Baker Tilly Reviews & Provider 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

United States, Canada, United Kingdom

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.

Software company Transit Technologies reduces time spent on manual processes with SaaS accounting

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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The 2024 B2B SaaS performance metrics benchmark report

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Baker Tilly Reviews (113)

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Brandon H.

Controller

Mid-Market (51-1000 emp.)

12/19/2025

"Expert Guidance and Outstanding Support from Baker Tilly"

5/5

What do you like best about Baker Tilly?

What we like most is their combination of deep technical expertise and genuinely personal service. Their team is responsive, proactive, and truly invested in our success. They took the time to understand our organization and tailored their approach to our needs, which made a complex implementation feel manageable and well supported. Review collected by and hosted on G2.com.

What do you dislike about Baker Tilly?

Honestly, there’s very little to dislike. If anything, our only challenge was that the demand on their time reflects how sought after their team is, but even then they remained responsive and committed to keeping our project moving. Overall, our experience has been extremely positive. Review collected by and hosted on G2.com.

Recommendations to others considering Baker Tilly:

I would highly recommend Baker Tilly to any organization considering an accounting system implementation or looking to strengthen their finance operations. Their expertise, professionalism, and commitment to understanding your business make them a true partner, not just a vendor. They bring clarity to complex projects and deliver results you can trust. Review collected by and hosted on G2.com.

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

Baker Tilly helped us successfully navigate a complex transition to a new accounting system by bringing structure, clarity, and deep expertise to the process. They addressed challenges around system setup, data migration, integrations, and reporting to ensure everything was implemented correctly. Review collected by and hosted on G2.com.

Lori C.

Small-Business (50 or fewer emp.)

11/24/2025

"Great Experience Implementing Sage Intacct with Baker Tilly"

5/5

What do you like best about Baker Tilly?

The staff are very knowledgeable about the products they are implementing. I know this seems like it should be standard, but the support staff of the system that we came from knew less about the system that I did. That is not helpful. The Baker Tilly response time to any questions that I have is very prompt and always helpful. We have now completed our implementation and we had no issues.

I also have to give a big shout out to our implementer, Rich Encinias. He is absolutely awesome. Review collected by and hosted on G2.com.

What do you dislike about Baker Tilly?

I have no dislikes to report from our implementation and follow up. Everything and everyone has been great. Review collected by and hosted on G2.com.

Recommendations to others considering Baker Tilly:

We chose Baker Tilly because they can implement the software and then support it after implementation. I didn't want to be passed around and not know who I was suppose to call for questions and technical support. The staff is extremely knowledgeable about the accounting software and they also have an accounting background which is extra helpful. Baker Tilly is truly concerned about customer service and making sure their clients have everything they need to be successful. Review collected by and hosted on G2.com.

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

We are coming from an account software system that had no useful technical support or training. Baker Tilly handled our implementation and will now be our support. All the support we need is within Baker Tilly. Review collected by and hosted on G2.com.

Keaton S.

12/22/2025

"Exceptional Service and Seamless Sage Implementation"

4.5/5

What do you like best about Baker Tilly?

I really appreciate Baker Tilly's assistance with the initial setup of our new accounting system, which has been a vital part of our upgrade. Their communication has been outstanding; our consultant was attentive and easy to reach at all hours. The experience with implementing Sage Intact has been great, and I like the continued open lines of communication along with their product offerings. Review collected by and hosted on G2.com.

What do you dislike about Baker Tilly?

N/A Review collected by and hosted on G2.com.

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.

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.

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.

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.

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.

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.

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.