BTerrell Group Blog

BTerrell Group Celebrates 26 Years in Business

Posted by Brian Terrell on Thu, Feb 09, 2017

Intacct Premier Partner reinforces its commitment to client success

Addison, TX – February 4, 2017 - BTerrell Group, an Intacct Premier Partner that works with small andIntacct_logo_premier-2.jpg midsized enterprise organizations to strengthen the success of their businesses through the smart application of technology, celebrates its 26th year in business during February 2017.

Founded on February 4, 1991, the company has grown from a husband and wife CPA firm to an award-winning business partner providing software sales and implementation, business consulting, training and comprehensive development services.

Company founder, Brian Terrell, remarked, “We’ve been successful because we’ve helped our clients be successful. It’s as simple as that. I’m not one to rest on our laurels, but after more than a quarter-century in business, it’s appropriate to recognize the milestone.”

Mr. Terrell is quick to credit the resourcefulness and talent of his staff: “We hire the best individuals we can find, and then empower them to do great work. Our clients trust us because we have trustworthy professionals, and I’m proud of these guys and gals, some of whom have been here nearly 20 years.”

While it is continually innovating, evolving and incorporating new technologies, the firm enters 2017 with the same focus that has served it well since the beginning. “Our goal is to foster a culture of collaboration, partnership and service within our own firm and in our client relationships,” Mr. Terrell concludes. “We enable clients to 'do more work with less effort', and we apply that principle to every engagement, continually creating both short-and long-term client company value.”  

About BTerrell Group

BTerrell Group works with small and midsized organizations, strengthening the success of their businesses through the smart application of technology and the resourcefulness of our people. We employ a talented team of entrepreneurs, accountants, consultants and developers who understand the challenges businesses face and are inspired to solve those challenges. Based in northern Texas, we implement cloud/SaaS solutions including Intacct for clients throughout the country. Our firm’s focus is helping clients in the professional services sector, including SaaS, healthcare and nonprofit. Learn more at Reach us at 866-647-2611 or at


Tags: Intacct partner

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

BTerrell Group Recognized as Intacct Partner of the Month

Posted by Keith Karnes on Mon, Dec 16, 2013

Intacct PartnerSeeing the impact that cloud-based solutions could have on our clients’ businesses, BTerrell Group made the decision earlier this year to become a partner of Intacct, the  leader in cloud-based ERP solutions on the market (which is also, by the way, endorsed by the AICPA!)

BTerrell’s strategic move certainly made sense to me, as I’d been consulting on Intacct for a couple of years already, and becoming convinced that Intacct provided the best solution out there.

In the spring of 2013, after meeting with Brian Terrell, the managing director of BTerrell Group, I decided to come on board and manage the company’s Intacct practice. Since that time, we’ve made some great strides by following a focused approach to building the Intacct business, in sales, implementation and particularly in advanced integrations and customization of the solution.

Our efforts are starting to get noticed and to pay off. Intacct has taken notice, too, as BTerrell Group was named the Intacct Partner of the Month recently in November. We’re honored, yet know that we still have more to do…this is just the tip of the iceberg for us!

What led to this award, you ask?

The tipping point was that we managed to close the third largest deal in Intacct channel history. To do so, we worked closely with Intacct, DocAssist and other strategic partners to prove the strength of – and commitment to – the integrated solution, in addition to engaging BTerrell Group’s sister company, CodePartners, to meet the integration demands of the customer.

Here are some of the tactics that we’ve used to help build our Intacct practice:

  • 11 of our consultants have completed Basic and/or Advanced Implementation Certification Training
  • 4 developers from CodePartners have completed training on Intacct Platform Services
  • Converted the books and records of both companies to Intacct, so we’re absolutely “eating our own dog food”
  • Redesigned our website with Intacct front and center
  • Improved our social media presence and actively participate in blogging and social media conversations
  • Developed a QuickBooks Pro Advisor referral program to provide incentives to local companies whose customers are outgrowing QuickBooks
  • Kicked off a monthly webinar program for our customers and prospects to learn about various solutions to their issues (you can see our on-demand webinars here)
  • Attended and spoke at Intacct Advantage, Intacct’s annual user conference held in Las Vegas (Note: this is a great event to put on your calendar for next year! November 9-14, 2014 in Orlando)

The mid-sized companies we serve are increasingly interested in solutions that require minimal overhead and IT maintenance. We feel that Intacct is a great solution for these companies, yet we still offer and support Sage 300 ERP for customers who prefer an on-premise solution.

Next year, expect added focus from BTerrell Group on providing you with additional resources to help you solve your most pressing business issues. We plan to continue to focus on providing you with quality webinars, eBooks, checklists, newsletters, and more to help you in your continuous journey to get ever more efficient.

Also, be sure to continue to let us know what would be most helpful to you. Add comments here, or connect with us on LinkedIn, Twitter and/or Facebook.


Tags: Intacct, Intacct partner