Sage Intacct: Marketing Firm Bookkeeping

For your marketing firm to be successful, you need a deep understanding of how the industry works. Your success depends on steady cash flow, timely tax consulting services, and marketing financial advisory services. It is also crucial for you to have access to reports that can compliment your financial planning. Sage Intacct is one of the only AICPA-preferred, cloud-based accounting platforms that offers flexible financial management solutions you can trust. It can integrate with various third-party platforms, such as SalesForce, to automate billing and core processes, cut monthly costs, and improve cash flow substantially.

Streamline Your Marketing Firm Bookkeeping and Reporting

Marketing firm bookkeeping involves dealing with multiple vendors and clients, each of which has unique needs. Sage Intacct can help you create order out of potentially chaotic accounting obligations and diverse reporting requirements through customizable templates. Its built-in reports seamlessly compile information transferred from graphs, charts, and balance sheets. With the platform, you can also configure calculations to set KPIs that are invaluable for your financial and strategic planning. The platform is extremely user-friendly so you should not have trouble transitioning to Sage's clean, uncluttered default dashboard, which you can customize as you see fit.

Set Realistic Business Goals With Marketing Firm CFO Advisory

Strategic planning is the backbone of any business. Sage Intacct provides tools that provide you with insightful guidance at every stage of your business life-cycle. Sage Intacct boasts that companies who switch to their platform get back as much as 250 percent of their investment. With Sage, you can formulate a range of scenarios by changing drivers and demonstrate realistic forecasts of your bottom line. This feature provides you with data-driven guidance to support more accurate short- and long-term planning.

Sage offers simplified project billing and cost management that can improve productivity and efficiency by up to 65 percent. Sage Intacct can transform the way you configure payables regardless of their complexity. It achieves this by shortening your invoice cycles to enable paybacks in less time. The system's cost-cutting measures reduce revenue leakage. Through Sage's real-time dashboards, you can view your updated accounts and provide accurate comparisons between:

  • Budgeted amounts and actual expenditures

  • Billed and unbilled expenses

  • Billable and unbillable hours

When it's time to pay your tax liabilities, you can trust our top-notch marketing firm tax planning professionals to use Sage Intacct to import all of your information, compile financial statements, and ensure that everything is completed and filed on time and error-free.

Encrypted Data And Secured Payments

Security is a top priority with regards to your financial information. Sage Intacct allows you to segregate your user controls and accounts. Its database system provides built-in security features that protect your sensitive data from hackers and help keep your network virus-free. Sage also processes credit card payments through PayPal, which gives you a secure gateway from a trusted provider. You can even segment access by role, project, group, or individual.

Here at Fusion CPA, we have over a decade worth of experience successfully working with marketing professionals and agencies of all sizes in Atlanta and beyond. Our services range from marketing firm tax planning to marketing firm CFO advisory and everything in between. One of the favorite tools of our professional team of marketing firm CPAs is Sage Intacct. We are trained to use the system to provide you with outstanding and affordable marketing firm accounting services. 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.