What JMT Consulting Group does

JMT Consulting Group, founded in 1991 by Jacqueline Tiso, is a privately held professional services and value-added reseller (VAR) firm exclusively focused on the nonprofit sector. The company implements, customizes, and supports nonprofit financial management platforms led by Sage Intacct and MIP Fund Accounting, with additional certified partnerships across Martus (budgeting/forecasting), Vena (FP&A), Bill.com (AP automation), ADP (payroll), Nexonia, Compleat, Databasics, SmartSheet, Salesforce, Google Workspace, and Asana. Headquartered in Mount Juliet, Tennessee (Nashville metro), JMT operates from a single domestic office and serves more than 2,000 mission-driven organizations across healthcare, social services, human services, elder services, religious institutions, and foundations.

The firm's product surface is service-led rather than software-led: core offerings include software implementation and data migration, outsourced accounting and bookkeeping, nonprofit financial reporting, financial planning and budget management, business process and workflow improvement, grant management, business intelligence and management reporting, and training/support (including an Extended Value Plan). JMT distributes through direct sales with free consultations and diagnostic assessment tools (Audit-Readiness Grade, Optimization Quiz), reinforced by a formal client referral program, partner co-selling motions, and event-driven demand generation anchored by the annual Innovate conference. Marketing channels span content (blog, on-demand videos, educational downloads), email, webinars, regional trainings, and a G2-rated presence (4.6/5). The firm does not publicly disclose pricing or revenue, has not raised institutional capital, and shows no M&A activity since a 2008 acquisition of NFP Consultants.

Revenue mechanics combine upfront project fees from implementations (with software resale margin from Sage Intacct and MIP), recurring managed-services revenue from outsourced accounting and support plans, and training/BI services. Recent strategic emphasis has been on the February 2024 strategic partnership with Martus Solutions to extend budgeting and forecasting capabilities, expanded integration breadth, and three consecutive years of industry recognition including the 2026 Accounting Today Best Firms for Technology designation.

Name

JMT Consulting Group

Legal name

JMT Consulting Group

Website

https://jmtconsulting.com

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

11–50 employees

Short description

JMT Consulting Group is a nonprofit-focused financial consulting firm founded in 1991 that implements and supports Sage Intacct, MIP Fund Accounting, and related platforms for over 2,000 mission-driven organizations across the United States.

Ownership category

akta.pro rank

Product category

Nonprofit Financial Consulting

NAICS

Management Consulting Services (54161), Administrative Management and General Management Consulting Services (541611)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

ERP, CRM & Enterprise Applications Consulting (BPAHAEAI)

akta.pro secondary industry

Financial Management & Performance Improvement Consulting (BPAHACAF)

Keywords

• Nonprofit consulting services
• Fund accounting software
• Nonprofit financial management
• Accounting software implementation
• Outsourced accounting services

Headquarters

HQ city

Patterson

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Software Implementation Services: Implementation and consulting services for nonprofit accounting software including Sage Intacct, MIP Fund Accounting, and other platforms. This includes system selection consulting, configuration, data migration, and go-live support.
2. Outsourced Accounting & Financial Services: Ongoing outsourced accounting services, nonprofit financial reporting, financial planning and budget management, and grant management for nonprofit organizations.
3. Training & Support Services: Training services, ongoing support, and extended value plans for clients using nonprofit financial software.
4. Data Services & Business Intelligence: Data services and business intelligence/management reporting for nonprofit organizations.

Go-to-market motion3 records

Distribution channels1 record

Marketing channels5 records

Core offering

JMT Consulting Group provides technology and consulting services exclusively to nonprofit organizations, functioning as a value-added reseller and implementation partner for nonprofit accounting platforms such as Sage Intacct and MIP Fund Accounting. Their service portfolio includes software implementation, outsourced accounting, financial reporting, grant management, business intelligence, budgeting, and training services, delivered to over 2,000 mission-driven organizations across the United States.

