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[Podcast] Sage Intacct Best Practices with Baran Sonmez of AcctTwo Shared Services

Posted by The AI in Accounting Podcast on Aug 19, 2020 7:30:00 AM
The AI in Accounting Podcast

Today you will hear from Baran Sonmez, the Senior Manager of Professional Services at AcctTwo Shared Services. Baran studied Finance and Economics at Trinity University in San Antonio. He has always had an interest in technology and has just accepted an accounting position out of college. After working for PwC, Baran decided to move away from accounting audits and transition to the technical side of providing accounting software solutions. That is when he began working for AcctTwo, where Baran received his first hands-on experience with Sage Intacct.  

AcctTwo was founded in 2010 and operates as a value-added reseller of Sage Intacct. Their development team leverages Intacct by building custom applications, enhancing usability options, and integrating unique applications for companies. Additionally, with AcctTwo’s managed account services, an organization can outsource their full accounting department or a specific aspect of their accounting needs. These services free up time and resources for owners and CFOs, allowing them to focus on building their business.

Throughout Baran’s eight years at AcctTwo, he has seen the organization grow from twenty employees to over a hundred. He started out implementing AcctTwo’s products and now manages a team of implementers that work with clients in a range of industries.

[Podcast] Sage Intacct Best Practices with Baran Sonmez of AcctTwo Shared Services

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

  • Implement keyboard shortcuts to process transactions quickly.
  • Create your own lists using the custom view features.
  • Utilize user roles to audit-proof your accounting data.
  • Improve your reporting by incorporating multiple dimensions.
  • Integrate third-party systems with Intacct’s open API.
  • Benefit from updated features in Intacct’s quarterly development releases.

Watch the Podcast Interview


Watch on YouTube: [Podcast] Sage Intacct Best Practices with Baran Sonmez of AcctTwo Shared Services

Listen to the Podcast Interview

Listen to Apple Podcasts: [Podcast] Sage Intacct Best Practices with Baran Sonmez of AcctTwo Shared Services

Baran Sonmez’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:

