Chicago, 60601-5927, IL,
United States
Baker Tilly Advisory Group
Baker Tilly Advisory Group, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Baker Tilly Advisory Group collaboration with software players such as Sage, Oracle and empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
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A Jesus Church Family | Non Profit | 50 | $4M | United States | Sage | Sage Intacct | ERP Financial | 2016 |
A Jesus Church Family implemented Sage Intacct in 2016 as a cloud-based ERP Financial solution to support a rapidly growing multisite church operating three locations with two more planned, engaging Baker Tilly Advisory Group as the implementation partner. The 2016 deployment targeted accounting consolidation and operational scalability to provide finance and ministry leaders with centralized, web-accessible financial visibility.
The implementation configured Sage Intacct with a robust, multi-dimensional general ledger to accommodate a complex chart of accounts, enabling dimensional reporting by restricted funds, ministries, and locations. Core capabilities implemented included automated GL processes, budget structures, and role-tailored dashboards, aligning accounting workflows to parish finance requirements while reducing manual spreadsheet work.
Integrations were architected to allow finance staff to connect Sage Intacct to other systems via API or file imports, enabling data consolidation from site-level inputs and donor records. The cloud deployment provided anytime, browser-based access for finance personnel and church leadership, and delivered real-time reports and dashboards that supported average giving by location and other statistical reporting needs.
Governance changes centered on dimensional tagging and chart of accounts restructuring to enforce fund restrictions and ministry-level reporting, with Baker Tilly Advisory Group contributing church-specific implementation expertise and team support. Outcomes documented by the organization included increased visibility and scalability, faster access to information for mission-critical decisions, and time savings through streamlined processes and automation using Sage Intacct.
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Alaska Seaplanes | Transportation | 100 | $11M | United States | Sage | Sage Intacct | ERP Financial | 2020 |
In 2020 Alaska Seaplanes implemented Sage Intacct as its core accounting platform. The deployment established Sage Intacct in the ERP Financial role for the company, centralizing accounting and receivables functions for the Finance and Administration team based at the Juneau office. Baker Tilly Advisory Group served as the implementation and advisory partner for configuration and rollout.
Configuration emphasized accounts receivable workflows, customer account management, payment posting, and monthly reconciliations. Sage Intacct was configured to support customer statements, new account onboarding, NSF tracking, and role based access for the Accounts Receivable Specialist and Staff Accountant, with cross training documented to provide backup coverage for contract accounts.
Operational integrations included the company reservation system for reconciled invoice imports and Versapay for customer portal and on demand access, both explicitly referenced in AR process responsibilities. The implementation enabled automated posting of incoming payments and reconciliation of external booking imports into the AR ledger, aligning reservations and accounting records.
Governance and process changes centered on standardized monthly reconciliation between reservation records and Sage Intacct, an annual credit review workflow, and AR collections procedures including customer outreach for past due and NSF accounts. Baker Tilly Advisory Group provided implementation support, configuration guidance, and training to operationalize these workflows within the Finance and Administration team.
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Aly Energy Services | Oil, Gas and Chemicals | 50 | $12M | United States | Sage | Sage Intacct | ERP Financial | 2019 |
In 2017, Aly Energy Services, Inc. implemented Sage Intacct as its core ERP Financial application to centralize accounting and support job-centric billing workflows. The deployment positioned Sage Intacct to handle standard financial ledgers while introducing project oriented accounting for job level cost and revenue visibility.
Sage Intacct was configured to support general ledger, accounts payable, accounts receivable, and job costing workflows that align with field service operations. The implementation included configuration of job records and revenue recognition tied to job/field tickets, and it was used to handle and process job/field tickets using JobUTrax & Intacct to translate ticket data into invoice and cost transactions.
The integration between JobUTrax and Sage Intacct connected field ticketing with back office finance processes, enabling ticket level data to feed invoicing and job cost postings. Operational scope covered finance, operations, and field service teams, and governance centered on transaction level posting rules and invoice workflow controls to ensure consistent job accounting and financial reporting.
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Professional Services | 300 | $50M | United States | Sage | Sage Intacct | ERP Financial | 2022 |
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Non Profit | 500 | $50M | United States | Sage | Sage Intacct | ERP Financial | 2020 |
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Professional Services | 150 | $17M | United States | Sage | Sage Intacct | ERP Financial | 2024 |
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Non Profit | 150 | $41M | United States | Sage | Sage Intacct | ERP Financial | 2021 |
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Non Profit | 800 | $60M | United States | Sage | Sage Intacct | ERP Financial | 2023 |
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Automotive | 50 | $4M | United States | Sage | Sage Intacct | ERP Financial | 2024 |
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Education | 3682 | $593M | United States | Oracle | Oracle Cloud HCM | Core HR | 2020 |
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Buyer Intent: Companies Evaluating Baker Tilly Advisory Group Services
- SS&c Technologies Holdings, a United States based Professional Services organization with 8287 Employees
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
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| SS&c Technologies Holdings | Professional Services | 8287 | $2.0B | United States | 2025-04-01 |