BTerrell Group Blog

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.

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Here is a quick tip: Intacct provides two System Reporting Periods that are inactive by default, Inception to Current Month and Inception to Date. Activating these allows you to run reports spanning multiple years.

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In a previous post, I explained four reasons why, in my opinion, Intacct offers such a great fit for companies that develop and deliver software as a service. With nearly 25 years of helping clients select and maintain financial software solutions, I understand the importance of connecting a company’s unique needs and qualities with technology to improve the overall health of the company. With that in mind, I want to share four more reasons why I stand behind Intacct for SaaS companies.

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While there is no magic formula that calculates a company’s readiness for a new financial management solution, there are warning signs to be aware of in your business.

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As someone who has provided my client companies with accounting and finance software technology for nearly 25 years, I’ve seen good fits, bad fits, and downright ugly fits between a company’s accounting needs and the capabilities of their financial software. Sometimes, we encounter companies who have outgrown QuickBooks or another smaller, on-premise software program. Sometimes, we help a company recover from a software option that just wasn’t the right choice for their business model. And sometimes, our developers provide that “last mile” of automation to bridge functionality gaps. In all of that experience, I’ve seen certain solutions that seem to fit nine times out of ten. For a company developing and delivering software as a service, Intacct fits perfectly, and I’ll explain four reasons I believe that statement to be true.

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