{"id":9919,"date":"2021-10-07T15:21:30","date_gmt":"2021-10-07T19:21:30","guid":{"rendered":"https:\/\/www.sage.com\/en-us\/blog\/?p=9919"},"modified":"2026-02-12T04:35:41","modified_gmt":"2026-02-12T09:35:41","slug":"business-advisory-and-cpa-firm-improves-efficiency-90-eliminates-200000-a-year-in-overhead","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-us\/blog\/business-advisory-and-cpa-firm-improves-efficiency-90-eliminates-200000-a-year-in-overhead\/","title":{"rendered":"Business advisory and CPA firm improves efficiency 90%, eliminates $200,000 a year in overhead"},"content":{"rendered":"
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\n\t\t\t\t\t\tBusiness advisory and CPA firm improves efficiency 90%, eliminates $200,000 a year in overhead\t\t\t\t\t<\/h1>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t

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\n\t\t\t\n\t\t\t\t\"Andrew\t\t\t\tAndrew 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

Growth and diversification have turned HoganTaylor LLP into one of the largest business advisory and public accounting firms in Oklahoma and Arkansas, and won it a spot on the Accounting Today Top 100 Firms list for 2019. <\/span>From an internal financial management perspective, such expansion would have been difficult a few years ago when HoganTaylor was running an on-premises Sage MAS 90 application. The legacy system required data exports to Excel for reporting, while limited automation meant a high manual workload for the finance team.<\/span><\/p>\n\n\n\n

An upgrade to cloud-based Sage Intacct solved those challenges and provides a solid foundation as HoganTaylor continues adding clients and building out its portfolio of tax, assurance, risk, business advisory, accounting, technology, and industry-focused services.<\/span><\/p>\n\n\n\n

\u201cSage Intacct gives us flexibility to quickly bring on more services and entities and helps enable our growth,\u201d as Wes Gilliam, chief accounting officer, says in our new <\/span>customer success story<\/span><\/a>.<\/span><\/p>\n\n\n\n

Streamlining New Acquisitions and Offerings<\/span><\/strong><\/h2>\n\n\n\n

Since going live in early 2018, Sage Intacct has helped HoganTaylor streamline its acquisition of CPA firm JPMS Cox and its 75 employees, and the acquisition of an IT services firm, RainRock IT Services. That’s the basis for a new subsidiary that offers managed IT services, outsourced solutions, cybersecurity services, and hardware and software solutions.<\/span><\/p>\n\n\n\n

At the same time, HoganTaylor has been expanding its advisory offerings in addition to core tax and compliance.<\/span><\/p>\n\n\n\n

\u201cWe’ve been shifting toward more advisory services and additional offerings, and it would have been virtually impossible to track performance in our previous environment,” Gilliam said.<\/span><\/p>\n\n\n\n

Sage Intacct emerged as HoganTaylor\u2019s solution of choice after evaluations of Oracle NetSuite, Microsoft Dynamics GP, Xero, and QuickBooks Online. As it turned out, Sage acquired (then-independent) Intacct shortly after HoganTaylor\u2019s selection, meaning that the firm would remain within the Sage family of products.<\/span><\/p>\n\n\n\n

“We wanted the ability to put more detail in the general ledger, do financial reporting from the solution, and share information with stakeholders through dashboards,” Gilliam said. “Sage Intacct checked all those boxes.\u201d<\/span><\/p>\n\n\n\n

The firm’s results with Sage Intacct have been remarkable. With implementation by One Vision Solutions, a 2020 Sage Intacct Partner of the Year, HoganTaylor and its lean six-person accounting and finance team has:<\/span><\/p>\n\n\n\n