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Solution Resources, Inc

 Helping You Reach Your Goals!

Tampa, FL ¨ 800.269.0153

 

info@solutionresources.org

Sandy Robertson
Curriculum Vitae
Sandy Robertson
sandy@solutionresources.org
Direct:  813-269-0153 X 2          
 

Sandy Robertson is the founding partner of Solution Resources, Inc. (SRI) an Intuit® Solution Provider.  Through her firm, she currently works with a variety of small to mid-sized business in training, implementation and support of their accounting and business management software.  She assists both accountants and clients in understanding and analyzing accounting matters with the end goal being accurate internally-generated financial statements and self sufficiency.  

 As an Intuit Solution Provider and Retail Solution Provider, she adds significant resources to all of her clients through in-depth Intuit training, Intuit products and consulting services related thereto.  Those products currently include Intuit’s Enterprise Suite 9.0,  QuickBooks Point of Sale 8.0, Cash Register Plus, Innovative Merchant Services and many more.  All have undergone significant upgrades this year. 

Sandy has obtained the following Certifications:

·         Intuit® QuickBooks Enterprise Solutions Certified, Including Field Services & Warehouse Mgmt.
·         Intuit® QuickBooks Advanced  Certified Professional Advisor 2007-2009
·         Intuit® QuickBooks Point of Sale Certified Professional Advisor
·         Sage® Master Builder™ Consultant Certified in 2001
·         Sage® Peachtree ™ Premier Advisor
·         Microsoft Office Accounting Certified Professional Advisor
·         Construction Specialist Advance Certification:  Project Management – Estimating
·         Intuit Field Service Management Certified
·          Intuit Warehouse Management Certified.

 Sandy, in addition, is a Strategic Partner or Member of the following Providers:

  • Member of the Sleeter Group
  • National Society of Public Accountants NSA
  • Fishbowl Inventory Partner
  • MISsys Advanced Manufacturing Solution Partner
  • BQE Software Partner:  Time & Billing Software for Architects & Engineers, Accountants & CPAs, Computer and IT Consultants and Attorneys
  • Member of the Microsoft Accountants Network
  • WASP Technologies Partner

 Mrs. Robertson attended the Agnes Scott College in Decatur, GA and graduated from Massey College in Atlanta, Ga.

 Her industry experience includes retail, insurance, bonding, finance, professional services, manufacturing & distribution, not-for-profit, hospitality & construction. 

She founded Solution Resources in 1997 after 15 years as CFO in the hospitality and construction industries.  In addition to serving as CFO for a commercial general contractor, she previously served as Controller in various organizations including one position where she worked with an in-house programmer in the development of a custom accounting and management information system for a not-for-profit organization. 

She was introduced to the Construction Industry, her specialty, in 1979 as controller for the largest contract bond agency in the State of Florida, where she converted an external accounting system to in-house reporting under a system developed by Aetna.  Her duties also included detailed analysis of contractor financial statements for bonding purposes.    

Mrs. Robertson is heavily involved in SCORE, a not-for-profit agency that provides counseling for emerging businesses.