Baker Tilly Reviews & Provider Details

Baker Tilly Product Details

Earning Sage Intacct’s Partner of the Year for the 11th consecutive year is a testament to Baker Tilly's unwavering commitment to helping their customers revolutionize their businesses. One trusted partner, 5 key benefits: - Simplified and quick buying process - 2000+ successful Sage Intacct implementations - Award-winning Customer Success and Support teams with an NPS of 85 - Industries strongest development team creating last mile solutions - Backed by the strength and depth of Baker Tilly, a top 10 leading advisory, tax and assurance firm Drive your organization forward with Baker Tilly’s cloud-based financial solutions. Designed for speed, flexibility and scalability, our solutions streamline accounting processes so you can focus on strategy. We specialize in working with growing businesses, ensuring tailored solutions for substantial growth. With over 2,000+ successful implementations and an impressive NPS of 85, we deliver exceptional customer experiences. Our innovative enhancements, integrations and analytics built within Sage Intacct empower your organization to achieve sustainable growth. Baker Tilly’s world-class implementation and support help you maximize your investment and drive your business forward.

Provider Website

Seller

Baker Tilly

Discussions

Baker Tilly Community

Languages Supported

English, Spanish

Services Offered

Sage Intacct Reseller, Simplified Buying Process, Efficient Implementations, Unlimited Support , Customized Solutions

Locations Serviced

Canada, United Kingdom, United States

Provider Description

Baker Tilly is known for its industry-leading client satisfaction, differentiated product mastery and unparalleled practice growth within the Sage Intacct community. An experienced provider of cloud financial automation and management solutions, Baker Tilly has a global client presence across a variety of industry segments including technology, faith-based/not-for-profit and home services. In October 2021, Baker Tilly acquired AcctTwo, thus reviews about both organizations have been merged into this page.

Overview by

Dana Pontecorvo

Baker Tilly Media

Review your financial dashboards at a glance to enhance data-driven decision-making with insights into financial and operational data.

Baker Tilly Demo - Dashboard at a glance

Customized dashboard delivers multidimensional reporting that gives you the confidence to lead your organization to the next level.

Kelly Benton, Church of the Highlands, talks about why her organization chose to work with Baker Tilly and how Sage Intacct reduced time spent on manual processes by understanding their organization, challenges and goals.

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The Metropolitan Library System has digitized paper-based processes and reduced labor-intensive tasks. John Rahhal, Metropolitan Library System, shares how Sage Intacct has helped increase efficiencies and reduce error-prone processes.

Learn how Millennium Physicians benefited from utilizing dashboards and automating accounts payable with Sage Intacct.

Official Downloads

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Life After QuickBooks: Why it’s time to switch to Sage Intacct from QuickBooks

The 2024 B2B SaaS performance metrics benchmark report

How Measuring the Right KPIs for Not-For-Profits Increases Donations

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SR

Shauna R.

Mid-Market (51-1000 emp.)

8/13/2025

"Subject Matter Experts in Sage Intacct Implementation- Used them twice"

5/5

What do you like best about Baker Tilly?

One of the most valuable aspects of their support was their ability to deeply understand the complexities of our grant compliance requirements. This level of insight was critical, as our funding sources come with intricate reporting obligations and regulatory standards. Baker Tilly’s familiarity with these nuances allowed them to tailor their guidance to our specific needs, ensuring we remained compliant while optimizing our internal processes.

They also recommended and helped implement a third-party software solution that better aligned with our grant management and accounting needs. This tool, which integrates seamlessly with our new accounting system, has significantly improved our ability to track, report, and manage grant-related expenditures. Their knowledge of both the software and our operational challenges enabled them to configure the system in a way that truly works for us.

They listened, understood our workflows, and customized the set up. Review collected by and hosted on G2.com.

What do you dislike about Baker Tilly?

Our experience with them was overwhelmingly positive so much so that I advocated for their involvement at my current organization. I had previously worked with them at another employer, where they successfully implemented a new accounting system. Their team demonstrated a deep understanding of nonprofit financial structures and regulatory requirements.

