A Few of Our Success Stories


  • Coaching a startup business owner from Excel spreadsheets into QuickBooks Online
  • Coaching a business owner to understand the timing of her customer invoices, customer payment and bank deposits vs. her QuickBooks Report information
  • Coaching a new start-up owner on how to use the Smart Phone QuickBooks Online App to manage her business while on the road
  • Teaching a live group update session on what’s new in QuickBooks Desktop, QuickBooks Online and Apps
  • Work with business owners to prepare strategic business plans including cash management, forecast and budget projections.
  • Served as interim controller of a $20 million revenue service company with multi-state operations managing eight finance staff and coordinating with outside consultants implementing Oracle accounting package while Chief Financial Officer searched for ideal permanent controller candidate.
  • Work with business owner and bookkeeper to establishing process and procedures to use QuickBooks Pro® features to simplify and automate the accounting and reporting. Return for quarterly meetings to review “how” the process and procedures are working. Coach business owner on financial analysis techniques for improved business management.
  • Served as part-time Chief Financial Officer for a $5 million revenue service company including assisting with the set up of an office-wide integrated firm management, job time and cost tracking and accounting software package improving owner’s ability to understand their financial reports.
  • Assist owner understanding financial reports, KPI analysis and making recommendations for improved company performance, procedure efficiency and management decisions.
  • Work with business owners and operations manager to automate the business & accounting process for a sales organization providing installation services structured to allow administrative level personnel to easily process the day to day transactions and owner reports.