BTerrell Group Blog

Meredith Gooch

Recent Posts

The Value of Intacct’s Business Building Conference - A Conversation with Brian Terrell

Posted by Meredith Gooch on Mon, Apr 06, 2015

I sat down recently with Brian Terrell, CPA and Managing Partner of BTerrell Group, to learn more about the upcoming Intacct Sales and Marketing Conference. This conference combines the previously separate sales conference and marketing conference and boasts an impressive list of sponsors. It encourages Intacct channel partners to share sales and marketing best practices and develop relationships that will strengthen the channel.


Meredith Gooch: Tell me a little about the Intacct Business Building Conference.
Brian Terrell: This three-day conference gives partners a great opportunity to network with each other, with sponsors, and with Intacct channel partners to share best practices and information. In fact, channel partners provide a lot of the content at the conference! The Intacct channel is the most progressive channel I’ve been a part of in my 24 years in this industry. They do everything right and spare no expense in their focus on helping us build our businesses. I’m continually impressed by the efforts of Taylor Macdonald and Peyton Burch on the Intacct channel team. They give us a new and improved partner channel experience some refer to as Partner Channel Version 2.0. 

MG: What type of information will partners learn by attending?
BT: They’ll hear about the sales and marketing activities that drive successful business partners. The key take-aways always include what marketing and sales activities did and didn’t work. We also learn ways to tweak an activity to improve results.

MG: Why do you feel it is important for partners to attend?
BT: There are a lot of great reasons to attend! Nobody is knocking the ball out of the park in every area. The conference offers the opportunity for continuing education, networking with other Intacct business partners, and learning about helpful solutions for your clients. We also hear directly from Intacct management about their roadmap – their product perspective and their sales and marketing plans for the next quarter and year. 

As a sponsor, we have the opportunity to share some of the great things we’re doing. We are especially excited to share the success some partners already have with Workforce Go!, which we launched at Intacct Advantage 2014.

MG: What would you say to a partner who is considering attending?
BT: Be ready to take a lot of notes, be prepared to be encouraged, and get ready to be challenged. Focus on the material at hand. This is a venue in which, early and often, we are encouraged to set aside business as usual to focus on education. It is worth it, so plan ahead!

MG: What is your favorite take-away from the training?
BT: The success stories really inspire me. Every company conducts business in their unique ways, so hearing from others helps me develop an action plan that works for us.

MG: Are there any other words of wisdom you can impart on partners considering attending?
BT: I love my job, and being a part of the Intacct family is a large part of why that’s true. This conference is one of many great benefits I am offered as part of the VAR community. It just makes sense to attend and get as much out of it as possible. 

MG: Complete this sentence: If it hadn’t been for the Intacct Sales and Marketing Conferences…
BT: …we never would understand the importance of good content marketing and social media efforts on our business success. I also met a lot of people in the Intacct community at last year’s events in a relaxed and open setting. This event provides a great atmosphere where one can build and reinforce beneficial relationships that help partners, Intacct, and our clients.

Tags: Intacct partner, Intacct, Intacct sales and marketing

How to Overcome Accounts Payable Challenges - Part 1

Posted by Meredith Gooch on Thu, Sep 25, 2014

Accounts Payable challenges regulary include the areas of invoice receipt, data extraction, invoice matching and exception handling, and approval workflow. Sound familiar? A common theme with these Accounts Payable processes is that they rely on paper and people, and many companies are finding that adding staff doesn't always solve the underlying problem. Manual processes are not only expensive and inefficient, but they also increase the change or errors and expose companies to many risks. Here are a few examples of Accounts Payable issues:


Invoice processing cycle time

  • Delays in posting expenses
  • Waste of cash (inability to capture early payment discount, late payment penalties)
  • Damaged relationships with suppliers
No automatic validation
  • Overpayments for billing errors
  • Duplicate payments
  • Tax errors
Lack of process visibility
  • Difficulties in budgeting, planning, and forecasting
  • Lack of control and higer risk impacting audit standards compliance
  • Challenges for accurate and on-time closing
  • Difficulties in responding to vendor invoice status inquiries
Invoice processing costs
  • Invoice dispute resolution
  • Exception handling
  • Escalation and approval of problem invoices 

Check back soon for Part 2 of this topic where we'll go into more detail of how to rectify these problems with a simple solution.

