- Why Baker Tilly
- Solutions
- For Your Needs
- Accounting + Professional Services
- Outsourced Accounting
- Strategic accounting and knowledgeable staff without the headcount.
- Transformation-as-a-Service
- Avoid first-year burden with an implementation subscription plan.
- Software Development + Integration
- Supercharge your ERP with advanced automation and reporting.
- Training
- Maximize your investment, adoption and efficiency with training.
- Software
- Core Financials
- AICPA-preferred core accounting software for an intelligent GL.
- Advanced Financials
- Advanced financial modules built for your complex needs.
- Software Implementation
- Implementations that check all the boxes.
- Budgeting + Planning
- Eliminate headaches for today and tomorrow with advanced capabilities.
- SaaS Metrics
- Automate the metrics that matter most with Baker Tilly's SaaS Intelligence.
- Subscription Management
- Drive growth with automated subscription management.
- Dashboards + Reporting
- See the metrics that matter to drive your organization forward.
- Services Automation
- Effectively grow and scale with advanced accounting and finance.
- Who We Serve
- Resources
- About Us
Remove the burden of implementation fees
Baker Tilly's Transformation-as-a-Service pilot program is designed to remove the burden of a pricey, up-front implementation fee.

What It Is
Transformation-as-a-Service by Baker Tilly is designed to remove up-front capital expenditures
Instead of charging a "one and done" implementation fee and then hoping the system will properly support your needs, Transformation-as-a-Service from Baker Tilly bundles the cost of an implementation with ongoing consulting, reporting, training, support and even software development services with essentially no caps charged as a predictable, recurring subscription fee for companies implementing Sage Intacct or optimizing their on-going use of the platform.

Who It Is For
Whether you’re considering Sage Intacct, or already have it in place, we can help you.
We will work together to understand your needs and recommend a level of monthly service that’s right for you. We’ve helped companies already using Sage Intacct who would like ongoing services to ensure they realize the full benefit of the platform, as well as companies seeking to migrate to Sage Intacct from their legacy software including QuickBooks, Shelby and more.
Customers who trust Baker Tilly
We've helped organizations just like yours achieve strategic accounting, better efficiency and actionable insights. We are ready to help you too.



