  • “At AcctTwo, we have over 800 clients. We offer implementation and managed accounting services, including outsourcing of full accounting services, or just payroll and accounts payable. We provide a range of technical services for clients who want to build something on the Sage Intacct platform or integrate with their homegrown system.”
  • Baran Sonmez sees SaaS platforms for verticals as critical to the future, after having developed preconfigured approaches for AcctTwo clients: “The three verticals we see lately are home services, nonprofit, and SaaS. Once you work with these verticals day in, day out, and you constantly get more complex projects, you will automatically become an expert in that industry. You can speak their language much easier. Firms that find and specialize in verticals will allow you to bring your own expertise to the implementations and speak their language.”
  • “Sage Intacct is completely on the cloud and has an open API,” says Baran Sonmez. “We always push for as much automation as possible. Companies don’t have just one system. They have CRM, payroll, expense reporting, GL, and more. We ask how we can integrate all these systems.” Whether the company has their own technical services, or a Sage Intacct Marketplace Partnership, Baran knows that clients benefit from automation.
  • “At AcctTwo, we always look at the reporting structure and requirements to drive the dimension discussions with clients. These are really important upfront discussions to have in the implementation process, for sure,” says Baran Sonmez. “Intacct comes with eight dimensions, and user-defined dimensions that you can purchase. Make sure you're utilizing all of them because it ties into your reporting and dashboards.”
  • Training is essential to use the dimensions, reporting, and dashboard features. Baran Sonmez advises clients to take classes and sign up with Sage Intacct Partners to learn more, so they can build custom reports: “From my perspective, the financial report writer is one of the strongest tools that Sage Intacct has to offer for CFOs and controllers.”
  • “It is Not the Wild West” Baran Sonmez reminds users that Sage Intacct is more restrictive than other accounting software, like QuickBooks. Users can’t delete or void transactions. “There are going to be some restrictions for auditing purposes and to make sure everything checks out at the end of the day,” reminds Baran.
  • Baran Sonmez likes the date field shortcuts: “Click the T button, as in ‘Today’. If you enter a plus (+) or minus (-), then it adds or subtracts a day.” In addition, you can “favorite” the screens you use most, and they will show up on the Home menu.
  • Baran Sonmez recommends customizing the List screens: “If you're looking at your vendor list, then you’ll see your vendor name, their address, and their ID, but they still might not have the information that you're looking for. But most of the List screens in Sage Intacct are very customizable.” Customization will shorten the time it takes to get the information you need.
  • Baran Sonmez says, “I always say that, even if you’re an existing customer and are just adding a new module, you should test, test, test, test, test—until you break the system. Before jumping into a system, you should get the most out of the sandbox environment, both during and after the implementation process. When you’re doing something for the first time, you should go to the Intacct sandbox environment and make sure everything looks right in the GL.” He encourages clients to play in the sandbox because “some mistakes can be pretty hairy to fix later.”
  • Baran Sonmez advises that clients should clean up their chart of accounts: “We spend a lot of time during the frontend of our projects to see how dimensions can help clients simplify their chart of accounts and other records. We don't want to bring over seven separate customers who are really one customer record that got created seven different times throughout the years.” Michelle Schimberg agrees, “We walk clients through the end result, so we can backwards-map into how the chart of accounts needs to be set up.”
  • Baran Sonmez encourages clients to keep an open mind: “We can potentially come up with a better process than you’ve been doing for the last 10 years. I am upfront with clients about talking through their processes and then coming up with a solution that is different from their existing one. We promise it will save you a ton of time.”
  • Baran Sonmez works in the Professional Services department as a Senior Manager for AcctTwo Shared Services, a six-time Sage Intacct Partner of the Year. Since 2012, Baran and his team have helped hundreds of clients implement Sage Intacct across numerous industries. Baran has a wealth of experience in the home services vertical. He considers dimensionality and reporting to be vital when using Sage Intacct and believes that any automation is possible with Intacct's robust open API. Find out more about Baran at and on LinkedIn.

A lightly-edited transcript follows below:

Baran Sonmez (00:00): Are we integrating it? Because Intacct is entirely on the cloud and has an open API. So, if there's a system out there that they might have built internally, if the company has its own technical services team or a system that doesn't have a marketplace connector yet, have you looked into building that? Can we build that for you? Do you have the internal resources that we can help out with? So, we always push for automating as much as possible because, right, when you look at companies, they're not only on one system, right? You have your payroll system; you have your CRM; you have your expense reports; you have your main accounting system and your GL. So, how can we integrate all these systems? And have you kind of looked into that opportunity?

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

Joshua Feinberg (00:58): So, I am Joshua Feinberg from the AI in Accounting Podcast, and I'm being joined today by Baran Sonmez from AcctTwo Shared Services in Houston. Baran, thanks so much for joining me today.

Baran Sonmez (01:12):  Of course. Thanks for having me.

Joshua Feinberg (01:13):  You’re very welcome. So, we're going to talk primarily about Sage Intacct, but before we shift gears, I always like to start these interviews by understanding a little bit more about you and having you share with our viewers and our listeners a little bit more about your background. Did you always want to get into accounting? Is that what you studied in school? How'd you end up in your current role at AcctTwo? What do you do at AcctTwo? What does it mean to be leading professional services?