When I transitioned to a new organization, the CPA firm initially engaged for our system implementation fell short of expectations. Their approach lacked the strategic insight and adaptability we needed, especially given the complexity of our grant funding and compliance obligations. The contrast between that experience and my prior engagement with Baker Tilly was night and day.

Recognizing the gap, I recommended to our board that we bring in Baker Tilly. Their team quickly proved their value again, not only by understanding our unique challenges but by recommending a third-party software solution that integrated seamlessly with our accounting system. They also ensured our AP and credit card platforms worked beautifully within the new framework, streamlining processes and improving accuracy.

What stood out most was their ability to adapt the system to our specific needs rather than forcing a generic solution. Their collaborative approach, technical expertise, and commitment to empowering our staff made a significant impact. It reaffirmed why I trusted them in the first place and why I continue to view them as a strategic partner. Review collected by and hosted on G2.com.

Recommendations to others considering Baker Tilly:

Before working with Baker Tilly, we spent three difficult months with another CPA firm attempting to implement our accounting system. Unfortunately, the process was riddled with errors—especially during training sessions—which led to significant setbacks. Ultimately, we had to start over and wipe out all the work that had been done, costing us valuable time and resources.

In contrast, Baker Tilly brought a level of organization, communication, and professionalism that made a world of difference. From the beginning, they took the time to listen and understand our specific needs, adapting their approach at every step to ensure alignment with our goals. Their structured methodology and clear communication kept the project on track and gave our team confidence throughout the implementation.

Baker Tilly’s ability to deliver a tailored solution while maintaining transparency and responsiveness made them an invaluable partner. Review collected by and hosted on G2.com.

What problems is Baker Tilly solving and how is that benefiting you?

They guided us through the successful implementation of a new accounting system, which significantly enhanced our financial reporting capabilities and operational efficiency. Their team provided strategic insight throughout the process from system selection and configuration to integration with our existing workflows.

In addition to the technical support, Baker Tilly was instrumental in educating our internal team. They developed tailored training sessions that empowered our staff to confidently navigate the new system, ensuring a smooth transition and long-term sustainability. Their collaborative approach and deep expertise helped us build internal capacity while modernizing our financial infrastructure.

They introduced us to another system that handled our AP and credit cards beautifully. This integration has streamlined our expense management and payment workflows, reduced manual entry, and improved data consistency across platforms. Review collected by and hosted on G2.com.

RP

Robert P.

Mid-Market (51-1000 emp.)

9/5/2025

"Did a fantastic job helping us get SaaS Intelligence up and running"

4.5/5

What do you like best about Baker Tilly?

I felt that our consultant was part of our team and actively engaged to help us be as successful as possible. She was a tremendous source of knowledge and help - but also in letting us do as much as we could so that we gained the knowledge for ourselves. Review collected by and hosted on G2.com.

What do you dislike about Baker Tilly?

Can't really think of any downside - was a great experience. Review collected by and hosted on G2.com.

Recommendations to others considering Baker Tilly:

Be willing to put in the work and they will help you be successful. Review collected by and hosted on G2.com.

What problems is Baker Tilly solving and how is that benefiting you?

Needed to get Saas Intellingence for Sage Intacct up and running and to have our data vetted and understood so that we could being to share with management across the company. We had to do this manually and it produced very mixed results over the last couple of years and we needed to have confidence in the data. Review collected by and hosted on G2.com.

JT

James T.

Mid-Market (51-1000 emp.)

8/22/2025

"First Class Experience using Baker Tilly"

4.5/5

What do you like best about Baker Tilly?

The most helpful things about Baker Tilly are their communication style, system expertise, ability to have someone step in if project lead is out, and fair upfront pricing Review collected by and hosted on G2.com.

What do you dislike about Baker Tilly?

We were not able to find any downsides to using Baker Tilly Review collected by and hosted on G2.com.

