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How We Help · System Selection & Implementation

We rebuild around the outcomes leadership wants.

CPA-led Florida team. We design the future-state finance operation first, then deploy Sage Intacct as the platform that delivers it.

QuickBooks Online migrations, multi-entity rollouts, version upgrades — onsite across Florida, virtually nationwide.

  • 10–20 wksTypical timeline
  • $250/hr2026 promo rate
  • 3Florida offices
  • 50 statesVirtual delivery
Implementing across
Spring Hill, FLOdessa, FLInverness, FLGreater Tampa BayHernando, Pasco & Citrus CountiesOrlando & South FloridaVirtual nationwide
The Freedoms We Deliver

Outcomes — not just a go-live date.

We measure the implementation by the freedoms it creates for your finance team, not the number of tickets we close.

Freedom from the spreadsheet close

Replace month-end spreadsheet sprawl with dimensional reporting, automated allocations, and a close calendar your team can finish on time.

Freedom from the QuickBooks ceiling

Multi-entity consolidations, intercompany activity, and dimensional reporting that QuickBooks Online cannot do — without manual workarounds.

Freedom from blind decision-making

Provider, location, service-line, and entity-level P&Ls available on demand. Leadership gets answers in minutes, not weeks.

Freedom from disconnected systems

EMR, payroll, AP automation, banking, and CRM connected to Sage Intacct so finance stops rebuilding the truth every month.

Freedom from audit anxiety

Documented chart of accounts, controlled access, audit trails, and migration documentation auditors actually want to read.

Freedom to grow

Add entities, locations, providers, and acquisitions without duct-taping the back office together each time.

Project Management Process

Five phases. One owner. Zero ambiguity about who delivers what.

Every implementation follows the same disciplined process — scaled up or down to fit the engagement.

  1. Discover

    Current-state assessment of finance, operations, and systems. Document pain points, reporting gaps, integration needs, entity structure, and growth plans.

  2. Design

    Future-state architecture for chart of accounts, dimensions, entity hierarchy, integrations, reporting library, and close calendar. Signed-off blueprint.

  3. Decide

    Vendor selection (when needed), licensing scope, statement of work, and implementation plan with a week-by-week timeline and milestone gate reviews.

  4. Deliver

    Sage Intacct configuration, dimension setup, data migration, integration build (EMR, payroll, AP automation, banking), report design, training, and parallel-run validation.

  5. Guide

    Go-live support, first-close shadowing, stabilization, and a structured handoff to ongoing Managed Services & Support or to your internal team.

Partner Selection

How to choose a Sage Intacct partner — and why we fit Florida finance teams.

Sage Intacct partners differ in three ways. Use this rubric to evaluate every firm you talk to — including ours.

Industry specialization

Sage Intacct partners specialize by industry. We focus on healthcare, physician-owned practices, MSOs, and multi-entity service organizations. Choose a partner whose reference clients look like yours.

Territory & onsite reach

Many partners are defined to specific territories. Headquartered in Florida with offices in Spring Hill, Trinity (Odessa), and Inverness, we cover Tampa Bay, Hernando, Pasco, Citrus, Orlando, and South Florida — and deliver virtually nationwide.

Remote-first, onsite when it matters

Implementations under approximately $50,000 in annual subscription typically run fully remote — complexity does not justify travel cost. Onsite hands-on training is available for larger rollouts and Florida-local clients at no travel premium.

Engagement & Pricing

Transparent hourly pricing — no surprises after the kickoff.

Implementation services are billed hourly in 25-hour increments so you only commit to the hours your project actually needs.

Hourly rates

Standard implementation rate
$275 / hr
Sage Intacct implementation (2026 promotional rate)
Limited-time promotional rate on Sage Intacct implementation hours through 2026.
$250 / hr
Onsite hands-on training (Florida)
Florida-local onsite delivery from Spring Hill, Trinity, and Inverness offices.
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

Tiered discounts apply when Campbell & Company also delivers your bookkeeping, tax planning, tax preparation, or accounting advisory services. Final rates depend on the staff assigned to your engagement.

Meet your advisor

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

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.

Frequently Asked

Sage Intacct implementation FAQ

Plain-language answers to the questions Florida finance teams ask before they engage a Sage Intacct partner.

How long does a Sage Intacct implementation take?

Most Sage Intacct implementations run 10 to 20 weeks from kickoff to go-live, depending on entity count, dimension complexity, integrations (EMR, payroll, AP automation, banking), and how clean the source data is. A single-entity QuickBooks Online to Sage Intacct migration with standard reporting can land closer to 8 weeks. A multi-entity healthcare group with EMR integrations and dimensional reporting is typically 16 to 20 weeks. We share a detailed week-by-week plan after the discovery phase so leadership knows exactly when each phase finishes.

