Hands-On Accounting Help for Your Sage Intacct Transition
Just went live, or need temporary help? SmartBridge provides short-term, focused accounting assistance for Sage Intacct users. Our accountants work alongside your team to complete selected accounting work, build procedures that fit how you operate, and hand the work back once your team is ready.
You keep ownership of your accounting function. We help you bridge the transition.
Signs Your Team Needs a Bridge
Sage Intacct training teaches your team where the buttons are. It does not process your real daily volume. When the workload and the learning curve arrive at the same time, the accounting falls behind.
Month-End Close Is Slipping
Your first closes in Sage Intacct take longer than planned, and reporting to leadership or the board starts to slide.
Daily Work Takes Twice as Long
Staff are learning new workflows while AP, credit card, and bank activity keep coming in. The backlog grows every week.
No Procedures for Your Process
Generic software steps don't reflect your policies. Without written SOPs, every task depends on who remembers how it was done.
A Small Team Is Stretched Thin
A lean accounting team, a vacancy, or a cleanup project leaves no room to absorb the extra work without burnout or errors.
Focused Accounting Assistance Inside Sage Intacct
We perform the work, not just explain it. SmartBridge covers selected areas of Sage Intacct accounting. Choose the ones where your team needs the most help.
Accounts Payable & Receivable
Process and review live AP and AR transactions so vendors are paid and invoices go out on schedule.
Credit Card Transactions
Import, code, and post credit card activity so expenses land in the right accounts.
Bank Reconciliations
Complete bank reconciliations and resolve the differences that hold up the close.
Balance Sheet Reconciliations
Reconcile balance sheet accounts and subledgers so your numbers tie out every month.
Month-End Close
Run selected close activities so your first closes in Sage Intacct stay on schedule.
Journal Entries
Prepare and post recurring and adjusting journal entries with senior review.
Data Transition & Analysis
Move, validate, and reconcile accounting data from prior systems into Sage Intacct.
Custom Accounting SOPs
Document the procedures your team actually follows, not generic software steps.
We Built the System. Now We Help You Run It.
SmartBridge is not a full-service outsourced accounting department. It is targeted, hands-on help in specific areas of Sage Intacct accounting, for as long as your team needs it and no longer. Think of your Initial Sprint team as the engineers who built a high-performance vehicle. SmartBridge is the co-pilot in the driver's seat for the first high-stakes laps.
From Doing It for You to Doing It Yourself
Every engagement ends with your team in control. We absorb the workload first, then hand it back step by step.
Assess
We review your processes, backlog, and team capacity, then agree on the areas we will cover.
Execute
Our accountant works in your Sage Intacct environment, processing transactions and running the close with your team.
Document
We write SOPs based on how your organization actually works, tested against live transactions.
Hand Off
Your team shadows, then leads with our guidance, until they own the work with confidence.
Built for Sage Intacct Teams That Need Temporary Capacity
SmartBridge is a good fit if:
You recently went live on Sage Intacct and need extra hands.
Month-end is falling behind after your go-live.
Your team is temporarily short-staffed, or you are recruiting or onboarding.
You need help reconciling data after a system transition.
Key accounting procedures are not written down.
You need hands-on help, not another training session.
SmartBridge is not:
Full outsourced accounting or a traditional bookkeeping service
A fractional accounting department
A permanent replacement for your accounting staff
A CPA, tax, audit, or attestation service
A replacement for your Initial Sprint or SmartCare
Instead, SmartBridge provides targeted accounting assistance when you need extra capacity, execution support, or process documentation.
Keep the Books Moving While Your Team Learns
SmartBridge isn't a generic staffing service. Your accountant works within a team that knows Sage Intacct configuration, integrations, reporting, and post-go-live challenges, so they don't learn the system on your time.
Protect daily output. Avoid the productivity drop that usually follows go-live.
Get procedures that fit. SOPs built on your business rules, not generic manuals.
