Freedom from key-person risk
Coverage when your Sage Intacct admin is on PTO, in transition, or simply needs a backup. Scoped service credentials and documented procedures.
We sit beside your every close.
CPA-led Florida team that operates Sage Intacct so your team can run the business — clean closes, healthy integrations, no key-person risk.
No long-term contracts. 25-hour blocks. Bundled-services discounts when paired with Campbell & Company.
- 25-hr blocksNo annual contract
- QuarterlyRenewal cycle
- 4-hr SLAClose-blocking issues
- BundledService tiers
Supporting Sage Intacct across
Spring Hill, FLOdessa, FLInverness, FLGreater Tampa BayHernando, Pasco & Citrus CountiesOrlando & South FloridaVirtual nationwide
Outcomes — measured every quarter.
Every managed services engagement is reviewed quarterly against the freedoms it was supposed to deliver.
Freedom from late closes
On-call coverage through every month-end so the close calendar holds — even when your AP lead is out and a recurring journal needs a fix.
Freedom from "what is next?"
Quarterly executive reviews surface the next automation, integration, or reporting upgrade — strategy without a full-time finance-tech hire.
Freedom from silent failures
Integration monitoring catches when Bill.com, Ramp, ADP, or your EMR feeds break — before finance discovers it at close.
Freedom from "is this how we should do it?"
A CPA-led team your controller can call before making a configuration change, building a report, or onboarding a new entity.
Freedom from siloed advisors
When Campbell & Company also handles your bookkeeping, tax, and advisory, your finance-technology partner sits at the same table — and your rate goes down.
Assess. Onboard. Operate. Optimize. Renew.
A repeatable lifecycle so leadership always knows what is being delivered, what is being measured, and when scope is reviewed.
Assess
Audit current Sage Intacct configuration, integrations, reporting, close calendar, and team workflow. Document the operating baseline and the top three improvement opportunities.
Onboard
Document procedures, transfer credentials to scoped service accounts, define escalation paths, agree on monthly hours and response SLAs, and stand up shared tooling.
Operate
Run the day-to-day: ticket intake, month-end close support, system administration, integration monitoring, dimension hygiene, and end-user training.
Optimize
Quarterly review with leadership. Surface trends from ticket data, propose the next two automation candidates, and refresh the technology roadmap.
Renew
Quarterly renewal cycle. Adjust monthly hours, response SLAs, and scope as your finance organization grows. No long-term lock-in.
Six coverage areas — scoped to your monthly hours.
Pick the mix that fits your team. Adjust quarterly as priorities shift.
Outsourced Sage Intacct administration
User provisioning, role and permission reviews, dimension hygiene, chart-of-accounts governance, environment monitoring, and release management.
Month-end close support
Recurring journal entry monitoring, allocation runs, consolidation reviews, variance commentary, and on-call coverage through the close window.
Integration health & maintenance
Monitor and maintain Sage Intacct integrations with Bill.com, Ramp, ADP, EMR/EHR, Salesforce, and banking — including retry handling and root-cause analysis.
Reporting & dashboard maintenance
Update Power BI dashboards and Sage Intacct reports as your entity, provider, or service-line structure evolves. New requests scoped in hours.
End-user training & enablement
Onboarding new finance staff, refresher training on new features, and Q&A capacity for your controller, AP team, and operations finance partners.
Fractional finance-technology leadership
Roadmap ownership, vendor management, integration architecture, and quarterly executive reviews — strategy without a full-time finance-tech hire.
Transparent hourly pricing with bundled-services tiers.
Managed services are billed hourly against a prepaid 25-hour monthly block. Unused hours roll forward up to one quarter.
Hourly rates
Standard managed services rate
$275 / hr
Tier 1 bundled rate
10% reduction when Campbell & Company also provides $50,000+ of annual bookkeeping or advisory services.
$247.50 / hr
Tier 2 bundled rate
15% reduction when Campbell & Company also provides $100,000+ of annual bookkeeping + tax + advisory services.
$233.75 / hr
Onsite quarterly review (Florida)
Quarterly in-person reviews across Florida from Spring Hill, Trinity, and Inverness.
No travel premium
Billed in 25-hour increments. Engagements are scoped collaboratively during a sizing call so you only commit to the hours your project actually requires.
Bundled-services discount
When Campbell & Company also delivers your bookkeeping, tax planning, tax preparation, or accounting advisory services, your hourly technology rate steps down based on the size of the broader engagement.
