{"id":9897,"date":"2021-12-02T12:13:00","date_gmt":"2021-12-02T17:13:00","guid":{"rendered":"https:\/\/www.sage.com\/en-us\/blog\/?p=9897"},"modified":"2026-02-12T04:32:22","modified_gmt":"2026-02-12T09:32:22","slug":"longstanding-orthopedic-practice-graduates-from-sage-300-to-sage-intacct-to-steer-profitability-and-support-25-growth","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-us\/blog\/longstanding-orthopedic-practice-graduates-from-sage-300-to-sage-intacct-to-steer-profitability-and-support-25-growth\/","title":{"rendered":"How upgrading to Sage Intacct saw one Orthopedic practice grow by 25%"},"content":{"rendered":"<header class=\"entry-header has-dark-background-color entry-header--has-illustration entry-header--has-illustration--generic\">\n\t<div class=\"container\">\n\t\t<div class=\"entry-header__row row align-center\">\n\t\t\t<div class=\"col col-lg-7 col-xlg-6 entry-header__content\">\n\t\t\t\t\t\t\t<div class=\"component component-single-header\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"entry-header__misc text--subtitle text--uppercase text--small\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/category\/money-matters\/\" class=\"entry-header__link\">Money Matters<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t<div class=\"entry-title-wrapper\">\n\t\t\t\t\t<h1 class=\"entry-title\">\n\t\t\t\t\t\tHow upgrading to Sage Intacct saw one Orthopedic practice grow by 25%\t\t\t\t\t<\/h1>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<p class=\"entry-header__description\">\n\t\t\t\t\t\t\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t<div class=\"single-post-details container\">\n\t\t<div class=\"col\">\n\t\t\t<span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2021-12-02T12:13:00-05:00\">December 2, 2021<\/time><\/span><span class=\"reading-time\"> min read<\/span>\n\t\t<button\n\t\t\ttype=\"button\"\n\t\t\tclass=\"social-share-button button button--icon button--secondary js-social-share-button\"\n\t\t\tdata-share-title=\"How upgrading to Sage Intacct saw one Orthopedic practice grow by 25%\"\n\t\t\tdata-share-url=\"https:\/\/www.sage.com\/en-us\/blog\/longstanding-orthopedic-practice-graduates-from-sage-300-to-sage-intacct-to-steer-profitability-and-support-25-growth\/\"\n\t\t\tdata-share-text=\"Please read this interesting article\"\n\t\t>\n\t\t\t<span class=\"social-share-button__share-label\">Share<\/span>\n\t\t\t<span class=\"social-share-button__copy-label\" hidden>Copy Link<\/span>\n\t\t\t<span class=\"social-share-button__copy-tooltip\" aria-hidden=\"true\" hidden>Copied<\/span>\n\t\t<\/button>\n\n\t\t\t\t<\/div>\n\t<\/div>\n<\/header>\n\n\n\n<div class=\"wp-block-post-author has-dark-background-color alignfull\">\n\t<div class=\"container\">\n\t\t<div class=\"col\">\n\t\t\t\t\t\t\t<div class=\"co-authors\">\n\t\t\t\t\t\n\t\t<div class=\"entry-author-wrapper\">\n\t\t\t<a class=\"entry-author\" href=\"https:\/\/www.sage.com\/en-us\/blog\/author\/andrew-sevillia\/\">\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"40\" height=\"40\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/08\/andrew_sevillia_profile.jpg\" class=\"entry-author__image\" alt=\"Andrew Sevillia\" \/>\t\t\t\t<span class=\"entry-author__name\">Andrew Sevillia<\/span>\n\t\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\n<p>One of the oldest musculoskeletal practices in California,&nbsp;<a href=\"https:\/\/venturaortho.com\/\" target=\"_blank\" rel=\"noopener\">Ventura Orthopedics<\/a> has physicians, physician assistants, therapists, and staff that treat the full care continuum at six locations. Recently, we had the pleasure of chatting with the company\u2019s CFO, John Hughes, and controller, Shelby Kurhanewicz, about their journey from <a href=\"https:\/\/www.sage.com\/en-us\/products\/sage-businessworks\/\" target=\"_blank\" rel=\"noopener\">Sage&nbsp;BusinessWorks<\/a>&nbsp;to&nbsp;<a href=\"https:\/\/www.sage.com\/en-us\/products\/sage-300\/\" target=\"_blank\" rel=\"noopener\">Sage 300<\/a>&nbsp;to&nbsp;<a href=\"https:\/\/www.sage.com\/en-us\/products\/sage-intacct\/\" target=\"_blank\" rel=\"noopener\">Sage Intacct<\/a>.