Prevent costly posting errors. Two layers of review during high-volume periods.
Reduce long-term consulting needs. A confident, trained team needs less outside help.
Dedicated Accounting Resource
Your day-to-day accountant, working in your Sage Intacct environment alongside your team.
Senior Consultant Quality Control
A BTerrell senior consultant reviews the work, so accuracy doesn't depend on one person.
Sage Business Partner
Backed by a certified Sage Intacct partner serving Members since 1991.
Choose the Level of Help You Need
SmartBridge is billed at a fixed weekly fee. No hourly buckets and no timekeeping. Your service level is set by how much support your team needs.
Steady Support
For teams that handle most of the work but need an experienced hand on specific tasks, reconciliations, or the close.
Contact us for pricing →Full Transition Coverage
For teams going live with high transaction volume, a small staff, or a backlog that needs dedicated attention every day.
Contact us for pricing →Onsite Support
Add days with our accountant at your office for hands-on co-working and training. Available with either option.
Contact us for pricing →Most engagements run a few weeks to a month. Larger organizations can extend support for as long as they need it.
Two Different Needs. One Sage Intacct Partner.
BTerrell SmartCare
Keep Sage Intacct working for your business. Ongoing support, training, configuration, integrations, and report development for one predictable monthly subscription.
SmartBridge Accounting Services
Help your accounting team get the work done. Short-term accounting execution, reconciliations, close assistance, and custom SOPs while your team builds confidence.
SmartCare optimizes the system. SmartBridge bridges the accounting workload.
Frequently Asked Questions
What is SmartBridge Accounting Services?+
SmartBridge is focused accounting assistance for Sage Intacct users. A dedicated BTerrell accountant, backed by a senior consultant, performs selected accounting work in Sage Intacct alongside your team, documents your procedures, and hands the work back once your team is ready.
Who is SmartBridge for?+
SmartBridge is built for teams that just went live on Sage Intacct or need temporary accounting help, such as small teams, staff vacancies, or backlog and cleanup projects. Organizations that have used Sage Intacct for years can also bring us in when they need extra capacity for a period of time.
Is SmartBridge a full outsourced accounting service?+
No. SmartBridge does not replace your accounting department or cover every accounting function. It provides targeted assistance in selected areas, such as AP and AR, credit card transactions, reconciliations, journal entries, and month-end close.
We already had training during our Initial Sprint. Why do we need this?+
Training teaches how Sage Intacct works. It does not process your daily transaction volume. SmartBridge handles the live workload while your team gains real-world confidence, then transfers the work through co-working, shadowing, and guided execution.
Is SmartBridge the same as SmartCare?+
No. SmartCare focuses on your Sage Intacct system: support, training, configuration, and reporting. SmartBridge focuses on selected accounting work performed inside Sage Intacct. Many organizations use both.
Do we need to have gone live with BTerrell?+
SmartBridge is designed for organizations using Sage Intacct. Contact us to find out whether it fits your environment and accounting needs.
Will SmartBridge document our accounting processes?+
Yes. Every engagement includes practical SOPs based on your actual workflows and Sage Intacct configuration, so the process stays with your team after we step back.
How is SmartBridge priced?+
SmartBridge is billed at a fixed weekly fee, with part-time and full-time options and optional onsite days. There is no hourly billing or timekeeping. Contact us for pricing based on the support your team needs.
How long does an engagement last?+
Most engagements run a few weeks to about a month. Larger organizations or more complex transitions can extend support for several months.
Does SmartBridge provide CPA or tax services?+
No. SmartBridge does not provide CPA, tax, audit, or attestation services. BTerrell Group, LLP is not a CPA firm.
Need More Than Sage Intacct Training?
You may not need another accounting department. You may just need the right Sage Intacct accounting help at the right time. SmartBridge works alongside your team to keep your close on schedule and your data accurate.
Schedule a SmartBridge Consultation