What LBMC Technology Solutions does

LBMC Technology Solutions, founded in 1996 and headquartered in Brentwood, Tennessee, operates as a managed IT services provider and value-added reseller (VAR) within the LBMC Family of Companies. The company delivers accounting and ERP software (Sage Intacct including CRE and Healthcare variants, Sage 100 Contractor, Microsoft Dynamics 365 Business Central, and Microsoft Dynamics GP), CRM (Microsoft Dynamics 365 Customer Engagement), financial planning and budgeting tools (Martus, Solver), the Microsoft Power Platform, and managed IT/security services (including the proprietary TechSecure offering). Proprietary add-on modules include ProForm (AIA progress billing), LIFO (auto dealer inventory), and IntegratorPlus (Microsoft Dynamics CRM/Salesforce to Sage Intacct sync), alongside a custom software development practice. The technology stack rests on Microsoft, Sage, and Hyland platforms, with cloud delivery via Azure and AWS, integrating RPA (UiPath) and Intelligent Automation through Hyland OnBase.

The business model blends recurring managed IT services, software license resale, implementation consulting, and custom development, distributed through a direct sales-led GTM with regional offices across the Southeast (Brentwood, Charlotte, Knoxville, Chattanooga, Louisville). LBMC serves over 1,200 clients with stated vertical specialization in nonprofit (500+ clients), insurance (200+ clients), construction (26+ years), healthcare, hospitality, manufacturing, professional services, and technology/SaaS. Distribution leverages channel partner status with Microsoft (Gold Partner, CSP), Sage (Platinum Club FY23), and Hyland (Diamond Support, 20+ years), supplemented by content marketing (blog, YouTube, Spotify podcast) and industry event sponsorships (CFMA, CMAA). The TechSecure managed security product with SOC 2 Type II certification and AI-powered threat detection is a recent managed-IT productization play.

The company is privately held with no disclosed funding history, no M&A activity beyond the 2020 InterDyn Artis acquisition, and no named CEO in the source materials. Partnership depth, vendor certifications, and 26+ years of domain tenure form the core competitive basis, while proprietary add-ons (ProForm, IntegratorPlus, LIFO, TechSecure) provide differentiated capabilities layered on top of third-party platforms.

Name

LBMC Technology Solutions

Legal name

LBMC Technology Solutions

Website

https://lbmctech.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

11–50 employees

Short description

LBMC Technology Solutions is a Brentwood, Tennessee-based managed IT services provider and VAR founded in 1996, reselling and implementing Sage, Microsoft, and Hyland software for more than 1,200 clients across nonprofit, insurance, construction, healthcare, and other verticals in the US Southeast.

Ownership category

akta.pro rank

Product category

Managed IT Services and ERP Software Reseller

NAICS

Computer Systems Design and Related Services (5415), Custom Computer Programming Services (541511), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Backup & DR Software Implementation & Managed Platforms (BPAEALAI)

Keywords

• Managed IT services
• ERP software reseller
• Cloud accounting software
• IT security services
• CRM implementation services

Headquarters

HQ city

Brentwood

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Managed IT Services: Recurring managed IT support services including fully managed IT support, vCIO guidance, cloud and network management, cybersecurity essentials, and VoIP for small and midsize businesses. Revenue generated through subscription-based service contracts.
2. Software Resale and Implementation: Resale and implementation of enterprise software including Sage Intacct, Microsoft Dynamics 365 Business Central, Microsoft Dynamics GP, Microsoft Power Platform, and related add-on modules. Revenue from software licenses, implementation services, and ongoing support.
3. Custom Software Development: Custom software development services including analysis, design, development, testing, implementation and maintenance of custom business applications. Also includes custom integrations between systems. Revenue generated through project-based consulting engagements.
4. Financial Planning & Budgeting Solutions: Implementation and support of financial planning and budgeting solutions including Martus and Solver, with dedicated professional services for implementation, training and ongoing support.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

LBMC Technology Solutions is a managed IT services provider and Value-Added Reseller (VAR) specializing in enterprise accounting software (Sage Intacct, Sage 100 Contractor, Microsoft Dynamics 365 Business Central, Microsoft Dynamics GP), CRM (Microsoft Dynamics 365), and the Microsoft Power Platform. The company delivers implementation services, managed IT support with vCIO guidance, IT security (TechSecure), business phone systems, custom software development, and business process automation to mid-market and enterprise clients across verticals including nonprofit, insurance, construction, healthcare, hospitality, and professional services.

