When Change Is Inevitable, Trust Experience

As a small, locally owned business, we know exactly how the transition to new accounting software can disrupt your operations and distract your people when it’s managed poorly. That’s why we approach Sage Intacct implementation holistically, focusing as much on making your organization comfortable throughout the transition process as we do on implementing the platform to fit your needs.


A personal touch to implementation

Our four-stage implementation approach is built around you. On day one, you’ll be assigned a dedicated, senior-level project manager who is responsible for your success and satisfaction throughout the implementation process and beyond.


  • Project plan creation
  • Scope discovery
  • Solution mapping
  • Data gathering


  • Programming
  • Upload testing data


  • Testing
  • User training
  • Final system
  • Updates


  • Upload current data
  • Monitor first month’s activity
  • Ongoing support

Implementation challenges we help you overcome

“The implementation process takes too long.”

Our certified Sage implementation specialists have hundreds of projects under their belts, giving you a dedicated partner who can get your Sage Intacct platform up and running as quickly as you need it.

“Learning the new system is tough.”

The senior-level project manager you have on day one is the same person you have on day 100. Plus, we offer onsite trainings and customized learning sessions at any time post-implementation.

“We’re struggling with change.”

Your dedicated project manager is with you through every stage of implementation, offering guidance, answering questions and reinforcing best practices with your team. Plus, we continue to support change management post-implementation through custom, onsite trainings and quarterly software release luncheons.

What our customers are saying

“I wanted to tell you how pleased I am with the successful ‘Go Live’ and with the quality partnership I believe our two companies have formed. Looking forward to our first successful period-end close process and a successful launch of Fixed Assets. Great work and thanks again for your leadership and partnership.”

– Jim Lebs, CFO, Pei Wei


Not yet familiar with Sage Intacct?  Take a Product Tour now.