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[Podcast] Jim Norton of Dean Dorton on Sage Intacct Best Practices

Posted by The AI in Accounting Podcast on Aug 26, 2020 7:30:00 AM
The AI in Accounting Podcast

In this podcast episode, you will hear from Jim Norton, Senior Technology Consultant at Dean Dorton, a CPA firm based in Lexington, Kentucky. Jim took an unconventional journey to become an accountant, as he was initially a theater major. However, during his time at Southern Connecticut State University, Jim decided that working as an accountant would provide more job security than acting typically does. That’s when he transitioned to the accounting program and graduated with his B.S. in Business Administration and Accounting.

Right out of college, Jim worked in public accounting and eventually earned his CPA. During this time, he worked with nonprofits on audits, tax returns, and consulting. After several years, Jim transitioned to the private sector, taking on various job roles for nonprofit organizations. His focus was to work with organizations that offer social services. Finally, after moving into a role in providing outsourced accounting services, Jim started using Sage Intacct as a customer. This first experience with Intacct developed into a passion for Intacct, leading Jim into his current role at Dean Dorton. Now he works almost exclusively in Intacct and helps companies implement the software in their organizations.

[Podcast] Jim Norton of Dean Dorton on Sage Intacct Best Practices

As someone who has both implemented Intacct into organizations since 2019 and previously been a customer himself, Jim provides a wealth of knowledge on various best practices. His tips for Intacct beginners and experienced users will help you think creatively about how you use this accounting software in your company.

In this podcast episode, you'll learn how to:

  • Build a foundation using Intacct’s training resources and certifications.
  • Handle complex tasks by reviewing help text.
  • Embrace customization and platform services to automate tasks.
  • Transition away from Excel Spreadsheets and Google Sheets.

Watch the Podcast Interview


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Listen to the Podcast Interview

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Jim Norton’s advice on Sage Intacct is also featured in Sage Intacct Best Practices for Outsourced Accounting, Advisory Services, and VARs || Not Just for Mid-Market Firms Anymore [Download the Free eBook]. Highlights include:

  • After his first encounter with Sage Intacct, “I instantly developed this spark and knew it was the area I wanted to work in.” Jim was initially a customer of Sage Intacct before joining a partner organization, Dean Dorton. “Now, I am pretty much working 100% with the technology, which is awesome.”
  • Sage Intacct makes complex accounting—such as consolidation and intercompany accounting—easier, according to Jim Norton: “We’ve seen more development in the areas of consolidation and intercompany accounting, which Sage is already known for. Their capabilities are getting stronger, and that is a big plus. Since Intacct became a part of Sage, they’ve enhanced their capabilities around the globe.”
  • Jim Norton agrees, “I think Excel is a universal thing in the accounting industry, and we have been tied to it for so long. There are some clients for whom I have replaced entire workbooks’ worth of spreadsheets that are 20, 30, or even 40 tabs long. They are just no longer necessary because we can create a report that does the same thing that they were trying to accomplish. Sage Intacct adds value because teams
  • A mixture of team members is important to bring diverse viewpoints into the project, including a common training platform like Sage Intacct Fundamentals. “Just the capability to speak the same language when you're working on an implementation and to articulate what you want is critical,” says Jim Norton. Our contributors advise including a mixture of accounting, technology, and client management specialties to ensure all viewpoints are included in the design and implementation processes.
  • “They have a robust product-training department with a team of people who provide educational resources that include self-paced videos, tutorials, articles, and live instructor-led classes,” says Jim Norton. This ranges from Getting Started classes to Professional Service certifications. “For people just starting out in our tax department—and especially, our clients—we recommend that they take the Sage Intacct Fundamentals course.”
  • Jim Norton knows that Sage Intacct is a big leap for many clients: “You have to retrain people to think in a different way. One way is through customization,” Jim advises. “You can add as many custom fields as you want, but it is not done through coding. Adding a field is a menu-driven process. It is very easy to do, and you will unlock the ability to create all kinds of customized reports.” No need to go back to Excel to create those fancy reports for your boss.
  • Will technology change the outsourced accounting business model? Jim Norton thinks the industry will continue to find more efficiencies and deliver more value: “We have a really strong outsourced accounting practice, which is essentially 100% Sage Intacct. We are also a Value-Added Reseller (VAR). Our business model will stay the same.”
  • But Jim sees that some clients may need partial outsourcing: “Some clients may grow to the point at which they are spending $500K annually for outsourcing, and they may decide to take part of it back inhouse
  • Companies will continue to monitor the financial breaking point that makes sense. Sage Intacct partners can be flexible and support these models, including situations in which the client transitions to a 100% inhouse staff, at which point, we become their reseller,” says Jim.
  • Jim is a high-performing financial executive with expertise in the design and implementation of financial accounting systems. His related policies and procedures provide clear and transparent reporting to financial statement users. He is also a skilled analyst who uses financial trend analysis to predict the financial positions of the future. Jim is also a change agent with a history of analyzing archaic practices and updating or revising them to bring efficiency and streamlined usefulness to multiple segments of an organization

