Case Studies

Dermatology Practice Increases Finance Efficiency 5x Amid Triple-Digit Revenue Growth

Epiphany needed a robust and sophisticated financial management platform to support its aggressive acquisitions and growth strategy, yet functionality in its previous QuickBooks accounting application was only skin deep. QuickBooks couldn’t meet Epiphany’s needs for multientity consolidation and reporting, forcing the company to maintain separate books for each entity. QuickBooks also didn’t allow Epiphany to…

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Social Housing Nonprofit Increases Efficiency by 50% with Modern Financial Management

Dawson Creek Society for Community Living was incorporated in 1958 with a mission to serve adults with developmental disabilities. This growing Canadian nonprofit strives to meet this community’s evolving needs through a range of services, resources, education, and advocacy. With a $12 million (CAD) budget, the organization is primarily funded by various provincial and regional…

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Mental Health Agency Builds Agility and Accountability with Sage Intacct

Previously, BHR’s finance team used a version of Microsoft Dynamics GP that was no longer supported, which led to inefficiency, inflexibility, and a risk of major data loss. When the agency brought on a new director of finance, he recognized the urgency of the situation and decided to migrate to a modern, cloud-based financial system…

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Internal Audits Reduce the Risk Associated with Global Operations

International organizations tend to have inconsistent policies and procedures across offices in different countries. This is often necessary to operate effectively and maintain local compliance, but it does represent organizational risks. This case study describes how one international nonprofit conducted an internal audit that effectively addressed the risks and processes that were unique and critical…

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The Key Ingredient for Strong Financial Management – Creative Dining Services

Creative Dining’s accounting practices didn’t match the high caliber of its customer-centric foodservice offerings. Prone to frequent crashes, QuickBooks was poorly suited to scale with the company’s rapid growth. Creative Dining staff at client locations spent hundreds of hours each week manually entering data into Google Sheets to produce P&L reports, which would then need…

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Legal Monkeys Shortens Monthly Close By 5 Days With Sage Intacct

Legal Monkeys is a technology services firm composed of several entities that together have been growing at an annual rate of over 15 percent per year. With a lean finance team, accounting functionality limitations associated with QuickBooks, and several inefficient workarounds, the company’s back office had struggled to keep pace with its growth. In particular,…

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Services Business Seeks Out Best-in-Class Financial Management

Known as the Bay Area’s premier talent scouts, Premier Talent Partners has experienced significant growth and was recognized with several “best places to work” and “fastest-growing companies” awards in the past few years. The services firm now operates five offices in California and New York and, not surprisingly, found it challenging to run this expanding…

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Life Sciences Consultancy Nets $4 Million in New Profit with Sage Intacct

Halloran is accelerating their rapid growth with its adoption of Sage Intacct in a best-in-class environment, realizing huge gains in project profitability, billable utilization, and other key metrics. The 85-person firm has eliminated problems of disjointed information across multiple systems — financial data in QuickBooks, sales data in Salesforce CRM, and project data in NetSuite…

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Community Behavioral Health Center Reduces TCO 40% with Sage Intacct

Health Solutions replaced multiple financial applications with Sage Intacct. The switch allowed the team to scale effortlessly with the organization’s 5% growth, shorten their monthly close cycle by 65%, and seamlessly blend key information from their finance, payroll, and electronic health (EHR) platforms for more holistic insight.

ERM Case Study: Bridges to Prosperity

The Bridges to Prosperity Board of Directors recognized that the rapid expansion of its operations would expose the organization to previously unconsidered risks. It encouraged the management team to develop a robust plan to ensure that the organization could identify, manage, and respond to the risks associated with its new strategy effectively and promptly.


Getting Started with Enterprise Risk Management, A Guide for Nonprofits