Sage Intacct Partner of the Year Six Years In a Row

Baran Sonmez (01:38): Sure. I guess I'll do a little bit of an intro of AcctTwo first. We were founded in 2010. We're a value-added reseller for Sage Intacct. We solely implement Sage Intacct, so that's the only accounting system that we implement, and, you know, we get our expertise in. We have been Partner of the Year six years in a row. We have over 800 clients, and, you know, apart from implementing the product, we offer managed accounting services. So, your company can outsource some sort of accounting—either the full package or maybe the payroll or accounts payable—to us, and we provide a lot of technical services. So, if you have some shortcomings in the system, you want to build something on the Intacct platform or integrate with your homegrown system, we can definitely help out on that front, and lately, our three verticals that we focus a lot on are SaaS (software as a service), NFP (not for profit),  and Home Services, and switching gears back to me, I actually did finance and economics in college trade university in San Antonio, and I was with PWC Audit and then decided that I didn't want to do audit for the rest of my life. So, I switched gears and switched to the technical side. I've been with the company coming up on eight years now. So, I kind of saw the company grow from, you know, 10-20 employees to where it is today, over 100 people. So, it's been tremendous growth, and, you know, I started implementing the product, day in and day out, working across different industries. Currently I'm the Senior Manager in Professional Services. So, I have a team of implementers that I'm working with and are focusing on many industries. So, I was not looking to do accounting at all to start with, but it kind of steered into that direction, and I was always interested in technology and kind of stumbled into AcctTwo and Sage Intacct.

Joshua Feinberg (03:36): Is that where you first got exposure to Intacct? While you were at AcctTwo?

The Transition from Sage Intacct End User to Full-Time Sage Intacct Implementation Consultant

Baran Sonmez (03:43): Yep. Yeah, and it's funny because we have various employees that we implemented the product for, and then going from an accounting role, they came into AcctTwo and became consultants and work with us. So, we see that switch a little bit. Once your accounting department goes through this change and likes the product, you know they want to get a little bit more of it.

Joshua Feinberg (04:08):  But on the client-side, they ended up learning it, they love it so much, and instead of doing Sage Intacct as one of five things they do all day, they just want to do Sage Intacct all day long for a bunch of different companies.

Baran Sonmez (04:21): Exactly. Instead of, you know, working on records hell and month-end closes. They're like, okay, I'm just going to have fun with the product and figure out other people's problems.

Joshua Feinberg (04:27): Yeah, no, that makes total sense. So, when someone is brand-new to Intacct—maybe they just joined AcctTwo, and they've used possibly other accounting software before; perhaps they're a client that you're implementing for, and they've never used Intacct before—what do you tell somebody new to Intacct to start first? What's your favorite tip for beginners?

Getting Started with Sage Intacct

Baran Sonmez (04:53): I’m huge in shortcuts. So, as much as we can automate and not touch our mouses, I'm a big fan of that. Like, when we were at PWC, and, you know, working on all kinds of Excel spreadsheets, they will always teach us all types of, you know, three or four key macros and shortcuts to process faster. So, I always recommend the alternatives that you can use in Intacct. One cool one is through the date fields. So, if you're in a date field in Intacct, and you know, click the T button, as in “today,” if you do a plus or minus, it adds or subtracts a day. If you want to do the first day of the month, you click the “N” button as the first letter of the month word. Then if you wish to, the last day of the month, you click the H. So, I like those little date shortcuts that I always mention to people, and when you're trying to save, or save new, like, post a bill or post multiple bills, you have shortcuts to do alt-S to save it and alt-W to save it new. So, if you're keying a bunch of transactions in the system, that comes in handy. But those are a couple of shortcuts that I always say when people are processing transactions a day in and day out. Another one that I always like is whenever you're navigating in Sage Intacct, you have your list screens, and it's going to have, like, if you're looking at your vendor list, you're going to see your vendor name, maybe their address, their ID, but they might not have information that you're looking for. Most of the list screens that you see in Intacct are very customizable. So, you can create your own view. Maybe there are payment terms you want to see or credit limits for vendors on that screen. You can make them available. If you're looking at a big list of AP bills, what do you want to see that the default screen is not showing? So, I always point people to the custom views direction so that you can kind of see what you want to see. I guess the last thing for beginners that I always say to watch out for—especially if they're coming from not, like, a robust legacy accounting system—is that it's not going to be like Wild Wild West, in Intacct. It’s an AI, CPA-endorsed software. So, it's going to have rules in place. So, for instance, if cash is applied to a transaction for auditing purposes, you can't delete that transaction. Your legacy system might be allowing, you know, things like that. Or if books are closed, you know, some specific people have the security roles to reopen the books and book adjustments. Or, if you want to book an adjustment entry, right, you have to be an admin user with specific security to get into that. So, those are probably the three things that I kind of tell people: one is to use the shortcuts; two is to create custom views, and three is to sort of keep in mind that there's going to be some restrictions in the system, and that's for kind of auditing purposes and making sure everything checks out at the end of the day.

