How Terminal B Reduced Accounting Workload by 90% with Sierra Pacific Group

90% Reduced Workload

Cut monthly accounting workflow from three days down to two hours

100+ Hours Saved

Old process & configuration replaced with scalable integrated systems

$24k Saved Yearly

Streamlined accounting and reduction in manual tasks led to cost savings

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Sierra Pacific Group (SPG) partnered with Terminal B to review and optimize their finance module, integrating ConnectWise Manage with QuickBooks to improve invoicing, agreement setup, and procurement processes.


About Terminal B

For over 15 years, Terminal B has serviced Central Texas businesses with vital desktop support, data center ops, and end-to-end infrastructure consulting and management. After outgrowing their existing accounting system setup, Terminal B trusted SPG to conduct a much-needed overhaul.

Services Provided by SPG

Sierra Pacific Group initially collaborated with Terminal B on a ConnectWise to QuickBooks Integration Project. These projects are tailored for busy IT/MSP companies using the ConnectWise PSA system and QuickBooks, but haven't fully optimized their features, leveraged automation, or configured the tools according to established Proven Process.

Upon completion of the project, Terminal B maintained their partnership with SPG by purchasing Block-Time. This service enabled Terminal B to continue working with SPG as needed.


Chat With Greg Bibeau

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We welcome you to contact Greg Bibeau at 512-381-4800 or

The Problem

Terminal B's ConnectWise System Accumulated a Decade of Inefficiencies

Terminal B initially acquired ConnectWise Manage and Automate in 2008. As described by Greg Bibeau, Founder & CEO of Terminal B, the software was "quite robust." However, they never received proper guidance on configuring their setup from implementation, which led to a decade of accumulating inefficiencies within the system.

Upon recognizing the severity of the issue, Terminal B hired "hands off" consultants to address the gaps and provide guidance. Unfortunately, what Terminal B really needed was "hands on" configuration to ensure that the advice and guidance he was being provided was actually being implemented.

Due to capacity restraints, this resource proved to be ineffective and occasionally unresponsive. Seeking a reliable solution, Terminal B turned to Sierra Pacific Group for their expertise and dependable execution.

The Solution

Harness SPG's Expertise for Customized, Long-term ConnectWise Solutions

Terminal B faced challenges in their financial processes and sought to integrate ConnectWise Manage with QuickBooks to enhance efficiency and streamline operations. Sierra Pacific Group was brought on board to provide expertise and guide Terminal B through the integration and setup process.

Finance Module and QuickBooks Integration:

  • Reviewed Terminal B's finance module and integrated QuickBooks with ConnectWise Manage
  • Assessed the Chart of Accounts (COA) and suggested changes for proper mapping
  • Updated categories and subcategories in setup tables
  • Mapped the Chart of Accounts in Manage
  • Connected third-party applications with Manage and QuickBooks Online (QBO)

Invoicing and Agreement Setup:

  • Analyzed Terminal B's system to identify necessary cleanup for invoicing through Manage
  • Set up billing items, including invoice templates, email templates, and billing setup tables
  • Trained Terminal B's team on cleanup, agreement setup, invoicing, and updating time, product, and expense entries during billing
  • Assisted with Terminal B's first billing cycle and provided Q&A support

Procurement Module Optimization:

  • Reviewed Terminal B's procurement module to identify required cleanup for utilizing the module
  • Set up procurement setup tables and trained Terminal B on procurement process and cleanup
  • Guided Terminal B on the Sales to Service handoff, tracking POs, and managing serial numbers
  • Reviewed GL Mapping and updated Cost of Goods Sold (COGS)


"If we don’t optimize ConnectWise internally, that’s when things build up and blow up. We end up working harder instead of smarter. Over time, SPG has helped us evolve from that significantly."

The Results

Maximizing Efficiency: SPG Streamlines Terminal B's ConnectWise Manage and Automate Systems

In Greg’s words, “Every team should have someone who knows how to work ConnectWise.” For Terminal B, SPG fills that role and delivers the impact of a full-time specialist — but in a fraction of the time and at a better cost. The strongest outcomes driven by SPG include:


  • Automating monthly invoicing — Prior to SPG, Terminal B was not billing through ConnectWise. Today, what used to take three full days of manual billing and reconciliations has been automated down to two hours of work per month.


  • Increased Accuracy — Implemented automation and improved processes, reducing the likelihood of human errors in invoicing, agreement management, and procurement, leading to more accurate financial records.


  • Improved Cash Flow — Faster and more accurate invoicing resulted in quicker payments from clients, positively impacting the company's cash flow.


  • Enhanced Financial Reporting —Proper mapping and integration of the Chart of Accounts in both ConnectWise Manage and QuickBooks lead to more accurate and reliable financial reports, aiding in better decision-making.

    Ultimately, since SPG optimized their finance operations across the ConnectWise Manage PSA system and QucikBooks, Terminal B has saved hours upon hours of work. Now, their team wastes fewer resources on internal system maintenance and is able to focus on what matters: delivering top-of-the-line client services.


"ConnectWise is a very, very complex piece of software. I can either have my staff working on our internal systems or focused on working on client systems. And SPG has filled in those gaps. It’s been an incredibly valuable relationship for us."

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