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24 Feb I Love QuickBooks—But Here’s How I Know When a Business Has Outgrown It

Posted at 19:10h in Blog by

If you know me, you know I’ve been a huge proponent of QuickBooks for over 20 years. As a QuickBooks ProAdvisor and a Top 100 QuickBooks ProAdvisor for multiple years, I’ve helped businesses of all sizes implement and optimize QuickBooks to run their financials efficiently. I still believe QuickBooks is the best accounting solution for small and mid-sized businesses—but I also know that as a company grows, there comes a time when QuickBooks just isn’t enough anymore.

I’ve worked with hundreds of businesses at different stages of growth, and one thing is clear: QuickBooks is amazing—until it isn’t. Eventually, businesses reach a point where they need a more robust solution. That’s why, after carefully researching ERP options, I selected Acumatica and became an Acumatica Gold Partner to help growing businesses take their next step.

So how do you know when it’s time to make the leap? Let’s dive in.

 

Why QuickBooks Is the Best Accounting Solution for Growing Businesses

I’ve spent decades working with QuickBooks, and there’s a reason it dominates the market:

1. It’s Easy to Use & Widely Supported

QuickBooks is simple to learn, intuitive, and used by millions of businesses worldwide. If you need help, there’s no shortage of QuickBooks-trained accountants and bookkeepers. I’ve spent years training teams to get the most out of it, and I still believe it’s the best solution for businesses that need solid accounting software without the complexity of an ERP.

2. It Has an Unmatched App Ecosystem

QuickBooks connects with an incredible number of third-party apps, making it flexible. Some key integrations include:

– Retail & eCommerce: Shopify, Lightspeed, Square
– AP Automation: Bill.com, Expensify, Melio
– CRM & Sales Management: Salesforce, HubSpot, Zoho
– Financial Reporting: Fathom, Qvinci, Spotlight Reporting
– Payroll & HR: Gusto, ADP, Paychex

3. It’s Affordable & Scales Well—Up to a Point

For years, QuickBooks can scale alongside a business, especially with QuickBooks Enterprise and lately with Intuit Enterprise Suite, a platform built online for companies that need multi-entity accounting and multi-dimensional reporting.  But eventually, as businesses get more complex, the workarounds start to pile up.

How Do You Know You’ve Outgrown QuickBooks?

Over the years, I’ve seen a pattern in companies that hit a wall with QuickBooks. If you’re experiencing any of these issues, it may be time for an ERP like Acumatica.

1. You Need More Than Just Accounting

QuickBooks is an accounting system, not an enterprise system. If you need advanced inventory tracking, warehouse logistics, multi-entity management, or complex project accounting, QuickBooks requires too many add-ons. Acumatica, on the other hand, is a fully integrated ERP where accounting, operations, inventory, and CRM work together seamlessly.

2. You’re Hitting Performance & User Limitations

  • QuickBooks Online maxes out at 25 users
  • QuickBooks Enterprise caps at 40 users
  • Acumatica? Unlimited users with role-based security

 

If your team is constantly running into access issues, slow report generation, or crashing files, it’s a sign QuickBooks can’t keep up.

3. You Need a True Order Fulfillment Process

One major limitation of QuickBooks Online? It doesn’t have a sales fulfillment workflow. Unlike QuickBooks Enterprise, which offers some fulfillment tools, QuickBooks Online simply converts an estimate (no, it does not even have sales orders in the online version or the new Intuit Enterprise Suite) into an invoice.

With Acumatica, the shipping function is completely separate from the sales order and invoice process, so businesses can:
✅ Pick, pack, and ship before generating an invoice
✅ Let warehouse teams handle fulfillment separately from finance
✅ Get real-time visibility into order status at every stage

For businesses managing inventory, this separation is a game-changer.

4. You Need Role-Based Dashboards & Real-Time Alerts

One of the biggest advantages of Acumatica is its role-based dashboards, where each user sees KPIs and metrics relevant to their role.

For example:

  • Warehouse employees see orders to pick, put away, ship, or transfer—all on one screen.
  • Sales reps get real-time updates on customer orders and pending quotes.
  • Executives & finance teams can track revenue, expenses, and cash flow in real time.

