Case Study: Tel Hai Retirement Community achieves greater financial visibility and faster month‑end close with Cargas

Planning For The Future With Tel Hai and Intacct Cloud Accounting

Tel Hai Retirement Community, a nationally accredited non-profit life plan community in Honey Brook, PA with about 500 employees and 850+ residents, faced a finance systems challenge when it adopted a new EHR. The EHR’s out‑of‑the‑box accounting tools lacked flexibility for fixed assets, accounts payable, and general ledger reporting, so Tel Hai engaged Cargas to evaluate options and implement Intacct Cloud Accounting as the new solution.

Cargas implemented Intacct, redesigned accounting codes to align with the EHR and payroll, and provided training and ongoing support. As a result, AR and payroll data now flow into a single cloud platform, directors and executives can run and drill into their own financial reports, month‑end close time has decreased, manual fixed‑asset re‑entry was eliminated, and routine tasks (duplication of entries, bank reconciliations, journal entries) are faster—delivering measurable time savings and greater visibility into Tel Hai’s financial performance with continued support from Cargas.

Tel Hai Retirement Community

Sue Verdegem

Senior Executive Vice President of Finance and Administration