Case Study: Tulare Youth Service Bureau achieves real-time financial visibility and instant grant reporting with Sage Intacct

Grown-up accounting keeps focus on the mission

Tulare Youth Service Bureau is a California nonprofit that provides mental health services to children and families. When a new CFO inherited a partially implemented NetSuite system, the organization faced unclosed books, heavy reliance on spreadsheets, poor vendor support, and limited budget visibility—hindering grant tracking and daily decision-making.

They replaced NetSuite with Sage Intacct and engaged a local Sage partner for hands‑on support and training. The new system delivers real‑time dashboards and grant dimensions, cutting monthly grant reporting from days to seconds, improving budget transparency to maximize funding, streamlining workflows, and reducing manual busy work—helping staff retention and enabling faster, more informed decisions.

Tulare Youth Service Bureau

Nichol Ritchie

Chief Financial Officer