different from traditional wealth management shops in that they offer a total outsourced solution to managing the financial and investment side of an affluent individual or family. QuickBooks and Excel couldn’t keep pace with DFO’s growing complexity and its focus on superior client experience. Read more >
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