Joshua Feinberg (07:51):  Fascinating to me to see what a long shelf life the idea of keyboard shortcuts has because I remember way, way, way back in the day, when I was in college, first learning early Lotus I, II, III, pre-Windows, right before Windows started to get big, and keyboard shortcuts were huge, and they still lived on in Windows in the mouse, and stuff like that came about, and then here we are in the cloud, and we're about to step over in the era of autonomous accounting and to use AI and machine learning and still, keyboard shortcuts are huge.

Baran Sonmez (08:25): Yeah, it's funny because it carries over, as well. So, I remember some of the shortcuts from like eight, ten years ago. They’re not even popping up in Excel when you click “alt” and then “O,” It stops. But I know in my mind if I put a CA, it's going to do the shortcut that I wanted to do. So, it's interesting.

Joshua Feinberg (08:45): Yeah. That's amazing that that's lived on. So, keyboard shortcuts, custom views, and then keep in mind that if you're used to using a more basic system, there's going to be user roles for the company's protection as a whole to prevent fishy stuff from going on.

Baran Sonmez (09:00): Absolutely.

Joshua Feinberg (09:01): Yeah. That makes reasonable sense and a great place for someone to start that’s new. What about somebody that's at the other end of the usage spectrum, that's been on Intacct for years—maybe you met them at a conference, like the Sage Partner Summit, or perhaps you're talking to, like, a product manager from Intacct—what's your favorite tip for a power user that a lot of people may not know about?

Best Practices for Advanced Users of Sage Intacct

Baran Sonmez (09:23): Yeah. There are a couple of things.I always recommend that you know, make sure you're utilizing the full system, right? Intacct comes with eight dimensions and a bunch of user-defined dimensions that you can purchase. Make sure that you're using all of them because that ties into your reporting and dashboards. Sometimes, if you're a beginner or a power user, you kind of get caught up in the day-to-day activities and forget to take a step back because the main purpose of going through all the details, all the day-to-day activity, is to make sure that you have good reports, good numbers, and things that you can look into in your dashboard and make decisions in the future. So, I always recommend users who haven't been too exposed to the reporting and dashboard tools to take more interest, take classes, or sign up with partners to learn more so that they can build their reports because dimensionality and reporting are two key components of Intacct. It's very flexible. The financial report writer, from my perspective, is one of the strongest tools that Intacct has to offer. So, if CFOs and controllers don't have too much exposure to dashboards and financial reports, I always point them in that direction, and because, you know, once you look at a dashboard, you can see so much. Instead of digging through trial balances and running GL reports, if you have your performance cards popping up the numbers that matter for, you know, “What is my gross profit month over month?” If you're a project-based company that you're doing projects for your main revenue source, “What is my gross margin for my project in a dashboard?” You know, “What are my Top 10 revenue customers on a dashboard? What’s my cash balance?” Right? “Month over month or week over week?” So, I always point them to utilize the reports and dashboards as much as possible, and I'll probably say the third piece is if you have any external systems, this can be your CRM. This can be your payroll. This can be an operating system. Are we integrating it? Because Intacct is completely on the cloud and has an open API. So, if there's a system out there that they might have built internally, if the company has their own technical services team or is a system that doesn't have a marketplace connector yet, have you looked into building that? Can we build that for you? Do you have the internal resources that we can help out with? So, we always push for automating as much as possible because, right, when you look at companies, they are not only on one system, right? You have your payroll system; you have your CRM; you have your expense reports; you have your main accounting system and your GL. So, how can we integrate all these systems, and have you kind of looked into the opportunity? And I'll probably say the last thing is, are you keeping up with the system? Because Intacct has four releases a year. Every quarter, there's a product release, and some are pretty substantial changes in the system. So, it might be a user that's using Intacct, doing the same thing for years and years, and if you're not keeping up with the changes that are coming up, you might be missing out on some cool features.

