555 – Leveraging Industry Experience and ERP Solutions to Amplify Business Growth with Jamie L. Smith


Why you should listen

  1. Learn Jamie's approach to selecting and integrating new ERP systems for growing businesses.
  2. Hear about Jamie's personal journey and the challenges she overcame in expanding her SaaS partnerships.
  3. Get actionable tips on managing client experiences and financial strategies in a dynamic business environment.


Feeling overwhelmed as a tech consultant with one SaaS partner and considering adding another? In this episode, I speak with Jamie Smith, co-founder of Amplify Advisors, about the challenges and opportunities of expanding your ERP solutions. Jamie shares her journey from managing a single SaaS partner to incorporating a second and how it has impacted her business strategy. Tune in to learn about the key factors in choosing the right ERP systems and Jamie's lessons in her multifaceted role.


Key Highlights

  • Sourcing Leads and Clients: Amplify is currently 95% referral-based, with most referrals coming from CPA firms. They are now looking to expand their lead generation beyond just referrals, exploring strategies like SEO, Google Ads, and LinkedIn outreach.
  • Amplify's Multi-ERP Approach: Amplify started as a fractional CFO and accounting services firm, and later added ERP implementation as a third service line. They partner with both NetSuite and Acumatica, as each ERP has strengths in different industries and price points that serve their clients' needs.
  • Amplify's Values and Client Experience Focus: Amplify is very values-driven, with "client experience" as their north star. They emphasize putting people and relationships first, aligning with client strategy, and adapting to client culture. Their five core values guide all aspects of the business.
  • Lessons Learned and Advice: Jamie's key lesson was to implement an ERP system earlier in Amplify's growth, as it provided critical data and decision-making capabilities. Her advice is to invest in technology and processes early to support rapid scaling.


About Jamie L. Smith

Jamie is a Co-Founder of Amplify Advisors, which focuses on financial strategy for growing business. As the Chief Experience Officer, she leads the Client Experience and reinforces the values and purpose of Amplify. She runs communications, marketing, brand, Employee Experience, the CFO team, Finance Leader services, Recruiting services and all areas of experience.

Jamie always knew she wanted it all: a husband, kids, and an important job. Her biggest lesson to date was learning that you can have it all, but you can’t do it all yourself. So, she’s surrounded herself with an epic team, family, and friends to keep the dream alive.


Resources and Links

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