Case Study

High-growth real estate firm boosts profitability by up to 20%, saves 40 hours a month

High-growth real estate firm boosts profitability by up to 20%, saves 40 hours a month

Pages 5 Pages

Bardell Venture Management replaced QuickBooks with Sage Intacct, implemented by Trout CPA, to handle multi-entity growth and eliminate heavy manual work. Automated reporting, integrated bill pay, and consolidated financials cut 40 hours of monthly manual tasks and reduced close time by half. Accounting efficiency rose 60 percent, while real-time visibility enabled smarter decisions that improved profitability by up to 20 percent. With clearer insights across six entities, leadership can analyze performance, manage cash flow, and guide expansion with confidence.

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