Product overview

LBMC Technology Solutions is a technology solutions provider and managed IT services company offering a comprehensive portfolio of enterprise software solutions and professional services. The core offering includes accounting and ERP software (Sage Intacct, Microsoft Dynamics 365 Business Central, Microsoft Dynamics GP), CRM and customer engagement (Microsoft Dynamics 365 Customer Engagement), and the Microsoft Power Platform (Power Apps, Power Automate, Power BI, Power Virtual Agents, Power Pages). Specialized add-on modules include ProForm for AIA billing, LIFO for auto dealer inventory, IntegratorPlus for CRM-ERP integration, and Sage Intacct variants for construction, real estate, healthcare, and nonprofits. Financial planning solutions include Martus and Solver. The company also provides managed IT services, IT security (including TechSecure managed security), business phone systems, and business process automation combining RPA, intelligent automation, and custom software development. LBMC operates as a certified reseller and implementation partner for Microsoft, Sage, Hyland, and other technology vendors, serving 1,200+ clients across construction, healthcare, hospitality, insurance, manufacturing, nonprofit, professional services, and technology industries.

Differentiator

Problem solved

Functional benefit

Brands

• TechSecure: Enterprise-level managed IT security offering with SMB-friendly approach, featuring AI-powered threat detection and expert oversight.

Products and services

• Sage Intacct Cloud-based accounting and financial management software positioned as the top QuickBooks alternative for scaling businesses. Provides dashboards, controls, and data with dimensional general ledger. LBMC is a certified Sage Intacct reseller and implementation partner.
• Sage Intacct Construction and Real Estate (CRE) Specialized cloud-based construction accounting platform with project costing, billing, and financial management. The first and only AICPA preferred financial management solution for construction and real estate. Sold and implemented by LBMC as a certified partner.
• Sage Intacct for Healthcare Healthcare-specific accounting software endorsed by the AICPA and Healthcare Financial Management Association. Provides core fund accounting, grant tracking, and billing for healthcare organizations. Sold and implemented by LBMC.
• Sage 100 Contractor Construction-focused accounting software for job costing, estimating, payroll, compliance, and financial management to streamline operations and improve project control. Sold as a certified LBMC reseller.
• Sage Intacct for Nonprofits Cloud nonprofit accounting software with dimensional general ledger, accounts payable automation, comprehensive grant tracking and billing, and automated revenue recognition. Sold and implemented by LBMC for 500+ nonprofit clients.
• Microsoft Dynamics 365 Business Central Cloud-based ERP management solution allowing customers to manage finances, operations, sales, and customer service. Sold and supported by LBMC as a certified Microsoft Gold Partner.
• Microsoft Dynamics GP Enterprise resource planning system handling financial management, cash flow management, accounts receivable and payable, inventory, fixed assets, chart of accounts, and general ledger. Sold and supported by LBMC.
• Microsoft Dynamics 365 Customer Engagement CRM platform packaging core CRM components as individual cloud applications with sales management and customer engagement capabilities. Sold and customized by LBMC.
• Microsoft Power Platform Low-code business intelligence, app development, and workflow automation platform including Power Apps, Power Automate, Power BI, Power Virtual Agents, and Power Pages. Sold and implemented by LBMC as a Microsoft Gold Partner.
• Financial Planning and Budgeting Solutions (Martus and Solver) Implementation and support of financial planning and budgeting solutions including Martus (for organizations seeking a streamlined approach) and Solver (for businesses with complex financial structures requiring advanced analytics and integration).
• Managed IT Services Fully managed IT support with vCIO guidance, cloud and network management, cybersecurity essentials, and VoIP for small and midsize businesses. Available 24/7 with proactive monitoring and maintenance on a subscription basis.
• TechSecure Fully managed security offering with enterprise-grade protection for SMBs including AI-powered threat detection, proactive threat detection and response, security awareness training, identity and access management, email and network protection, and compliance-ready reporting aligned with the NIST framework. SOC 2 Type II certified.
• Business Phone Systems VoIP business phone systems allowing organizations to make calls over broadband internet connections with more versatility than traditional analog lines. HIPAA and PCI compliant systems available.
• Power Advisor Program Structured advisory and enablement service for Microsoft Power Platform adoption providing education, advisory, and support through tiered programs (Foundation, Advanced, Enterprise) with exclusive Microsoft Power Platform subscription discounts and professional services discounts.
• IntegratorPlus Preconfigured integration between Microsoft Dynamics CRM and Salesforce extending cloud solutions by delivering bidirectional data synchronization between CRM and Sage Intacct accounting platforms, eliminating manual data entry and providing a single source of truth for financial and customer data.
• ProForm Subscription-based AIA Progress Billing module that installs into Sage Intacct's accounting platform to streamline and automate American Institute of Architects (AIA) billing requirements for contractors and construction companies, including schedule of values tracking and retention automation.
• LIFO LIFO calculation software for auto dealers offering easy-to-use data interface and comprehensive vehicle databases for new and used vehicles, with Last-In-First-Out inventory calculation capabilities.
• Custom Software Development Custom software development services including analysis, design, development, testing, implementation, and maintenance of custom business applications, custom integrations, web and mobile applications, and data analytics. Project-based consulting engagements.
• Business Process Automation Process automation combining Business Process Automation (BPA), Robotic Process Automation (RPA), Intelligent Automation (IA), and low-code/no-code development to automate business operations and improve efficiency. Includes Hyland OnBase and UiPath implementations.