Product overview

JMT Consulting Group is a nonprofit-focused consulting firm that provides a comprehensive suite of financial management and technology services exclusively for nonprofit organizations. Rather than offering a single unified software product, JMT serves as an implementation partner and managed services provider for best-in-class nonprofit accounting platforms including Sage Intacct and MIP Fund Accounting. Their service portfolio encompasses software implementation and support, outsourced accounting, financial reporting, grant management, business intelligence, and training. JMT's value proposition centers on their specialized nonprofit expertise combined with deep technical knowledge of their partner platforms, supporting over 2,000 mission-driven organizations across the United States.

Differentiator

Problem solved

Functional benefit

Products and services

• Software Implementation Services

Quantifiable outcome

• Over 2,000 mission-driven organizations served
• +2 more outcomes

Named customers9 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration13 records

Feature3 records

Partnerships

Four partnerships are on record, tiered core.

• Martus SolutionscoreStrategic or Co-development Partner · 27 February 2024Strategic partnership announced February 27, 2024, bringing together JMT's nonprofit sector expertise with Martus Solutions' budgeting and forecasting software. The partnership aims to revolutionize budgeting and forecasting processes for nonprofits by combining JMT's consulting services with Martus's software solutions.
• Sage IntacctcoreTechnology or IntegrationJMT Consulting is a preferred reseller and implementation partner for Sage Intacct, a leading cloud-based financial management platform. JMT has a close relationship with Sage Intacct, passing on client feedback that influences product development.
• MIP Fund AccountingcoreTechnology or IntegrationJMT Consulting is a certified partner for MIP Fund Accounting, a cloud-based fund accounting solution designed specifically for nonprofits.
• MartuscoreTechnology or IntegrationJMT Consulting is certified as a premier partner with Martus Solutions, offering budgeting and forecasting capabilities for nonprofits.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Wipfli LLP: Top-25 US accounting and consulting firm with a dedicated nonprofit technology practice; offers Sage Intacct and Microsoft Dynamics implementation services, competing head-to-head with JMT for mid-market and enterprise nonprofit engagements.
• Sikich LLP: Mid-market advisory firm with a strong technology implementation practice and a dedicated nonprofit industry group; competes directly with JMT on Sage Intacct and other ERP rollouts for mission-driven clients.
• Armanino LLP: Top-20 US accounting and business consulting firm with a large Sage Intacct practice serving nonprofits, foundations, and associations — directly comparable to JMT in platform partnerships and client vertical.
• Plante Moran: Top-15 US accounting and consulting firm with a sizable nonprofit industry group and ERP implementation capabilities; competes with JMT for larger nonprofit financial transformation engagements.
• Baker Tilly US: Top-15 advisory firm with a dedicated nonprofit practice and technology implementation services; overlaps directly with JMT on Sage Intacct and Microsoft Dynamics projects for nonprofit clients.
• Withum: Top-30 US accounting and advisory firm with a strong Sage Intacct and nonprofit services practice; directly comparable to JMT in client segment and ERP implementation focus.
• Forvis (formerly BKD + HCG): Top-10 US accounting firm with a dedicated nonprofit industry group and a sizable technology advisory practice that competes with JMT for mid-to-large nonprofit financial system engagements.
• Eide Bailly LLP: Top-25 US accounting and consulting firm with a long-standing nonprofit industry focus and ERP implementation practice; comparable to JMT in client vertical and Sage Intacct/MIP delivery.
• The Bonadio Group: Mid-market accounting and consulting firm with a dedicated nonprofit practice offering outsourced accounting and ERP implementation; comparable to JMT in client size and service mix.
• CapinCrouse LLP: Niche national accounting firm exclusively serving nonprofit organizations, providing audit, tax, and consulting services; directly comparable to JMT in vertical specialization and nonprofit-only go-to-market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/jmtconsulting
• Facebookfacebook.com/1188478915265
• LinkedInlinkedin.com/company/jmt-consulting-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about JMT Consulting Group