Siteline Carpentry Boosts Profitability with Labor Analytics

[ CLIENT SUCCESS ]

Siteline Carpentry Boosts Profitability with Labor Analytics

Industry

Professional & Business Services

Solution

Data & Business Intelligence

Client Since

2023

About Crete Professionals Alliance

Crete Professionals Alliance (Crete PA) is redefining how independent accounting firms approach growth and transformation. Unlike traditional mergers, Crete PA’s innovative model enables its partner firms to retain their local identity, leadership, and culture while gaining access to advanced resources and technologies. Backed by investments from Thrive Capital and Bessemer Venture Partners, Crete PA ranks among the nation’s top 40 CPA firms, and are on their way to the top 20. Central to Crete PA’s ambitious strategy is its partnership with BT Partners, whose Executive Analytics practice provides the tools and expertise needed to leverage data, streamline operations, and drive sustainable growth.

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“BT Partners gives us the leverage we need to scale efficiently. Their responsiveness, industry expertise, and ability to deliver exactly what we need have been essential for our rapid growth.”

Rick Tyson

SVP Finance & Accounting, Crete Professionals Alliance

The challenge

One of Crete PA’s primary goals was to leverage data and consolidate it across its growing network of partner firms to create a single source of truth. For Rick Tyson, SVP Finance & Accounting, this was central to building the foundation for a scalable business. “We need a solution that can integrate data from multiple systems, provide nationwide visibility, and do it fast,” Tyson explains. After evaluating several options, Crete PA chose Domo as its analytics platform and BT Partners as its implementation partner.

Onboarding new firms efficiently while delivering actionable insights was difficult. Without unified analytics, it was hard to benchmark performance, drive data-informed decisions, standardize reporting, or quickly identify opportunities for improvement across the alliance. BT Partners is the ideal partner for this task, offering a turnkey integration process that streamlines data consolidation and visualization. “Every time we add a new firm, BT Partners makes it seamless,” Tyson says. “They build the dashboards and ensure everything runs smoothly.”

Why BT Partners?

Crete PA selected BT Partners for their Executive Analytics practice after receiving strong recommendations. They were chosen for their deep understanding of professional services firms and proven ability to deliver complex data integration and visualization projects.

“BT Partners came highly recommended, and it was clear from the start that they understood the unique needs of professional services firms,” says Tyson. “What stood out to us was their ability to manage the process—managing everything from data integration to dashboard creation without requiring extensive support from our internal team.”

The solution

BT Partners designed and implemented a comprehensive analytics solution that integrates data from multiple accounting systems and other sources across the Crete PA network. They built customized dashboards providing both high-level overviews and detailed drill-down capabilities.

Key enhancements include standardized financial reporting, real-time performance metrics, and streamlined onboarding processes for new partner firms. BT Partners handled data integration, dashboard creation, and ongoing optimization to ensure the solution delivered immediate value.

Thanks to BT Partners’ expertise, Crete PA can leverage data, and now has deep visibility into critical financial and operational metrics, including billable hours, open AR, realization rates, and days sales outstanding (DSO) across all partner firms. With these advanced insights, Crete PA can drive data-informed decision-making, optimize firm performance, and deliver strategic recommendations. “BT Partners has really been instrumental in our success,” Tyson says.

Results & business impact

With BT Partners’ help to leverage data, Crete PA has created a dynamic analytics environment that drives decision-making at every level. Dashboards built by BT Partners provide a mix of big-picture overviews and detailed drill-downs, making it easy for Crete PA to track trends, measure performance, and optimize operations. For example, Crete PA recently used its analytics platform to reduce outstanding AR significantly. By giving a new AR Collections Analyst access to a custom dashboard, the team was able to collect over $2 million in unpaid invoices within just a few weeks. Crete PA also uses BT Partners’ dashboards to standardize financial reporting across its network. “We create the same financial statement packages for all our partner firms, and we’ve streamlined this process tremendously,” Tyson notes.

For Tyson, the true value of Crete PA’s analytics strategy lies in the partnership with BT Partners. “Domo is a great tool, but BT Partners makes it all work,” he says. “They’re like an extension of our finance team—a force multiplier. They handle the details so that I can focus on strategy, decision-making, and expansion.” This partnership has given Crete PA a strategic advantage, enabling the company to grow without adding significant headcount. Tyson estimates that without BT Partners, Crete PA would need multiple senior analysts to manage its analytics needs. “BT Partners gives us the leverage we need to scale efficiently and profitably,” he says. “Their responsiveness, industry expertise, and ability to deliver exactly what we need have been essential for our rapid growth.”