A lightly-edited transcript follows below:

Jim Norton (00:00): I need a field to track a certain piece of information about a vendor, and that field doesn't exist in my system. In Sage Intacct, you can just add that field. They can add pretty much as many custom fields as you want, and it's not done through coding. It's not done through, you know, having your IT people do it. It's a menu-driven process to add a field, and I think people are hesitant and afraid to get into that side. It's very straightforward to do, and when you do things like that, you unlock the ability for yourself to create all these other kinds of fancy or more custom kinds of reports that you may need to develop that you're still kind of going back and doing in Excel—even though you don't need to.

Voiceover Announcer (00:45): Welcome to the AI in Accounting Podcast. Now, here's your host, Joshua Feinberg of

Joshua Feinberg (00:58): Hi, it's Joshua Feinberg from the AI in Accounting Podcast. I have a very special guest with me today. Today, I'm joined by Jim Norton, who is a Senior Technology Consultant at Dean Dorton. Jim, thanks so much for joining me today.

Jim Norton (01:14): Great. Thank you. Thank you. I'm happy to be here.

Joshua Feinberg (01:17): Awesome. So, the first place I usually start—we're going to get into rolling up our sleeves and talk about Sage Intacct in a few minutes, but before I'd like to do that—I want to get a feel for what got you to where you are in your career today. Did you always want to go into accounting or finance? Was technology a big hobby of yours growing up? Did you go to school? How'd you get to where you are career-path-wise, and how do you fit into your current role at Dean Dorton?

From Theater Major to Accounting Major to Nonprofits to Sage Intacct Expert

Jim Norton (01:45): Sure. Yeah, so, I took a very, I think, non-traditional path to get where I am. So, back in college, I started as a theater major and decided that it was not going to be a kind of career path where I could always know that I would have a relatively secure job. So, early on, I transitioned into going as an accounting major, and then for about ten years, I've been working in the accounting industry. So, I started in public accounting, got my CPA—so, basically stayed in public accounting long enough to do that—did audit tax returns, things like that, working with a lot of nonprofit clients in that time, which is where I developed a nonprofit kind of niche and specialization, and then from there, I transitioned into a lot of roles in the private sector, working in nonprofits.  So, working as things like accounting manager, controller, or CFO for organizations that did a lot of different social services. I'm based up in Connecticut. So, I worked with the largest sign language interpreting service provider in the state of Connecticut. I've worked with Meals on Wheels, and then after that, I transitioned into doing outsourced accounting services, did a lot of nonprofit work, and that's where I actually encountered Sage Intacct for the first time and instantly kind of developed this spark and knew that's the kind of area I wanted to be working in. So, I started doing work with Sage Intacct. Initially, I was a customer on Sage Intacct, and then I transitioned into joining a role with the partner organization, which is where I am now, which is Dean Dorton, and that's how I got here. Many twists and turns have been about the client-side and the professional service side. But now, I'm pretty secure and working 100% with the technology, which is fantastic.

