Sage Intacct

Tips, Tricks and Best Practices Learned on the Road to a New Accounting System.

Join us on Thursday, June 23rd at 11 AM PT / 2 PM ET

Have you found yourself with a legacy accounting system that can no longer meet your business needs? So did healthcare company Southeastrans! Find out what Vice President and Controller Stephenie Pope did – and what you can learn from her journey – as well as what came next, including how she:

  • Streamlined an incredibly complex allocations process without the need for additional excel-based reporting tools
  • Combined statistical and financial information from a variety of sources to develop KPIs and dashboards that benchmark operations in different states
  • Achieved efficiencies enabling the organization to save more than $75,000 in annual FTE costs in the first two years of going live on Sage Intacct

You’ll also hear Stephenie talk tips and tricks learned from the evaluation process; creating KPIs and dashboards, and how to strategically add new functionality to support your business objectives as she sits down with Sage Intacct’s Healthcare lead, Brian Bogie.

Southeastrans provides non-emergency medical transportation services across the U.S. Southeast. In 2019, the company moved to Sage Intacct’s cloud-based, HIPAA-compliant accounting solution to help support the company’s continued growth.