When it comes to choosing an accounting software solution, startups have many options, consider a Sage Intacct Accountant!
Depending on your startup’s size and complexity, Sage Intacct might be a great option. But if you’re not running an accounting firm, to get the most out of the software, you’ll probably need professional support from a Sage Intacct Accountant.
A Sage Intacct Accountant means an accounting firm (or individual) who understands how to use the software for their client or is a certified Sage Intacct Partner.
So what’s the best way to work with one of these capable professionals?
A Bit More About Sage Intacct
According to some, Sage Intacct is a best-in-class cloud accounting solution. A cloud solution, of course, is a tool available anywhere you have an internet connection. This differs from “on-premise” solutions that typically require software to be run from a privately hosted internal server.
A serious step up from basic bookkeeping software, Sage Intacct is an accounting solution covering all of your accounting needs, including:
- Accounts Payable
- Accounts Receivable
- Multi-entity Consolidations
- Contract Revenue Management
In short, it’s an ERP-type solution, rivaling Oracle’s Netsuite.
This type of accounting software offers a higher-priced, more capable set of tools for bigger and more complicated enterprises. Aside from the occasional exceptionally complex operation, tools this powerful are not often used by small businesses.
But like many software solutions, Sage Intacct is a bit like chess. It’s relatively easy to get started and learn the basics, but mastering all of its intricacies is a challenging prospect.
After using third-party consultants to set up and integrate the accounting solution properly, many companies engage expert Sage Intacct Accountants to get the most out of it.
3 Steps to Take When Searching for an Intacct Accountant
There are a few things to do before you start looking for an accounting partner to help you out to maximize your results.
You know how you currently use the tool.
You’ve had the tool in place long enough to have an understanding of how Sage Intact works and how you’re using it. You know how Sage currently works for your company and how you currently use it. Having this information at the front of your mind is immensely useful when speaking to a potential partner about your future use of the tool.
You also understand how you’d like to use the tool.
More than that, you have a good idea of how you’d like to use the tool. You’re aware that it has vast capabilities that you’re not currently exercising.
And because you’ve seen a bit, you know what you’d like to implement and where you’d like your accounting solution to go.
The firm you’re looking at knows how to go from where you are to where you want to be.
At this step, you’ve established what you want from your cloud accounting solution. You just need some expert help to execute your vision.
When looking for a Sage Intacct Accountant, your potential partner must know how to implement something that fits your needs. They should be able to give you a roadmap to where you want to be.
Practical Steps Once You’ve Found Your Ideal Accounting Partner
Schedule a Consultation
Meet with your potential partner. Ask questions.
Get a feel for how their team operates and whether or not you’re comfortable with the person who will be your main point of contact. Do your best to ensure that they can do what you want.
In a lot of ways, finding an accounting partner is like a job interview or even dating. This team will have extreme amounts of access to your business’s financials and inner workings. It will help if you can build a good rapport.
Grant Access
Once you’ve found a partner you can work with, get them access to your system. Allow them to take a good look inside.
Before you can develop a reliable roadmap, they’ve got to verify your starting point.
Co-Develop Your Implementation and Onboarding Plan
Work together to create an implementation and onboarding plan that works for your startup and the accounting partner. This collaboration will give you the highest likelihood of success.
Then set up a timeline that works for both parties. You both need to be confident that both sides can dedicate the proper amount of necessary resources to get started.
This is one of those instances where a little extra effort up front can save loads of headaches on the backend. Incompatible or unrealistic expectations from either side can make the partnership unpleasant at best.
On the other hand, a well-implemented, optimized financial system can help you drive growth by giving you comprehensive financial and non-financial information about your business.
An Experienced Sage Partner
There’s a multitude of cloud accounting software out there. Sage Intacct is one of the best solutions available for a medium-sized business.
But in order for your startup to get the most out of such a capable tool, it’s best to partner with Sage Intacct Partner. This is a person (or team) who can help you utilize it to its full potential.
Founder’s CPA is one of those partners, serving many clients using Sage Intacct. If you’re thinking about implementing Sage Intacct; or using it already and want to get more, set up a free consultation with one of our experts. Together, we can develop a strategy that’s ideal for your business’s specific situation.
