Case Study: Consumer Directed Choices streamlines nonprofit accounting with Sage Intacct and JMT Consulting Group

Consumer Directed Choices cuts quarterly financial statement prep from 1 week to faster reporting with JMT Consulting Group

Consumer Directed Choices (CDChoices), a nonprofit that helps individuals become employers of their personal assistants, had outgrown its long-time use of QuickBooks. The system required extensive manual work in Excel for reporting and analysis, taking a full week each quarter to prepare financial statements. CDChoices partnered with vendor JMT Consulting to find a replacement and selected the Sage Intacct platform.

JMT Consulting implemented Sage Intacct, which provided CDChoices with the ability to report across different dimensions and resolve accounting errors without a hard close. The new system made complex tasks like salary accruals significantly simpler and gave the team the flexibility to build custom reports. While specific quantitative impacts were not yet available a year after going live, the customer was highly confident in the solution and also engaged JMT Consulting to implement an additional budgeting tool.

Consumer Directed Choices (CDChoices)