Top 6 Common Mistakes Companies Make When Upgrading Their Accounting Software

Upgrading your accounting software is a big step toward efficiency, accuracy and better financial management. However, if you’re not careful, what should be a smooth transition can quickly turn into a costly headache. 

In this podcast, Cherry Bekaert’s Sage Intacct Growth Leader John Bartz is joined by Cherry Bekaert’s Sage Leader Nathan Currie to discuss the six common mistakes companies make when upgrading their accounting software, which include:

  • Not defining clear goals
  • Skipping user input
  • Ignoring data migration challenges
  • Underestimating training needs
  • Overlooking integration with other systems
  • Choosing price over functionality

Don’t miss this episode filled with practical advice on avoiding these mistakes as you move toward transforming your business.

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John Bartz

Sage Intacct Growth Leader

Director, Cherry Bekaert Advisory LLC

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