BTerrell Group Blog

How to ensure a positive ROI on your QuickBooks or Sage 300 upgrade!

Posted by Brian Terrell on Fri, Aug 05, 2022

 
What if your planned QuickBooks or Sage 300 upgrade doesn't generate the expected return on investment? This 1 minute and 52 second video explains exactly how others mitigate against that risk:
 
 
A BTerrell prospect evaluating an upgrade to Sage Intacct from a legacy, on-premises accounting application admitted recently his fear that his company may only use 60% of the functionality to which he is subscribing. That's when I assured him that BTerrell SmartSuite, a portfolio of software, services, and deliverables that includes Sage Intacct, directly addresses that and other common challenges experienced by accounting software upgraders.
 
I'm Brian Terrell, Managing Partner of BTerrell Group.
 
BTerrell SmartSuite subscribers, who we call Members, receive unlimited training and tech support as a part of their membership. This entitlement removes the tension customers feel when comparing their need for software training against obtaining some sort of upper level management approval for the unbudgeted expense unexpected consulting and training expenses often require. That's only a part of the value proposition to which BTerrell SmartSuite Members are due, and this is what we mean when we say what we're really selling here is the peace of mind that you're receiving all the value to which you're due from your investment in accounting technology.
 
As you consider upgrading from Quickbooks or a legacy, on-premises accounting application, call me and challenge me to estimate the budgetable monthly price for the outcomes you'll require to move forward.
 
In the meantime, insist on membership in BTerrell SmartSuite.
 
 
To learn more about Sage Intacct, BTerrell SmartSuite, and BTerrell Marketplace Partner Products, schedule an introductory call today using this safe link:
 
 
 
 
Now is the time to insist on membership in BTerrell SmartSuite!
 

Tags: Quickbooks upgrade, Intacct, Quickbooks, outgrown Quickbooks, Sage Intacct, BTerrell SmartSuite

How to make financial decisions quickly

Posted by Brian Terrell on Fri, Jul 29, 2022

 
Potential stakeholders find it incredible that CFOs relying on QuickBooks and Excel can make fully informed financial decisions quickly, and this 1 minute and 57 second video explains how to repair the damage:
 
 
Quickbooks users upgrading to Sage Intacct have gotten by with so little reporting for so long that they get really excited when seeing how Sage Intacct publishes key performance indicators, operating reports, and financial statements directly to dashboards.
 
This means they can open up this Accounts Receivable dashboard directly in their browser and get immediately up to date on the overall amount they're due, the change in that amount from one point in time to the next, an aging of that amount over different time periods, and a fully detailed aging without running a single report. Within their browser, Sage Intacct immediately presents completely up to date information directly sourced from the General Ledger.
 
I'm Brian Terrell, Managing Partner of BTerrell Group.
 
Fully informed managers and stakeholders is an outcome on which many prospects make the decision to upgrade from Quickbooks to Sage Intacct. BTerrell SmartSuite is a portfolio of software, services, and deliverables fulfilling that business outcome through unlimited report and dashboard design and development services.
 
As you consider upgrading from Quickbooks or that legacy, on-premises accounting application, reach out to me at bterrell.com/sageintacct and I'll provide more details on what BTerrell is really selling here... which is fully informed financial decision makers.
 
But whatever you do, insist on membership in BTerrell SmartSuite.
 
 
To learn more about Sage Intacct, BTerrell SmartSuite, and BTerrell Marketplace Partner Products, schedule an introductory call today using this safe link:
 
 
 
 
Now is the time to insist on membership in BTerrell SmartSuite!
 

Tags: Quickbooks upgrade, Intacct, Quickbooks, outgrown Quickbooks, Sage Intacct, BTerrell SmartSuite

What warning does Top Gun:Maverick have for legacy software users?

Posted by Brian Terrell on Fri, Jul 22, 2022

 
You've seen Top Gun:Maverick but you missed the warning it gives you about your continued use of Quickbooks or a legacy, on-premises accounting application. Invest 2 minutes and 1 second in this video which explains everything:
 
 
Last weekend, my wife and I saw Top Gun:Maverick, and wow...what a great show! One moving scene includes Tom Cruise and Val Kilmer talking together in a reprisal of their original roles as Maverick and Iceman. I won't spoil the scene, but it's no secret that Val Kilmer lost his voice to throat cancer and can no longer speak. So, how did they pull this off?
 
I'm Brian Terrell, Managing Partner of BTerrell Group.
 
The average, every day person can now use Artificial Intelligence software to mimic a person's voice in real time. That technology allows Iceman to speak with Maverick and represents the latest emerging security threat to small and mid-sized companies. Imagine a fraudster mimicking a CEO's voice, calling up the Accounting department, and authorizing a wire transfer to an offshore account. That money? It's gone forever.
 
Multi-level approval workflow, like that available in Sage Intacct's payment processing function, defends against this emerging threat. And BTerrell SmartSuite Members enjoy unlimited access to our consultants' experience and imagination in deploying security best practices at your company. Call me, and I can give you all the details, including a timeline and budget for getting started.
 
But, whatever you do, insist in membership in BTerrell SmartSuite.
 
 
To learn more about Sage Intacct, BTerrell SmartSuite, and BTerrell Marketplace Partner Products, schedule an introductory call today using this safe link:
 
 
 
 
Now is the time to insist on membership in BTerrell SmartSuite!
 

