is to help clients maintain financial common sense in today’s economy, while assisting them in achieving future goals. We communicate openly with clients to reach an understanding of their needs. We’re dedicated to high standards of excellence and professionalism.
Our Owner-ERP Software Specialist
I was born and raised in Southern California. As a young adult, I finished my Accounting degree in Southern California as well. After working in the manufacturing field in an accountant role and IT Management for over 20 years, I decided I wanted to take my knowledge and teach the small and medium manufacturing companies what I had learned. I started out by getting certified as a QuickBooks ProAdvisor and helping many companies to straighten out their books. I soon realized there was a missing piece of knowledge they needed. Most were running their companies on spreadsheets and doing many hours of manual input to be able to see a Birdseye view of their companies profits,sometimes losses, or no view at all. . I saw an opportunity to help them in getting the right software to manage their business while keeping their QuickBooks in tack. This is when I began to find vendors with great track records to help them in ERP, EDI, financial system technologies. I appreciate having the opportunity to assist my clients and bring them to a new level of understanding and visibility of their businesses.
We believe that our combined knowledge and experience will achieve remarkable results for all of our clients.