<\/p>\n\n\n\n<p>In a&nbsp;new customer story, the healthcare business shares how Sage partner,&nbsp;<a href=\"https:\/\/www.north49.com\/sageintacct\/\" target=\"_blank\" rel=\"noopener\">North49<\/a>, supported its finance team every step of the way as they achieved the following results with Sage Intacct:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Streamlined finance workflows, freeing 50 hours each month<\/li>\n\n\n\n<li>Supported 25% business growth without adding finance headcount<\/li>\n\n\n\n<li>Gained visibility to quickly\u00a0adjust\u00a0and reach profitability<\/li>\n\n\n\n<li>Brought operational data into reporting to inform better decision-making<\/li>\n<\/ul>\n\n\n\n<p>Hughes summed up these impressive benefits, noting, \u201cSage Intacct allowed us to respond to the needs we already had and position ourselves for the growth to come. The system\u2019s deep insights help us know if we\u2019re on track or not and make changes very nimbly. I get the reporting I need to efficiently redirect the ship.\u201d<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-a-journey-towards-modern-multi-dimensional-financials\">A journey towards modern, multi-dimensional financials<\/h2>\n\n\n\n<p>Five years ago, Hughes was doing a lot of manual bookkeeping before he connected with North49 and worked with them on Ventura Orthopedics\u2019 first step towards modernization: migrating to Sage 300. Last year, as the pandemic made its mark, his team recognized the time had come to take their next step.&nbsp;North49 approached the team with a plan to&nbsp;implement a&nbsp;more flexible, dynamic platform&nbsp;that&nbsp;meets&nbsp;their evolving needs.<\/p>\n\n\n\n<p>\u201cWith North49, there\u2019s a real collaborative spirit and a true partnership,\u201d shared Hughes. \u201cThey understand our business and have constant conversations with us about what we are trying to accomplish. Because of this, they were instrumental in helping us see how we could use Sage Intacct to overcome our challenges.\u201d<\/p>\n\n\n\n<p>Based on his prior experience with the system at a nonprofit organization, Hughes knew it was the right solution for their needs, and when he explained its capabilities to his team, they quickly agreed. After making the shift midway through COVID-19 lockdowns, Sage Intacct fully unlocked the flexibility of remote work.<\/p>\n\n\n\n<p>\u201cThe pandemic has been a catalyst to start using technology to its fullest,\u201d Hughes said. \u201cNot only does Sage Intacct free us from our desks since we can work from anywhere with ease,&nbsp;it really&nbsp;sets us up for the next season of our company\u2019s growth.\u201d<\/p>\n\n\n\n<p>Ventura Orthopedics already <a href=\"https:\/\/www.sage.com\/en-us\/sage-business-cloud\/intacct\/product-capabilities\/extended-capabilities\/consolidation-accounting\/\n\" target=\"_blank\" rel=\"noopener\">ran its multi-entity organization<\/a> with a focus on three key dimensions: services, departments, and providers. However, with Sage 300\u2019s more linear general ledger, this meant a massive chart of accounts and a lot of work adding account codes each time a new provider or clinic came on board.<\/p>\n\n\n\n<p>Sage Intacct brought the company all the <a href=\"https:\/\/www.sage.com\/en-us\/sage-business-cloud\/intacct\/product-capabilities\/extended-capabilities\/financial-reporting\/multi-dimensional-system\/\n\" target=\"_blank\" rel=\"noopener\">benefits of a true dimensional structure<\/a>. By automating a lot of tedious work, the finance team saves around 50 hours per month, and each member has been able to grow and expand their role.&nbsp;Kurhanewicz&nbsp;noted that she appreciates the ease of switching between entities, sharing vendors, accounts payable approval workflows, and other intuitive tasks in Sage Intacct.<\/p>\n\n\n\n<p>Meanwhile, Hughes especially likes the impact that having mobile, cloud-based access has had on the efficiency of his lifestyle outside of work. He said, \u201cThe beauty with a system like Sage Intacct is that I can literally approve disbursements from my phone while I&#8217;m at the store. Since I can click through and find all the details I need, I no longer have to call my team to ask questions or be a bottleneck to cutting checks.