See how Madken helped Your Behavioral Health (YBH) migrate from QuickBooks to Sage Intacct, streamlining finance, automating workflows, and cutting close time by 40%.
About YBH
Your Behavioral Health is a private equity-backed behavioral health organization based in Torrance, California, operating more than 28 treatment centers across Southern California. YBH provides a full continuum of care: from detox and dual-diagnosis inpatient residential treatment, to outpatient programs (PHP, IOP, OP), virtual care, psychiatry (including innovative treatments like TMS), aftercare, and sober living.
Their mission is to improve the quality of life for individuals with mental health and substance use disorders by increasing access to affordable, integrative, evidence-based treatment that supports sustained well-being. Caring for the whole person - emotional, physical, social, and spiritual - is central to their approach, and they are committed to making care patient-centered, in-network, and accessible.
The Challenge
As YBH grew, their finance team was stretched by complexity. They were running nine separate QuickBooks files, each with its own chart of accounts. Consolidating the numbers meant logging in and out of systems and building massive Excel workbooks with more than 50 tabs.
The workload kept piling up. The team was processing more than 200 AP bills every month, payroll was in Paylocity but disconnected from the accounting system, and recurring entries and reconciliations had to be done by hand. Closing the books could take weeks.
CFO Chris Mijares explained, “We wanted a partner that was going to be closer, hands-on, and available.”
The Solution
Controller Laurie Lee shared her perspective: “Our biggest challenge was reconciling across so many disconnected systems. The Madken team was excellent in helping us transition the data from QuickBooks. They were on the front line with us almost every day.”
YBH chose Madken to implement Sage Intacct, with three goals in mind: migrate cleanly, automate as much as possible, and provide the right support to set the team up for success.
Migration with confidence
- Consolidated nine QuickBooks files into a single Sage Intacct environment
- Cleaned up historical data and built a unified chart of accounts
- Completed reconciliations during migration to ensure accuracy
Automation and integrations
- Connected EMRs through Braided.io for real-time visibility
- Set up bank feeds with rule-based coding to reduce reconciliation errors
- Implemented Ramp for credit card automation and LeaseQuery for lease management
- Centralized budgets and added Sage Intacct Planning for forecasting and scenario analysis
Training and support
- Delivered training on reconciliations, workflows, and reporting
- Stayed accessible during go-live to resolve issues quickly
The Results
The new system delivered immediate value:
- Month-end time to close reduced by about 40 percent
- Chart of accounts simplified by more than 80 percent
- FP&A reporting cut from days to hours with Velixo
- Automation across recurring entries, reconciliations, credit card management, and forecasting
- Weeks shaved off the monthly close
Chris summed it up: “Of all the financial system implementations I’ve been through, this might have been one of the smoothest.”
The Madken Difference
For YBH, the biggest impact wasn't only the technology. It was the partnership.
Chris reflected, “Choosing Madken made the difference for us. They were extremely helpful and responsive, and we always felt supported.” Even after go-live, that hasn't changed: “We still reach out regularly, and Lane is just as responsive as ever.”
Laurie put it in her own way: “I'm going to tell all my controller friends.”
The leadership team at YBH wasn't the only one who noticed the difference. Their private equity partners also recognized that Madken's depth of experience set the project apart. Having seen other implementations across the portfolio, they felt Madken's seasoned, hands-on team was a key reason the project stayed on track and delivered results.
Madken's experienced and hands-on approach stood out. Instead of rotating in junior resources, the team stayed engaged from planning through go-live and beyond. That consistency gave YBH the confidence to focus on growth.
Impact
With Sage Intacct in place and Madken's guidance, YBH now has:
- Real-time consolidated financials
- Streamlined workflows across AP, reconciliations, and credit cards
- Forecasting tools that support better decision-making
- A finance team that spends less time on manual tasks and more time on strategy
Most importantly, YBH is better equipped to scale while continuing its mission of providing high-quality care to individuals and families across California.
Want to Learn More?
YBH simplified its systems, gained real-time visibility, and cut closing time dramatically. If your organization is facing similar challenges, Madken can help.
For more information on achieving similar results, contact Madken Advisors today.