Systems and software

Software does not fix a broken process. The right system, set up right, does.

Most owners buy software to solve a problem the software cannot see. The new system goes in, the old process comes with it, and six months later the reports are wrong in a more expensive way. I help you pick the system your business actually needs, get it at a better price, and set it up so the numbers connect.

QuickBooks ProAdvisor · Xero Partner · Fishbowl Partner · Lightspeed Partner

Buying QuickBooks Online? I can get you a better price than buying direct. Ask me before you buy.

Why go through me

A sales rep sells what they carry. I recommend what your numbers need.

I work with several platforms, so I have no reason to force one on you. Sometimes the right answer is the system you already own, set up correctly. Either way, you get someone who reads the financials, not just the feature list.

I have done this from the inside. At one company, an ERP that pulled website sales straight through to the general ledger turned a ten-night month-end close into two days, and the inventory count went from a three-day crew to one person in one day.

Accounting

QuickBooks Online and Desktop

The right version for your size, set up so it answers the questions you actually ask.

QuickBooks Desktop Enterprise

For a single company that has outgrown Desktop: more users, larger files, advanced inventory, and industry editions.

Xero

Cloud accounting for companies where QuickBooks is not the best fit. I will tell you which one is, and why.

For owners running more than one company

Five companies should not mean five sets of books and a spreadsheet to stitch them together.

Multiple locations, or several businesses under one roof, usually means the same ritual: export each file, paste it into a spreadsheet, rebuild the consolidation by hand, and hope nobody changed a formula. Intuit Enterprise Suite puts every entity under one login.

  • One consolidated view. P&L, balance sheet, and cash flow across all your companies, or any combination of them
  • Entities side by side, so you can see which location is carrying the others
  • Intercompany transactions handled inside the system, not in a side spreadsheet
  • Shared expenses allocated across entities without a stack of manual journal entries
  • An audit trail, so the books are ready when a lender or a buyer asks

The point is one clear answer to how the whole business is doing, without waiting for month-end to find out.

Inventory and point of sale

Fishbowl Inventory

Inventory and manufacturing that QuickBooks cannot handle alone: parts, locations, and work orders. Fishbowl's team handles the implementation. I handle the QuickBooks side, so every transaction posts to the books correctly.

Lightspeed Retail and Restaurant POS

Point of sale with inventory synced across locations, built-in reporting, integrated payments, and eCommerce. Lightspeed's team implements it. I help with the setup and make sure sales flow into QuickBooks the way your accountant needs them.

Migrations and new setups

Move the file. Leave the mess behind.

QuickBooks Desktop to Online. Desktop to Enterprise. QuickBooks to Xero, or Xero to QuickBooks. Into Intuit Enterprise Suite. Or a clean new setup from day one. Whatever the move, the file gets cleaned before it travels, so the new system starts with numbers you can trust.

QuickBooks cleanup and migration

How it works

  1. A call. Fifteen minutes. You tell me what is breaking.
  2. A recommendation. Which system, which version, or whether to keep what you have.
  3. The purchase. QuickBooks and Xero through me, with QuickBooks Online at better than the direct price. Fishbowl and Lightspeed through a direct introduction to their teams.
  4. Setup and integration. Chart of accounts, integrations, and data posting to the general ledger correctly.
  5. Cleanup and migration, if needed. Fixed before it moves, not after.

Common questions

Is it cheaper to buy through you?

For QuickBooks Online, yes, better than buying direct. For everything else, ask me and you will have the price before you buy.

Do I need QuickBooks Enterprise or Intuit Enterprise Suite?

One company that has outgrown Desktop usually points to Enterprise. Several companies that need one consolidated picture points to Enterprise Suite. The call will tell you which.

Who implements Fishbowl and Lightspeed?

Their own teams. I make sure the integration with QuickBooks is right, which is where most of these projects go wrong.

Can you move us from one system to another?

Yes. Desktop to Online, Desktop to Enterprise, QuickBooks to Xero and back, and into Intuit Enterprise Suite.

Stop guessing

The right system makes your numbers easier to trust. The wrong one makes them harder to question.

Fifteen minutes, no charge. Tell me what is breaking.

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