Case Study: Nextep, Inc. achieves scalable multi-entity financial visibility and saves 500 hours annually with Sage Intacct

Nextep makes its working life easier with Sage Intacct

Nextep is an IRS‑certified Professional Employer Organization (PEO) that grew from a one‑person office to 100+ employees across eight legal entities and 21 departments. Its legacy on‑premises accounting system made multi‑entity bookkeeping slow and error‑prone—requiring frequent logins, duplicate journal entries, separate vendor lists, and heavy Excel-based consolidations—which threatened the company’s ability to scale.

Working with partner AcctTwo, Nextep implemented cloud-based Sage Intacct in seven weeks to consolidate multi‑entity financials, push invoice data from PrismHR, and integrate with Adaptive Insights. The new system provides real‑time dashboards and drill‑down reporting, saved more than 500 hours of manual work annually, improved productivity about 25%, supported 23% growth without adding finance headcount, and paid for itself in under four months while simplifying compliance reporting.

Nextep, Inc.

Ronda Rogers

Controller