Tags: Quickbooks upgrade, Intacct, Quickbooks, outgrown Quickbooks, Sage Intacct, BTerrell SmartSuite

You PPP loan is forgiven!

Posted by Brian Terrell on Fri, Jul 15, 2022

 
Did Quickbooks instantly update you on your eligibility for Paycheck Protection Program loan forgiveness? This 3 minute and 27 second video explains exactly how Sage Intacct did this for BTerrell SmartSuite Members:
 
 
Between April 1, 2020 and May 31, 2021, the U.S. government's Paycheck Protection Program created 12 million borrowers instantly interested in the three or four key performance indicators on which complete loan forgiveness depends. For Sage Intacct customers, and especially for members of BTerrell SmartSuite, managing these and other challenging reporting requirements is never a big deal. And, the Paycheck Protection loan program provides a perfect case study proving this out.
 
I'm Brian Terrell, Managing Partner of BTerrell Group. We've been automating back offices using Sage Intacct out of a North Texas office longer than anyone.
 
Sage Intacct gives Quickbooks upgraders a financial management architecture on which they can track and report anything, allowing decision makers to respond in real time to changing business and economic conditions. BTerrell SmartSuite members have even greater access to these benefits. To find out why, check out the video at the location displayed on the screen.
 
Sage Intacct tracks important data on dashboards through performance scorecards, financial reports, graphs, and data visualization tools. BTerrell SmartSuite members get the unlimited design and development expertise of our talented report writers to create dashboards as quickly as business needs change at no additional charge.
 
For our members participating in the Paycheck Protection Program, we created real time dashboards tracking total qualified expenses for the Covered Period to date, the current unforgiven loan balance, the relationship between covered payroll costs and that loan balance, and the current number of full time equivalent employees versus that same number on the loan application date. Those familiar with the program will recognize that these are the major metrics required to manage loan forgiveness.
 
Sage Intacct dashboards derive data directly from the General Ledger, update eith every transaction, forecast the future when combined with budget data sets, and instantly deliver information to stakeholders using their favorite browser. BTerrell SmartSuite members get these benefits faster and cheaper as we prioritize the needs of our members building any report they request at no additional charge.
 
If you're a decision maker evaluating replacements for Quickbooks or that legacy on-premises application and you need to manage ever changing business reporting requirements as easily and as affordably as we helped our members manage their Paycheck Protection Program Loans, call me. And, I'll tell you not only how but for how much I can help you achieve your goals.
 
But whatever you do, insist on membership in BTerrell SmartSuite.
 
 
To learn more about Sage Intacct, BTerrell SmartSuite, and BTerrell Marketplace Partner Products, schedule an introductory call today using this safe link:
 
 
 
 
Now is the time to insist on membership in BTerrell SmartSuite!
 

Tags: Quickbooks upgrade, Intacct, Quickbooks, outgrown Quickbooks, Sage Intacct, BTerrell SmartSuite

This is why you'll never have to ask us for a client reference!

Posted by Brian Terrell on Fri, Jul 08, 2022

 
You'll never have to ask for a reference from us, as we give those early and often. Here's an unsolicited email I received out of the blue in August 2021 while on vacation with my grandkids in Wisconsin. Please invest 2 minutes and 46 seconds to learn exactly why BTerrell SmartSuite Members are so happy to do business with us:
 
 
On Monday, I received this note from a former Quickbooks user and current BTerrell SmartSuite member, who just renewed his company's membership for another year. Because I wasn't involved in this renewal, the email came as a complete surprise. And I gotta tell ya...there's no better way to begin a work week!
 
I'm Brian Terrell, Managing Partner of BTerrell Group. We've been automating back offices using Sage Intacct out of a North Texas office longer than anyone.
 
For weeks now, I've been introducing BTerrell SmartSuite, a portfolio of software, services, and deliverables, that includes the Sage Intacct Financial Management application. It's a whole new world designed to transform the small accounting office struggling against the limits imposed by Quickbooks into functional and effective mid-market accounting and finance departments.
 
Let's review what makes BTerrell SmartSuite membership different...but better.
 
First of all, BTerrell SmartStart stands up your Sage Intacct instance with an initial configuration and data conversion sprint. This gets your new accounting software quickly up and running, your staff quickly trained, and you return on investment quickly realized.
 
Next, BTerrell SmartAssist provides unlimited and continuous fine tuning as your business continues to grow and change as well as unlimited training and support needed to get the most out of every Sage Intacct quarterly product update.
 
In addition, BTerrell SmartReports gives you the opportunity to request our talented report writers to design or develop any report or dashboard you need using any Sage Intacct report writing or dashboard development tool.
 
And finally, BTerrell SmartSuite members may install and use any BTerrell Marketplace Partner product...at no additional charge.
 
This all adds up to a business relationship and not a business project, that's really different and really better, and I invite you to give me a call to discuss what it can mean for your company as you consider upgrading from Quickbooks or that legacy on-premises accounting application.
 
But whatever you do, insist on membership in BTerrell SmartSuite!
 
 
To learn more about Sage Intacct, BTerrell SmartSuite, and BTerrell Marketplace Partner Products, schedule an introductory call today using this safe link:
 
 
 
 
Now is the time to insist on membership in BTerrell SmartSuite!
 

Tags: Quickbooks upgrade, Intacct, Quickbooks, outgrown Quickbooks, Sage Intacct, BTerrell SmartSuite