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Baker Tilly US, LLP and Baker Tilly Advisory Group, LP and its subsidiary entities provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. © 2025 Baker Tilly Advisory Group, LP

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Professional analyzing data on computer

Baker Tilly guides consulting firm to real-time visibility

Read this case study to learn how Solugenix benefitted from Baker Tilly's cloud-based solutions.

Client background

Headquartered in Brea, California, Solugenix is a consulting firm that provides managed IT and consulting services to enterprise level customers. Business units include technical support, IT staffing, IT managed services, consulting and managed services to support hospital supply inventory tracking. Their customers are Fortune 1000 companies — financial institutions, consumer products companies, medical device companies and hospitals. After a rigorous software evaluation, Solugenix chose Baker Tilly over other cloud-based and on-premises solutions as the best fit for the business.

“

We look forward to taking advantage of the ability to provide real time Operational and Financial information to the Solugenix Management team.

Narasimha Babu, Finance Manager, Solugenix

The business challenge

  • Solugenix has not been able to extend its financial system to operations managers forced to devote significant resources to provide operational and financial data
  • Generating reports has been a time-consuming process, includes only financial data and lacks the required operational data or metrics
“

As a consulting firm running Sage Intacct themselves, Baker Tilly is ideally suited to help us through the implementation process.

Narasimha Babu, Finance Manager, Solugenix

Strategy and solution

  • With Baker Tilly's guidance, Solugenix will gain a real-time view into both financial and operational reporting, resulting in a better understanding of business dynamics and drivers, as well as better accountability for key management
  • Their new solution will increase the accessibility of operational and financial reports for company managers
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Related sections

  • Technology
  • Consulting
  • Digital Solutions
  • Transform your organization with Sage Intacct
  • Technology Alliances