CEO Mark Hornbuckle started HB Next, a Safety & Environmental Compliance Services company, in 1999 using Quickbooks for their financial management. An unusual CEO, Mark, was also the one in control of the books and financial reporting. As his company grew, he moved to Quickbooks Enterprise edition, where they soon faced an inevitable crash of their system due to the volume of transactions processed.

“Intacct Is The Tool To Help Take A Company To The Next Level”

Their relationship with Steve Gross spawned a conversation in early 2015 that they needed a team and a tool to help take their company to the next level. Trusted CFO Solutions was the professional team they were looking for, and Sage Intacct was the tool they needed to elevate and grow their business.

After switching to Sage Intacct, they were able to dissect the coding for each of their business units, giving them the visibility to analyze every aspect of the business. While these better and more in-depth insights took time to learn, the benefits were tremendous. They no longer had to dump data from Quickbooks into spreadsheets to garner the insights they needed and only some of them at that. Now, they could set up and run the reports inside Sage Intacct.

“Sage Intacct Is The Tool To Help Take A Company To The Next Level”

HB Next was a complicated business with 5 lines of revenue sources. Able to transition this complicated and detailed business, Mark believes any company could be migrated to Sage Intacct. With TCFOS’s leadership in the transition process and monthly meetings, she and her team led the way in training and accountability, ensuring HB Next did not slip back into bad habits, as well as coaching them on maximizing the benefits of their new robust financial tracking and reporting engine, Sage Intacct.

Trusted CFO Solutions was on top of things servicing HB Next’s needs. It took some time for Mark to adapt to operating with a virtual team instead of having someone sitting next to him, but now he says there is no going back. Mark and his team recommend Trusted CFO Solutions and Sage Intacct to anyone who is outgrowing Quickbooks and needs to make a change.