Joshua Feinberg (12:34): So, it's a combination of making sure that you take advantage of the dimensions to drive better reports and using the financial report writer, making sure that also flows through to your dashboards, thinking about your other systems within your company, and what can be done with either native integrations, custom API work that you potentially would help with to eliminate duplicate work and making sure that the systems are talking to each other, and then overall, just keeping up with the pace of change on these quarterly releases.

Baran Sonmez (13:04): Absolutely. That captures it pretty well.

Joshua Feinberg (13:08): On the professional services side, when you're onboarding a new client, how much of those four best practices come into play for what you're stepping them through and kind of thinking ahead to make sure you're working as efficiently as possible?

Baran Sonmez (13:23): Yeah. That's one of the first things that we look at. We take a look at their reporting because one of the first things that we designed with the companies is, “How do we want to structure your dimensions?” Some of them are going to be pretty simple, like your customers and vendors and your employee dimension and your locations, but some might be more complicated. Like, “What is a project for you? Are you doing jobs?” There's a wildcard dimension called ‘class.’ “How can we use that class for your business?” So, we always take a look at the reporting structure and the reporting requirements that the companies have to drive those kinds of dimension discussions. So, those are important and upfront in our implementation processes, for sure.

Joshua Feinberg (14:05): Across the board—regardless of whether someone's new to Intacct, or they've been using it for years—are there certain mistakes that you see happening a lot that you wish you could tell people ahead of time, so they'd avoid some of those potholes?

Avoiding Common Sage Intacct Mistakes

Baran Sonmez (14:17): Some of these—like, I would say, implementation-process-wise, even right before getting into Intacct—some mistakes should be avoided. That's very controllable by the customer. I always say if you might be an existing customer and just adding a new module, test, test, test, test. Like, test ‘til you break the system because you're not going to get that opportunity once, you know, the lights come on, and things are up and running, and you're living in the system. So, that's one thing that we focus a lot on. Even for existing clients that are getting a new module but say, “Hey, we've been tracking inventory on our general ledger, but now we're getting an inventory process in place and want to turn on inventory tracking in Intacct.” That's great, but that's a huge effort because there's a huge business process when it comes to inventory. After all, you need to be very specific. You can't sell inventory you don't have on hand. So, a lot of customers that I work with in the home services industry work with inventory, and the processing is very important, the order of operations. You want to process your purchasing transactions first before you can sell them, but the purchasing department might slow down the sales department because your technicians might be out there doing work, day in and day out. So, I always recommend testing as much as you can before jumping into a system. In relation to that, most of the companies ended up getting a sandbox environment—not only in the implementation process but after the implementation process. So, when in doubt, if you're doing something for the first time, definitely go to your Intacct sandbox environment. Do it. Make sure everything looks right in your sublet or GL. Before processing, get in Intacct because there are some things that you might do that can be pretty hairy to fix later on.  So, I always point them in the sandbox direction, and one thing that we always highlight is we always, you know, feel out clients that our clients are going through a change, and people tend to be resistant to change, right? “I've been doing this for ten years. I've been doing it the same way. Why would I change it?” Just have an open mind that we can come up potentially with a better process than you've been doing for the last ten years. So, I always am pretty upfront with the clients “Let's talk through your processes. What do you want to implement?” And then come up with a solution that might be different than your existing one, but we promise that it's going to save you a ton of time. So, kind of doesn’t stick with the old ways. Be open to new ways to process your business and talk about being open, again, I mentioned a little bit on the API ecosystem you are open to automation, right? If there are things that we can make life easier for you, be open to that. Let's work on it together.