Joshua Feinberg (03:40): Interestingly, you brought that up—the idea of being bought into and a big fan of Sage Intacct before you went into your current role of helping other companies with their implementation—because I've heard that quite a bit, where Sage has done a tremendous job just with building a brand, and  great customer experience. People just love the platform so much that instead of Intacct being maybe 20-50% of their job, they decided they wanted it to be 110% of their job and help lots of different companies with Intacct, as opposed to just one.

Jim Norton (04:11): Absolutely. I was like, “I don't want just one environment. I want to be able to play in as many as I want.”

Joshua Feinberg (04:17): Yeah, definitely keeps it interesting, exciting, keeps you on your toes. The first place I want to start is to get a feel for what you would tell somebody brand-new to Sage Intacct—maybe it's somebody that joined Dean Dorton that used another ERP or cloud accounting platform in their previous job; perhaps it’s a client that's never worked with it in the past; you're sitting down with them over Zoom or coffee, what-have-you and giving them a few pointers on what they can expect with Intacct—where would you start?

Advice for Getting Started with Sage Intacct

Jim Norton (04:51): Sure. The first place that I’d start—whether it's an employee, whether it's a client, it all starts at the same place—and that starts with training and with Sage Intacct, they're very fortunate that Sage Intacct has a very robust product training department. It's a full team of people who do educational resources for Sage Intacct. So, it ranges from, you know, self-paced videos, tutorials, articles, to live instructor-led training classes, and those live instructor-led training classes in normal times and kind of a non-COVID craze, some of them are onsite throughout the country. Now, they're all virtual, but they still do an excellent job doing a live instructor-led training over something like a WebEx or Zoom, and that gives you a really good foundation. They have courses that are geared towards just kind of getting started with the product, working with the day-to-day. Those of us on the professional services side have several different certifications that we can understand and just really take advantage of the training because they're developed thoughtfully. They’re designed to get you going,  and when you're done with that, you can access the help center. I think that Intacct probably has one of the best sects of product help out of any accounting software on the market because if, for instance, you're on a screen in Intacct. You’re lost and you don't know what to do if you click “help,” you can click a button that says “help on this page”. It takes you to an article geared towards exactly what you're working on at that moment. That help is full of really well-developed details about exactly what each field means, and it also allows you to review the kind of real-life examples that they've written into the help text to help you put it in context.

Joshua Feinberg (06:44): So, the first place to start by far and away is the training courses, which, in more normal times, could either be taken online or in-classroom training, as well as the help, which it sounds like a big part of that. The power of the help is that it's contextually relevant. It knows where you are and offers suggestions on that.

Jim Norton (07:01): Absolutely.

Joshua Feinberg (07:03): Among the training classes, are there any particular favorites you’d have? Or does it just follow a standard progression, like a Beginner 101 type class? Or is it depending on what they're going to do on the platform?

Jim Norton (07:15): Yeah, so it's a little bit of both. Intacct developed what they call “learning paths.” So, if you're a certain kind of role—for instance, you're a controller, or you're a staff accountant—they have learning paths developed to kind of what your function is and your organization. So, you can use those learning paths as a kind of guiding light. What we always do is we recommend when people start with Intacct—and especially our clients—we put them into what's called “Sage Intacct Fundamentals,” which is really kind of just, you know, a very comprehensive overview of how to do all the different core elements of the product. We require it on most of the implementations that we do that clients sign up for that course as part of the experience because it just helps them to collaborate with us much better on the process of getting going.

Joshua Feinberg (08:06): That's interesting. Was it ever optional, and you decided to make it required?

