Article
How to scale restoration finance without losing control
Nov. 24, 2025 · Authored by Baran Sönmez
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Article
Nov. 24, 2025 · Authored by Baran Sönmez
For growing restoration businesses, effectively managing growth can become an unexpected challenge. This is especially the case if the company doesn’t utilize specialized software designed to accommodate growth. Processes like job costing, month-end closing and financial reporting can become extremely labor-intensive as a restoration business adds more entities and takes on additional customers. What once worked for the business may now cause headaches as inefficiencies become exposed. To make things worse, the data generated from these tasks may be inaccurate and fail to paint a clear picture of the company’s performance.
The main culprit behind inaccurate data that distorts a growing business's numbers is reliance on manual processes. If a business isn’t leveraging software to automate procedures, manual tasks like bookkeeping and spreadsheet tracking bog down finance teams. With the influx of data, finance staff find themselves stuck inputting and double-checking data entries, hoping their entries are accurate, instead of focusing on value-added work like forecasting.
Disconnected systems only make these problems worse. When platforms lack integration and don’t communicate with each other, it forces finance teams to pull important data from various sources. This makes it nearly impossible to gain a holistic view of the business's financial health and drives up the risk of human error.
These inaccuracies can have serious implications as a business looks to expand or make strategic moves. For example, a company looking to get acquired may struggle under the scrutiny of a PE-firm if its financials are inconsistent, leading to the deal falling through. Or, incorrect job costing could lead to shrinking margins, with jobs incorrectly marked as profitable when they aren’t. As these missteps compound, leadership continues to make decisions based on inaccurate data, leading the company to miss opportunities that could position it ahead of the competition.
Selecting the right financial management platform before growth outpaces your systems is critical for scaling a restoration business. The growing pains that you’re experiencing won’t resolve on their own. As your data volumes increase, your systems will undergo more strain, making it harder for you to remain in control.
Be proactive and watch for the warning signs: manual data entry taking longer than it did before, disconnected systems creating more confusion than clarity, and a lack of real-time visibility into financials. These are all indicators that your current technology isn’t set up to support your future growth.
The sooner your business can recognize these signs, the better positioned you’ll be to scale effectively and avoid margin erosion, missed opportunities and even jeopardized deals. Having the right technology isn’t just a nice-to-have. It’s a necessity elevate your business to the next level and remain forward-thinking with reliable insights.
When evaluating technologies that support growth, it’s important to look for platforms that can automate manual tasks, integrate with third-party systems and scale across entities. Here is how each feature can help your business scale without sacrificing control:
Automating manual tasks: Manual data entry and spreadsheet tracking not only slow down your finance team, but they also increase the risk of costly errors. By automating processes such as the month-end close, multi-entity consolidation and payments, finance teams can save valuable time and have access to trustworthy data. This shift not only frees finance teams from time-consuming data entry but also empowers them to be a strategic growth agent as they shift away from tedious data entry. According to American Express’ Trendex: B2B Edition report, 36% of the businesses that were surveyed stated that payment automation was saving their finance teams over 500 hours per year [1].
This is a game-changer for growing businesses since finance teams can gain valuable time back in their day to analyze their data, spot trends and deliver impactful insights.
Integrating with third-party systems: Leveraging integrated technology is essential for any growing business. As your company acquires more technologies across various departments, it becomes even more important to connect and centralize data. With seamless integration, businesses are empowered to break down data siloes and achieve a unified view of their financial data. This means no more cross-referencing systems to make sure your numbers are accurate in reporting. With increased visibility, finance teams are freed up to make faster and more informed decisions with reliable data right at their fingertips.
Scalability across entities: As a restoration business adds more entities or expands into new markets, scalable technology ensures that growth can be managed without complications. A scalable financial management platform enables businesses to effectively manage multiple entities and consolidate financial reporting and job operations within one system. This capability allows finance teams to avoid the need to continually hire more staff to keep up with the increasing challenges of a financial system that can’t accommodate new growth. Furthermore, according to the Boston Consulting Group, scalable technology can boost revenue by 9-25% and drive cost savings of 8-28% [2]. Together, these features can help your business grow with confidence, even as complexities increase.
Baker Tilly has teamed up with Cotality as a member of their Digital Hub Alliance (DHA). The DHA empowers us to deliver tailored solutions to the restoration industry, helping businesses scale with confidence. As a result of this alliance, Baker Tilly developed our DASH Integration that connects Sage Intacct with the DASH restoration management system. This integration enables restoration companies to gain a holistic view of their accounting and job management data and eliminate wasted time on manual data entry. To learn more about how our DASH Integration works and how it can scale with your business, schedule a demo today.
