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Home 2017-10-06T17:04:09+00:00

About.

INSPIRED BY EXPERIENCE.

The last thing that we want to hear when we answer a call or read a message from a potential client is,

“I tried to setup Quickbooks myself and now I need help!”

As an entrepreneur or small business owner, we know you have to wear many hats. So do we! We get it because we are just like you. The only difference is that your expertise is in a different area and probably not in technology and not in accounting!

We all work best when we spend our time doing what we love, and we love technology and accounting. (I know, we are weird like that!) So let us help you get your Quickbooks set up right the first time. We have done this so many time for clients (fixer uppers and starter outers), we have it down to a science.

We can help you help yourself by coaching you through the process so your Quickbooks accounting software is set up right the first time. So, you save money by doing much of the work yourself.  We also love to train you so you learn great tips and tricks along the way. And, we are here for you if you need us.

Work

Work.

RECENT PROJECTS.

Experience

Work Skills.

GREAT SETUP MATTERS.

Figuring it out and making it up along the way are not great strategies when it comes to any accounting software. It turns out that “setup does matter!” And great setup will save you time, energy, and money. It will also make your life much more pleasant, reduce frustration, and you may even lose a few pounds! (Because you aren’t stress eating!)

01. JUST STARTING

If you are just starting, you are our favorite client to help. Not because we don’t love all the others, but because it’s so much easier to help you get started right than it is to fix what is broken.  Our standard package is perfect for most clients and allows you learn to do things right the first time.

02. FIXER UPPER

If you started off thinking you could do it on your own and now you are a frustrated mess, no worries, we can still help.  We all like to think we can do it on our own and sometimes it is a necessity to at least try. We understand. But, if you are at the point where you have some or all of Quickbooks (any version) set up and need a professional set of eyes on it, let us help. We will be happy to do an initial assessment for free and give you an idea of what it will take to get your business running smoothly and effectively.

03. DOWNSIZING OR GROWING

So, even if your business is booming, you need more features, downsizing to retire or maybe you currently have outsourced parts of your business, we can help. We’ve taken clients from Quickbooks Enterprise (or other larger accounting packages) to Quickbooks Online and we have helped countless others move from Quickbooks Online to Quickbooks Enterprise. Whatever your needs are in your businesses life cycle, let us help you choose and implement the right tools.

Skill

Skills.

WE ARE RESULTS DRIVEN BY DESIGN.

We have implemented various versions of Quickbooks so many times we have developed a system around implementing the right version for the right client which delivers the right results.  We won’t over sell or under sell you. We don’t want to do everything for you. We want to empower you to implement your business in Quickbooks successfully. This results in you understanding how to use the tool effectively. We will be here when you need us, but never more than you need us. We believe in a results driven model and because of this we have a 100% satisfaction rate with our clients.

THE USER MUST COME FIRST.

As a consultant, it is critical to insure you purchase the right product for your business. Not too many people will tell you this but, some consultants will recommend multiple sets of software (because most receive a percentage on the sale).   This is the easiest and most lucrative for the consultant because it limits the number of applications and it produces a passive income for the consultant. This never felt right for us! So, from day one, (many years ago), we determined we would always seek to meet the users’ needs first.

As the years have gone by, we are now certified in over 300 applications and levels. So, now we focus on coaching people who will benefit from a variety of QuickBooks products, but we still have no problems saying to a potential client…this is not right for you. We offer a no worries, no hassle, guarantee always putting our clients’ needs first. We will never implement or coach someone into a platform that is not right for them.

Staff

Staff.

MAKE A DIFFERENCE.

Our staff has years of experience in accounting, technology, Intuit products, and data integration. As serial entrepreneurs, we love working with new or small businesses and helping them establish the right tools to give the right information in the right amount of time to increase their opportunity for success.

“I WANT TO MAKE A DIFFERENCE WITH PEOPLE WHO MAKE A DIFFERENCE, DOING THINGS THAT MAKE A DIFFERENCE!”

SANDY ELLINGSON

“I WANT TO HELP MY CLIENTS GET EVERYTHING THEY CAN OUT OF THE TOOLS THAT ARE AVAILABLE TODAY.”

BECKY JOHNSON

“IT’S ALWAYS EASIER TO DO SOMETHING RIGHT THE FIRST TIME!”

DAVEY SOLOMON

GET IN TOUCH

Contact.

LET’S TALK.

We would love to hear from you. Please let us know how we can serve you.

Contact Us
You may contact us by filling in this form any time you need professional support or have any questions. You can also fill in the form to leave your comments or feedback.
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