Jim Norton (08:13): There was a time where it was optional, but we saw such a difference in, you know, having that foundation. If you'd never worked with the product before, it's kind of, you know, just the capability to be able to speak the same language at some level when you're working on an implementation and being able to articulate what it is that you want and are hoping to get out of it. So, we started to require that course, and we also do hands-on training throughout, but it's just a great foundation.

Joshua Feinberg (08:41): Yeah. It makes a lot of sense. I've worked with a lot of different SAS platforms, and I'm seeing one of the customer success learning development model kind of approaches is, in some cases, there's a carrot; in some cases, there's a stick; in some cases, it’s just flat-out a requirement, and yeah, if you need to get everyone on the same page, it's usually a very time-effective, cost-effective way to do that. Otherwise, you end up spending a lot of time on managing expectations and, “Why is it that way, and that way?”

Jim Norton (09:11): Yeah. We’ve never had a client or a customer say that it wasn't worth it. Every time they go to that course, they come back, and they say, “That was great. I learned a lot. It was very practical.”

Joshua Feinberg (09:22): Cool. So, that's the beginner. What about someone that has been using Intacct for several years like yourself—maybe you meet them at a conference; perhaps they're hired into Dean Dorton; perhaps they're a new client, and it's not so much that you're trying to one-up each other, like, “Hey, did you ever try that?” or maybe it's a product manager that you're talking to at the Sage Partner Summit—what’s your favorite power-user tip that you'd tell someone that may have taken you years to figure out that you’d advise advanced power users to think about?

Customization Tips for Sage Intacct Power Users

Jim Norton (09:58): Sure. Yeah. I have a lot of discussions like this with people. I think the biggest theme that I see over and over again that you kind of have to retrain people to think a different way is don't be afraid of customization because when people work in accounting software—and I guess, generally, accounting-minded people are a little bit wary of customization—but when you work in an accounting platform, you come to think that you have to, you know, for example, if I need a field to track a certain piece of information about a vendor. That field doesn't exist in my system; in Sage Intacct, you can add that field. They advocate the ability to add pretty much as many custom fields as you want, and it's not done through coding. It's not done through, you know, having your IT people do it.  It's a menu-driven process to add a field, and I think people are hesitant and afraid to get into that side. It's very easy to do, and when you do things like that, you unlock the ability for yourself to create all these other kinds of, you know, fancy or more custom kind of reports that you may need to develop that you're still kind of going back and doing in Excel—even though you don't need to. So, I think that's my #1 thing for a power user is embrace what Sage Intacct calls either “customization” or “platform services”—that's the name of the functionality in the product—and take advantage of what you can do in there. There are so many things that you're probably doing manually, and I, when I started out using Sage Intacct, was doing manually that you learn, “Hey, I don't have to do that. I don't have to tell somebody, ‘Don't code a transaction this way.’ I can write a rule in Intacct that says they're not allowed to put a transaction this way, and it will stop them.” So, you know, once you embrace the power that you can unlock inside customization or platform services, a lot of your work is going to get automated, and those more mundane types of tasks.

Joshua Feinberg (12:03): So, with the field-level customizations with the platform services, is that something that you routinely tackle as part of your onboarding with new clients at Dean Dorton?

Jim Norton (12:13): Yeah, I would say most of our implementations use some element inside customization or platform services because you know that people hear “customization”. They get scared because they think about other accounting systems, where it's like, “Oh if you customize something, wait ‘til you have to load the upgrade, and then it's all gonna break.” But you know, with Intacct, there's no real kind of upgrade process. They just sort of push out quarterly releases all the time. So, we do it all the time, and it's not scary. It's more of just having the flexibility because Sage Intacct is built to tailor the product to exactly what you want to have.

Joshua Feinberg (12:56): One thing I'm curious, too, as you mentioned, you've done a lot of work with nonprofits. Are there certain verticals that have lent themselves to different kinds of customizations? Does your team tend to work with certain kinds of clients that have certain kinds of patterns that are conducive to similar types of field-level customizations?

