Multi-entity structure
Entity and dimension design for firms running several entities.
Finance systems that meet the standards your firm advises others to follow.
Advisory and CPA firms run multiple entities and expect their own books to reflect the discipline they recommend. We design finance systems, led by CPAs, that deliver multi-entity handling, client profitability, and clean reporting in Sage Intacct.
- Multi-entityfirm structure
- Clientprofitability
- Partnerreporting
- CPA-gradecontrols
Serving advisory and CPA firms across
Spring Hill, FLOdessa, FLInverness, FLGreater Tampa BayHernando, Pasco & Citrus CountiesOrlando & South FloridaVirtual nationwide
Why advisory firms hold their own finance to a higher bar
A firm that advises clients on finance systems should run one that reflects that discipline. Advisory and CPA firms often operate several entities and want client and practice profitability, clean consolidation, and controls that would pass their own review. Basic accounting software rarely meets that standard.
We design multi-entity structures, client and service-line reporting, and controls that hold up to a finance professional's scrutiny. See fractional finance systems advisory if you want ongoing support.
What advisory firm finance gains
Client profitability
See which clients and engagements actually drive firm margin.
Partner reporting
Partner and practice-level views from one source of truth.
Shared-cost allocation
Allocate shared firm costs across practices on a documented basis.
CPA-grade controls
Controls and an audit trail that would pass the firm’s own review.
Leadership dashboards
Dashboards for partners and firm leadership.
Get a $5,000 credit when you purchase Sage Intacct through Campbell Technology Advisors.
Get the $5,000 Sage Intacct CreditAdvisory Firm Finance FAQ
What do advisory and CPA firms need from a finance system?
Multi-entity handling, client and service-line profitability, and clean internal reporting that meets the standards the firm advises others to follow. Advisory firms often run several entities and want their own books to reflect the discipline they recommend. Sage Intacct provides the dimensional structure for that.
Can you support a firm with multiple entities and partners?
Yes. We design entity and dimension structures for multi-entity firms and partner reporting, with consolidation and clean allocation of shared costs. Partner-level and practice-level views come from one source.
Do you work with firms that also resell or advise on Sage Intacct?
We collaborate with advisory firms and can support their internal Sage Intacct build or client engagements. Our own CPA-led approach is designed to hold up to a finance professional’s scrutiny.
Run your firm on the discipline you advise
Bring your entities and reporting standards. We will design finance systems that meet them.
CPA-led finance systems. Official Sage Intacct partner, reseller, and VAR.