Powering financial growth at speed

Client background

Inspira Financial isn’t standing still. In just three and a half years since Alan joined Inspira, the company has tripled its account base, expanded assets under administration to over $65 billion and significantly increased revenue. Managing that kind of growth requires more than ambition. It demands a financial system built for scale, speed and strategic decision-making.

For Alan Taylor, managing director and chief accounting officer at Inspira Financial, Sage Intacct and Baker Tilly are instrumental in making it possible.

The business challenge

Inspira Financial operates in a unique space, offering a combination of retirement and health benefit solutions to employers and individuals. The dual focus brings enormous opportunity—but also operational complexity, especially after acquiring nine businesses in just three years.

Alan’s first priority when joining Inspira was ensuring the accounting organization could scale efficiently. “We’re backed by private equity, which means acquisitions are part of our DNA,” he explains. “You never know whether a new company will be a simple tuck-in or require a full new entity structure. We needed a financial system that could handle that kind of change without slowing us down.”

Sage Intacct provided the flexibility and consolidation power Inspira needed. Baker Tilly brought deep expertise in financial operations and system integration, helping Alan’s team not just use the technology but build an entire financial tech stack around it.

“They didn’t just implement software—they listened to our growth strategy and helped us plan for it,” Alan says. “They became an extension of our team.”

Baker Tilly’s deep understanding of Inspira’s private equity-backed growth model allowed them to anticipate challenges before they surfaced. They worked alongside Alan’s team to design a scalable general ledger structure, build dynamic reporting frameworks and integrate tools that would grow with the business—not hold it back.

Strategy and solution

Accelerating the close, unlocking insight
Before Alan’s arrival, Inspira’s month-end close often stretched to the 15th workday. Today, the team consistently closes by day nine—and is on track to reach a seven-day close goal in 2025. The robust reporting and flexibility within Sage Intacct, combined with Baker Tilly’s process improvements and tool integrations, made the difference.

“Closing faster means more precise numbers and more time to focus on real business problems,” Alan says. “It allows us to move from being reactive to truly strategic.”

Smarter scaling through better support
Baker Tilly’s support model goes far beyond typical system administration. Early on, they introduced a creative “support as a service” agreement, allowing Inspira to prepay for three years of implementation projects at a predictable cost. As Inspira acquired new businesses, Baker Tilly’s team handled entity setups, integrations and project management—saving Inspira from needing to hire additional finance operations staff.

“They brought strategic thinking and real execution muscle,” Alan says. “Without Sage Intacct and Baker Tilly, we would have needed three to five more people just to keep up.”

The financial impact is real: by avoiding those hires, Inspira saved significant dollars annually—money that can be reinvested into growth.

Automation also plays a major role. With Baker Tilly’s guidance, Inspira integrated best-in-class tools like FloQast for close management and Zip for procurement-to-pay, all tied seamlessly into Sage Intacct. “Every integration they recommended has been spot-on,” Alan says. “It’s allowed us to keep our team lean while improving our speed and precision.”

Regulatory and audit processes are easier, too. The controls built into Sage Intacct, including segregation of duties and an audit-ready structure, simplify compliance and protect data integrity.

The consistency of the Baker Tilly project team was another key advantage. “We didn’t have to re-explain our business with every new project,” Alan says. “They know our environment, our goals, our team members and our financial structure—which makes every implementation faster and smoother.”

Laying the groundwork for strategic leadership