BTerrell Group Reviews & Provider Details

Name: BTerrell Group
Rating: 4.7 (17 reviews)

You live with a financial platform decision for years, so the partner behind it matters as much as the software. BTerrell Group helps mid-sized companies move to, and grow on Sage Intacct, upgrade from QuickBooks, replace a legacy on-premises system, and are ready for a closer relationship with an independent partner. Since 1991, we implement and support Sage Intacct across healthcare, professional services, and nonprofits. For general and specialty contractors, Ledgerable, a BTerrell company, delivers the same service levels on Sage Intacct Construction. For one budgetable monthly price, we deliver unlimited support, with no per-incident fees, no billing by the hour, and no fixed-fee projects. We earn your subscription to our services by delivering value every month, and we call our subscribers, Members. What Members gain: -The peace of mind that comes from consistent and committed support -Fully-informed financial decisions, because we share your focus on real-time visibility, designing and developing best-in-class reports and dashboards -Freedom from the fear of a never-ending, time-and-budget-bound transaction and the billable hours, cost overruns, and endless change orders that come with it Whether you have begun evaluating Sage Intacct or already subscribe to it directly from Sage, see how -BTerrell SmartCare (https://www.bterrell.com/services/smartcare) or -Ledgerable SmartCare (https://www.ledgerable.com/services) helps you make the most of your investment.

Seller

BTerrell Group

Discussions

BTerrell Group Community

Overview by

Brian Terrell (The Dallas Accounting and Automation Experts)

Top-Rated Alternatives

Alta Vista Technology

4.9/5(130)

View All Alternatives

User Insights

Average based on 17 real user reviews.

BTerrell Group Media

BTerrell Group Demo - SmartCare: Support for your Sage Intacct Needs

Unlimited support to help you maximize your Sage subscription

Support for your Sage Intacct needs

BTerrell Group Demo - Existing clients and contact

Long-term clients and experience

Your cloud accounting software

G2 reviews are authentic and verified.

Here's how.

Luis L.

Mid-Market (51-1000 emp.)

9/17/2026

"Fast, Clear Responses and Helpful Feature Guidance!"

5/5

What do you like best about BTerrell Group?

I liked the speed of the response. It was fast and, more importantly, clear. Kelly Angeles was willing to help clarify my questions about some features of the product that my company was not aware of. Review collected by and hosted on G2.com.

What do you dislike about BTerrell Group?

To be honest I had a great experience, but perhaps they can include the support email address somewhere on the official partner page. If it was there, I couldn't find it. https://marketplace.intacct.com/MPListing?lid=a2Di00000009GKlEAM Review collected by and hosted on G2.com.

Recommendations to others considering BTerrell Group:

I'm sure that they won't regret it. The product that we use, SmartEFT is really fast, safe and does what is expected. If at some point you get an issue or bug, the support team will help you really fast. Review collected by and hosted on G2.com.

What problems is BTerrell Group solving and how is that benefiting you?

My company uses Sage Intacct, and BTerrell Group is the developer of SmartEFT, which we use to make EFT payments. We were having an issue with the SmartEFT app, so I contacted BTerrell Group support team. It was surprising how fast their answer was, on top of that in every communication that we had, they solved my questions and even taught me something we didn't know, thanks to that information we will reduce the manual work of our Accounts Payable team. Special thanks to Kelly and the dev team because they did a great job on our case. Review collected by and hosted on G2.com.

Randy B.

Small-Business (50 or fewer emp.)

6/10/2026

"Ledgerable Made Our Sage Intacct Implementation Smooth and Successful"

5/5

What do you like best about BTerrell Group?

During our implementation of Sage Intacct, the entire Ledgerable team was instrumental in making the process manageable and successful. They were there to guide us and answer our questions, as well as making invaluable suggestions on best practices.

Since the successful implementation, their team has answered every question, provided every report we needed and has made our lives easier with a complicated construction ERP. Review collected by and hosted on G2.com.

What do you dislike about BTerrell Group?

I cannot think of anything that I, or my team, have experienced with BTerrell that would change my recommendation. Review collected by and hosted on G2.com.