Jim Norton (13:15): Yeah, so, especially in nonprofit, yes. We see a lot of customization related to the stipulations that donors may have on contributions that they'll give, or, you know, “What is the period of this grant that we're receiving? What are the different pieces of information that we may need to track related to this grant for federal reporting?” and, you know, out-of-the-box, this may all be living in a module that we call “projects” and, you know, projects can be used by any organization—whether it's for-profit, nonprofit, and so forth—but you can take that same functionality. You put a couple of fields in it, and now you have a great, you know, grant-tracking system, and for SAS companies, we see a lot of work, you know, related to, you know, adding a field on this transaction entry screen to capture a customer PO number if it wasn't there before, or, you know, capturing a customer's business unit number, or any situation where it's like, “I want to track this piece of information.” Still, there may not be a standard field. So, we'll just add one to capture that, and it only functions like it was part of the body of it all along.

Joshua Feinberg (14:24): That’s seamless. One of the things you mentioned, too, that I'm curious about is that without this, people are going to Excel spreadsheets when they could be using built-in or customizable reports. Is that something that most clients open up to, where they say, “Hey, Jim, I have these six spreadsheets that we've been using for years. Can you figure out any way to make them history?” Or do you kind of have to probe, and are people more nervous about admitting that they're still using all these offline workarounds?

Jim Norton (14:52): You know, I think this is probably a universal thing in the accounting industry, is that we have been tied to Excel for so long that it's a slower mind-shift to get out of Excel and accept the fact that you don't have to go to create this perfect schedule for everything in Excel, but people are coming around to it more and more. I think there are some clients that I have replaced entire workbooks worth of spreadsheets that are 20, 30, 40 tabs long, and they're just no longer necessary because we can create a report for it that does the same thing they were trying to accomplish.

Joshua Feinberg (15:30): It has to be hours a month back on their week, right?

Jim Norton (15:36): Absolutely. You know, I have one client where, you know, we used to do all of their cash forecasting work, and we would have to go in on their old system. We would extract everything, go to a Google Sheet, plug in all the transactions to create this report, and with Intacct, we don't have to do that. We just have real-time data cash and accrual books, and the reports are there.

Joshua Feinberg (15:57): Yeah.

Jim Norton (15:58): We’re doing value-added work instead.

Joshua Feinberg (16:03): You guys aren’t spending time on formulas and troubleshooting but broken links.

Jim Norton (16:11): Right. You know, we're not extracting data and plugging it into another spreadsheet and coming from the same place. So, there's no need for that.

Breaking Bad Habits to Embrace the Power of Sage Intacct

Joshua Feinberg (16:21): So, that's for power users to think very long and hard about what they can do with field-level customizations, with the platform services, with eliminating spreadsheets for more robust reporting. What do you see as the biggest mistake that people tend to make with Sage Intacct—regardless of where they are with their level of proficiency is brand-new, a couple of years, 5+ years—that you would like to help them prevent?

Jim Norton (16:46): I think it's a similar point that we got on towards the end of our last discussion. I think people are reluctant to accept that they may be able to get rid of a lot of their Excel spreadsheets, and I see it as a kind of more of a “creature of habit” thing than consciously trying to resist. It's just the Excel spreadsheets or something they've had for a long time, and they're comfortable with, but, you know, once you realize you no longer have to do that, it's a very liberating thing, and, you know, you get all this time back. For example, you know, I would have my deferred revenue schedule. I was a controller, and I would want it broken up by customers. So, I used to go and update it in Excel every month to close the month-end. Once I realized I could easily build that report in Intacct about, like five clicks, I put it in Intacct, and I stopped maintaining that Excel spreadsheet. So, the next time the audit came around, I just popped that report on Intacct. So, yeah, I think that's the biggest thing is not being afraid of the possibility that you can get rid of Excel spreadsheets. Is it a little bit of an upfront time investment for you to build these reports out in Intacct so that you never have to do them again? Yes. It is a one-time kind of upfront time investment, but I think people fear that initial upfront time investment. So, they continue spending all that extra time on Excel that would go away. So, that’s the biggest thing, I think.