Joshua Feinberg (17:12): So, testing and the first cousin of testing is using the sandbox, right? So, it’s up for you to make mistakes, skin your knee. It's, you know, it's in a controlled environment before it's extremely difficult or impossible to correct. Then the second big theme is just being open both to change—Change is sometimes difficult. Everyone likes the old pair of sneakers—and being open to the benefits of connecting all of your systems, open APIs.

Baran Sonmez (17:42): Yeah, and one thing to tie back to also dimensions, as well. When you're changing the accounting system, this is a great opportunity for the clients to clean up what they currently have. That chart of accounts that has 700 GL accounts—does it need 700 GL accounts? Or are we using it that way because that's how it's been forever? So, this is a great opportunity for people to leverage the dimensions, right? You know, you might have 27 different fixed asset accounts—let's say, per truck—in your balance sheet. Oh, you don't need that because the warehouse is a dimension now. You can have fixed assets, and then where your warehouse is, your truck, that depreciates over time. So, we spend a lot of time on the front-end of our projects to see how dimensions can help out the clients and simplify their charts of accounts. Look at your other records, right? We don't want to do a “garbage in, garbage out.” . We don't want to bring seven customers that are one customer record but got created seven different times throughout the years. So, that will be another kind of mistake-slash-tip that I like to give to people that are kind of about to get on the system.

Looking Ahead to the Future of Sage Intacct

Joshua Feinberg (18:53): It sounds like you have a little bit more upfront exploratory work diagnostic, maybe a lot of work of poking around and seeing what's still relevant, but the upside of clearing out the clutter or simplifying—making everything faster, more efficient—it's, like, a no-brainer. It's, like, when you're moving an office or moving a home, and, like, “Hey, I haven't worn these clothes in five years, haven’t accessed these paper files, containers.” Yeah. Or, like, a server migration. Right? You're looking to just make things more efficient. So, yeah, that makes total sense on the big mistakes to avoid. The final area I want to discuss today is to get your thoughts on where all of this is headed. If you had to put your product manager hat on for the next couple of minutes and think ahead six, 12, 18, 24 months out, what do you think the world looks like for the clients that are a great fit for AcctTwo? How do you think AcctTwo’s business model changes? How do you think Sage Intacct is going to adapt to all this? Where are we going?

Baran Sonmez (19:54): Yeah. So, two things that immediately come to my mind on that question. The first one being, of course, automation, right? How can we save you time? Can we save you time on your day-to-day processing? Can we save you time on month-end closing, reconciliations, and integrating with other systems, so there are not many manual touchpoints? Whatever the area is, you know, let's try to automate it as much as possible. The industry that I focused on a lot is home services. So, you know, a B to C business, and we built our custom platform within Intacct’s platform to help clients. One thing, for instance, that we do that is a little bit of a struggle in Intacct is customer refunds. When you're a B to C business, of course, there's going to be tons of refunds that are happening—especially if you're having hundreds of jobs that are happening day in and day out.  So, building an automation around, “how to refund Joshua faster because, you know, my technician was in his house and didn't do the work that he was supposed to do.” That’s one piece that we developed, and another piece, for instance, is deposited. When B to C businesses work with a lot of credit card processors, there's so much volume, so much refunding. How can we clean it up in Intacct, automate it so that it matches what the bank says in Intacct? So, that's just an example of how we can automate the product. If you have an idea to automate processes in the system, we can develop it. You can develop it if you have the team. Intacct is a very flexible API, and they have a lot of investment on that front. So, automation is key. That is, automating within Intacct, building within Intacct, or just connecting to a third-party system that you have.  That’s been pretty key for us, and we were internally very invested on that front. The second piece that I think about is kind of verticals automatically form themselves. Right? Some verticals tend to steer towards a specific system. The three that we internally have been seeing lately are home services, not-for-profit, and SAS, and once you work with these verticals, day in and day out, and constantly getting more complex projects around these verticals, you automatically become experts in that industry, and you can talk their language much easier. So, I can see firms that kind of find these verticals that there's a huge market for and then specialize in those areas because you can then bring your expertise in these implementations to these clients and talk their language.

