Sparq Partners scales $100M+ in client revenue with Intuit Enterprise Suite

Managing nearly 5x growth in client revenue over time

Sparq Partners, led by Founder and CFO Roz Yong, provides fractional CFO, business management, and integrated accounting, finance, and operational infrastructure services. Their capabilities span financial systems, workflows, and technology for the fast-moving and increasingly complex project-based advertising and film entertainment industries. At its core, Sparq focuses on helping companies look ahead to understand what’s coming, so they can make better, faster financial decisions.

Yong manages a client portfolio that includes a complex parent company with seven active entities. Between 2019 and 2025, the total revenue across clients scaled from $26 million to $122 million, demanding a system that could handle job costing, GAAP consolidation, and intercompany eliminations without the overhead of traditional enterprise software.

Manual workarounds with disjointed data

Before Intuit Enterprise Suite, Sparq faced the growing pains of a firm scaling beyond the capabilities of standard accounting software. The team’s journey with a major client began in 2021, transitioning two entities from Sage Timberline to QuickBooks Online Advanced. This move involved 400 projects and required recognizing revenue only after each job was fully completed. The ecosystem expanded in 2023 when they migrated a third entity from Acumatica, a complex integration that required moving full histories, including GL, AP, AR, custom fields, and vendor information. However, as the client grew to 13 entities across New York and London, the limitations of managing these disparate data sources became a significant bottleneck.

Client reporting, corporate accounting, and finance were hindered by too many manual data sources. To manage industry-specific job costing, Yong and her team intentionally designed interim custom workflows, such as using specific year/month and job number separators in project names. Reporting required downloading project profitability summaries, AR agings, and AP dumps into massive spreadsheets. According to Yong, standing up a formal FP&A process “was highly inefficient because the manual effort required to close the books and complete our quarterly re-forecasts within 45 days leaves little room for high-level analysis and strategy.”

Modernizing clients with Intuit Enterprise Suite

Yong evaluated NetSuite and Acumatica, but chose Intuit Enterprise Suite to modernize their financial infrastructure without fully redesigning existing workflows. The decision centered on a unified account and list layer across all entities. This enabled Shared Chart of Accounts, Dimensions, and Intercompany Eliminations, alongside consolidated customer and vendor management, multi-entity transaction-level reporting, and built-in budgeting and forecasting. These capabilities give leadership a holistic view, combining past actuals with future outlook, and supporting strategic decisions aligned with 1-to–5 and 5-to–10 year plans. 

Previously, Sparq built highly customized reporting frameworks often requiring significant manual work or external development. With Intuit Enterprise Suite, many of these capabilities are now centralized and automated. Sparq's approach focuses on designing scalable financial systems across departments, processes, and technology, with Intuit Enterprise Suite serving as the critical layer.

This transition allowed the team to move away from robust “hack” reporting toward Intuit Enterprise Suite features like:

• Multi-entity consolidation: Managing 5-6 primary operating companies (OPCOs) and their intercompany relationships in one view.
• Finance AI: Leveraging automated AI-powered report insights to flag anomalies in the P&L and balance sheet.
• Intercompany invoicing: Automating the other side of transactions so that when Company A invoices Company B, the bill and the due-to / due-from entries are created automatically.

Reducing analysis time from days to minutes

The implementation of Intuit Enterprise Suite significantly improved Sparq financial analysis time. What previously took up to two days of fluctuation and revenue analysis can now be completed in minutes, with AI-powered report insights generating charts, narratives, and immediate visibility into income and margin trends. This speed is critical as extended payment cycles and shifting cost structures demand faster financial decision-making.

The true gains for the Sparq team were with automated intercompany eliminations. The team can now run a consolidated trial balance, balance sheet, or P&L and see at a glance what's off—a process that was previously a significant bottleneck. According to Yong, “Previously, only two people at the firm could operate due to the complexity.”

Beyond automation, Intuit Enterprise Suite's custom reporting capabilities have enabled the team to build purpose-built workflows directly on the platform, including their own “pay when paid” system for AP and a client-facing system to enter and track AR follow-up notes by client—replacing processes that previously lived in disconnected spreadsheets.

The integration of Spreadsheet Sync also empowered the team to maintain their "Weekly Master Inquiry," or "WMI," with 80% to 90% less manual data entry.

Intuit Enterprise Suite: Enabled for more complex clients

With Intuit Enterprise Suite, Sparq Partners is prepared to onboard more complex clients, such as a full-service creative studio currently launching a multi-entity venture. 

By moving away from patchwork systems and siloed databases, Yong has positioned her firm to act as a true CFO and financial infrastructure partner. Yong emphasizes that the team is now focused on “custom dashboards and KPIs” rather than manual entry. As their clients continue to scale to $200 million and beyond, Sparq’s focus remains on building systems that enable limitless growth.