Automate your Finance & Accounting processes

As your services company advances through its lifecycle, business models change. Baker Tilly provides the people, processes and solutions to keep your finance and accounting technology stack up to date and sized correctly to meet your needs today and into the future. We offer the skill and expertise to consult with you on what your goals are and what you need to achieve the future you have envisioned. We can help you integrate disconnected systems and bring automation to work for your company. 

If your organization is already using the Sage Intacct enterprise resource planning (ERP) platform, Baker Tilly can save your team time each month because we can help you automate the heavy lifting of the month-end close. We make it effortless to import operational and financial data from non-integrated systems such as payroll providers or credit card processors. Our customers save money based on those time savings, as well as reducing the maintenance of data outside their ERP system. 

Even if your team is not already using Sage Intacct, we can help you achieve the automation goals and internal controls you are looking for. We will help you migrate from your existing tech stack to gain significant automation advantages. Our customers, whether or not they were already on Sage Intacct, see a return on their investment because they end up with a tech stack that is more efficient and automates many formerly labor-intensive tasks. In some cases, customers also reduce operating expenses by being able to eliminate one or more legacy modules, solutions, or providers.

Many finance leaders feel pressure to provide real-time data to help make more data-driven decisions across the organization. The speed and accuracy of decision making can make or break an organization’s ability to pivot, take advantage of a new market opportunity or reduce the impact of a newly identified issue. Working with Baker Tilly, your organization benefits from new levels of sophistication and automation in some of the most complex areas of finance. Your team gets best-in-class functionality, delivering more value to your business.

These benefits can be derived across many types of services businesses from the home services sector to professional and business services. They also apply to different types of financial views. For example, project accounting focuses on financial transactions including costs, revenue and billing, as they relate to managing a specific project. So, with project accounting, financial transactions can be attributed to specific projects so that their progress and success can easily be reported. Streamlining project management and project billing processes also lowers costs.

With Baker Tilly, finance leaders see all of the time, expense and project-based accounting data—financial and non-financial—in one place. Having this data at your fingertips makes it easier to make swift, data-based decisions with confidence.

Time and expense management can be labor-intensive for employees and the finance team alike. Streamlining these timesheet and expense report processes, with the right finance and accounting software can reduce revenue leakage for billable or reimbursable projects and simplify revenue recognition.

Baker Tilly makes it easy and as error-free as possible to accurately capture all time and expenses data. We also help you accelerate and simplify your time and expense management processes for employees and financial staff. This means the organization can keep employees focused on a project or client goals, not expenses, accounting and reporting. You’ll also be able to make better decisions with real-time visibility into all time and expense data.

Baker Tilly time and expense management capabilities are built directly on the Sage Intacct enterprise resource planning platform. So, if you bill clients or get reimbursed for project-related work, Sage Intacct and Baker Tilly enable you to effortlessly move time and expense data to invoices and revenue recognition workflows meaning you’re able to more accurately bill and recognize revenue.

Employees simply enter their time and expense data anytime, from anywhere. Managers are instantly alerted to review and approve submitted timesheets and expense reports. Upon approval of expense reports, expenses automatically flow into the right workflows for employees to receive prompt reimbursement.