Recommendations to others considering BTerrell Group:

The model that BTerrell and Ledgerable have developed for implementation and ongoing support for Sage Intacct is the best that we have seen. Continuity of the team we have worked with from implementation to monthly support has been invaluable to make our move to Sage successful. We are a construction company and I would recommend Ledgerable without any reservations to other contractors about to move to Sage. I have no doubt that they provide the same service no matter the type of company. Sage Intacct is the best ERP we have used, and Ledgerable takes it over the top! Review collected by and hosted on G2.com.

What problems is BTerrell Group solving and how is that benefiting you?

BTerrell, and their sister company Ledgerable, are our Sage Intacct implementation and service partner. Review collected by and hosted on G2.com.

Sean M.

Chief Financial Officer

Mid-Market (51-1000 emp.)

8/12/2026

"Highly Responsive Intacct Experts Who Always Deliver"

4.5/5

What do you like best about BTerrell Group?

They are Intacct product experts, and are highly responsive/helpful when needed. Review collected by and hosted on G2.com.

What do you dislike about BTerrell Group?

Honestly, no real downsides! I only wish we were in the same city so we could connect in-person sometime instead of only virtually. Review collected by and hosted on G2.com.

Recommendations to others considering BTerrell Group:

If you are a Sage Intacct user, BTerrell is the most valuable resource I've found. A lot of the actual Sage support is on-demand/self-service, and I've found BTerrell to be able to effectively fill the gaps in terms of support and ongoing education/customization at a very reasonable price. Review collected by and hosted on G2.com.

What problems is BTerrell Group solving and how is that benefiting you?

BTerrell helped us to customize our Sage Intacct ERP system in a way that works well for our business, and has provided great ongoing support and customization on-demand for the past 6 years. Review collected by and hosted on G2.com.

Rebecca R.

Controller

Mid-Market (51-1000 emp.)

6/10/2026

"Fast, Responsive Support for Issues and Design Changes"

5/5

What do you like best about BTerrell Group?

They respond very quickly to reported issues or requests for design changes or other administration areas that require the reseller to perform. Review collected by and hosted on G2.com.

What do you dislike about BTerrell Group?

There are no downsides to using BTerrell Group. Review collected by and hosted on G2.com.

Recommendations to others considering BTerrell Group:

I have used the BTerrell Group for multiple installation projects and they are always professional and very helpful and responsive! Review collected by and hosted on G2.com.

What problems is BTerrell Group solving and how is that benefiting you?

They currently provide ongoing support for Sage Intacct ERP license that they also helped implement. Sage Intacct adds more internal controls with approval workflows and security segregation options and is a great product for mid-size companies. Our Finance team is benefiting from the product in faster monthly close, better team collaboration, and excellent reporting output. BTerrell Group is a great Reseller for the product and helped us throughout the entire implementation process and continues to provide ongoing support when needed. Review collected by and hosted on G2.com.

Jerry M.

President

Mid-Market (51-1000 emp.)

6/10/2026

"Dedicated CSR. SAGE Intacct Specialists, and Fast Ticket Responses"

5/5

What do you like best about BTerrell Group?

Customer service with a dedicated CSR, quick response on tickets, specialists for the SAGE Intacct modules Review collected by and hosted on G2.com.

What do you dislike about BTerrell Group?

quicker turnaround on client custom reports Review collected by and hosted on G2.com.

Recommendations to others considering BTerrell Group:

Client customer service oriented during implementation and post implementation. B Terrell has on staff specialists for the individual modules. I highly recommend B Terrell Group as your VAR for SAGE Intacct implementation or re-implementation and would retain them as my VAR. Review collected by and hosted on G2.com.

What problems is BTerrell Group solving and how is that benefiting you?

B Terrell was retained by my client to re-implement SAGE Intacct. From contract execution in August 2025 we successfully went live with the New SAGE Intacct implementation in the first half of October 2025, on target as scheduled, less than 60 days. Review collected by and hosted on G2.com.

Verified User in Construction

Mid-Market (51-1000 emp.)

6/23/2026

"Friendly, Responsive Support That Usually Finds a Solution"

4.5/5

What do you like best about BTerrell Group?

