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6 Reasons CPAs and Bookkeepers Are Partnering With Attivo

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Small and growing businesses often lack the time, knowledge, and manpower that are required to implement the technology solutions needed to streamline operations and facilitate growth.  

At Attivo, our comprehensive ERP software solution, Attivo ERP powered by SAP Business One, was uniquely designed for small businesses ($2-$30 million revenue) currently limited by entry-level accounting systems and manual, error-prone reporting. It is fully configurable, offered at an affordable subscription-based rate, and includes hands-on implementation assistance. Because of this, CPAs and bookkeepers often recommend it to their clients to help them neutralize the many obstacles standing between them and their vision for their business. 

Here are 6 reasons CPAs and  Bookkeepers are becoming Strategic Partners with Attivo to bring an invaluable solution, Attivo ERP, to their clients:

  1. Expand the trust and value of your relationship with your client by presenting a highly beneficial software solution.
  2. Collaborate in a substantial implementation engagement with your client (typically 50-80 hours) working alongside Attivo’s expert senior consultants. 
  3. Play a critical role in ongoing continuous improvement projects, as more process improvement initiatives can involve you in the same way as the original project. 
  4. Experience skill growth and learning opportunities in technology. 
  5. Leverage Attivo’s 6,000+ nationwide professional network as a ProVisors member to receive cross-referral opportunities for new engagements. 
  6. Maximize a substantial, recurring revenue stream. 

Are You a CPA or Bookkeeper Who Wants to Bring More Value to Your Clients? 

You bring immense value as an internal leader, providing the expertise your clients need to succeed. Since technology plays a critical role in that, we can leverage one another’s strengths to the transformative benefit of your client. The Attivo team has been serving clients with world-class software solutions since 1992 and brings a wealth of first-hand experience and expertise in manufacturing, wholesale distribution and service industries. We specialize in small business software and we pride ourselves on being trusted advisors to all our clients, motivated and dedicated to their success.  

Are you a consultant, fractional CXO, CPA, or bookkeeping firm with a customer success mindset?  If so, together, we can equip your clients with a technology solution that reduces costs and increases profits.

Click here to learn more and contact us about becoming a strategic partner

Interested in learning more?

Our consultants are ready to answer any of your questions.

“EBizCharge has really helped our customer services staff and saved us a lot of time. One of the best assets is that we don’t have to store credit card information ourselves anymore.”

IT and Accounting Manager, Auburn Manufacturing

“I have been very happy with the Attivo Group and the service they provide. They have always had a fast response time to service requests and their assistance is incredible!”

Controller, Regenesis Biomedical

“Charmaine is an outstanding employee. She has done so much exceptional work for our Macola Progression system, which we are very thankful for. Charmaine you are so great!”

CFO, US Vinyl

“Attivo is truly a partner in my company’s successful and smooth operation. Their team is knowledgeable, creative, and enthusiastic. We appreciate their expert guidance with everything from maintenance and support to business process assessment and improvement”

Director of IT/IS, FSR Inc.

“I just have to let you know that Charmaine is phenomenal in her support for us. We just completed the review of her budget input and she saved me hours of frustration with a process that is difficult annually. Thank you for letting Charmaine support us, always a pleasure working with her, please don’t take her away, we love her. You have a great staff and we enjoy working with them. Thank you again.”

CFO, Advanced Micro Instruments

“THANK YOU for the Mass Edit Grid in EBizCharge. We LOVE this new functionality!”

Customer Service, Virginia Industries for the Blind

“We have faced many challenges with our process, most recently with our Inventory. Charmaine Schaefer and Rich Hartley, specifically, have gone above and beyond to assist us, taking numerous after hour calls and always coming through with the answers and/or assistance that we needed. They have taken the time to work with us on many topics and created reports that were specific to our needs. I look forward to a long-lasting relationship.”

Controller, MonoSystems

“Thank you for all of your continuous efforts and assistance with our business processes. I appreciate you guys!”

Customer Service, Western Pottery

“I never want Charmaine or Kami to go away!! These two assisted us to create an Add-on for SAP B1 to better handle our credit card payments from customers. You two are awesome!”

Found & CEO, PayNation

“Meeting up with the Attivo team was enormously valuable, and as a result, our implementation call went incredibly well!”

Account Executive, Tipalti

“I am using the Request For Quote capability with great success. The process is saving me a tremendous amount of time and effort. Thanks for all the help, Robert!”

Inventory & Purchasing Coordinator, Innovex

“Moving our Macola system to the cloud was a great business decision. Our business is running better than ever thanks to the help of Attivo. We now have the freedom to work anywhere we want. I know everything is well-managed and secure. And most importantly, we were able to get out of the “IT business”

Managing Member, 180 Innovations

“Our Macola system runs much faster in the cloud than it ever did when we were hosting it ourselves. Too bad you guys weren’t around ten years ago, we could have used the help then! And the help you provide in looking after the health of our database and our system is really helpful and welcoming”

Director of IT, Boom Creative Development

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