CPA-led design
Chart of accounts, dimensions, and reporting designed by people who close books and read them at the board table.
An official Sage Intacct partner for finance teams that need more than software installed.
Campbell Technology Advisors is an official Sage Intacct partner. We license Sage Intacct and we implement it, led by CPAs who have worked inside real accounting departments, so the system is designed around your close, reporting, approvals, and allocations.
- OfficialSage Intacct partner
- CPA-ledFinance-first design
- $5,000Credit through CTA
- HealthcareSpecialization
An official Sage Intacct partner serving finance teams across
Spring Hill, FLOdessa, FLInverness, FLGreater Tampa BayHernando, Pasco & Citrus CountiesOrlando & South FloridaVirtual nationwide
What does it mean to work with an official Sage Intacct partner?
An official Sage Intacct partner can license, implement, and support Sage Intacct. That is the baseline. What separates a strong partner is what they do with that authority: how they design your dimensions, how they structure reporting, whether they understand your close and your allocations, and whether they are still there when the first month-end runs.
Campbell Technology Advisors is CPA-led. The people who design your system have sat in the controller and CFO seats. That is why partner selection matters more than the software. Two teams can buy the same license and get very different results. The partner is the variable.
What a Sage Intacct partner should actually do
Licensing is the start, not the service. Here is the work that determines whether the implementation succeeds.
- Design the chart of accounts and dimension structure around your reporting needs
- Plan and execute data migration, and decide what should not migrate
- Build financial statements, board packages, and role-based dashboards
- Design approval workflows for AP, purchasing, and journals with real controls
- Configure allocations so they run in the system, not a hidden spreadsheet
- Connect integrations for EMR/EHR, payroll, AP automation, CRM, and reporting
- Train the finance team on the workflows they will actually use
- Support the first closes after go-live, when the real questions appear
Why a finance-led partner produces a different result
A generic implementer configures the software. A finance-led partner designs the finance operation the software supports.
Process before configuration
We design the close, approvals, and allocations first. Configuration follows the process, not the other way around.
Healthcare and multi-entity depth
Reporting by entity, location, provider, and service line, plus EMR integration and provider profitability.
Reporting that holds up
Every number traceable to the journal entry, so leadership trusts the report and the audit is not a marathon.
Integration with control
Integrations built for traceability and better reporting, not just moving data faster between systems.
Support after go-live
We stay through the first closes and beyond, because that is when finance teams learn what they actually need.
What CTA delivers as your Sage Intacct partner
Licensing
Sage Intacct licensing as an official partner, reseller, and VAR, with the $5,000 CTA credit on qualifying purchases.
Implementation
Finance-process-first implementation: dimensions, migration, reporting, integrations, testing, training, and go-live.
Consulting and optimization
Reporting cleanup, dimension redesign, workflow optimization, and post-go-live rescue when a prior build fell short.
Multi-entity and consolidation
Shared dimensions, inter-entity handling, and consolidated plus entity-level reporting without spreadsheet merges.
Get a $5,000 credit when you purchase Sage Intacct through Campbell Technology Advisors.
Get the $5,000 Sage Intacct CreditSage Intacct Partner FAQ
What does an official Sage Intacct partner do?
An official Sage Intacct partner can license, implement, and support Sage Intacct. A good partner does more than resell the software: they design the chart of accounts and dimensions, migrate your data, build reporting and dashboards, connect integrations, train the team, and support you after go-live. Campbell Technology Advisors does all of this, led by CPAs.
Why does partner selection matter more than the software?
Two organizations can buy the same Sage Intacct license and get very different results. The difference is the partner: how they design dimensions, how they structure reporting, whether they understand your close and your allocations, and whether they stay after go-live. Better software does not fix bad process design. The partner is what turns the license into reporting leadership can use.
What questions should we ask before choosing a Sage Intacct partner?
Ask who designs your chart of accounts and dimensions, and what their finance background is. Ask how they handle data migration and what does not migrate. Ask how reporting and dashboards get built. Ask what happens after go-live and who supports the first closes. Ask about experience in your industry. The answers separate a configurator from a finance-process-first partner.
Do you specialize in any industries?
Healthcare finance is a core specialization: physician groups, MSOs, orthopedic practices, and multi-location healthcare organizations. We support reporting by entity, location, provider, department, and service line, EMR/EHR integration, provider profitability, and physician compensation automation. We also serve professional services, nonprofits, and multi-entity businesses.
Is there a purchase incentive for working with CTA?
Yes. You can get a $5,000 credit when you purchase Sage Intacct through Campbell Technology Advisors. It is a CTA-provided credit tied to a qualifying purchase and implementation. See the Sage Intacct Discounts and Promos page for who qualifies and current terms.
Talk through your Sage Intacct partner decision
Bring your close, your entities, and your reporting problems. We will tell you honestly whether Sage Intacct and CTA are the right fit.
Official Sage Intacct partner, reseller, and VAR. CPA-led.