Referral

Be a Difference Maker. Help others find the right solution today!

Empower someone to take the next step in their accounting system by introducing Sage Intacct or BTerrell SmartCare, making their life easier and creating a lasting impact.

Know someone who needs
‍better financial visibility?

Introduce them to BTerrell Group. When they become a Member, you earn a reward — your choice of cash, service credit, or charitable donation.

$

500

Thank-you reward

3

min

To submit a referral

100

%

Free to participate

One Referral Can Make a Big Impact

Know someone who could benefit? This could be exactly what they need. You don't need to be a customer to refer someone. If you know an organization that fits one of these situations, that's all it takes.

They've outgrown their accounting system

Manual workarounds, spreadsheet overload, no real-time visibility. They know something needs to change.

Send them our way
They use Sage Intacct but aren't getting value from it
They're on the right platform but frustrated. BTerrell SmartCare helps them get what they're paying for.
Introduce them
You're a happy BTerrell Member
You've experienced the difference. Someone else in your network deserves the same clarity and control.
Pay it forward
You're a business partner or advisor

Your clients trust your recommendations. Connecting them with the right financial system deepens that trust.

Start a conversation
How It Works

‍Simple Process.
No guesswork.

We implement and support Sage Intacct for construction, healthcare, hospitality, nonprofit, and other industries. If you know an organization struggling with disconnected systems, manual reporting, or outgrown accounting software — we'd love an introduction.

Submit the form

Takes about three minutes. Just give us the contact's details and a quick note on why you think they're a fit.

We reach out — you stay in the loop

Our team will connect with them to learn more and explore how we can help. We’ll keep you updated so you know how things are going.

Receive your reward

Once your referral signs on as a Member and their first invoice is collected within their first month, your reward is on its way.

$500 your way — you choose.

When your referral becomes a Member, pick the reward that means most to you.

$500 Cash or Gift Card
Restaurants, golf, entertainment—your choice of retailer.
$500 Service Credit
Applied to your BTerrell subscription. A smart reinvestment in your systems.
$500 Charitable Donation
We donate in your name to a charity you choose.
Strategic Partner Arrangement
Referring regularly? Higher-value ongoing arrangements are available.

* Service credits expire in 6 months. Reward issued after first invoice is collected. One reward per referral.

Submit a Referral

All fields marked * are required.

How It Works — 4 Simple Steps!

Share a Connection

Fill out the quick form with your details and who you’d like to introduce.

We Reach Out

Our team will connect with them to learn more and explore how we can help.

Stay in the Loop

We’ll keep you updated so you always know how things are going.

A Thank-You Gift

Once they’re a customer by end of the first month, you’ll receive a small token of appreciation.

Connect a Friend

Fill out the quick form with your details and who you’d like to introduce to us.

We Reach Out

Our team will connect with them to learn more and explore how we can help.

Stay in the Loop

We’ll keep you fully updated so you always know how exactly things are going.

A Thank-You Gift

Once they’re a customer by the end of the first month, you’ll receive a small gift.

What Our Clients Say About Us

I can’t imagine not having BTerrell to help us.
That would be a scary prospect.
Mike Begley
Senior Financial Analyst, Lectric eBikes
Just having experts that help us when we need them
right away is a game changer.
Andrea Nale 
Director of Accounting, Vivo Infusion
We love how easy it is to write reports in Sage Intacct, with the ability to slice and dice our data by all kinds of criteria.
Jay Jackson
CFO, CareATC
Why BTerrell?

We implement and support Sage Intacct — and we stay after go-live.

We help organizations in healthcare, hospitality, nonprofit, and other industries to improve financial performance with Sage Intacct. If you know an organization struggling with disconnected systems, manual reporting, or outgrown accounting software — we'd love an introduction.

Sage Intacct

Hands-on expertise to manage system changes, user needs, integrations, and day-to-day administration.

Real-time dashboards and reporting
Automates manual accounting tasks
Scales with multi-entity growth
Open APIs for system integration

BTerrell SmartCare

For organizations already on Sage Intacct who aren't getting full value from it.

Proactive system optimization
Workflow automation
Ongoing support from certified consultants
Certified Sage Intacct Partner for decades

What Our Difference Makers Say

BTerrell has been a great partner, and we give them high marks when it comes to responsiveness and their knowledge of Sage Intacct. Everyone has been easy to work with, and very helpful in enhancing our financial automation and reporting
Jerry Turner
Controller, CareACT
When we saw the capability of cloud-based management and being able to see the results right away, that’s what really sold us on going with Sage Intacct. We didn’t really look at any other solutions.
Cesar Elizondo
StarCorp Controller
Sage Intacct has been a game changer for us in being able to provide standardized, streamlined processes and data that we can all trust. With Ledgerable, we have access to continuous innovation and support that addresses our evolving business needs.
Julie Strong
CEO of C1S Group

Make a Difference Today

Thank you! Your submission has been received!
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Ready to make the introduction?

It takes three minutes. Your contact gets a better financial system. You earn $500. Everyone wins.

Submit a Referral