Sage Intacct: Field Service Company Accounting

Sage Intacct is an efficient accounting software for a wide range of industries, such as field service companies. As the owner of a filed service company, you have a lot of things to take care of and deal with. Among these responsibilities, financial management and accounting can sometimes be the most stressful things. Fortunately, Sage Intacct can provide ways to help make your field service firm accounting easier.

Sage is a cloud-based program that can help guide you by tracking sales and the effectiveness of your employees. Its cloud-based records also help reduce the chances of error, improving the reliability of your reports and information. Reviewing the financial reports from your Sage Intacct account can also help you determine ways to improve your company’s productivity. Our field service company accountants are adept in handling field service firm accounting and can help analyze this data.

Simplify Your Field Service Company Tax Planning

Sage Intacct’s automated tax calculations and tax reports can help simplify your field service company tax planning. With it, you no longer have to worry about missing your tax deadlines, which at the same time can protect you from hefty IRS fines. You know that one little mistake here could cost you in fines, among other things. You are going to want to work with a seasoned field service company CPA to not only help with record-keeping but also to help you assign better tax categories so that your invoice template can be modified more effectively each time.

As a field services company, you are likely liable for sales taxes. However, with over a hundred jurisdictions, each having different sales tax policies, accounting for sales taxes can be incredibly complicated. Fortunately, Sage Intacct integrates with Avatax sales and use tax software to automate this process for you.

Advanced Billing And Costing Features

As a field service company, there are times when you have to bid on projects. Because of this, knowing the average historical cost for each type of service you offer is vital for your business. Sage Intacct’s project costing system simplifies the gathering of historical data to help you provide bids that maximize your profitability

Due to advancements in billing technologies, more and more people are expecting to receive online invoices. Sage Intacct’s billing system allows you to bill your customers faster and more accurately. With it, you can send consolidated bills for multiple projects with multiple payment terms. The system also allows you to bill your clients automatically based on time, fixed fees, materials, and more. Sage also gives you the ability to customize invoices per client to match your customer’s specifications. It can also help simplify your record-keeping process, which, in turn, improves your field service company bookkeeping.

Our team of accountants is well-trained on the ins and outs of the program, allowing us to help you migrate your data from your old system to Sage Intacct. We can help you analyze your billing reports to make timely and relevant decisions. You can learn more about our services by clicking the button below to schedule a complimentary discovery call today!


This blog article is not intended to be the rendering of legal, accounting, tax advice or other professional services. Articles are based on current or proposed tax rules at the time they are written and older posts are not updated for tax rule changes. We expressly disclaim all liability in regard to actions taken or not taken based on the contents of this blog as well as the use or interpretation of this information. Information provided on this website is not all-inclusive and such information should not be relied upon as being all-inclusive.