\u201d<\/p>\n\n\n\n<p>Sage Intacct also streamlined the quarterly task of calculating physician compensation. Now, the team can easily allocate revenue and expenses across physicians or business units to distribute income accurately.<\/p>\n\n\n\n<p>\u201cMy dream with our new system is to automate this even more, so we can push a button every month and send out 20 reports for each individual provider,\u201d explained Hughes. \u201cWe can give them compensation details and helpful clinic metrics alongside powerful physician-specific income statements.\u201d<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-visibility-across-the-business-helps-nbsp-shift-finance-from-cost-center-to-profit-driver\">Visibility across the business helps&nbsp;shift finance from cost center to profit driver<\/h2>\n\n\n\n<p>The finance team values <a href=\"https:\/\/www.sage.com\/en-us\/sage-business-cloud\/intacct\/product-capabilities\/extended-capabilities\/financial-reporting\/\n\" target=\"_blank\" rel=\"noopener\">Sage Intacct\u2019s custom report writer<\/a>, which not only enables them to look at their business from any angle,&nbsp;but it also&nbsp;utilizes statistical accounts to report on operational metrics such as revenue per FTE, operating margin per unit, or true cost per square foot of real estate. The system makes it simple to compare clinic performance and analyze granular metrics or account groupings in just minutes. As a result, the business can make more informed decisions about spending, rent pricing, and other strategies to optimize tax savings.<\/p>\n\n\n\n<p>For example, the team can quickly see performance indicators like the yield and margins for specific value-based programs, and clearly demonstrate which programs are most profitable (even if they require some extra work for the physicians). Ventura Orthopedics also plans to start capturing relative value unit (RVU) data, a key healthcare metric that will help the organization monitor each therapist or doctor\u2019s level of effort per dollar.<\/p>\n\n\n\n<p>\u201cOur management team isn\u2019t used to having such easy access to data, so Sage Intacct is a huge part of increasing their financial acumen. Now, our leaders have a stake in the numbers, and want to better understand what&#8217;s happening in their offices,\u201d pointed out Hughes.<\/p>\n\n\n\n<p>In addition,&nbsp;Kurhanewicz&nbsp;shared that Sage Intacct\u2019s robust built-in reporting can do everything they previously relied on an outside reporting tool for. By canceling that contract, the company expects to save tens of thousands of dollars each year.<\/p>\n\n\n\n<p>\u201cAs a cost center, I&#8217;m always thinking about how many resources the finance function absorbs, but we didn\u2019t have to change our cost structure to switch to Sage Intacct,\u201d commented Hughes. \u201cAnd with the modern tools we have now, we can become a profit center that helps generate income for the company, not just count the beans. Sage Intacct\u2019s value comes from allowing us to identify risk quickly, and efficiently see what\u2019s coming around the corner.\u201d<\/p>\n\n\n\n<p>He concluded, \u201cSage Intacct helps us stay nimble since we have the tools needed to be confident saying \u2018yes\u2019 to whatever opportunities come down the road, rather than feeling constrained by requirements our accounting system couldn\u2019t handle. I don&#8217;t ever want finance to be the prohibiting factor in helping us grow or provide more services to our patients. We want to be ready today so that we don&#8217;t have to be frantic tomorrow.\u201d<\/p>\n\n\n\n<p>To read more details about how Ventura Orthopedics transformed its finance operations with Sage Intacct, check out our&nbsp;new customer story.<\/p>\n\n\n\n<div class=\"single-cta gated-content\">\n\t<div class=\"single-cta__positioner\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">Case Study &#8211; Ventura Orthopedics<\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p><!-- wp:paragraph --><\/p>\n<p class=\"\">Longstanding Orthopedic Practice Scales Finance Effortlessly Amid 25% Growth<\/p>\n<p><!