Tags: Accounts Payable issue, invoice receipt, data extraction, invoice matching, exception handling, approval workflow, Accounts Payable challenges

Top TEN Reasons to Upgrade to Sage 300 ERP 2012

Posted by Meredith Gooch on Tue, Nov 06, 2012

Simplify Processes. Improve Visibility. Stay Connected.

1. Reduce time navigating through your system with Visual Process Flows, which you can customize by user roles and for your business.

2. Improve productivity with enhancements throughout the system such as: Entered By, On Hold Reason, and Requested By fields in Order Entry; copy order and create PO directly from order entry; and reverse GL batches.

3. Enhance usability with easier to read tables, an improved Finder, and improved end-user

4. Get the information you need, faster! New Inquiries for operations modules facilitate quick
access to customized lists, which provide the answers you need and lower custom reporting costs.

5. Simplify update processes using the new Sage Advisor Update.

6. Save time when processing payments - capture pre-authorized payments during shipment entry or invoice entry, and invoice multiple pre-authorized payments in a single batch.

7. Make informed decisions with comprehensive reporting utilizing the new Sage Intelligence
Reporting financial report designer and reporting tree capabilities.

8. Expand customized reporting capabilities with the updated SAP Crystal Reports® runtime engine for .NET Framework 4, and new options in several standard reports.

9. Accelerate growth and stay connected with Sage CRM enhancements that improve information flow between the front and back offices.

10. Efficiently and cost effectively manage the shipping process and rate shop with an optional service that streamlines shipping and reduces costs.

Tags: Accpac ERP, accounts payable, Accpac 6, Accpac 6.0, Accpac 6.0, accpac 5.4 payroll, accpac 6.0 security, accpac 6.0 security settings, Accpac 6 FAQ, accpac 5.4, accpac 5.6 update, accpac 6.0 features, accpac 6 features

Take a peek at Sage 300 ERP 2012

Posted by Meredith Gooch on Mon, Oct 22, 2012

We're hosting a series of luncheons to learn about What's New with Sage 300 ERP 2012 (formerly known as Sage ERP Accpac).  Choose between 4 dates and 2 locations.

Come enjoy great food and learn why the change from Accpac 6.1 is more than just a name change. Brian Terrell will be our speaker.

Click here for more information and to register. Please specify which day you would like to attend.

CPE Information:

Objective - What's new with Sage 300 ERP 2012                                            Prerequisite - None                                                                                                 Experience Level - None                                                                                          Advanced Preparation - None Required                                                                  Teaching Method - Group Interaction led by a Moderator                                            Recommended Credit - 1.5 Hours


For more information contact:

Denise Torres 
BTerrell Group 
214-647-2611 ext 106

What happened to my Accpac?

Posted by Meredith Gooch on Mon, Oct 22, 2012

Sage renamed all of the Accpac products:

o       Sage ERP Accpac 100 is now Sage 300 Standard ERP.
o       Sage ERP Accpac 200 is now Sage 300 Advanced ERP.
o       Sage ERP Accpac 500 is now Sage 300 Premium ERP.

Sage now has a simpler way to present the increasing levels of product capability available to you. Like luxury automobiles, the numbers associated indicates the sophistication level of the product. For example, a BMW 135 has fewer features than the 5 series.


So Sage renamed its core product offerings under the Sage 50, Sage 100, Sage 300, and Sage 500 banners, which in turn helps simplify finding additional Sage solutions that are the right fit for your business, when and if you need them, at any stage in your business growth cycle.

Contact Anthony Cox for more information at 866-647-2611 ext 127 or email

Tags: Sage Accpac ERP, accounts payable, Accounts Receivable, ERP Accpac, ERP, Accounts Payable challenges, Accpac Accounts Payable, SageCRM for Accpac