They are friendly, responsive, and helpful. They are usually able to find a solution to our problems and will take the time to schedule a meeting to get more information if needed. Review collected by and hosted on G2.com.

What do you dislike about BTerrell Group?

The only thing that could maybe have some improvement is that when one of our reports is not working they usually want to create a new report instead of trying to fix the existing one. We don't mind in some instances but other times it's more convenient if we can continue to use the report we were previously using and just correct it to work again. Review collected by and hosted on G2.com.

Autumn S.

Vice President

Mid-Market (51-1000 emp.)

6/23/2026

"Expertise and Knowledge You Can Trust"

5/5

What do you like best about BTerrell Group?

Their knowledge and expertise, along with their consistently cheerful disposition, really stand out. They’re very easy to work with, highly responsive, and have helped us navigate a number of challenges in a short period of time. Review collected by and hosted on G2.com.

What do you dislike about BTerrell Group?

I don’t have anything I dislike about BTerrell Group. Review collected by and hosted on G2.com.

Recommendations to others considering BTerrell Group:

My advice is to work with BTerrell, especially if you’re setting up Intacct or already have Intacct and want to get more out of it or use it more effectively. Review collected by and hosted on G2.com.

What problems is BTerrell Group solving and how is that benefiting you?

Intacct usage and problem solving, including everything from system configuration updates, modifications, and user management to report/dashboard creation etc.Yo Review collected by and hosted on G2.com.

Verified User in Hospital & Health Care

Mid-Market (51-1000 emp.)

9/17/2026

"Highly Responsive Support That Truly Understands Our Business Needs"

5/5

What do you like best about BTerrell Group?

They care about our business needs and are always very responsive and supportive when we have questions. Review collected by and hosted on G2.com.

What do you dislike about BTerrell Group?

Nothing. We're fully satisfied with BTerrell's services. Review collected by and hosted on G2.com.

Recommendations to others considering BTerrell Group:

I would highly recommend BTerrell if you need someone who has a lot of knowledge around report building and can give you valuable insights and guidance for your reporting needs. Review collected by and hosted on G2.com.

What problems is BTerrell Group solving and how is that benefiting you?

BTerrell helped us construct all of the regular and customized reports within our ERP system, and we are fully relying on the reports they built for us for our reporting and book closes. Review collected by and hosted on G2.com.

Verified User in Construction

Mid-Market (51-1000 emp.)

6/11/2026

"Responsive, Knowledgeable Support That Solves Every Challenge"

5/5

What do you like best about BTerrell Group?

They are very responsive, knowledgeable and ensures each customer feels supported. Review collected by and hosted on G2.com.

What do you dislike about BTerrell Group?

I honestly cannot think of anything, they have been able to solve each challenge we have came up with. Review collected by and hosted on G2.com.

Recommendations to others considering BTerrell Group:

I would tell others that BTerrell delivers exceptional results, responsive support, and a truly client‑focused approach. Review collected by and hosted on G2.com.

What problems is BTerrell Group solving and how is that benefiting you?

BTerrell is helping us solve multiple challenges tailored specifically for our company that we have within our Sage platform. Specifically they have been helping us generate lien waivers out of Sage that will help save us hours weekly in manual labor. They are also guiding us on creating rate tables within Sage where we can generate invoices for union labor that will save us hours each week as well. These are huge time saves that will allow us to be more efficient as a organization. Review collected by and hosted on G2.com.

Joy L.

Small-Business (50 or fewer emp.)

6/11/2026

"So Easy to Work With"

5/5

What do you like best about BTerrell Group?

How easy they are to work with. Simple as sending an email when you need support. Review collected by and hosted on G2.com.

What do you dislike about BTerrell Group?

Every once in awhile it takes them a bit long to get back to you on issues. Review collected by and hosted on G2.com.

Recommendations to others considering BTerrell Group:

They were easy to work with during our transfer from QBO to Sage Intacct. They assisted us with any issues that came up along the way. They also helped make sure the reports worked for our needs and showed the data we wanted to see. Review collected by and hosted on G2.com.

What problems is BTerrell Group solving and how is that benefiting you?

They assist us with issues that come up with Sage Construction Management & Intacct. Review collected by and hosted on G2.com.