An accountant’s guide to speaking with clients who’ve outgrown their books

So, your clients have outgrown their books. Let's chat.


As a successful accounting practice, you might be juggling several priorities. Not only is it important for you to continue providing value to existing clients — whether that’s by keeping up to date with industry news or attending trade shows and events — you also have to put on your Salesperson hat from time to time and try and win new business.

The way we see it, you’re regularly speaking to growing businesses about their accounting and financial management needs — and the solutions they should be exploring.

But what about clients who’ve outgrown their accounting software and are now on the lookout for a more holistic business management solution?

Enterprise Resource Planning (ERP) is the next natural step up from accounting software for most small and mid-sized businesses. While implementing ERP software may not be your area of expertise, it certainly is ours.

Instead of writing off such clients as lost business, why not partner with an ERP built for Australian businesses so both you and your clients can walk away winners?

How you and your clients can win with Wiise

Here at Wiise, we recognise your extensive network and created the Wiise Referral Program to reward you for the conversations you might already be having with your clients.

If you know of organisations looking to not only digitise but also optimise their business processes and move away from using Excel spreadsheets, Wiise is here to help. If our Wiise team accepts them as a qualified lead, we’ll send you AUD $500 as an appreciation for your referral.

But here’s where it gets even more exciting: if Wiise proves to be a good fit for them and they sign up as a customer, you’ll receive a 5% payout on the first year of their Annual Contract Value*.

You’ve got to be in it to win it, so, make sure you sign up for our program here.

Need some guidance on what makes a good referrable opportunity? Here are some signs that a business is ready for an ERP:

  1. Their system slows down when transaction volumes increase
  2. Limited number tracked inventory items and fixed assets
  3. It takes days to produce reports and requires discussions with multiple stakeholders
  4. Teams have to manually reconcile data from multiple sources
  5. Month-end closes rarely happen by the end of the month
  6. Department heads can't see business insights in real-time


*Find the full terms and conditions of our referral program here.

We ensure quality customer outcomes — every time

We take pride in being able to ensure a great sales and delivery experience for you and your clients — every time. Our methodology is centred on understanding the growth ambitions of our clients and helping them see how Wiise enables them to get there faster. We’ve partnered with 34 IT solutions leaders across Australia with established ERP practices to deliver successful projects that unlock long term customer value.

What does this mean for you?

When you refer your clients to Wiise, you can trust that you’ve referred them to an ERP vendor of choice and that they’ll be looked after by our team.

Get referring to get rewarded

Basic accounting solutions simply cannot match the capabilities offered by a localised ERP like Wiise. Here are 7 reasons why you should get your clients to seriously consider our cloud ERP:

  1. End-to-end business management
  2. Seamless integration with existing tools
  3. Actionable insights to aid decision-making
  4. Local support team and a continuously developed product
  5. Streamlined workflows for greater efficiency
  6. Enterprise grade security made accessible
  7. A scalable solution offering easy upgrades


Remember, you can get rewarded every time you identify a customer with any of the above requirements. All you need to do is fill out a short referral form and we’ll do the rest — keeping you in the loop from discovery to delivery! How good’s that?

Find out more about Wiise here. If you’d like to speak to one of our team, don’t hesitate to get in touch.