Herbein + Company

Solution: Kerr Consulting, acquired by Cherry Bekaert during the project, planned and delivered a Sage Intacct implementation phased to avoid disrupting operations, and trained an administrative team that had previously only used QuickBooks.

Results: The account reports improved financial consolidation, fewer manual processes and real-time analytics for multi-entity operations. No quantified before-and-after measures are published.

“I'm a very hard grader. I really am. It's tough to make me happy, but I can honestly say I am very happy with the work done by Kerr Consulting and Cherry Bekaert.”

Solution: Cherry Bekaert ran a diagnostic assessment of IAFC's people and technology through staff and leadership interviews, then implemented Sage Intacct alongside bill pay, expense reporting and budgeting systems, and took on outsourced day-to-day accounting, monthly reporting, CFO-level support, audit and 990 support, and indirect cost rate preparation.

Results: The account reports increased financial transparency and collaboration, less labour-intensive manual accounting, and reporting and internal controls sufficient for timely decisions. No figures are given for close time or cost.

Solution: Cherry Bekaert's outsourcing and digital advisory teams documented existing processes, integrated data across the US and UK entities, and implemented Sage Intacct with a consolidated general ledger, tagged transaction reporting and connections to third-party applications.

Results: Stravos reports faster month-end close, transaction-level revenue tracking through customised reporting, and real-time reporting used to time hiring and expansion into new verticals. The account also cites support for the annual audit and regulatory reporting. No figures are given.

“The guidance, support and expertise that Cherry Bekaert brought allowed us to reimagine our financial management processes. The outcome of the implementation process was not only a new general ledger system with a fully integrated consolidation for our multiple entities, but also improvements in our reporting granularity and timelines.”

Solution: Cherry Bekaert's Sage Intacct practice, an authorised value-added reseller, supported Visix on the platform over time and introduced Sage Intacct Collaborate so commenting and knowledge-sharing sit inside the transaction record.

Results: Visix reports that customer transaction commentary is now retained within Sage Intacct rather than across multiple tools, and that the finance team can review conversations attached to unusual sales orders when correcting them. The account gives no quantified outcomes.

“Sage Intacct Collaborate keeps my team more organized, allowing us to ditch the traditional files. Creating customer profiles and maintaining a record of questions about specific transactions per each customer is extremely convenient.”