Case Study: Professional Driven Solutions achieves 50% staff reduction and major time savings with Sage Intacct

Sage Intacct propels smarter working for Professional Driven Solutions

Professional Driven Solutions (PDS) is a boutique bookkeeping and accountancy firm in Oklahoma that manages finances for 19 related companies with over $60M in assets. The firm was hampered by Sage 50 on a hosted server, heavy paper-based payables, cumbersome remote access, and time-consuming, spreadsheet-driven multi-entity allocations that slowed month-end close and required extra staffing.

PDS migrated to cloud-based Sage Intacct with help from a Sage partner, implementing Dynamic Allocations, electronic billing and approval workflows, dashboards, and planning tools. The move eliminated hosting fees, cut headcount by 50% (allocations automation saved one FTE), saved about 10 hours a month on payables, delivered real-time financial visibility, and gave the CEO improved work/life balance.

Professional Driven Solutions

Debi Hood

Chief Executive Officer