{"id":9960,"date":"2021-06-16T15:21:33","date_gmt":"2021-06-16T19:21:33","guid":{"rendered":"https:\/\/www.sage.com\/en-us\/blog\/?p=9960"},"modified":"2026-02-12T04:42:13","modified_gmt":"2026-02-12T09:42:13","slug":"optimum-employer-solutions-eliminates-up-to-50-hours-a-month-in-manual-accounting-work","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-us\/blog\/optimum-employer-solutions-eliminates-up-to-50-hours-a-month-in-manual-accounting-work\/","title":{"rendered":"Optimum employer solutions eliminates up to 50 hours a month in manual accounting work"},"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\/accountants\/\" class=\"entry-header__link\">Accountants<\/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\tOptimum employer solutions eliminates up to 50 hours a month in manual accounting work\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=\"2021-06-16T15:21:33-04:00\">June 16, 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=\"Optimum employer solutions eliminates up to 50 hours a month in manual accounting work\"\n\t\t\tdata-share-url=\"https:\/\/www.sage.com\/en-us\/blog\/optimum-employer-solutions-eliminates-up-to-50-hours-a-month-in-manual-accounting-work\/\"\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>When Jenafer Elin, the director of finance at Optimum Employer Solutions, proposed upgrading from QuickBooks back in 2019, the company\u2019s founder and CEO was skeptical.&nbsp;Optimum was too busy to take on the project, the CEO felt. As a nine-year member of the Inc. 5000 list of America\u2019s fastest-growing companies, Optimum was busy expanding and serving small to mid-sized clients in 47 states as a professional employer organization (PEO).<\/p>\n\n\n\n<p>\u201cI thought, \u2018If we don\u2019t move now, it\u2019s going to get worse later,\u2019\u201d Elin said. \u201cThe way we\u2019re growing, it\u2019s always going to be busy, we\u2019re always going to have issues \u2014 too much to do and not enough time to do it.\u201d<\/p>\n\n\n\n<p>Elin secured the CEO\u2019s go-ahead to explore new solutions, and by January 2020 Optimum went live on Sage Intacct as its new financial management system, as outlined in our new Optimum Employer Solutions success 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; Optimum Employer Solutions<\/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=\"\">Read how Optimum Employer Solutions improved efficiency in closing the books 3x with Sage Intacct.<\/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-a9219399-def0-42cd-b193-d1321d56ea11\"\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-1192884896-1440x810.jpg\" class=\"single-cta__image\" alt=\"Team meeting\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1192884896-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n\n\n\n<p>The move to the Sage Intacct cloud let Optimum\u2019s five-person accounting team easily transition to remote work when COVID-19 struck just three months later. It also delivered huge gains in financial management efficiency and insights that weren\u2019t possible with QuickBooks and Excel.<\/p>\n\n\n\n<p>\u201cOur CEO loves Sage Intacct now \u2014 he\u2019s a big believer in it,\u201d Elin said. In fact, the company <a href=\"https:\/\/www.newswire.com\/news\/sage-intacct-integration-21215388\" target=\"_blank\" rel=\"noopener\">issued a press release<\/a> later in 2020 on how its adoption of Sage Intacct was helping it better manage its financials and serve clients with its HR, benefits, payroll, and workers\u2019 comp services.<\/p>\n\n\n\n<p>Close Efficiency Rises 3x with Seamless Multi-Entity Accounting<\/p>\n\n\n\n<p>With Sage Intacct, Optimum has eliminated the time-consuming obstacles in multi-entity accounting it faced with QuickBooks, which only stood to increase as Optimum planned to add a third business entity. The 15-year-old company, based in Orange County, Calif., has increased its efficiency in closing the monthly books by 3x and:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Eliminated up to 32 hours a month of Excel work in creating weekly financial consolidations<\/li>\n\n\n\n<li>Cut up to eight hours a month in intercompany accounting, and three hours in prepaid expenses management<\/li>\n\n\n\n<li>Saved eight hours a month in looking up data and creating custom Excel reports for the CEO<\/li>\n\n\n\n<li>Improved business insights for informed decisions and enhanced client service<\/li>\n<\/ul>\n\n\n\n<p>\u201cOur move to Sage Intacct has been just stellar,\u201d Elin said. \u201cIt\u2019s given us the ability to see information more quickly in better ways, and we\u2019re able to scale and grow with the software. We\u2019re accomplishing a lot more in less time in terms of accounting and finance.\u201d<\/p>\n\n\n\n<p>Now, Optimum\u2019s CEO has a personalized dashboard, as do sales reps and accounting staff. That\u2019s giving the company timely insights into key metrics, with the ability to drill down into detail, without Elin\u2019s team spending hours piecing together information in Excel.<\/p>\n\n\n\n<p>\u201cOur boss would email us and say, \u2018Can you run me a report on this or that?\u2019\u201d Elin said. \u201cNow he just logs in to his dashboard and can filter information by client or any way he likes. That\u2019s one of his favorite things, because sales information is super important to him.\u201d<\/p>\n\n\n\n<p>With dimensional reporting in Sage Intacct, Optimum gained new ability to track profitability and other dynamics at the client and location level. Real-time data and slice-and-dice reporting help drive decisions on which types of clients or client industries Optimum can focus on, and it\u2019s also improving client service.