Recommendations to others considering Baker Tilly:

Baker Tilly is the real deal! They clearly articulate the implementation timeline and put you on a path to success. Baker Tilly also has a vast network of clients they have assisted so should a problem arise, chances are they have solved it before! Review collected by and hosted on G2.com.

What problems is Baker Tilly solving and how is that benefiting you?

Baker Tilly has helped us by doing an ERP software implementation from Microsoft Dynamics Solomon to Sage Intacct. Review collected by and hosted on G2.com.

TH

Thu H.

Enterprise (> 1000 emp.)

7/24/2025

"Change Management Director"

5/5

What do you like best about Baker Tilly?

The team, Holly Vaughan and Stephen Snyder, a true A team. They are an absolute pleasant to work with and a top-notch professional. Review collected by and hosted on G2.com.

What do you dislike about Baker Tilly?

Not so much a "dislike" but more of a feedback. This feedback is more specific to our company phase rolled out approach for our eight companies. Since we phased out the go-live date for our eight companies, we've like to have virtual "refresher" training two weeks before go-live. Review collected by and hosted on G2.com.

Recommendations to others considering Baker Tilly:

Highly recommend having Baker Tilly on the implementation team, it will be money well spent and ensuring the project will be on track for go-live. Review collected by and hosted on G2.com.

What problems is Baker Tilly solving and how is that benefiting you?

Baker Tilly led the Sage implementation along our Service Titan implementation Review collected by and hosted on G2.com.

GN

Verified User in Non-Profit Organization Management

Mid-Market (51-1000 emp.)

9/2/2025

"Positive Experience - Baker Tilly provided excellent support"

5/5

What do you like best about Baker Tilly?

Their expertise and most kind and patient team! Review collected by and hosted on G2.com.

What do you dislike about Baker Tilly?

No down side - they exceeded expectations! Review collected by and hosted on G2.com.

Recommendations to others considering Baker Tilly:

Baker Tilly is highly recommended as they are skilled and knowledgeable in areas most would take decades to learn. They offer resources and planning that has proven to lighten the end users load and allow for a reasonable timeline with constant communication. I highly suggest considering their services, their help allows for continued productivity and eliminates excess staff resources. Review collected by and hosted on G2.com.

What problems is Baker Tilly solving and how is that benefiting you?

Baker Tilly provided just what SCG needed to have a clean and successful software Implementation. The benefits are numerous as Baker Tilly's expertise particularly in SCG's unique situation has proven the be a great investment and an answer to many prayers! Review collected by and hosted on G2.com.

BV

Brian V.

Mid-Market (51-1000 emp.)

6/23/2025

"Sage Intacct migration for acquired company."

4.5/5

What do you like best about Baker Tilly?

Their deep understanding of the tool (Intacct) Review collected by and hosted on G2.com.

What do you dislike about Baker Tilly?

They may not know everything about your environment. And it may take a lot of time (and trial-and-error) for them to fully understand how your team is using Sage Intacct for specific workflows. Review collected by and hosted on G2.com.

Recommendations to others considering Baker Tilly:

Make sure you over-explain everything and don't hesitate to ask questions - BT consultants are Intacct experts, but you can't assume they know everything about your background, knowledge, and current "ways of working" in Intacct. Review collected by and hosted on G2.com.

What problems is Baker Tilly solving and how is that benefiting you?

Baker Tilly was helping us migrate an acquired company to our current Sage Intacct instance. It is benefiting my team by allowing us to have all financial reporting consolidated in one place. Review collected by and hosted on G2.com.

MR

Megan R.

Interim Corporate Controller

Mid-Market (51-1000 emp.)

4/8/2025

"Agile and responsive implementation partners"

5/5

What do you like best about Baker Tilly?

They understand the perspective of the accounting team, because they've been there before. Review collected by and hosted on G2.com.

What do you dislike about Baker Tilly?

Each implementation lead is different, of course, but sometimes the difference in experience means they don't know the easiest fix. Review collected by and hosted on G2.com.

Recommendations to others considering Baker Tilly:

I would definitely go with Baker Tilly, they're true partners with competitive pricing. Review collected by and hosted on G2.com.

