Meeting the needs of growing firms and their clients

As your firm grows, so do the complexities of the services you offer and the demands of managing client needs. For mid-market firms, this often creates a critical inflection point in their growth trajectory. 

Firms often wrestle with demands to meet their unique needs, with many falling prey to sprawling tech stacks and rising costs. For these mid-market firms, Intuit’s end-to-end platform offers scalable solutions that can help firms to manage increasing operational demands effectively as they grow. 

A perfect example is QuickBooks Advanced, the default solution offered to accountants, designed to support growing firms with enterprise-grade capabilities that simplify complexity and can support their growth plans.

Building on this, the Payroll suite supports firms at every stage of growth: from Core Payroll for straightforward needs, to Advanced Payroll with automated compliance and HR features, and Bureau Payroll for managing complex client portfolios.

Complementing these offerings is Mailchimp, seamlessly integrated into the QuickBooks ecosystem as a powerful CRM. It enables data-driven, personalised marketing and advanced analytics, positioning QuickBooks as a future-ready platform that empowers firms to manage growth without compromising on innovation.

“As firms grow, they often face inefficiencies caused by disconnected tools. QuickBooks Advanced brings everything together under one platform, reducing costs, risks, and wasted time,” explains Danny Wetherall, Mid-market Specialist at Intuit.

QuickBooks Advanced is a strategically positioned solution that delivers enterprise-grade capabilities without the associated complexity.

3 ways QuickBooks Advanced helps businesses grow

1. Time savings that unlock opportunities 

QuickBooks Advanced helps businesses automate repetitive tasks, freeing up time for more strategic activities. From batch transactions to automated approvals, these features reduce manual workloads and improve accuracy.

Key features:

• Batch transactions: Save hours by managing invoices, receipts, and payments in bulk.

• Enhanced approval workflows: Automate transaction approvals, reducing reliance on manual processes.

• Backup and restore: Safeguard your data with automatic backups and quick recovery options.

• Spreadsheet sync: Seamlessly connect QuickBooks to Excel for faster, more accurate reporting.

• Custom roles and permissions: Control who accesses sensitive data by creating tailored user roles for deposits, expenses, reports, and more.

"Features like spreadsheet sync and batch transactions aren't just convenient, they’re transformative. These tools give firms the efficiency they need to handle larger client portfolios and scale without hiring more staff or introducing new inefficiencies," Danny adds.

2. Cost savings that support scalability

Unlike ERP systems, QuickBooks Advanced offers enterprise-level functionality at a fraction of the cost. Its all-in-one ecosystem reduces reliance on multiple software tools, saving time and money.

QuickBooks Advanced is built to scale with your firm, handling high transaction volumes and multi-entity reporting with ease, all while remaining cost-effective.

Key features:

• Multi-entity management: Consolidate reporting for multiple companies under one platform.

• Multi-currency management: Manage international transactions with automatic exchange rate updates.

• Bulk transactions: Process large volumes of invoices, payments, or expenses in one go.

• Strategic implementation support: Access dedicated onboarding specialists to address your business needs.

"When your tech stack gets out of hand, it can feel like you’re working for the software instead of it working for you. QuickBooks Advanced simplifies operations and eliminates unnecessary tools, empowering teams to focus on clients," Danny notes.

3. Enhanced reporting for deeper insights

QuickBooks Advanced provides the tools to create bespoke reports tailored to your business needs, giving you actionable insights at your fingertips.

Key features:

• Bespoke reporting: Build reports from scratch to monitor trends and performance.

• Multi-currency Insights: Consolidate data across currencies for a complete financial overview.

• Spreadsheet sync: Use Excel for advanced data manipulation while maintaining accuracy.

• Custom dashboards: Visualise KPIs and trends with custom dashboards that provide actionable insights in real time.

"Mid-market firms need insights they can act on. QuickBooks Advanced's enhanced reporting capabilities allow businesses to identify trends and make decisions faster, positioning firms to focus on growth," Danny explains.

QuickBooks Advanced also offers these unique advantages:

• Access for Up to 25 Users: Collaborate in real time with up to 25 unique users and unlimited reports-only users.

• Trusted data migration: Migrate securely with partners like Dataswitcher, ensuring a smooth transition to QuickBooks Advanced.

• Award-winning support: Access expert support seven days a week through phone, live chat, or screen sharing.

Why it matters

Strategic growth requires sophisticated financial management infrastructure. With its focus on automation, scalability, and reporting, QuickBooks Advanced is the ideal solution for mid-market firms. 

Speak to one of our consultants today and discover how QuickBooks Advanced can transform your business.

The information on this website is provided free of charge and is intended to be helpful to a wide range of businesses. Because of its general nature the information cannot be taken as comprehensive and they do not constitute and should never be used as a substitute for legal, accounting, tax or professional advice. We cannot guarantee that the information applies to the individual circumstances of your business. Despite our best efforts it is possible that some information may be out of date. Any reliance you place on information found on this site or linked to on other websites will be at your own risk.