 

No more running reports—Acumatica automates visibility so everyone has the data they need at a glance.

5. Acumatica Is Fully Mobile—Unlike QuickBooks

QuickBooks’ mobile experience is limited—especially when it comes to running full operations from a phone or tablet. Acumatica, on the other hand, is fully mobile and built for cloud access.

  • Construction teams submit field reports from a job site
  • Sales reps approve quotes and check customer orders on the go
  • Technicians update field service appointments directly from their phones
  • Employees submit and approve expense reports from anywhere

 

With Acumatica, your entire business is accessible from any device, giving teams the flexibility to work from anywhere.

6. Acumatica’s Low-Code/No-Code Customization

Unlike QuickBooks, which often requires external developers to make changes, Acumatica is low-code/no-code, meaning:
✅ Business users can modify workflows, reports, and screens without coding expertise
✅ Custom fields and automation can be added quickly and easily
✅ You’re not dependent on expensive consultants for every change

7. Industry Solutions Are Built Inside Acumatica—Not Just Integrated

With QuickBooks, third-party apps often feel like separate tools with their own login, interface, and sync process. In Acumatica, many industry-specific solutions (construction, distribution, field service, etc.) are built inside the platform.

That means:
✅ When you add an industry solution, it becomes a native menu option
✅ It looks and feels like Acumatica, not a bolted-on third-party app
✅ No more syncing issues or multiple logins—just one seamless system

Final Thoughts—Why I Became an Acumatica Gold Partner

I still love QuickBooks, and I still recommend it for many businesses. But I also know that growing companies eventually need more than what QuickBooks can offer.
That’s why I became an Acumatica Gold Partner—because I believe Acumatica is the best ERP for businesses ready for the next step.

If you’re wondering whether it’s time to make the transition, let’s chat! I can help you assess if Acumatica is the right fit for your business.

To see the 5 Reasons Why Acumatica is the Right Fit for QBs Graduates, click here! 

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Kimberly Mitchell
Partner Development Manager

Kim is a Partner Development Manager with 10 years of experience working with Strategic Partners. As a 19-year veteran with Intuit and a history of driving growth and sales results within the QuickBooks echo system Kim, brings a wealth of knowledge to our team by assisting us with sales and marketing initiatives while helping us strive for the highest net promoter (clients satisfaction) scores. Kim is passionate about creating and nurturing new partnership opportunities through the relationships she has built over the past 25 years of sales experience.

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Noah Raney
Senior Account Payroll Manager

Noah is our dedicated Intuit Senior Account Payroll Manager who can help you find the right payroll solution for you and your business. He is well versed in all of the QuickBooks platforms being desktop/online/standalone and payroll has been his world since joining Intuit 13 years ago. Whether you are looking for ways to save on time, reduce inflated payroll costs or just get set up with the best discounts, he is here to help. Your success and satisfaction are of utmost importance!

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Sean McCaffery
Global Channel Sales Partnerships and Alliances Leader

Sean McCaffery has more than 15 years of experience leading channel sales and cloud solutions in the US and Internationally. Sean has held leadership positions with Avaya in Europe growing the channel business with resellers and distributors in key countries driving double-digit growth. He then joined Rackspace Technology and was instrumental in developing sales growth strategies in cloud adoption for customers and partners. Most recently, he ran channels at Dizzion responsible for dynamically growing and expanding the partner ecosystem through SaaS-based VDI solutions before joining Intuit. Currently, he runs the QuickBooks Solution Provider Program supporting the strong business that solution providers and ISV partners have established as well as finding new opportunities to drive emerging mid-market growth together!

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Gabor Terebesi
Payments Account Manager

Gabor Terebesi is an Account Manager with the Payments Team of Intuit for over 15 years. He works in the partner division for Intuit payments to ensure Intuit partners along with any clients of theirs are in the most suitable and financially cost-effective solution accepting payments through eCommerce, QuickBooks, mobile payments, or any other options necessary for their business.

