Red Mountain Weight Loss Scales 17 Sites with Sage Intacct

[ CLIENT SUCCESS ]

Red Mountain Weight Loss: Scaling 17 Locations with Sage Intacct

Industry

Healthcare

Solution

Financial & Operational Systems

Client Since

2012

About Red Mountain Weight Loss

Red Mountain Weight Loss is a leading provider of medical weight loss and wellness services with 17 locations and a growing telemedicine practice. Since its founding in the early 1990s, the company has helped more than 250,000 patients achieve their health goals. Red Mountain offers a comprehensive approach that combines medical support, lifestyle coaching, and personalized treatment plans.

As a rapidly expanding healthcare organization with multiple locations and service lines, including medical spa services, Red Mountain requires a scalable financial management system that can handle multi-entity operations, complex revenue tracking, and real-time visibility to support strategic growth.

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“We had a good feeling about BT Partners right from the start. They have a high level of technical expertise, are friendly and helpful, and they price their services fairly.”

Wendy Capraro

Director of Finance, Red Mountain Weight Loss

The challenge

Red Mountain had outgrown its initial accounting system as the company expanded to multiple locations and service offerings. Managing transactions, consolidated reporting, and detailed tracking of different business segments became increasingly difficult and time-consuming.

Red Mountain needed a more modern, flexible financial platform that could support rapid scaling, provide better visibility into performance by location and service line, and reduce manual processes so the finance team could focus on strategic initiatives rather than administrative tasks.

Why BT Partners?

When Wendy Capraro, Red Mountain’s Director of Finance and Financial Support Services, joined the Company a decade ago, it had just migrated from QuickBooks to Sage Intacct. “Sage Intacct hadn’t even been configured yet,” she recalls. “We were working with a CPA firm, but they weren’t equipped to help us. Our staff interviewed two or three Sage Intacct business partners before choosing BT Partners. We had a good feeling about them right from the start. They have a high level of technical expertise, are friendly and helpful, and price their services fairly.”

The solution

BT Partners supported the implementation and ongoing optimization of a modern cloud financial management platform. They helped configure the system for multi-entity operations, centralized chart of accounts, inter-entity transactions, and segment-specific reporting.

Key enhancements include streamlined consolidation, dimension-based tracking for different business segments, automated workflows, and integration with other business applications. BT Partners continues to provide consulting support for new entities, reporting improvements, and additional module activations

Results & business impact

Sage Intacct allows Red Mountain to consolidate financial data from its multiple entities easily. For example, it can produce financial reports that effectively roll up all the locations in a particular state. This ability to consolidate information across entities streamlines the process of combining financial statements, including balance sheets, income statements, and cash flow statements, and provides a comprehensive view of the entire organization’s financial health.

Perhaps even more valuable than consolidating reports is the ability to isolate and report on its various business segments using Sage Intacct dimensions. “In addition to our weight loss operations, we offer medical spa services within certain retail locations,” explains Kathy Hanrahan, Red Mountain’s CFO. “One physical location may house both segments, but we need the ability to look at how each segment is performing on its own. We use the dimension feature to achieve this. We can also look at a business segment within one location, or across all locations and make adjustments to drive profitability and efficiencies.”

The scalable platform has supported strong growth while keeping the finance team lean. It has also enabled better tracking of labor costs, revenue by segment, and other key metrics, helping leadership manage operations more strategically

Red Mountain Weight Loss: Scaling 17 Locations with Sage Intacct

About Red Mountain Weight Loss

“We had a good feeling about BT Partners right from the start. They have a high level of technical expertise, are friendly and helpful, and they price their services fairly.”

Wendy Capraro

Director of Finance, Red Mountain Weight Loss

The challenge

Why BT Partners?

The solution

Results & business impact

What’s next

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