Free checklist + worksheet

Have you outgrown QuickBooks?

Before you spend tens of thousands of dollars on an ERP system, check whether you actually need one, and see what it would really cost you in the first year, setup and your own people's time included.

The example tab of the ERP cost worksheet: about $39,000 in the first year for a made-up 30-person HVAC company, against about $4,000 a year for QuickBooks

It's a Google Sheet. Here's what's in it:

The outgrown-QuickBooks checklist. Intuit's own hard limits plus the warning signs accounting firms keep repeating. Check the ones that fit and it tells you: probably not yet, worth a look, or time to get quotes.
A first-year ERP cost worksheet. Licenses, the setup partner's fee and your own people's hours, next to what you pay for QuickBooks now.
What the mess costs you today, in hours of re-typing and unbilled work, and how long an ERP would take to pay for itself.
A worked example, the made-up HVAC company from the video, priced with real 2026 list prices.

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What kind of business? How many people work there?

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