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Case study

How a behavioral health organization unified six entities across states with Intuit Enterprise Suite


Results at a glance:

  • Revenue grew from $2.5 million to nearly $25 million in approximately four years
  • 6 legal entities consolidated under a single financial platform
  • Replaced 4+ disconnected financial tools 
  • 20 hours saved per week on intercompany journal entries after eliminating manual company-to-company switching


Table of contents

Table of contents

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10x revenue growth outpaced a patchwork financial stack

The Sylvia Brafman Mental Health Center (SBMHC) grew from a single South Florida facility generating $2.5 million in annual revenue to a multi-state behavioral health organization approaching $25 million across six entities. As CEO Jaime Blaustein expanded across states and restructured the corporate hierarchy, a patchwork of basic QuickBooks subscriptions, a third-party consolidation tool, and Excel could no longer keep up with growth. With Intuit Enterprise Suite, Blaustein’s team was able to unify intercompany accounting, consolidated reporting, and vendor payments all under one platform.

Six entities, manual uploads, and questionable financial accuracy

Blaustein left Wall Street four years ago to co-found SBMHC as a residential mental health treatment center in Florida. The early financial setup matched the scale, with four separate QuickBooks Online accounts and a third-party consolidation tool. 

This setup held until the business expanded. A second facility in Georgia, a corporate restructuring under a new parent holding company, real estate acquisitions, and a change of banks turned one entity into six. For Chief Administrative Officer Valeska Medel, nine bank accounts and multiple credit cards across five companies meant Medel's team was downloading roughly 20 CSV files per reporting period, uploading them manually, and discovering transactions missing or duplicated on each pass. “We'll upload it, and it misses transactions,” Blaustein elaborates, “you don't know what you miss unless you reconcile every single time, line by line.”

The integrity problem had direct consequences. Blaustein could not present financials to investors with confidence until weeks after month-end. Intercompany transactions required switching between company books and creating matching journal entries on each side. “Maybe the due-from on one set of books is a slightly different number than the due-to, and then we go crazy at the end of the month,” Blaustein explains. The organization was allocating roughly 20 hours a week to manual reporting, forcing Blaustein to “check bank balances at 4:00 AM” just to estimate revenue because he couldn’t rely on his financial system.

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Every time we opened a new location, we had to provision another QuickBooks subscription and wire it into a separate consolidation tool. With Intuit Enterprise Suite, that constraint is gone.
Jaime Blaustein, CEO & Co-Founder

Native intercompany tools replaced four disconnected systems

During evaluation, Intuit Enterprise Suite was flagged immediately by Blaustein’s team. He recognized the business trajectory demanded native intercompany management and consolidated reporting, capabilities he knew would become essential as locations multiplied. Eliminating the third-party consolidation layer and gaining intercompany tools in a single platform aligned with SBMHC’s growth goals.

One-step intercompany entries and one fewer software layer

Implementing Intuit Enterprise Suite immediately helped SBMHC realize ROI with:

Unified intercompany accounting across six entities

The most immediate change was intercompany accounting. The manual process of switching between company books, creating matching journal entries, and hoping the amounts tied had been the single largest source of month-end friction. Intercompany Journal Entries collapsed that into one step — recording both sides of a cross-entity transaction from a single screen. Once the team configured due-to and due-from accounts through Intercompany Account Mapping, subsequent entries flowed to the correct balance sheet lines without manual intervention. Bookkeeper Lois Margolin calls it the critical change: the approach “eliminates jumping company to company. It's all in one spot, and it's done.”

Consolidated visibility without third-party tools

Consolidated Reporting now produces the multi-entity income statement Blaustein uses to assess overall performance, replacing the third-party consolidation tool the organization had previously relied on. Blaustein can now move directly from the consolidated view to a subsidiary drill-down without reordering the data mentally.

Infrastructure scaled for expansion

Each prior location launch had required provisioning standalone QuickBooks subscriptions and configuring them in a third-party consolidation tool, a process that grew more fragile with each entity added. That constraint is gone. "Let's just lock it in, get comfortable using it, and we'll be happy later on that we did," Blaustein says.

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We were downloading 20 spreadsheets across nine bank accounts, uploading them manually, and still missing transactions. Intuit Enterprise Suite replaced all of that with one platform across all six entities.
Jaime Blaustein, CEO & Co-Founder, SBMHC

Introducing Intuit Enterprise Suite

Simplify complex operations with multi-entity management, custom roles and permissions, and automated revenue recognition. Make faster decisions with multi-dimensional reporting and deeper insights in real time.

Continued multi-state expansion

With a third location planned and a dedicated full-time finance hire underway, Blaustein expects significantly more intercompany transactions and financial complexity with each expansion. Intuit Enterprise Suite gives the team a foundation that scales with that growth, adding new entities without provisioning standalone subscriptions, managing cross-entity accounting from a single platform, and freeing the finance team to focus on analysis rather than data manipulation. Blaustein now views Intuit Enterprise Suite as the financial foundation for SBMHC’s goals — from additional locations to tighter integration between financial and clinical operations.


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