Your Sage Intacct
is live.
Now make it
work.
Solving (impossible) problems with technology. Sage Intacct independent consulting for finance teams after go-live.
We're in a new line of business
New revenue model, new processes, and Intacct wasn't set up for any of it.
We've added entities we didn't have before
Acquisitions, new divisions, or new geographies that the original structure can't support.
Our reporting can't keep up with the business
Leadership needs visibility into things Intacct was never configured to surface.
We outgrew our original setup
What worked at go-live was designed for a smaller, simpler version of the company.
We've been on Intacct for years and no one has ever looked under the hood
The system works — but we suspect we're only using a fraction of what we're paying for.
Growth is the problem. (That's a good problem.)
The organizations that need this work most aren't broken — they're growing faster than their systems. Intacct got you here. Now it needs to get you to the next stage.
Your business outgrew your original setup
What worked at go-live was designed for the business you were — not the one you've become. New revenue streams, new entities, new complexity that your Intacct structure was never built to handle.
You're in a line of business you weren't in before
A financial services firm now running a software business. A nonprofit that launched a fee-for-service arm. A services company that started selling products. The processes are new, the workflows are undefined, and Intacct needs to keep up.
You're building the plane while flying it
Growth doesn't wait for your systems to catch up. You need someone who can define the right structure, build it fast, and make sure your finance team can actually operate in it — without slowing the business down.
This is exactly what this practice was built for.
With over a decade of Sage Intacct post-implementation experience across industries, I specialize exclusively in the phase most firms don't handle well — after go-live, when the real work begins.
The problems that feel impossible usually aren't. They just need someone who's seen them before, knows where to look, and knows how to fix them without blowing up what's already working.
Start a conversation →What does "solved" actually look like?
Here's what the other side looks like for clients after we've worked through the (supposedly impossible) problems together:
The problems we solve
(and yes, we've seen yours before).
From quick fixes to complex multi-month engagements — every project is scoped to match the actual work, not a generic service catalog.
System Assessment & Roadmap
A structured review of your Intacct environment with a prioritized plan for improvements — the right place to start if you're not sure where to begin.
Configuration & Optimization
Fixing gaps from the original implementation — dimensions, approval workflows, user permissions, and chart of accounts — aligned to how your business actually runs.
Reporting & Dashboard Builds
Custom reports, financial dashboards, and Interactive Report Writer builds so leadership gets the visibility they need — without exporting to Excel.
New Module Rollouts
Scoped implementations of modules you haven't activated — multi-entity, project accounting, contracts, or spend management — planned and executed cleanly.
Integration Support
Diagnosing and resolving issues with connected platforms and advising on integration architecture for what comes next.
Process & Workflow Redesign
Rethinking how your finance team uses Intacct to reduce manual steps, improve close efficiency, and get more out of a platform you're already paying for.
No mystery. No runaround. Just results.
Four steps from first conversation to a system that actually works.
Discovery Call
We talk through your situation, what's broken, and what you need — at no charge, no pressure.
Scoping
I assess the work and put together a clear proposal — scope, timeline, and fixed price. No ambiguous hourly estimates.
SOW & Kickoff
We sign a straightforward statement of work and get started. You know exactly what's included before a single hour is spent.
Delivery
I do the work, keep you informed, and deliver exactly what we scoped. The (impossible) problem gets solved.
Tell me about your impossible problem.
Fill out the form and I'll be in touch. No commitment, no sales pitch — just a conversation about what's going on and whether I can help.
Thanks for reaching out!
I'll review your message and be in touch soon to schedule a discovery call.