Taylor Hospitality Ditches QuickBooks & Jonas for M3
Teed Up for Success: Scaling Hospitality with M3’s Financial Backbone
22 Properties
Time Saved
30 Day Go Live
Customer Overview
Taylor Hospitality is a golf club and boutique hotel management company with properties across Virginia and West Virginia. Founded in 2009, the company is known for delivering exceptional guest experiences and maintaining strong financial performance. With a growing portfolio of hotels and golf clubs, Taylor Hospitality needed a scalable, standardized accounting solution to support expansion and streamline operations.
THE CHALLENGE
With a growing portfolio of hotels and golf clubs, Taylor Hospitality faced major accounting roadblocks that slowed operations and hindered scalability:
Multiple Systems: QuickBooks and Jonas created silos with no PMS/POS integration
Manual Work: Constant importing/exporting of data and repetitive entries
Errors & Delays: Frequent mistakes and no real-time financial visibility
Onboarding Struggles: Adding three new
hotels took over two months
SWITCH TO M3
After a three-year search and firsthand experience with M3 at an acquired property, Taylor Hospitality chose M3 Accounting Core™ to replace fragmented systems and create a unified financial platform. The decision was driven by M3’s ability to deliver:
Standardized, scalable accounting across properties
Customizable, real-time financial reporting
Automated workflows for journal entries, invoices, payments, and reconciliations
PMS/POS integrations to automate reconciliations and reporting
“When we saw how scalable and standardized M3 is, we knew it could help us serve clients at a much higher level.”
Debbie Knick
Director of Finance
THE RESULTS:
CENTRALIZED CONTROL
Serves as a single source of truth for all financial operations
GREATER EFFICIENCY
Automated workflows reduced manual tasks and errors
FASTER CLOSE CYCLES
Books closed more quickly across all properties
REAL-TIME VISIBILITY
Enables faster, more accurate data for decision-makers
OPERATIONAL LIFT
PMS and POS integrations simplified daily reconciliations
SMOOTHER ONBOARDING
New properties integrate quickly with less manual effort
The Added Advantage
Taylor Hospitality also benefits from M3’s Document Imaging, which eliminates paper-driven processes and centralizes AP records for easier management. With digital invoices, automated coding, and secure cloud access, the team saves time while maintaining accuracy and compliance.
As a company managing both hotels and golf clubs, Taylor leverages M3’s ability to serve hospitality segments beyond lodging. M3’s flexible platform supports the unique accounting needs of golf operations, food & beverage outlets, event spaces, and club management — providing consistency and clarity across its entire portfolio.
THE SUCCESS
By adopting M3’s Accounting Core™, Taylor Hospitality centralized its financial systems, eliminated redundant work, and enabled a scalable foundation for future growth, empowering staff to focus on strategic initiatives and guest satisfaction.
THE FUTURE
With M3 as its financial backbone, Taylor Hospitality is positioned to scale confidently across hotels and golf clubs. A standardized platform ensures smoother onboarding, consistent reporting, and more time to focus on growth and guest experiences.
Get Started
Replace fragmented accounting with a portfolio-ready financial backbone.
Taylor Hospitality moved off QuickBooks and Jonas silos and into standardized, real-time reporting with automated workflows and faster onboarding across 22 properties.
Consolidate reporting and reduce manual imports and exports
Automate reconciliations with PMS/POS integrations
Onboard new properties faster as you expand
