Referral

Be a Difference Maker. Help others find the right solution today!

Empower someone to take the next step in their accounting system by introducing Sage Intacct or BTerrell SmartCare, making their life easier and creating a lasting impact.

Be a Difference Maker
Make an Impact Today!

Have a colleague, client, or friend who could benefit from Sage Intacct or BTerrell SmartCare? By introducing them, you’re helping them find the accounting system they need to thrive and making a real difference in their journey.

Become a Difference Maker

Because Small Actions
‍Make a Big Impact

When you introduce us to someone struggling with their accounting or ERP system, you help them overcome challenges and move forward. By sharing our solutions, you’re making a lasting impact on their success in simplifying their day-to-day accounting and freeing up time for what matters most.

Know someone who could benefit? Here’s how you can make a difference in their journey!

If you’re a happy customer and want to share your experience

If we’ve made a difference for your business, you may know someone else who could benefit. Referring them to BTerrell multiplies the impact you’ve experienced.

Make an Impact Today
If you know a business outgrowing their accounting system
By connecting them with BTerrell and Sage Intacct, you make a big impact by helping them see their numbers clearly and move forward with the right system.
Make an Impact Today
If you know someone using Sage Intacct but frustrated with their system
By introducing BTerrell SmartCare, you make a big impact by giving them the chance to get more from Sage Intacct and experience the value you’ve enjoyed.
Make an Impact Today
If you’re a business partner

You may have clients who need stronger financial systems or better ways to manage growth. Referring them to BTerrell makes a big impact and deepens the trust you’ve built, helping them gain control and insight in accounting.

Make an Impact Today

Token of Appreciation

For Customers, Ex-Customers or Individuals:

By helping someone take that step, you’re making a real difference. As our way of saying thank you, we’d like to offer you one token of appreciation from the options below:

$500 cash or
gift card

$500 donation

$500 BTerrell Service Credit

If none, Sweet Treats + Thank You

Service credits expire in 6 months. One-time reward after first invoice is collected.

For Business Partners:

We truly value your partnership. Tokens of appreciation and reward will be arranged based on further discussion to ensure it’s the right fit.

How it Works — 4 simple steps!

Share a Connection

Fill out the quick form with your details and who you’d like to introduce.

We Reach Out

Our team will connect with them to learn more and explore how we can help.

Stay in the Loop

We’ll keep you updated so you always know how things are going.

A Thank-You Gift

Once they’re a customer by end of the first month, you’ll receive a small token of appreciation.

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Share a Friend

Fill out the quick form with your details and who you’d like to introduce.

We Reach Out

Our team will connect with them to learn more and explore how we can help.

Stay in the Loop

We’ll keep you fully updated so you always know how things are going.

A Thank-You Gift

Once they’re a customer by the end of the first month, you’ll receive a small gift.

How It Works — 4 Simple Steps!

Share a Connection

Fill out the quick form with your details and who you’d like to introduce.

We Reach Out

Our team will connect with them to learn more and explore how we can help.

Stay in the Loop

We’ll keep you updated so you always know how things are going.

A Thank-You Gift

Once they’re a customer by end of the first month, you’ll receive a small token of appreciation.

Connect a Friend

Fill out the quick form with your details and who you’d like to introduce to us.

We Reach Out

Our team will connect with them to learn more and explore how we can help.

Stay in the Loop

We’ll keep you fully updated so you always know how exactly things are going.

A Thank-You Gift

Once they’re a customer by the end of the first month, you’ll receive a small gift.

Why Should You Recommend BTerrell?

BTerrell ensure financial systems evolve with a company’s needs by offering proactive system optimization and workflow automation, making them a trusted partner for long-term growth and operational efficiency.

Sage Intacct is the only AICPA-preferred cloud accounting solution that brings real-time visibility, automation, and agility to finance teams. With customizable dashboards, multi-entity consolidation, and open APIs, it grows with your business.

✔ Real-time dashboards & reporting

✔ Automates manual accounting tasks

✔ Scales with multi-entity growth

Learn More

SmartCare gives your referral unlimited support, training, reports, and system tuning, all from BTerrell’s Sage Intacct experts. They’ll get the guidance and tools to optimize their accounting system and maximize their ERP investment.

✔ Unlimited support & training

✔ Custom reports & dashboards

✔ Ongoing system tuning & performance

Learn More

BTerrell Group has proudly been a certified Sage Intacct Partner for decades.

BTerrell delivers integrated and reliable solutions that enhance the capabilities of Sage Intacct.

Sage Intacct is the first and only AICPA-preferred financial management solution, providing unparalleled features and capabilities.

Sage Intacct is rated #1 for customer satisfaction by G2 Crowd.

What Our Clients Say About Us

I can’t imagine not having BTerrell to help us.
That would be a scary prospect.
Mike Begley
Senior Financial Analyst, Lectric eBikes
Just having experts that help us when we need them
right away is a game changer.
Andrea Nale 
Director of Accounting, Vivo Infusion
We love how easy it is to write reports in Sage Intacct, with the ability to slice and dice our data by all kinds of criteria.
Jay Jackson
CFO, CareATC
Be a Difference Maker Too

What Our Difference Makers Say

BTerrell has been a great partner, and we give them high marks when it comes to responsiveness and their knowledge of Sage Intacct. Everyone has been easy to work with, and very helpful in enhancing our financial automation and reporting
Jerry Turner
Controller, CareACT
When we saw the capability of cloud-based management and being able to see the results right away, that’s what really sold us on going with Sage Intacct. We didn’t really look at any other solutions.
Cesar Elizondo
StarCorp Controller
Sage Intacct has been a game changer for us in being able to provide standardized, streamlined processes and data that we can all trust. With Ledgerable, we have access to continuous innovation and support that addresses our evolving business needs.
Julie Strong
CEO of C1S Group

Make a Difference Today

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Inspire Growth and Make a Lasting Impact

Empower someone to take the next step in their accounting system by introducing Sage Intacct or BTerrell SmartCare, making life easier and creating a lasting impact.

Be a Difference Maker Today