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Optimum Employer Solutions - United States

Optimum Employer Solutions optimizes its financial processes with Sage Intacct

Professional employer organization improved efficiency in closing the books by deploying Sage software, whilst gaining newfound visibility.
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Business outgrows basic accounting software

As one of America’s fastest-growing companies, Optimum Employer Solutions found that the increasing complexity of managing finances was an inevitable consequence of the expansion. An entry-level QuickBooks system wasn’t up to the task, forcing the finance team into hours of tedious manual work.

Our goal is to keep growing, and I needed to make sure that our accounting software was going to grow with us.

Jenafer Elin
Director of Finance

Quickly reaping the rewards

Optimum has seen some immediate gains from implementing Sage Intacct, improving efficiency in closing the monthly books by three times, and delivering insights and answers to management days much earlier than was previously possible. Optimum estimates that it has eliminated up to 50 hours a month in manual accounting work.

We’re accomplishing a lot more in less time in terms of accounting and finance.

Jenafer Elin
Director of Finance

Better business decisions

Personalized Sage Intacct dashboards are providing key metrics and on-demand information for Optimum’s CEO, sales team, and accounting squad. 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’s also improving its client service.

The real impact is being able to make better business decisions in terms of cost, and what kinds of clients are a good business decision.

Jenafer Elin
Director of Finance

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