Choose your level of service
Core
Includes:
Implementation of Core Modules includes General Ledger, Accounts Receivable, Accounts Payable, Cash Management, Purchasing and Order Entry |
On-Site assistance |
Training |
Reporting and dashboard assistance |
Integration support with marketplace partners |
Initial accounting assistance including verification of legacy data uploads, assistance with subledger balancing, credit card and bank reconciliations |
Up to 12 hours per year of technical services including page scripts, customer reports & visualizations, platform applications, workflow automation, integrations |
Basic Unlimited Help Plan |
1 license to Sage Intacct Fundamentals class |
Comprehensive
Includes:
Includes implementation of Core Modules plus the implementation of features including Advanced Purchasing, Revenue Recognition in Order Entry, Inventory, Multi-currency, Advanced CRM, Sage Intacct Budgeting & Planning, Sales Tax, Smart Rules and Smart Events |
On-Site Assistance |
Training |
Reporting and dashboard assistance |
Integration support with marketplace partners |
Initial Accounting assistance including verification of legacy data uploads, assistance with subledger balancing, credit card and bank reconciliations |
Up to 24 hours per year of Technical Services including page scripts, customer reports & visualizations, platform applications, workflow automation, integrations |
Enhanced Unlimited Help Plan |
2 licenses to Sage Intacct Fundamentals class |
Complex
Includes:
Includes implementation of Core and Comprehensive Modules plus implementation of complex modules/features including Project Accounting, Contracts, Global Consolidation, User Defined Books |
On-Site Assistance |
Training |
Reporting and dashboard assistance |
Integration support with market place partners |
Initial Accounting assistance including verification of legacy data uploads, assistance with subledger balancing, credit card and bank reconciliations |
Up to 40 hours per year of Technical Services including page scripts, customer reports & visualizations, platform applications, workflow automation, integrations |
Enterprise Unlimited Help Plan |
3 licenses to Sage Intacct Fundamentals class |
Core
Includes:
Implementation of Core Modules includes General Ledger, Accounts Receivable, Accounts Payable, Cash Management, Purchasing and Order Entry |
On-Site assistance |
Training |
Reporting and dashboard assistance |
Integration support with marketplace partners |
Initial accounting assistance including verification of legacy data uploads, assistance with subledger balancing, credit card and bank reconciliations |
Up to 12 hours per year of technical services including page scripts, customer reports & visualizations, platform applications, workflow automation, integrations |
Basic Unlimited Help Plan |
1 license to Sage Intacct Fundamentals class |
Comprehensive
Includes:
Includes implementation of Core Modules plus the implementation of features including Advanced Purchasing, Revenue Recognition in Order Entry, Inventory, Multi-currency, Advanced CRM, Sage Intacct Budgeting & Planning, Sales Tax, Smart Rules and Smart Events |
On-Site Assistance |
Training |
Reporting and dashboard assistance |
Integration support with marketplace partners |
Initial Accounting assistance including verification of legacy data uploads, assistance with subledger balancing, credit card and bank reconciliations |
Up to 24 hours per year of Technical Services including page scripts, customer reports & visualizations, platform applications, workflow automation, integrations |
Enhanced Unlimited Help Plan |
2 licenses to Sage Intacct Fundamentals class |
Complex
Includes:
Includes implementation of Core and Comprehensive Modules plus implementation of complex modules/features including Project Accounting, Contracts, Global Consolidation, User Defined Books |
On-Site Assistance |
Training |
Reporting and dashboard assistance |
Integration support with market place partners |
Initial Accounting assistance including verification of legacy data uploads, assistance with subledger balancing, credit card and bank reconciliations |
Up to 40 hours per year of Technical Services including page scripts, customer reports & visualizations, platform applications, workflow automation, integrations |
Enterprise Unlimited Help Plan |
3 licenses to Sage Intacct Fundamentals class |
Key benefits
Baker Tilly helps you evolve your finance function without the stress of pricey, up-front implementation fees. Here are just a few benefits you can expect.
Monitor your company’s health
Baker Tilly’s Transformation-as-a-Service allows you to take advantage of Sage Intacct's best-in-class accounting and ERP system along with Baker Tilly's channel-leading implementation and consulting services without large, up-front, capital expenditure.
Along with reducing the cost to implement Sage Intacct, you get access to Baker Tilly's vast consulting experience for a predictable recurring fee, aligning the priorities of the customer and Baker Tilly as the service provider. You pay ongoing subscription fees over a 3-year or a 5-year period, so you can budget for these costs with certainty.
Finally, there’s a subscription model for things like implementations, enhanced support, consulting, custom development and other services that allow you to get access to those services when you need them without having to scope, quote, and negotiate every time you want something done. Baker Tilly’s Transformation-as-a-Service allows for greater agility by shifting the focus to your changing needs with guidance from Baker Tilly's experienced implementers, trainers, consultants, reporting specialists and development teams. And as a Baker Tilly subscriber, you get priority placement in implementation, consulting and service queues.
All too often, an accounting or ERP software implementation can leave you with a functional system that doesn't yet allow your business to take full advantage of the reporting, dashboard or integration capabilities. Additionally, users often don't get all the training they need. With Baker Tilly, you’ll get the guidance you need to constantly increase the value you realize from your accounting tech stack, without worrying about billable hours or changes to the project scope.
Monitor your company’s health
Baker Tilly’s Transformation-as-a-Service allows you to take advantage of Sage Intacct's best-in-class accounting and ERP system along with Baker Tilly's channel-leading implementation and consulting services without large, up-front, capital expenditure.
Along with reducing the cost to implement Sage Intacct, you get access to Baker Tilly's vast consulting experience for a predictable recurring fee, aligning the priorities of the customer and Baker Tilly as the service provider. You pay ongoing subscription fees over a 3-year or a 5-year period, so you can budget for these costs with certainty.
Finally, there’s a subscription model for things like implementations, enhanced support, consulting, custom development and other services that allow you to get access to those services when you need them without having to scope, quote, and negotiate every time you want something done. Baker Tilly’s Transformation-as-a-Service allows for greater agility by shifting the focus to your changing needs with guidance from Baker Tilly's experienced implementers, trainers, consultants, reporting specialists and development teams. And as a Baker Tilly subscriber, you get priority placement in implementation, consulting and service queues.
All too often, an accounting or ERP software implementation can leave you with a functional system that doesn't yet allow your business to take full advantage of the reporting, dashboard or integration capabilities. Additionally, users often don't get all the training they need. With Baker Tilly, you’ll get the guidance you need to constantly increase the value you realize from your accounting tech stack, without worrying about billable hours or changes to the project scope.
Explore more
Baker Tilly curates, integrates and optimizes the right technology stack for your organization. We layer in our own proprietary “last mile” solutions. And we offer these technologies either via a Software-as-a-Service delivery model, where your own Finance function manages the day-to-day use of the technology or via a Finance-as-a-Service delivery model where we run your accounting operations and provide the outcomes you need.
Here are some additional resources that may help you find solutions for your challenges. Or schedule a discussion to go over your needs and goals now.
