Matthew R. Huefner
Tax Advisory Group
At a glance
Matt is responsible for providing implementation and support services to Enterprise Resource Planning (ERP) and accounting system user clients, including the implementation and on-going support of the Sage 300 (formerly ACCPAC) and the Sage Intacct accounting software packages.
In addition to earning the designations of Certified Implementer for Sage Intacct and Certified Consultant for Sage 300, he supports the various operations, manufacturing, purchasing, and reporting packages that integrate with Sage 300. His specific interests in these areas include integration between different systems, process improvement, and providing more relevant and readily accessible information to an organization’s decision makers.
Matt has worked with businesses in many different industries, most notably not-for-profit organizations, clinics, and medical practices. In addition to Sage products, he has provided assistance to companies with a number of other software applications, including Microsoft Dynamics, Ultipro payroll, SQL Server, CRM, MRP/Job Costing systems, FundEZ, and various other medical claim billing systems. Matt joined the firm in 2005 after obtaining a B.S. in Accounting and Finance from the State University of New York at Buffalo.
Principal areas of expertise
- Medical Practices
- Physicians / Physician Groups
- Restaurant and hotel management
- Sage Intacct Certified Implementer
- Sage ERP ACCPAC Certified Consultant
- B.S. in Accounting and Finance, from the State University of New York at Buffalo
- Presenter, Working from Home: the New Normal, presented to Financial Managers Association (FMA) of Rehab Agencies (May 2022)
- Presenter, Managing Accounting, Outcomes and KPIs in the Cloud, presented to Financial Managers Association (FMA) of Rehab Agencies (May 2022)
- Presenter, Managing Accounting, Outcomes and KPI’s in the Cloud, Financial Managers Association (FMA) of Rehab Agencies (November 2020)
- Presenter, Cloud Accounting with Sage Intacct and Dopkins & Company (March 2020)
- Presenter, Budgeting: Accounting vs. Accountability, Financial Managers Association (FMA) of Rehab Agencies 30th Annual Conference (Cooperstown, NY)
- Use a fit-gap analysis to pick a cloud ERP system
- Top 8 questions when evaluating automation solutions
- 5 signs your nonprofit needs to update its business processes
- As seen in Business First: Leveraging cloud technology can help your finance team soar
- Close the Books Survey Results
- COVID-19: Operating your Accounts Payable Department Remotely