Ximena Maynard, CFO of Legacy Management Group, shares how she consolidated 30 separate QuickBooks files across 11 nursing facilities into a unified Sage Intacct system. She discusses the unique compliance challenges in healthcare finance, from managing resident trust funds to navigating complex Medicaid billing, and tackles the industry's biggest challenge of attracting and retaining quality staff.

Sponsors
Bluebook - https://unsage.promo/bluebook

• (00:00) - Introduction and Casual Banter
• (03:02) - Introducing the Special Guest
• (04:48) - Guest's Background and Career
• (07:31) - Challenges and Solutions in the Nursing Home Industry
• (10:41) - Implementing Sage Intacct
• (15:13) - Current Tech Stack and Integrations
• (22:28) - Compliance and Fraud in the Healthcare Industry
• (25:39) - Building Renovation Challenges
• (26:38) - Managing Multiple Facilities
• (27:34) - Financial Transparency and Reporting
• (27:59) - Floor Spending and Budgeting
• (31:39) - Industry Trends and Scalability
• (42:03) - Staffing and Labor Challenges
• (45:15) - Advice for Healthcare Finance Professionals
• (48:18) - Closing Remarks and Dad Jokes

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Josh Smyser shares how he went from Big Four auditor to running his family's tuckpointing and restoration business after his father's death, growing TNT from $200K to over $6M in revenue. He explains why he chose Sage Intacct at just $3M in revenue, how he learned from a painful Sage 100 implementation to take control of his Intacct setup, and why he prioritizes best-of-breed software like Procore, Intacct, and Salesforce to prepare his company for AI integration.

Sponsors
Assembly - https://unsage.promo/assembly

• (00:00) - Welcome to The Unofficial Sage Intacct Podcast
• (00:19) - Introducing Josh Smyser
• (00:37) - Journey with Sage Intacct
• (05:05) - Josh's Background and Family Business
• (20:28) - Challenges and Growth in the Business
• (27:04) - Navigating Market Challenges
• (28:35) - Adapting to Market Changes
• (30:30) - Winning High-Value Projects
• (34:09) - Transition to Intacct
• (36:12) - Implementation Challenges
• (39:00) - Integrating Modern Systems
• (44:24) - Future Growth and AI Integration
• (48:43) - Final Thoughts and Future Plans

Connect with the Hosts:
https://www.linkedin.com/in/emilybmadere
https://www.linkedin.com/in/mattlescault
https://www.linkedin.com/in/dlewis715

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Scott Hollrah, founder of Venn Technology, shares war stories from a decade in the Sage Intacct integration space, including the gaming company employee who quit mid-project due to spreadsheet burnout. The conversation covers when businesses outgrow packaged solutions like the Advanced CRM connector, how automation serves as an employee retention tool, and why AI adoption remains frustratingly slow despite the marketing hype.

• (00:00) - Introduction and Banter
• (01:18) - Guest Introduction: Scott Hollrah from Venn Technology
• (01:49) - Discussing Venn Technologies and Integration
• (02:45) - Footwear and Office Culture
• (05:49) - Sage Intacct Marketplace Overview
• (07:13) - Venn Technologies' Client Base and Services
• (11:56) - Advanced CRM Integration vs. Custom Solutions
• (17:18) - Real-World Integration Challenges
• (22:52) - Common Challenges in Software Implementation
• (23:24) - The Importance of Automation
• (26:05) - A Rewarding Success Story
• (28:58) - The Role of AI in Automation
• (34:20) - Future of Integration and AI
• (36:57) - The Mid-Market and iPaaS
• (40:09) - AI Failures and Critical Thinking
• (46:16) - Dad Jokes and Closing Remarks

Connect with the Hosts:
https://www.linkedin.com/in/emilybmadere
https://www.linkedin.com/in/mattlescault
https://www.linkedin.com/in/dlewis715

Get free CPE for listening to this podcast
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Download the Earmark App
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