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Cloud Accounting Technology Resources by BTerrell

Explore our extensive, in-depth collection of Sage Intacct videos

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How one CEO decided to buy, not build, the fintech on which to manage her business

"We build systems that become boat anchors for us!". That's a direct comment from a CEO who has had it with her mashup of internally developed document and workflow management system built on a combination of Sharepoint, Excel, and legacy on-premises accounting application. You can hear the full story in this 1 minute and 59 second video:

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How can CFOs stop relying on Excel as an accounting subsystem?

There's a lot to unpack here. This CFO explains the many benefits of and peace of mind from using up-to-the-minute information from a modern, cloud-based financial management application instead of compromising on Excel as an accounting subsystem:

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The number 1 reason companies outgrow QuickBooks...

Ineffective and untimely reporting is the number one reason companies upgrade from QuickBooks. I discuss this more in this 2 minutes and 5 second video:

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

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:

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How to make financial decisions quickly

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:

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

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:

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You PPP loan is forgiven!

Did Quickbooks instantly update you on your eligibility for Paycheck Protection Program loan forgiveness?

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

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.

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The best way to spread out your Quickbooks upgrade costs!

You'll typically pay at least $15,000 to $20,000 annually for a software subscription plus 1 to 1 and 1/2 times that amount to configure the software, convert your data, and train your users when you upgrade from Quickbooks to Sage Intacct. This video shares exactly how you can convert those large costs into a manageable, monthly fee and receive continuous, unlimited, and ongoing value in the form of training, support, and report/dashboard design and development services:

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How to invoice customers for reimbursable expenses using Sage Intacct

This 3 minute and 24 second video shows exactly how to use Sage Intacct to invoice customers for reimbursable expenses without the additional expense of Sage Intacct Project Costing and Billing, which many Quickbooks upgraders don't need.

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Disney World teaches us a valuable lesson!

Did you know Disney+ subscribers can save up to 25% on rooms at select Disney Resort hotels for stays most nights July 8 through September 30, 2022? That's Disney adding value to the Disney streaming bundle and the model we follow here at Ledgerable

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Elevate the workplace with Sage Intacct and RPA

Nobody wants to be this guy:

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Sage Intacct defends against ransomware

Ransomware is the business continuity issue of our time. Everyone is a target, and this 3 minute and 30 second video shares exactly how I was targeted last year:

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How is teamwork crucial as you upgrade from Quickbooks to Sage Intacct?

The most crucial strategy in professional bike racing requires the fastest man surround him or herself with a team ab...

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How does 'peace of mind' relate to accounting and finance software?

Do you have peace of mind that your accounting back-office will not be distracted by: hours and hours wasted in attem...

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What does Bradley Cooper have to say about Sage Intacct?

Did you see Bradley Cooper turn to Lady Gaga in the 2018 remake of A Star is Born and say: '

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Unlimited tech support for Quickbooks upgraders!

Do you have 3 minutes and 4 seconds to see why you or your staff will never ask this question again

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From Quickbooks to a Billion dollar valuation...and beyond!

Imagine going from Quickbooks to a billion dollar valuation in just 24 months

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Sage Intacct for one affordable monthly price

To implement Sage Intacct or any other mid-market accounting app, our competitors will require you to write the follo...

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How BTerrell SmartSuite and Sage Intacct protect your firm against software obsolescence.

Sage Intacct subscribers and BTerrell SmartSuite members protect their companies from the software obsolescence ancho...

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FRAUD AND HOW TO FIGHT IT

This blog post originally appeared in the Nexonia blog

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Power BI: Right Time and Right Place with Sage 300 ERP Data

We all know the adage: being at the right time at the right place and with the right people is important to success

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Some thoughts on pricing for professional services…

I give up on pricing services based on the billable hour

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AR Customer List: Little Known/Little-Used Function in Sage 300 ERP

As a Sage client, you may be familiar with the benefits of building and working from call lists in Sage CRM

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Multi-Company Security Grid from CodePartners

Multi-Company Security Grid from CodePartners is a value-added add-on for Sage Accpac

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