Quantifiable outcome

• Nonprofits can increase finance department productivity by more than 30% with anytime, anywhere access
• +7 more outcomes

Named customers11 records

Segments8 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration25 records

AI capability10 records

Feature5 records

Partnerships

Five partnerships are on record, tiered core and minor.

• Sage (Sage Intacct, Sage 100 Contractor)coreChannel Partner/ Reseller/ DistributorLBMC Technology Solutions is a leading Value-Added Reseller (VAR) and implementation partner for Sage products including Sage Intacct (cloud ERP accounting software) and Sage 100 Contractor (construction-focused software). The partnership includes platinum-level status (Platinum Club FY23) and involves resale of software licenses, implementation services, and ongoing customer support.
• Microsoft (Dynamics 365, Power Platform, O365)coreChannel Partner/ Reseller/ DistributorAs a Microsoft Gold Certified Partner and Cloud Solution Provider (CSP), LBMC resells and implements Microsoft Dynamics 365 Business Central, Dynamics GP, Microsoft Power Platform, and Microsoft O365. Through the CSP program, LBMC provides access to Microsoft products with exclusive subscription discounts offered through the Power Advisor Program.
• Hyland Software (OnBase)coreImplementation/ SI/ Consulting PartnerLBMC is a Diamond Support partner with Hyland Software for 20+ years, specializing in OnBase ECM implementation, consulting, and support services. OnBase is a low-code/no-code configurable platform for intelligent automation, document management, workflow automation, and RPA. LBMC brings deep product experience and close customer relationships to deploy impactful solutions with significant ROI.
• DattominorChannel Partner/ Reseller/ DistributorRecognized Datto partner providing backup and business continuity solutions as part of LBMC's managed IT services portfolio.
• WatchGuardminorChannel Partner/ Reseller/ DistributorWatchGuard Gold Partner status for reselling and implementing WatchGuard security solutions including rugged and outdoor Wi-Fi for jobsite technology.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Sikich: Mid-market technology and advisory firm offering ERP, CRM, managed IT, and cybersecurity services. Competes head-to-head with LBMC Technology Solutions in Microsoft Dynamics, Sage, and managed services for mid-market and SMB clients.
• Wipfli: Top-20 US accounting and business consulting firm with substantial technology services practice serving mid-market. Overlaps directly with LBMC's nonprofit, construction, and insurance vertical focus.
• Armanino: Top US accounting and business consulting firm with deep technology practice. Closely comparable mid-market positioning to LBMC Technology Solutions, particularly in Sage and Microsoft Dynamics.
• Crowe LLP: Top-10 US accounting and consulting firm with a sizable technology and managed services practice. Direct competitor in serving regulated and mid-market clients with ERP/CRM implementation.
• Baker Tilly: Mid-market accounting and advisory firm with a technology consulting practice. Comparable in serving nonprofit, construction, and healthcare clients with ERP, managed IT, and security.
• Cherry Bekaert: Top-30 US accounting and consulting firm with technology and managed services practice serving regulated industries. Direct overlap with LBMC's nonprofit, healthcare, and insurance verticals.
• Withum: Mid-market accounting and advisory firm with technology services including cloud, cybersecurity, and managed services. Directly comparable mid-market positioning to LBMC Technology Solutions.

Broad incumbents

• RSM US: Large global accounting/consulting firm with a significant technology and managed services practice. Operates as broader incumbent in the same mid-market ERP/implementation space as LBMC.
• BDO Digital: Technology arm of global accounting network BDO, offering ERP, CRM, cloud, and managed services. Larger portfolio but overlapping mid-market ERP implementation and managed services with LBMC.
• Plante Moran: Large US accounting, consulting, and wealth management firm with a technology services group. Broader incumbent with overlap in mid-market ERP implementation and managed services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/lbmctech
• YouTubeyoutube.com/c/LBMCTechnologySolutions
• Facebookfacebook.com/lbmctechnologies
• LinkedInlinkedin.com/company/lbmc-technologies

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about LBMC Technology Solutions