What problems is Baker Tilly solving and how is that benefiting you?

We decided to transition from Sage 100 to Sage Intacct in January 2024 with a go-live date of November 2024. We didn't actually get all our ducks in a row until October, but Baker Tilly worked with us to go live effective Feb 2025. It was definitely a whirlwind experience configuring and implementing a new accounting systems in less than 4 months, but Baker Tilly worked with us to make it happen. Once we went live, they handled the transition to a new Controller really well and deftly responded to our ever-changing priorities. Review collected by and hosted on G2.com.

FO

Fred O.

Head of Finance

Mid-Market (51-1000 emp.)

3/7/2025

"Sage Intacct implementation - SaaS Intelligence"

5/5

What do you like best about Baker Tilly?

Their focus on the customers needs and how they can best serve those needs was prevalent in all interactions. Our implementation consultant was knowledgeable, resourceful, diligent, patient, and respectful of everything we were trying to do. Even if we had to take a few steps backwards for corrections, the Baker Tilly team's make sure we completed the project and met all of our project needs. Review collected by and hosted on G2.com.

What do you dislike about Baker Tilly?

No negative to report - our consultant impressed us throughout our entire journey. Review collected by and hosted on G2.com.

Recommendations to others considering Baker Tilly:

The implementation project and our consultant were extremely knowledgeable and supportive. Reach out and speak with a Baker Tilly representative to see where they can help you navigate the best solution for your needs Review collected by and hosted on G2.com.

What problems is Baker Tilly solving and how is that benefiting you?

Baker Tilly performed our implement of the SaaS Intelligence product. The SaaS Intelligence product replace a very manual system/process and streamlined efficiencies for our team. Review collected by and hosted on G2.com.

MM

Matthew M.

Partner

Small-Business (50 or fewer emp.)

1/29/2025

"Excellent implementation of Sage Intacct in a not-for-profit"

5/5

What do you like best about Baker Tilly?

Very organized, responsive and strong communications of next steps to keep our plan on track. Also very creative on the reporting aspects of using the software once it was implemented. Review collected by and hosted on G2.com.

What do you dislike about Baker Tilly?

Nothing significant and a small comment but it would have been helpful for the representative to remind us as we were creating a new chart of accounts to also consider the account groupings that would also be a part of that design exercise. Review collected by and hosted on G2.com.

Recommendations to others considering Baker Tilly:

For a not-for-profit and church context which was our use case, I believe Baker Tilley has excellent credentials in the implementation of Sage Intacct and some unique offerings of their own to add to Sage Intacct such as Ministry Intelligence. Review collected by and hosted on G2.com.

What problems is Baker Tilly solving and how is that benefiting you?

Our church had experienced rapid growth and needed to upgrade its back-office systems from Quickbooks. After determining that Sage Intacct was the best fit for our situation, Baker Tilley's implementation team came highly recommended and we selected BT as our implementation partner for Sage Intacct. We started our implementation in June 2024 and went live in 3 months. Communication and training were strong throughout and the assistance in creating reporting was outstanding and above expectations. Review collected by and hosted on G2.com.

HW

Hannah W.

Mid-Market (51-1000 emp.)

6/9/2025

"Fantastic Software Implementers"

5/5

What do you like best about Baker Tilly?

We really appreciated our Implementation Manager. She was very patient and thorough in her explanations and with the processes. Review collected by and hosted on G2.com.

What do you dislike about Baker Tilly?

I don't know of any downsides for Baker Tilly Review collected by and hosted on G2.com.

Recommendations to others considering Baker Tilly:

Honestly y'all are a great company to work with so if someone was on the fence about using Baker Tilly, I would say go for it and choose Baker Tilly. Review collected by and hosted on G2.com.

What problems is Baker Tilly solving and how is that benefiting you?

Baker Tilly helped us transition from QuickBooks Desktop to Sage/Intacct. The whole process, although complex with months of preparations, went very smoothly and quickly. Review collected by and hosted on G2.com.