<\/p>\n\n\n\n<p>\u201cThe real impact is being able to make better business decisions in terms of cost, and what kind of clients are a good business decision,\u201d Elin said. \u201cWe\u2019re also able to answer any client questions more quickly now that we\u2019re so much more efficient on the finance side.\u201d<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-a-fabulous-in-house-implementation-under-budget\">A \u2018Fabulous\u2019 In-House Implementation Under Budget<\/h2>\n\n\n\n<p>Optimum turned to Sage Intacct based on a recommendation from another PEO firm running the solution. After a brief look at competing solutions, Elin knew that Sage Intacct would be ideal for her firm\u2019s needs.<\/p>\n\n\n\n<p>\u201cSo many things in Sage Intacct appealed to me,\u201d Elin said. \u201cThere didn\u2019t seem to any other solution out there that could compete with Sage Intacct.\u201d<\/p>\n\n\n\n<p>Optimum got a jumpstart to success with an in-house implementation that Elin handled herself with help from a Sage Intacct support specialist.<\/p>\n\n\n\n<p>\u201cImplementation was a fabulous experience and I came in way under budget,\u201d Elin said. \u201cMy trainer was phenomenal in tailoring Sage Intacct to exactly what I needed, and letting me set my own pace.\u201d<\/p>\n\n\n\n<p>Interoperability between Sage Intacct and third-party applications including a PEO industry platform, MasterTax, and Bill.com is further streamlining accounting while eliminating difficult uploads to QuickBooks.<\/p>\n\n\n\n<p>And Elin\u2019s team could easily transition to home-based work when COVID-19 struck not long after Optimum went live. Using the multi-factor authentication option in Sage Intacct gave Elin additional confidence in appropriate access and security in the remote environment.<\/p>\n\n\n\n<p>\u201cSage Intacct being cloud-based really helped in moving accounting to home-based work without a hiccup,\u201d Elin said. \u201cThe multi-factor authentication gives us assurance that our data is safe and secure without having to worry about a data breach or other problems.\u201d<\/p>\n\n\n\n<p>See our Optimum Employer Solutions success story to learn more about how the fast-growing firm has transformed financial management with its upgrade to Sage Intacct.<\/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; Optimum Employer Solutions<\/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=\"\">Read how Optimum Employer Solutions improved efficiency in closing the books 3x with Sage Intacct.<\/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-a9219399-def0-42cd-b193-d1321d56ea11\"\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-1192884896-1440x810.jpg\" class=\"single-cta__image\" alt=\"Team meeting\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1192884896-1440x810.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>When Jenafer Elin, the director of finance at Optimum Employer Solutions, proposed upgrading from QuickBooks back in 2019, the company\u2019s founder and CEO was skeptical.&nbsp;Optimum was too busy to take on the project, the CEO felt. As a nine-year member of the Inc. 5000 list of America\u2019s fastest-growing companies, Optimum was busy expanding and serving [&hellip;]<\/p>\n","protected":false},"author":1446,"featured_media":9287,"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":[158,348,47,44],"tags":[2,334,170,420,166,253],"business_type":[312,41],"lilypad":[],"context":[418,429],"industry":[57,411,55,204],"persona":[150],"imagine_tag":[209,215,413,436,441],"coauthors":[613],"class_list":["post-9960","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-accountants","category-free-guides-templates","category-people-leadership","category-strategy-legal-operations","tag-accountants","tag-automation","tag-business-strategy","tag-cloud-financial-management","tag-hr-software","tag-performance","business_type-accountants","business_type-growing-business","industry-financial-services","industry-human-resources","industry-professional-services","industry-technology"],"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-1097995910.jpg","imagine_tags":{"209":"Accounting","215":"HR and Payroll","413":"Human Resources","436":"Intacct Accounting","441":"Intacct Payroll And HR"}},"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\/9960","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=9960"}],"version-history":[{"count":0,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts\/9960\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/media\/9287"}],"wp:attachment":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/media?parent=9960"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/categories?post=9960"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/tags?post=9960"},{"taxonomy":"business_type","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/business_type?post=9960"},{"taxonomy":"lilypad","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/lilypad?post=9960"},{"taxonomy":"context","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/context?post=9960"},{"taxonomy":"industry","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/industry?post=9960"},{"taxonomy":"persona","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/persona?post=9960"},{"taxonomy":"imagine_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/imagine_tag?post=9960"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/coauthors?post=9960"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}