Can you migrate us from QuickBooks Online to Sage Intacct?

Yes — QuickBooks Online to Sage Intacct migrations are one of the most common engagements we run. The work spans chart of accounts redesign for dimensional reporting, vendor and customer master data cleanup, opening balance migration with audit trail, AP/AR conversion, recurring transaction setup, sales tax configuration, integrations to your bank and AP automation tools, and parallel-run validation before cutover. We also retain read-only access to your historical QuickBooks file so prior-year audit support is never disrupted.

How do you choose the right Sage Intacct partner?

Sage Intacct partners typically differ on three dimensions: industry specialization (healthcare, construction, nonprofit, SaaS, professional services), geographic territory (some firms only serve specific states or regions), and delivery model (remote-first vs. onsite-heavy). The right partner is the one whose specialization matches your industry, whose territory covers your operations, and whose delivery model fits your team. Campbell Technology Advisors specializes in healthcare and physician-owned organizations, is headquartered in Florida with offices in Spring Hill, Odessa (Trinity), and Inverness, and delivers both fully remote and onsite engagements depending on the size and complexity of the implementation.

Do we need an onsite implementation partner in Florida?

Not necessarily. For Sage Intacct implementations where annual subscription spend is under approximately $50,000, the implementation complexity rarely justifies the cost of onsite delivery — the entire project can be completed remotely with video sessions, shared screens, and recorded training. For larger multi-entity rollouts, healthcare groups with EMR integrations, or organizations that simply want hands-on training in the room, onsite delivery adds meaningful value. Because we are based in Florida, we can be onsite across the state quickly without travel premiums that out-of-state partners would charge.

When does onsite training make sense versus fully remote implementation?

Onsite training pays off when (1) your finance team has limited prior experience with cloud ERP, (2) leadership wants hands-on adoption support during the first close, (3) the implementation spans multiple entities or locations that benefit from in-person workshops, or (4) you are layering in process changes (AP automation, allocations, dimensional reporting) that change daily workflow. Otherwise, fully remote delivery preserves more of your budget for configuration, integrations, and reporting design. We help you decide during scoping so you do not over- or under-invest in onsite hours.

What does a Sage Intacct upgrade or optimization engagement look like?

If you are already live on Sage Intacct but the implementation never reached its full potential — generic chart of accounts, no dimensions, no integrations, manual close — we run a focused optimization engagement. It begins with a current-state audit, then prioritizes the changes that drive the largest reporting and close-time improvement: dimension redesign, integration buildout (AP automation, payroll, EMR), recurring journal automation, dashboard and report library refresh, and finance team retraining. Upgrade engagements typically run 6 to 12 weeks.

How much does a Sage Intacct implementation cost?

Implementation services are billed hourly. Our standard rate is $275 per hour, and we are currently offering a 2026 promotional rate of $250 per hour on Sage Intacct implementation hours. Total implementation cost typically lands between $25,000 and $90,000 depending on entity count, integrations, data migration scope, and training depth. Software licensing is separate and billed by Sage directly. We provide a scoped estimate in 25-hour increments after a discovery call so you only commit to the hours your project actually needs.

Do you serve clients outside Florida?

Yes. Our remote-first delivery model means we implement Sage Intacct for clients across the United States. Florida-based clients benefit from local onsite presence at no travel premium; out-of-state clients receive the same delivery quality remotely with optional onsite visits priced into the project plan. We are commonly engaged by multi-state physician groups, MSOs, and finance teams that want a Florida partner without geographic constraints.

How do you handle data migration and historical balances?

We migrate beginning balances, open AP/AR, customer and vendor masters, employees and dimensions, and recurring transactions into Sage Intacct. We do not load every line of historical detail — that data stays accessible in your prior system (QuickBooks, NetSuite, Dynamics) for audit and reference. The cutover plan includes a parallel-run period, reconciliation of opening balances to the trial balance of record, and a documented audit trail of every migrated record so your accountants and auditors can trace each balance back to source.

What happens after go-live?

Most implementations include a 4 to 8 week stabilization window after cutover where we stay engaged to support the first month-end close, refine reports, address user questions, and close out punch-list items. After stabilization, ongoing optimization rolls into our Managed Services & Support practice — month-end close acceleration, dimensional reporting refinement, integration health monitoring, and finance team training on retainer.

Related

Ready to scope your Sage Intacct implementation?

Bring your current systems, your reporting goals, and a rough timeline. We will scope the engagement in hours and walk you through exactly what each phase delivers.

Florida-based · Sage Intacct partner · CPA-led · Onsite & virtual nationwide.

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