Client requesting to move Lacerte to a hosted environment.

thecomputerguy

Well-Known Member
Reaction score
1,414
Small CPA firm ... less than 10 users. Everything was gravy for me for years and all of their stuff ran perfectly fine onsite (Lacerte, DMS, Quickbooks, TimeSlips, Files etc.) until they were purchased by younger two man CPA firm who wants to be fully cloud based. They decided to keep me on as their provider but I have been tasked with *GASP* actual work.

Anyways, we have plans for everything except Lacerte.

- DMS moves to Canopy Accounting (requiring a manual one-by-one document export tasked to an employee). This is not my Job
- Quickbooks is abandoned (somehow?) and moves to NetSuite with a possibility of migration?
- TimeSlips is abandoned and moved to Canopy. This is not my Job
- Files are moved to Teams.

I know of only two options for Lacerte, and I prefer the option that Lacerte offers which is a hosted option through Right Networks. Mainly for two reasons...

1.) I don't know a damn thing about creating, managing, updating, backing up, licensing, or paying for an Azure hosted option (I know people have randomly gotten crazy Azure bills).
2.) Lacerte's Right Networks hosted option makes it simple. They create the environment, update it, maintain it, back it up, if something goes wrong it's their fault, and the costs are fixed at $104 per month.

Cost is a large factor in just about all of our conversations... he is choosing to disrupt workflow to save money. Example being, get out of Quickbooks opting rather to move to NetSuite which I have no familiarity with because it is cheaper at a fixed cost of $15k per year vs. QB being $100 per data file per month (20+ data files). He mentioned things like moving Quickbooks to a shared OneDrive folder and just accessing it one person at a time and I was like ... just no.

While I don't think that $1300 a month (Right Networks) is a lot for the meat and potatoes of the 10-User Accounting Business, he kept mentioning Azure as if he had done his own research and found it to be a cheaper solution for the same exact thing. I explained that I always prefer what the software vendor perfers but I'd look into it.

Any thoughts?
 
Last week one of my larger accounting clients and I had a meeting...they're finally going to "go to all Intuit hosted" next year. I've been mentioning it to them for a few years. LaCerte, DMS, PPC Checkpoint Tools, Slowbooks...all that..."up there!" I only have to move their file storage to Teams..which I set up 1x Team/Doc library for them to sandbox keeping/sharing files in..and they like it.

Yes...the increased monthly nut for Intuits hosted environment. But..Intuit manages all of the updates, the backups, troubleshoots the software.
So accounting firms see this price increase...in addition to their regular software licensing from Intuit...but if you've been...profitable with your monthly costs, much of that will go down as the client ditches their server.
*Less electricity costs
*Remove the server backup....there's at least a couple of hundge.
*Remove your MSP monthly server support...there's a few hundred.
*Some MSPs like me...know that accounting firms are "higher maint" than most other client types, so I have, in addition to my usual monthly server support...I had an additional $ on there to cover my slammed time during Q4/Q1 for software updates
*Factor in the usual budget of at least $10k or more of a new server every 5-7 years....also after the 3rd year of a new server...warranty/support extensions
*Server OS updates every now 'n then, plus SQL Server licensing updates every now 'n then.
*Remove costs of remote access to their desktops...they can now take laptops anywhere
*Remove your MSP costs for supporting those remote laptops, since they can consolidate from 1x laptop and 1x desktop for main users...to just a laptop now.

...create that spreadsheet...looks pretty good to "go to the cloud now" eh?
 
CPA stands for cheapest person alive lol.

I had a CPA tell me that...and he is quite frugal but thankfully with the computer stuff he will buy what's needed and not try to cheap out lol.
 
Back
Top