- Tier 1 — Bookkeeping or advisory bundled$50,000+ annual services
- Tier 2 — Bookkeeping + tax + advisory bundled$100,000+ annual services
Bundled-services discounts are reviewed annually against the trailing 12 months of services delivered by Campbell & Company. Discount applies to Campbell Technology Advisors managed services hours only.
The voice behind the 5-step journey.
Randy walks healthcare finance teams through each step of the roadmap on the podcast and in person. Subscribe for short, practical episodes you can pass to your leadership team.
Randy Kardas, CPA, CGMA, CITP, MBA
Managing Partner, Campbell Technology Advisors
- CPA
- CGMA
- CITP
- MBA
Randy leads finance-system transformations for healthcare organizations across the country — pairing day-one accounting expertise with practical technology design. He built the 360° Technology Roadmap to give finance leaders a deliberate, step-by-step path from spreadsheet sprawl to a scalable platform.
Managed Services FAQ
The questions finance leaders ask before adding Campbell Technology Advisors as their outsourced Sage Intacct partner.
What does Managed Services & Support include?
Managed Services & Support covers everything that keeps Sage Intacct healthy after go-live: monthly system administration, user access reviews, dimension and chart-of-accounts hygiene, report and dashboard maintenance, integration monitoring (EMR, payroll, AP automation, banking), month-end close support, end-user training and Q&A, and quarterly optimization reviews with leadership. Engagements are scoped to your actual usage — most clients land between 10 and 40 hours per month.
How is this different from Sage support?
Sage support answers product-defect tickets. We answer "how do we close the month faster," "why does this report not tie to the GL," and "how do we add this new entity without breaking the consolidation." We act as your outsourced Sage Intacct administrator and finance-technology partner — the CPA-led team your controller calls before opening a Sage support case.
Do you offer fractional CFO or CIO-style leadership?
Yes. For organizations that need finance-technology strategy without a full-time hire, we provide fractional finance-technology leadership: roadmap ownership, vendor management, integration architecture, automation strategy, and quarterly executive reviews. Most fractional engagements run 8 to 20 hours per month with predictable monthly retainers.
What is the bundled-services discount?
Tier 1 (10% rate reduction): when Campbell & Company also provides $50,000+ per year of bookkeeping or accounting advisory services. Tier 2 (15% rate reduction): when Campbell & Company also provides $100,000+ per year of bookkeeping, tax planning, tax preparation, plus accounting advisory services. The discount applies to the technology hours billed by Campbell Technology Advisors and is reviewed annually based on the trailing 12 months of bundled services.
What is the minimum engagement?
Managed Services & Support engagements ship in 25-hour increments. There is no long-term contract — engagements renew quarterly. Most clients prepay a 25-hour block monthly and roll any unused hours forward up to one quarter. Pure project work (e.g., a one-time report build) does not require a managed services retainer.
Can you cover us when our internal Sage Intacct admin is out?
Yes. We frequently serve as the backup administrator for organizations whose primary Sage Intacct admin is on PTO, parental leave, or in transition. We hold scoped service credentials, follow your documented procedures, and step in during agreed coverage windows. This eliminates key-person risk on the system that runs your close.
How quickly do you respond to support requests?
Standard response is within one business day for routine requests and within four business hours for issues blocking month-end close, payroll, or AP runs. Critical production-down incidents receive same-business-day response. Response SLAs are documented in every managed services engagement letter so expectations are explicit.
Do you support clients outside Florida?
Yes. Managed Services are delivered virtually nationwide. Florida-based clients additionally benefit from in-person quarterly reviews and onsite training at no travel premium. Out-of-state clients receive the same delivery quality remotely with optional onsite visits scoped into the engagement.
Keep exploring
System Selection & Implementation
Sage Intacct implementation, QuickBooks Online to Sage Intacct migrations, and version upgrades.
Process Optimization & Automation
Power Automate, Power BI, Copilot Studio, AI agents, and SaaS APIs that extend Sage Intacct.
Technology ROI Calculator
Quantify the ongoing payback of managed services and finance-technology leadership.
Add a CPA-led Sage Intacct partner to your monthly close.
One 30-minute call. Bring your current pain points, your monthly close calendar, and the integrations you depend on. We will scope a managed services plan in hours.
CPA-led · Florida-based · No long-term contract · Quarterly review cycle.