Success Stories

Healthcare

Digital Health & Patient Monitoring Company

Receives: On-going QuickBooks Training, Support & P-T CFO Services 
Tech Stack: QuickBooks Online.

Adult & Preventative Health Services

Receives: On-going QuickBooks Training, Support & P-T CFO Services
Tech Stack: QuickBooks Online & LedgerDocs.

Prosthetics Outfitter

Receives: On-going QuickBooks Education, Support & A/P Services
Tech Stack: QuickBooks Desktop, OPIE, LedgerDocs.

Behavioral Healthcare Center

Receives: Re-Engineered Accounting w/Migration from QBD to QBO, RPA for Medical Billing (Charge Capture) & QB Sync, Multi-Division and Advanced QBO Reporting.
Tech Stack: QuickBooks Online, AdvancedMD, AutoSyncMD, Square POS, DonorPerfect, ClickBid, AirTable & Google Workspace.

Wholesale/Distribution

Beverage Exporter

Receives: Migration from QBD to QBO, Training, Support & P-T CFO Services
Tech Stack: QuickBooks Online, Melio Pmts

Petroleum Delivery Company

Receives: Migration from QBD to QBO, Training, Support & P-T CFO Services
Tech Stack: QuickBooks Online

Non-Profits

Climate & Energy Council

Receives: Migration from QBD to QBO, Training, Support & Grant Reporting
Tech Stack: QuickBooks Online

Environmental Land Restoration & Planning Company

Receives: Migration from QBD to QBO, Training, Support & P-T CFO Services
Tech Stack: QuickBooks Online, LedgerDocs & SalesForce

Specialty Contractors

Manufacturer of Custom HVAC Stands

Receives: QuickBooks Training, Support & P-T Recon & Review

Aluminum Ladder Fabrication Shop

Receives: QuickBooks Support & P-T Recon & Review

Land Clearing Contractor

Receives: Migration from QB Online to QB Enterprise

Professional Services

Family Wealth Advisor

Receives: Portfolio Transactions from NorthernTrust transferred to QuickBooks
Tech Stack: QuickBooks, Custom Report Generator & Excel.

Pre-School Center

Receives: On-going QuickBooks Education, Support & P-T CFO Services
Tech Stack: QuickBooks & HubDoc.

Retail & e-Commerce

Irrigation & Drainage, Parts Supplier

Receives: QuickBooks Training, Support & P-T Recon & Review

Retail Turf Company

Receives: Inventory Migration & Training from Specialized POS System to QuickBooks Online

Online Wholesale Distributor/e-Retailer

Receives: Solution to Sync Amazon Multi-Location Inventory Mgmt with QuickBooks
Tech Stack: QuickBooks Desktop & A2X

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