Case Study: Optimum Employer Solutions achieves up to 50 hours/month in accounting time savings and 3x faster month-end closes with Sage Intacct

Optimum Employer Solutions optimizes its financial processes with Sage Intacct

Optimum Employer Solutions is a fast‑growing PEO serving small and mid‑sized clients in 47 states. As the company expanded, its entry‑level QuickBooks setup couldn’t handle multi‑entity consolidation, intercompany transactions, or client‑level profitability, forcing the small accounting team into time‑consuming Excel work, multiple logins, and slow, error‑prone month‑end processes.

Optimum implemented Sage Intacct in January 2020 to gain cloud‑based multi‑entity accounting, strong controls, and app interoperability. The move eliminated up to 50 hours of manual accounting per month, sped monthly close by 3x, delivered on‑demand dashboards and client/location profitability reporting, and enabled secure remote work — giving leadership faster insights and improving client service.

Optimum Employer Solutions

Jenafer Elin

Director of Finance