-- \/wp:paragraph --><\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#gate-e0bc1329-8c38-4a2c-a5f4-9c3bc5631d49\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t>Download<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1139667011_updated-1440x810.jpg\" class=\"single-cta__image\" alt=\"Man with artificial legs working on laptop outdoor\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1139667011_updated-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n\n\n<div class=\"single-cta\">\n\t<div class=\"single-cta__positioner\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">Subscribe to our Sage Advice Newsletter<\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p>Get our latest business advice delivered directly to your inbox.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#gate-ab515c6e-7e90-4c2f-a67e-113872516e8b\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t>Subscribe<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1073797282-1440x810.jpg\" class=\"single-cta__image\" alt=\"Working from home with tea in hand\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1073797282-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>One of the oldest musculoskeletal practices in California,&nbsp;Ventura Orthopedics has physicians, physician assistants, therapists, and staff that treat the full care continuum at six locations. Recently, we had the pleasure of chatting with the company\u2019s CFO, John Hughes, and controller, Shelby Kurhanewicz, about their journey from Sage&nbsp;BusinessWorks&nbsp;to&nbsp;Sage 300&nbsp;to&nbsp;Sage Intacct. In a&nbsp;new customer story, the healthcare [&hellip;]<\/p>\n","protected":false},"author":1446,"featured_media":9071,"menu_order":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_sage_video":false,"post_featured_image_hide":false,"footnotes":""},"categories":[46,43,48],"tags":[170,280,25],"business_type":[41],"lilypad":[],"context":[418,429],"industry":[453,451,450],"persona":[98,151],"imagine_tag":[209,436,467],"coauthors":[613],"class_list":["post-9897","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-growth-customers","category-money-matters","category-technology-innovation","tag-business-strategy","tag-your-story","tag-partners","business_type-growing-business","industry-biotech","industry-healthcare","industry-software-saas"],"sage_meta":{"region":"en-us","author_name":"Andrew Sevillia","featured_image":"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1223356081.jpg","imagine_tags":{"209":"Accounting","436":"Intacct Accounting","467":"Partners"}},"distributor_meta":false,"distributor_terms":false,"distributor_media":false,"distributor_original_site_name":"Sage Advice US","distributor_original_site_url":"https:\/\/www.sage.com\/en-us\/blog","push-errors":false,"_links":{"self":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts\/9897","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/users\/1446"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/comments?post=9897"}],"version-history":[{"count":0,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts\/9897\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/media\/9071"}],"wp:attachment":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/media?parent=9897"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/categories?post=9897"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/tags?post=9897"},{"taxonomy":"business_type","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/business_type?post=9897"},{"taxonomy":"lilypad","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/lilypad?post=9897"},{"taxonomy":"context","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/context?post=9897"},{"taxonomy":"industry","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/industry?post=9897"},{"taxonomy":"persona","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/persona?post=9897"},{"taxonomy":"imagine_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/imagine_tag?post=9897"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/coauthors?post=9897"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}