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[ CLIENT SUCCESS ]
Industry
Senior Living
Solution
Data & Business Intelligence, Financial & Operational Systems
Client Since
2023
In an industry where private equity ownership has become the norm, Bayshire Senior Communities stands out for doing things differently. Founded in 2016, Bayshire remains privately owned and guided by a simple philosophy: growth should always support better care.
From a single community to 21 today, Bayshire has expanded steadily across California — through both acquisitions and new development — while staying close to home. “We like to be in our communities,” says Jason Parrott, Director of Finance. “Our owner loves to be hands-on, meeting families, talking to residents. That’s a big part of who we are.”
Behind the scenes, Bayshire’s support office provides accounting, HR, legal, billing, and back-office services for all locations. As the company grew, so did the need for systems that could keep pace.
For years, Bayshire relied on the accounting module within its electronic health record system, PointClickCare. It worked well enough when there were only one or two communities. However, once the organization crossed eight to ten entities, it became clear it wasn’t built for that kind of complexity.
The system couldn’t consolidate across entities, required duplicate entries, and left too much room for human error. “There weren’t enough checks and balances,” Jason recalls. “It was easy for things to get out of balance. We were spending so much time fixing problems instead of analyzing performance.”
Paper-based storage added to the pain. “We had boxes of invoices in off-site storage,” Jason says. “If an auditor wanted to see one, we’d have to go dig through boxes and scan it. Audits were a nightmare.”
When Bayshire set out to find a new financial system, the search focused on multi-entity capability, efficiency, and audit readiness. Sage Intacct checked every box — and BT Partners guided the transition.
For Jason Parrott, who came from a senior living operations background rather than a technology one, the partnership was essential. “This was the first major software transition I’ve been involved in,” he says. BT Partners understood that Bayshire still had to run the business during implementation, and was present every step of the way — helping the team learn, solving problems, and keeping things moving.
Two years later, that relationship remains strong. BT Partners knows Bayshire’s business, knows its people, and delivers answers quickly — without the friction of a faceless ticket system.
With guidance from BT Partners, Bayshire transitioned its accounting from PointClickCare to Sage Intacct in 2023. A shared chart of accounts across entities simplified operations, and electronic documentation eliminated manual recordkeeping and paper-based storage.
BT Partners also helped Bayshire build integrations across payroll, accounts payable, and banking, giving the organization a real-time view of financial performance.
Automated bank feeds now reconcile more than 150 accounts daily. Financial and operational data come together in Power BI dashboards that pull daily from both Sage Intacct and PointClickCare, giving operators a side-by-side view of occupancy, labor costs, and expenses.
The efficiencies have been significant. Before Sage Intacct, Bayshire employed two accountants to handle about 10 entities. Today, the company has doubled its number of communities without adding a single new accountant. “The efficiencies are huge,” Jason says. “We’ve nearly doubled our entities and still have the same accounting headcount. That speaks for itself.”
Real-time visibility has also changed how operators run the business. “When you’re closing the books a month after the fact, it’s too late to fix anything,” Jason explains. “Now our operators see financial data as it happens, so they can make changes that impact the current month, not the next one.”
That visibility also fuels collaboration and accountability. Each community can compare its results with those of others nearby. “We have P&Ls by location that show who’s leading in each area,” Jason says. “It sparks great conversations — and a little healthy competition. No one wants to be last.”
bank accounts reconciled automatically
decrease in month-end close
With two more acquisitions on the horizon and plans to explore additional Sage Intacct modules like budgeting and fixed assets, Bayshire’s back office is ready for whatever comes next.
“Sage Intacct gives us the structure and visibility we need,” Jason says. “BT Partners gives us the support to make the most of it. Together, they help us focus on what matters most — our residents.”
[ Senior Living ]
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As the technology and performance enablement arm of Miller Cooper, BT Partners helps mid-market organizations drive business performance by combining strategic insight with technology that delivers clarity, visibility, and measurable results.
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In an industry where private equity ownership has become the norm, Bayshire Senior Communities stands out for doing things differently. Founded in 2016, Bayshire remains privately owned and guided by a simple philosophy: growth should always support better care.
From a single community to 21 today, Bayshire has expanded steadily across California — through both acquisitions and new development — while staying close to home. “We like to be in our communities,” says Jason Parrott, Director of Finance. “Our owner loves to be hands-on, meeting families, talking to residents. That’s a big part of who we are.”
Behind the scenes, Bayshire’s support office provides accounting, HR, legal, billing, and back-office services for all locations. As the company grew, so did the need for systems that could keep pace.
“This was the first major technology transition I’ve been involved in. BT Partners made it manageable. They understood that we still had to run a business while implementing a new system. They were there every step of the way, helping us learn, solving problems, and keeping things moving.”
For years, Bayshire relied on the accounting module within its electronic health record system, PointClickCare. It worked well enough when there were only one or two communities. However, once the organization crossed eight to ten entities, it became clear it wasn’t built for that kind of complexity.
The system couldn’t consolidate across entities, required duplicate entries, and left too much room for human error. “There weren’t enough checks and balances,” Jason recalls. “It was easy for things to get out of balance. We were spending so much time fixing problems instead of analyzing performance.”
Paper-based storage added to the pain. “We had boxes of invoices in off-site storage,” Jason says. “If an auditor wanted to see one, we’d have to go dig through boxes and scan it. Audits were a nightmare.”
When Bayshire set out to find a new financial system, the search focused on multi-entity capability, efficiency, and audit readiness. Sage Intacct checked every box — and BT Partners guided the transition.
For Jason Parrott, who came from a senior living operations background rather than a technology one, the partnership was essential. “This was the first major software transition I’ve been involved in,” he says. BT Partners understood that Bayshire still had to run the business during implementation, and was present every step of the way — helping the team learn, solving problems, and keeping things moving.
Two years later, that relationship remains strong. BT Partners knows Bayshire’s business, knows its people, and delivers answers quickly — without the friction of a faceless ticket system.
With guidance from BT Partners, Bayshire transitioned its accounting from PointClickCare to Sage Intacct in 2023. A shared chart of accounts across entities simplified operations, and electronic documentation eliminated manual recordkeeping and paper-based storage.
BT Partners also helped Bayshire build integrations across payroll, accounts payable, and banking, giving the organization a real-time view of financial performance.
Automated bank feeds now reconcile more than 150 accounts daily. Financial and operational data come together in Power BI dashboards that pull daily from both Sage Intacct and PointClickCare, giving operators a side-by-side view of occupancy, labor costs, and expenses.