Joshua Feinberg (22:49): So, when you're doing a consultation exploratory onboarding, and a CFO or controller is walking through what they see is a vision because “No, no, no, I've seen this already. We've done this with 15 other firms in the last two years, and every single one of them ended up going down this path. Let me save you from that,” and you're providing an enormous value, right?

Baran Sonmez (23:09): Yeah, and it's funny because, as I said, I've been focusing on the home services industry for the last 2-3 years, and we now have a preconfigured approach when we're working with home services clients. Of course, they have the operating system that they're using that we work with called Service Titan, and we build the Intacct structure, sort of. It supports the ecosystem. The chart of accounts is pre-configured. The workflows are pre-configured because after working with, you know, 10, 20, 30 of these clients, we figured out what the best practice is so that we don't have to spend time trying to figure out how the home services industry-specific business processes should work. We already know how they should, and we've already built those workflows into the system. So, we can kind of save some time and headache—both for the client and us—and just offer those best practices upfront, and, you know, cut the implementation time and cut the kind of headache of the client trying to figure out what their processes are, and what the best practices are because most of the value that you offer these implementations are just pointing the client in the right direction and say, “Software can do this. There are a couple of options. Here's our preference. Here's what's best practice. Here's what we've seen before, and it's been very successful.” Those are probably the two kinds of areas that I foresee automation and kind of firms excelling in verticals, which sometimes naturally happens.

Joshua Feinberg (24:44): It seems like also, the world getting more comfortable with collaborating virtually, remotes would lend itself, as well, to that, too, because if you're in a small second or third-tier city, somewhere in the US, the likelihood of finding an Intacct expert on the home services industry is probably relatively small, but as long as the company is comfortable working in the cloud—even if they're a single location—they can partner with a company like AcctTwo.

Baran Sonmez (25:10): Absolutely.

Joshua Feinberg (25:14): Yeah. In terms of any follow-up questions that anyone has, if they're curious about anything you talked about today, Baran, where's the best place for somebody to interact with you, connect with you, learn more about AcctTwo? Are there any particular social media channels that are helpful for that?

Baran Sonmez (25:28): Yeah, we're pretty active on social media. You can follow us on LinkedIn. I would probably point people in that direction. Still, our website, you can visit, one thing that we're offering, that we see as a huge benefit to existing clients that might have been on Intacct for three, four, five years—might have been implemented by us, maybe a different partner, or on Intacct, and they might not be happy, or they think they're not using the product to the fullest—we do business reviews with the clients to analyze their businesses, analyze their processes and kind of recommend where we can improve. So, you can go to our website, and, you know, reach out to us. We can reach back out to you, schedule some time, figure out what your problems are. So, we're always open to working with new clients, always looking forward to expanding our portfolio. So, don't hesitate to reach out if you have any questions if you have any frustrations if you have any automation needs, or any add-on modules that you'd like to see in Intacct, or if you just want to reach out and say, “Hey, am I doing this right? Am I using the product to the fullest?” We’re always happy to help.

Joshua Feinberg (26:44): And also, feel free to reach out to Baran and say, “Great podcast, learned so much. It's changed everything. Hey, we probably should talk to you at some point, too, about services.” And the interesting part with these kinds of interviews is yes, there's a release, but it's also entirely possible that you'll be at a conference two years from now, and someone's going to say, “Hey, wait a second. I remember watching you on that podcast, and you gave me this great tip on dimensions and reporting. Thank you. Can I buy you a beer?”

Baran Sonmez (27:10): Right. Perfect. I’m looking forward to that, too.

Joshua Feinberg (27:13): That’s awesome. Well, Baran, thanks so much for joining me on our podcast today. Appreciate it.

Baran Sonmez (27:18): Thanks, Joshua. Have a good one.

Voiceover Announcer (27:20): 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 Baran Sonmez'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.

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Topics: Podcast, Sage Intacct

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