Joshua Feinberg (18:19): It sounds like the kind of thing, too, if I were your client, and you started to tell me about how you've done these other things with companies that were originally reluctant to get rid of their old trusted spreadsheets that they've had for 15-20 years, and the time savings—especially if they can relate to either the role or the business model—is kind of similar. It seems very compelling, but yeah, it's like someone that doesn't want to get rid of an old pair of sneakers or an old pair of jeans. We talked about beginners; We talked about the advanced users; we talked about the big mistake with people being afraid to change and reluctant to change. Where do you think we're headed in the next six, 12, 18, maybe 24 months with how Intacct impacts their ecosystem, how it impacts the kinds of clients you work with? Where do you see the future headed? If you were to put on your product manager hat for the next minute or couple minutes, what would we be looking back and saying, “Oh, yeah, you know, we saw the seeds planted for this right now”?

Jim Norton (19:18): You know, they've been doing a lot of work at Sage Intacct around their inter-entity transactions. So, a really strong area for them is working with companies that have multiple companies that have inter-entity transactions that have to go back and forth or consolidating your multiple companies. So, I think we’re going to see more and more development around the area of consolidation and intercompany accounting, which it’s already known for and very strong. So, the fact that it's getting even stronger is a big plus. I think that they've dialed up and continued to grow their capabilities around being more of a global product since Intacct became part of Sage. They’ve enhanced their capabilities around the globe. They have functionality for sure internationally, but they used to be, I think, more focused in the US. Now, they're starting to roll out enhancements that are specifically for Australia; say, for the way that you may need to process payments in Australia, or for handling international tax, and their whole, you know, tax engine for doing things like that and GST. So, I think we're going to see a lot of really interesting developments there that are going to make them even more of a frontrunner than they already are, and I think that they're going to continue to develop and get stronger and stronger in the verticals where they are super strong, and for nonprofit, they're probably already the best platform on the market, but I think that they do a really fantastic job of staying on top of the changes in the accounting pronouncements, and, you know, adding in developments and adding in changes to their software so that you can confidently say, “Yes, my software, you know, supports what this new accounting standard says.”

Joshua Feinberg (21:14): It sounds like it's a combination of three different things. One is transactions going back and forth between related companies that are under the same parent company ownership. As companies consolidate mergers—especially with the times we’re going through now—it's probably going to be more significant. There’ll be important globalization, the software being able to simplify, operating in dozens of different entities, subsidiaries, and then the verticals.

Jim Norton (21:42): Right. Definitely.

Impact on the Future of CPA Firms

Joshua Feinberg (21:44): Do you think any of this will change the business model for a CPA firm like Dean Dorton?

Jim Norton (21:51): You know, I think for us, we've been a partner of Intacct for a long time. I think pretty close to when the partnership with Intacct started coming to be. So, I think it's been pretty well. A part of our business model for a while, we use Intacct internally. So, you know, we're somebody who practices what we preach. I don't think it's going to bring any drastic changes to our business model. I think that we'll continue to find more and more efficiencies and level up the value that we're able to deliver to our clients as these enhancements come out. But I think that we have a really strong, you know, outsourced accounting practice in terms of our business model, which we do essentially 100% on Intacct already. Then we also are a VAR (a value-added reseller) partner of Sage Intacct. So, I think, yes, our business model is going to maintain essentially the same.

Joshua Feinberg (23:00): Do you see any interesting, like, inflection points or crossovers, where it becomes a no-brainer for someone to move from having Intacct run on an outsourced basis versus where they're starting to build out in team internally, and is there a pattern that you've noticed in the kind of, like, nonprofits that you've worked with?

