Success Stories
Healthcare
Digital Health & Patient Monitoring Company
Receives: On-going QuickBooks Training, Support & P-T CFO Services
Tech Stack: QuickBooks.
Adult & Preventative Health Services
Receives: On-going QuickBooks Training, Support & P-T CFO Services
Tech Stack: QuickBooks & LedgerDocs.
Prosthetics Outfitter
Receives: On-going QuickBooks Education, Support & A/P Services
Tech Stack: QuickBooks, OPIE, LedgerDocs.
Behavior Healthcare Center
Receives: Re-Engineered Accounting w/RPA for Medical Billing A/R Capture, Multi-Division and Advanced QBO Reporting.
Tech Stack: QuickBooks, AdvancedMD, 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
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 & 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: Converted QB Online Data File 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, Timeclock, LedgerDocs.
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 and A2X