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Aimee Garneau
Accounting Manager

Aimee joined Siegel in 2022 as the Accounting Manager overseeing the accounting and bookkeeping team. Aimee brings 18 years of experience with increased responsibility with privately and publicly held companies. Her experience lies with SaaS-based companies as well as in healthcare, consulting, education and nonprofits. Prior to joining Siegel, she held accounting leadership positions with Waban Projects, Elastic Path, Moltin, and Ned Davis Research. Aimee loves partnering with business owners to establish financial reporting and results that promote growth and expansion. When Aimee is not working, she loves spending time with her family and friends and exploring all New England has to offer. She is also an avid Red Sox fan and enjoys going to Fenway Park when she can.

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Jeffrey Siegel
CPA, CEO

Jeff has spent the last twenty years working providing solutions to emerging growth businesses. After graduating from Northeastern University, he spent five years working with two multinational CPA firms in an auditor capacity building a foundation for understanding how business work. He later went on to work in various controller and CFO roles before starting Siegel & Associates (previously Siegel Financial Group) in 2000. In those roles, he sold a company to ADP, raised funds for a major expansion of a large regional IVF clinic, and helped set up accounting and financial structures for dozens of companies. Since starting Siegel & Associates, Jeff has worked with hundreds of clients providing accounting system solutions. Those solutions include setting up QuickBooks in a single-user environment putting in QuickBooks Enterprise in a 30-user environment and integrating various add-ons including inventory, CRM, and e-commerce. He is a Certified Public Accountant, a QuickBooks Pro Advisor, a QuickBooks Advanced Pro Advisor, and an Intuit Solution Provider certified in Enterprise Solutions, Point of Sale & QuickBase. Jeff is also a Microsoft Certified Systems Engineer

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Lori Swartz
Client Support Manager

After graduating from Boston University, Lori spent eight years working in various managerial positions for two national companies. In those positions, Lori developed the skills necessary to manage multiple projects, clients, and resources. She later went on to work for a management company that handled over 25 real estate properties with multiple tenants. Lori joined Siegel Solutions in 2003 as a client services manager where she utilized her skills developed to manage multiple clients and multiple staff. She recently moved into the client support manager role where she is responsible for meeting with and onboarding new clients, managing and maintaining our technology stack along with QuickBooks setups, conversions, training, and consulting.

In her free time, Lori enjoys spending time with her family. She loves to travel, music, and theater.

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Janet Jodoin
Bookkeeping Associate

Janet joined Siegel Solutions in May of 2022 as an Associate Bookkeeper. In her younger years, while raising her family, she completed her degree in Business and she spent 20 years in the trades as a custom designer. Janet also has 16 years in corporate management. Her strong team support, training, and development led her to support and manage Human Resources. Janet's desire to change careers has led her to return back to bookkeeping at Siegel Solutions. In Janet's free time she enjoys spending time with her growing family. Her personal favorite is creative landscaping in her yard. She also enjoys working alongside her partner in construction and remodeling.

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Tricia Gullage
Associate

Tricia Joined Siegel Solutions in 2022 as a bookkeeper and works with our clients to keep their day-to-day bookkeeping in order. Tricia has 12 years of bookkeeping experience working for a large construction company for 10 of those years handling all their accounting and Payroll. She met Jeff our CEO while working there and decided she wanted to join our team.

When not working Tricia enjoys spending time with her family and friends. She recently moved up to the lakes region in NH and loves going to concerts, enjoying her time boating and snowmobiling.

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Ed Jaworski
Professional Services Manager

With over 21 years of corporate experience at PeopleSoft Consulting, Sun Life Financial, and KPMG, Ed brings a big business approach to small business solutions. Prior to joining Siegel Solutions in 2022, Ed helped small businesses get the most out of QuickBooks for 21 years as a co-founder of SMB Partners and the founder of Solutions for Office Software.

Ed is an Advanced Certified QuickBooks® ProAdvisor, a Certified QuickBooks® Point of Sale ProAdvisor, a Certified QuickBooks Enterprise Solutions ProAdvisor, and a Certified SOS Inventory Consultant. Ed holds an MS in Computer Information Systems from Bentley University and a BS in Business Administration from Northeastern University.

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Debby Mono
Firm Administrator

Prior to joining Siegel Solutions in March 2023, Debby had been working in administrative and executive assistant roles for many years in various fields. Her extensive background in these positions has provided her with a range of skills and knowledge that are valuable in her new role as a Virtual Administrative Assistant. She graduated from Suffolk University with a Bachelor's Degree.