Jim Norton (23:18): Yeah. So, that usually becomes a matter of size. So, you know, once your organization gets to a point where you say, “We have so much revenue” or so many different projects, there's so many different grants or contracts that, you know, there's a clear breakpoint, where outsourcing becomes, you know, financially not viable, and so, you know, once they've reached that point, where it's like, “Okay, well, now we have to pay a half-a-million dollars a year for all this outsourcing because we need so much time and resources.” When you start to think about, “Well, can we identify resources internally or recruit resources internally and take some of that in-house?” What's interesting is some of the outsourcing that we work with. I wouldn't call it “full outsourcing.” It's more like a partial outsourcing model. So, some of our clients will have maybe a CFO or a controller in-house, but they rely on us for the senior account, staff account, and type of work, and then, in the other model, we also have outsourced CFO controller. So, yeah, there's a clear breakpoint, though, where, after a certain point, it just doesn't financially make sense.

Joshua Feinberg (24:30): Sounds like you've thought through most of the lifecycle needs of different-sized companies that want to have a solution, potentially across the board.

Jim Norton (24:38): Right. Exactly. So, you know, when they graduate, you know, taking it in-house, they just basically transition from our outsource accounting program to our reseller program. The benefit of that also is that we know their systems so well and have worked with them for so long that we continue to support them. So, you know, we were there to put the system in place in the first place. So, there's no kind of loss of knowledge from that history.

Joshua Feinberg (25:06): That's great. Jim, where is the best place for someone to keep up with what you're working on at Dean Dorton, learn more about you, and maybe if they have a question about anything we talked about today? Any social media channel that's especially a good fit for you?

Jim Norton (25:21): Sure. Yeah. I'm pretty active on LinkedIn. I share a lot of content on my LinkedIn page. I do a lot of webinars and speaking engagements for Dean Dorton—specifically around Sage Intacct product areas that are impactful or that have recently had developments. So, you can certainly find me on my LinkedIn, Jim Norton CPA, and then on our website,, there's a page for events, and it'll list out all the different events that we're hosting. We host anywhere between four and five webinars a month on different topics.

Joshua Feinberg (26:00): Education’s so important. Keeping your skills sharp helps build trust, empowers people to make the right decisions, and we're big believers in that. Part of the reason we started this podcast, and I thank you so much for joining me today. This has been super helpful to get your thoughts on what got you to where you are in your current role and seeing the interesting pattern of so many people that are involved with the Intacct VAR community, getting their start working on the client-side. So, talking through some of the issues around new users getting started with training and help, talking through power-user issues around customizing field properties, and the impact of reports, talking about the reluctance of people to making changes and getting rid of their Excel dependency syndrome, and then finally, where the industry is headed, giving consolidation, giving globalization verticals, and how you thought all that through at Dean Dorton. It's been fascinating to walk through all this. I appreciate you taking the time.

Jim Norton (27:00): Thank you. I'm glad you had the honor. Thanks so much.

Joshua Feinberg (27:03): So, I've been speaking with Jim Norton, a Senior Technology Consultant at Dean Dorton. It's been great having you with me today. I wish you all the best in growing your practice and stay safe.

Jim Norton (27:14): Thank you. Same to you.

Voiceover Announcer (27:17): Thanks for listening to this episode of the AI in Accounting Podcast. To subscribe and leave a review, check us out at or wherever you like to consume podcast episodes, including Apple Podcasts, Google Podcasts, and YouTube.

What's your favorite Sage Intacct tip? And what did you find most valuable from Jim Norton's podcast interview? Let us know in the Comments section below.

And if you're serious about taking your Sage Intacct knowledge to the next level, download the free eBook: Sage Intacct Best Practices for Outsourced Accounting, Advisory Services, and VARs || Not Just for Mid-Market Firms Anymore.

Sage Intacct Best Practices for Outsourced Accounting, Advisory Services, and VARs [Download the Free eBook]

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