Case Study: Bardell Venture Management achieves up to 20% higher profitability and saves 40 hours a month with Sage Intacct

High-Growth Real Estate Firm Boosts Profitability by up to 20%, Saves 40 Hours a Month

Bardell Venture Management is a fast‑growing, diversified real estate firm that operates a Realty ONE Group brokerage, sells regional franchises across the Mid‑Atlantic, and runs a title agency. Rapid expansion exposed the limits of entry‑level QuickBooks: multi‑entity reporting, cash‑flow management, and manual data consolidation in Excel became time‑consuming and error‑prone, and their prior CPA lacked the expertise to modernize financial processes.

The company implemented Sage Intacct with advisory and implementation support from SIAP partner Trout CPA, plus integrations like Bill.com, to automate accounting and reporting. The result: about 40 fewer manual work hours per month, a 50% faster monthly close (from ~13 to 5–7 days), a 60% improvement in accounting efficiency, and a 15–20% profitability increase driven by timely analytic insights.