Outside of work, Debby can be found at football fields or dojos cheering for her sons. She also enjoys hikes with her dog, Sawyer, reading, sports, and live music. She and her husband also love to entertain family and friends.

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Letitia Cote
Senior Associate

Letitia has an accounting degree and has been working in the Accounting/Bookkeeping industry for over 25 years. Tish is also an Acumatica Business Consultant. Outside of work, Tish has 4 grown children and 5 grandchildren, she loves to ski, hike, bike, and be outdoors. Tish has worked with Jeff for over 10 years.

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Andrea Alencar
Associate

Andrea graduated from Bridgewater State with a Bachelor's degree in Accounting. Andrea joined Siegel Solutions in 2022. Andrea has gained accounting experience working in various industries including a CPA firm, legal, hospitality, and telecommunications. Before coming to Siegel Solutions Andrea previously worked as a bookkeeper and staff accountant.

Andrea has 4 kids which keep her busy. Outside of work, Andrea enjoys spending time with her kids, being outside, cooking, and going to softball/baseball games.

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Mike Derrico
IT

I started my career in 1983 when I designed and built a device to share a computer program, written by the president of a local bank and his son, running on an Apple Lisa computer. The device allowed the large and expensive Lisa's computer to be shared with bank employees. With this program, and with my device, we started a company to market this unique solution to banks. At this point, computer networks were just starting to be used in businesses. I transitioned my efforts to providing support for migrating banking terminal/mainframe functions to the emerging Personal Computer networking platform. For the next decade, I worked with, and beta tested, numerous technologies to integrate the banking functions from dumb terminals into the now smart desktop computers. After working with a few small consulting firms, I started my own company focusing on providing I.T. support to SMBs. More recently I am now doing the exact opposite by helping customers migrate their PC applications and data from their local computers to The Cloud. A few years ago, I joined Siegel Solutions to add my years of I.T. experience to their firm.

In my spare time, I like to travel, fly my drone and, most importantly, spend time with my family. I also still enjoy tinkering with technology.

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Pat Jaworski
Associate

After spending most of her corporate career in the insurance industry, Pat joined a QuickBooks consulting firm providing bookkeeping services to several small companies. Late in 2022, that firm merged with Siegel Solutions, Inc., bringing Pat and her clients to the group. She provides services to clients in a variety of industries: fitness, construction, beauty, equine care, and medical billing, to name a few. She enjoys supporting her clients by keeping their financial records in good shape and allowing them to focus on growing their respective businesses.

Pat resides in the 495/MetroWest area with her husband Ed, daughter Abby and Duffy, their lovable, energetic golden retriever.

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DeeAnna Keyes

Sales and Marketing Associate

DeeAnna Keyes, has been our Sales and Marketing Associate since December 2023. She brings a wealth of experience, having worked at Intuit with a focus on Quickbooks Online and Quickbooks Desktop. With a robust sales history and a license as a real estate agent in Virginia, DeeAnna is a versatile professional. Outside of work, she cherishes family moments, indulges in camping with friends, and finds joy in entertaining at home with her husband and four children.

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Janice Kats

Associate

Janice Kats graduated from Carl Sandburg College with an Associate Degree in Accounting in 1992 and has been working in the accounting field ever since in various jobs doing AR, AP, payroll, office management, and bookkeeping before joining Siegel Solutions in late 2023.

In 2022, she made the decision to branch out on her own and started her own bookkeeping business, working from home.

She is a mom to 3 grown children and a grandmother to 5 grandchildren and enjoys spending time with her husband and two dogs and following her grandchildren in all of their sports.

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Olga Shteynberg
Administrative Assistant

Olga joined our team as our in-office Administrative Assistant this past January, bringing with her valuable past administrative and customer support experience.

She resides in Natick with her fiancé, two daughters, and a dog. Originally from Russia, Olga relocated to the States at the age of ten with her parents and an older sister.

Outside of work, Olga enjoys spending quality time with her family, traveling, and reading. She also practices yoga and meditation, helping her stay grounded when she’s not in the office.

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