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Outgrowing QuickBooks: Key Signs It's Time to Move On
Are you spending too much time pulling data, fixing AP delays, and manually processing reports in QuickBooks? You’re not alone. Many finance teams hit a point where QuickBooks holds them back more than it helps. The good news – there’s a better way. Those who moved off QuickBooks instantly noticed how fast they can close the books, automate their cumbersome practices, and be able to create custom reports. Join us for a 30-minute virtual Lunch & Learn where we’ll break down what it really means to outgrow QuickBooks, and how to take the next step with confidence. During this session, you’ll learn: The top signs it’s time to graduate from QuickBooks Common challenges finance teams face and how modern ERPs solve them Tips to evaluate and select a more comprehensive ERP system QuickBooks vs. Cloud ERPs: A side-by-side look Live Q&A to get all your questions answered Ready to take the first step toward more automation, faster close, and better reporting?
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Outgrowing QuickBooks: Key Signs It's Time to Move On
- 1. Outgrowing QuickBooks Key Signs It'sTime To Move On
- 2. Housekeepin g • 30-Minute Presentationwith Q&A • Type questions into the “Question Box” to submit them throughout the presentation • We’ll send a copy of the deck and recording of the webinar in a follow-up email after the event • Virtual Meal Delivery Service gift cards will also be sent out via email following the event Some key items before we get started
- 3. About BrainSell Blueprint forDigital Transformation • People • Process Mapping • Change Management • Technology Data for Better Business Decisions • Modern Data Platform • Unified Reporting • Executive Dashboards Technology for Scale • CRM, MA, and CX • ERP • Business Intelligence • AI Key Technology Partners
- 4. Meet the Expert Cloud ERPAccount Executive Troy Hollings
- 5. Agend a 01 Key SignsYou've Outgrown QuickBooks 02 Benefits of a modern ERP solution 03 How to evaluate solutions 04 Side by Side Comparison 05 Audience Q&A 06 Next Steps
- 6. Let’s Take aPoll
- 7. Key Signs It'sTime To Move Off QuickBooks
- 8. Have you Outgrown QuickBooks? •Manual reporting and workarounds • Lack of real-time visibility into financials • Pain scaling with multi-entity or multi-location • Inadequate audit trails or compliance controls • Difficulty integrating with other business systems Key Signs It's Time To Move On
- 9. Benefits of Modern ERP •Real-time dashboards and reporting • Automation of key workflows (e.g., closings, revenue recognition) • Better integration with CRM, inventory, etc. • Scalable architecture to support growth and multi- entity operations • Improved compliance and audit readiness Top Benefits of Cloud ERP
- 10. How to Evaluate Solutions ☐Current state vs Future State ☐ Budget/Cost ☐ Objectives ☐ Integrations ☐ Relationship & workflow management ☐ Reporting capabilities ☐ Deployment ☐ Industry-specific requirements ☐ Ease of use ☐ Flexibility & ability to scale ☐ Upgrades & enhancements ☐ Automation & AI capabilities
- 11. Side by Side Comparison Feature/CapabilityQuickBooks Sage Intacct Acumatica Cloud- Native Partial (Online) Yes Yes Multi-Entity/Multi- Currency No Yes Yes Custom Dashboards/Reporting Limited Strong Strong Integration Flexibility Basic API & Marketplace Open APIs Scalability Low Medium High Implementation Costs Low Medium Medium Ideal for... SMB Mid-Market/Enterprise Mid-Market/Enterprise Licensing Model User based User based Consumption Industry Retail, Contracting, E- Commerce, Prof. Services Non-Profit, Healthcare, Prof. Services Manufacturing, Construction, Distribution, E-Commerce
- 12.
- 13. Next Step Schedule yourcomplimentary QuickBooks assessment today! Email us at marketing@brainsell.com with your availability. Get your FREE QuickBooks Assessment
- 14. THANK YOU FOR JOININGUS! (866) 356-2654 growth@brainsell.com www.brainsell.com
Editor's Notes
- #2 Katie to run through housekeeping
- #3 We help businesses modernize their entire tech stack—from finance and operations to sales, marketing, and customer service—so your systems work better together. Whether you're exploring data strategy or building toward AI readiness, we're here to help you take that next step.
- #5 Katie to review agenda
- #6 Takes forever to get up to date reports Closing times/revenue recognition Can't scale- no multientity Doesn't work with other systems Tracking inventory
- #8 📘 Case Study: ABC Speciality Foods – Outgrowing QuickBooks Company Overview Name: ABC Specialty Foods Industry: Food Manufacturing & Distribution Location: Denver, CO Employees: 85 Annual Revenue: $22M Current System: QuickBooks Desktop Enterprise Background ABC Specialty Foods began as a local organic snack producer but rapidly grew into a multi-state distribution powerhouse with multiple product lines. The company’s operations include in-house production, third-party warehousing, and a sales presence in over 30 states. QuickBooks, which initially handled their basic accounting, has become a bottleneck to their scalability. Pain Points Driving the Need for Change 1. Lack of Multi-Entity Support ABD expanded to open a second manufacturing plant in Texas and began operating under two legal entities. QuickBooks forced the team to manage each entity in separate files, making consolidated financial reporting time-consuming and error-prone. Impact: The finance team spent over 40 hours per month manually consolidating financials. Consequence: Delayed monthly close and inconsistent data for the executive team. 2. Inventory Management Nightmares With a growing SKU list and two production facilities, QuickBooks couldn’t handle inventory tracking effectively across multiple locations. Impact: Manual spreadsheets were used to reconcile inventory, leading to discrepancies and stockouts. Consequence: $150,000 lost in revenue last year due to missed sales from stock issues. 3. No Real-Time Insights or Dashboards QuickBooks offered limited reporting capabilities. The leadership team lacked real-time visibility into performance metrics like cost of goods sold (COGS), profitability by product line, and inventory turnover. Impact: Decisions were based on outdated data. Consequence: Slower strategic pivots and inability to forecast accurately. 4. Audit and Compliance Challenges As ABC pursued larger wholesale contracts and explored outside investors, the need for audit-ready financials and GAAP compliance grew. Impact: External auditors had to spend extra time validating data due to lack of audit trails. Consequence: Higher audit fees and a red flag for potential investors. 5. System Crashes and Data Corruption QuickBooks Desktop, installed on a local server, became unreliable as data volume grew. Frequent crashes and file size limits risked data integrity. Impact: Weekly downtime and productivity losses. Consequence: IT support costs rose by 25% year-over-year.
- #9 -monthly close down from 15 to 5 days -grant compliance reports grants tracked by donor restrictions, program, and location -reduce finance department overtime – client who had 7 locations, drank a whole bottle of wine to do her reports -remote ready operations -
- #12 Katie to review poll question, Sarah will launch Poll 1 – meal delivery gc Poll 2 – related to reporting
- #13 Katie to review Next Steps