Roanoke, 24014, VA,
United States
Brown Edwards Technographics
Brown Edwards Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Brown Edwards and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 350 Brown Edwards employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Brown Edwards has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2018, Microsoft 365 for Collaboration in 2019, Hubspot CRM for CRM in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Brown Edwards is running and its propensity to invest more and deepen its relationship with Intuit , Wolters Kluwer , Microsoft or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Brown Edwards revenues, which have grown to $50.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Brown Edwards intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Providing Professional Business Advisory and Consulting Services including tax, accounting and IT services. You've worked hard to build your life, your business, your future. Now build peace of mind, peace of mind that comes from working with a strong, knowledgeable accounting firm. At Brown Edwards, our professional teams have expertise spanning education, municipalities, employee benefits, financial institutions, and beyond. From traditional audit, assurance and tax services to the latest in professional business advisory services, Brown Edwards provides world-class service to ensure that you prosper and have the peace of mind you deserve.
Brown Edwards Tech Stack and Enterprise Applications
Brown Edwards ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Microsoft Dynamics GP | Intuit Quickbooks Enterprise | ERP Financial | ERP | n/a | 2018 | 2018 |
In 2018, Brown Edwards implemented Intuit Quickbooks Enterprise as its ERP Financial platform, migrating from Microsoft Dynamics GP to centralize firm and client accounting operations. The deployment targeted core financial workflows used by client accounting teams and internal finance staff, aligning the application with the firm’s assurance, tax and business advisory practices.
The Intuit Quickbooks Enterprise implementation included standard ERP Financial modules such as general ledger, accounts payable, accounts receivable, payroll processing, bank reconciliation and financial reporting. Configuration emphasized recurring bookkeeping automation, payroll processing for weekly and bi weekly run cadences, generation of monthly and quarterly reports, and preparation of 1099s, matching responsibilities described for client accounting staff.
Operational coverage extended across client accounting, payroll, tax and advisory functions, with client accounting associates expected to use Intuit Quickbooks Enterprise for daily bookkeeping, vendor payments and bank reconciliations. Staff duties reflected by the deployment included troubleshooting client QuickBooks and Peachtree issues, supporting payroll inquiries, and operating the accounting software to record and analyze client financial information.
Governance design encompassed role based access for client accounting and partner review, standardized month end procedures, and controls to support compliance with federal, state and local payroll requirements. Training and continuing professional education programs were part of the operational rollout to ensure staff proficiency with Intuit Quickbooks Enterprise and to align firm processes with the new ERP Financial environment.
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ERP Financial | ERP |
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2016 | 2016 |
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Brown Edwards Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, Brown Edwards implemented Microsoft 365 as its primary Collaboration platform to support firmwide communications and document workflows. The Microsoft 365 implementation is described as covering core Collaboration functions, oriented to professional services workstreams across the firm’s tax, audit, and advisory activities and supporting roughly 350 employees.
The deployment uses Microsoft 365 capabilities for enterprise email and cloud document collaboration, and the firm surfaces Office 365 Mail on their public website for inbound email handling. The implementation narrative aligns with standard Collaboration functional modules such as Exchange Online for mail routing, SharePoint Online for document libraries, and Microsoft Teams for real-time collaboration and meetings, consistent with Microsoft 365 capabilities.
Operational coverage is firmwide across Brown Edwards professional services departments, with tenant-level administration and governance applied at the Microsoft 365 tenant to manage user identities, access controls, and policy enforcement. Configuration emphasis appears focused on centralized collaboration tooling and web-facing email delivery, positioning Microsoft 365 to support the firm’s email, document management, and team collaboration business functions.
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Brown Edwards CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2021 | 2021 |
In 2021, Brown Edwards implemented Hubspot CRM. The Hubspot CRM deployment is visible on the company website where web forms and inbound contact flows capture leads directly into the CRM, reflecting an operational focus on front-end lead capture and contact management within the CRM category.
The implementation emphasizes core CRM capabilities typical for professional services, including centralized contact and account records, deal pipeline tracking, and web form driven lead ingestion. Configuration likely includes contact property standardization and pipeline stage definitions to support sales and client engagement workflows, aligning Hubspot CRM with sales, marketing, and client services functions.
Operationally the Hubspot CRM instance is integrated with the public website to route inbound inquiries into the centralized CRM, enabling standardized lead assignment and follow up processes across the organization. Governance appears centered on creating a single source of truth for contacts and leads and instituting consistent routing and lifecycle states, supporting tighter coordination between marketing and client-facing teams.
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Brown Edwards IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Brown Edwards CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Brown Edwards
| First Name | Last Name | Title | Function | Department | Phone | |
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Partner | Manager | Finance | |
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Partner | Manager | Finance | |
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Partner | Manager | Finance | |
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IT Director | Director | IT | |
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Controller | Director | Finance | |
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Apps Being Evaluated by Brown Edwards Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||