Intuit QuickBooks Enterprise Solutions V 9, A Better Way To Run Your Business

Agenda

Register

800.269.0153

consultant@solutionresources.org

Helping You Reach Your Goals!

Tampa - St Petersburg, Florida

Charter Member Intuit's QuickBooks Enterprise Solution Provider Program

Speakers

Keynote Speaker

BJ Schaknowski

Director

Intuit Solution Provider Program

BJ came to Intuit from Sage in 2007 as the Director of Mid Market and Retail Solutions and was in March of 2008 was promoted to the Director of the Intuit Solution Provider Channel. BJs extensive software experience from Customer Migration, Acquisitions, to Operations and Strategy. BJ serviced in the United States Marines for three years. More

Charlie Snyder

Southeast Manager

Intuit Solution Provider Program

Charlie joined Intuit in 2004 with the Accounting Professionals Division providing financial management and payroll solutions to accountants and their clients. In 2007 he started working with the Intuit Solution Provider Program during its pilot, recruiting and managing accounting firms accepted into the pilot. Currently, Charlie manages the Southeast Intuit Solution Providers selling financial management, payroll, and SaaS offerings to ISP’s and their clients. Prior to Intuit, Charlie worked for a warehouse management solutions company selling inventory and RFID solutions to Fortune 500 companies in the US.

Ying Lu

Intuit Field Service Management,

Intuit WorkTrack Time Card

Business and Partner Development Manager, Corrigo, Ying joined Corrigo in 2007 as the Business Development Associate and has since been promoted to the position of Business and Partner Development Manager. Ying draws on her past sales, marketing, and field technician management experience to provide the Intuit Solution Provider community with product education, sales, and business development support.

Cherry Bekaert & Hollard, LLC CPAs

Barry M Weins, CPA, JC

Partner

Barry is a Certified Public Accountant and an attorney with over 21 years of tax experience. As a Tax Partner with CB&H based in the Firm’s Tampa Bay Practice, Barry assists clients in developing income tax planning and compliance strategies. More

William J Ferlita, Jr. CPA

Partner

Bill is a Tax Partner for the Tampa Bay Practice of Cherry, Bekaert & Holland, L.L.P. Bill has been in public accounting his entire career since entering the profession in 1976. He practices in both the audit and tax areas within the Firm. He advises a diverse client base in the areas of accounting, tax and business consulting, and specializes in the construction industry More

Stacy Y. Patrick, CPA

Managing Partner

Stacy Y. Patrick is the managing partner of Solution Resources, Inc. (SRI) an Intuit® Solution Provider. Stacy has more than 25 years as a CPA auditing both public and private companies. Stacy was previously a partner with Aidman Piser (Now Cherry Bekaert and Holland) Stacy not only understands intricacies of QuickBooks and how it can help you manage your business, she also understands what your accountant, bonding company, bank and the IRS require. She was a "hands on partner" and analyzed literally hundreds of thousands of transactions for clients to get them right. And she did so, as much for the client's benefit (or even more so), rather than that of the bankers, the SEC, the AICPA & FICPA. More

Sandy Robertson

Founding Partner

Sandy Robertson is the founding partner of Solution Resources, Inc. (SRI) an Intuit® Solution Provider. Sandy implemented her first accounting software program in 1975 and her first PC Accounting Program in 1982. 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. Sandy specializes in the construction industry. She's spent more than 30 years as Accountant and CFO. She was introduced to the construction industry from the bonding side and has been working with contractors since that time, Sandy understands the construction industry requirements for job costing. Her experience includes certification in other mid-level construction management solutions. More

Tally Vickory

Consultant

Intuit QuickBase, Customer Relationship Manager, QODBC, 3rd Party Program Interface. Tally has developed over 600 custom database projects since 1979. Many successful projects have helped his clients grow profits as much as 400% in just 24 months without having to hire more staff. In fact paying attention to proper attrition makes him that much more in demand More

Lunelle Siegel

Lending Manager "Financing Magician"; Public Speaker, Expert Witness

Surviving the Credit Freeze Business Finance in 2010

Lunelle has 25 years commercial lending experience, obtaining 10's of millions of dollars for small and medium sized businesses.

Specialties: Corporate lending, turnaround financing More


Offsite Technology Solutions
	Chris St Thomas Vice President Sales	Chris brings to bear 15 years of Technology management experience Currently he is a board member of the membership committee for the Tampa Bay Technology Forum. He holds multiple certifications including: CCSP-Citrix Certified Sales Professional, QSSC-Quest Software Sales Consultant, and ESM Enterprise Security Manager


Sunburst Software Solutions, Inc

Nancy Smyth

President

Certified Payroll Solution generates Federal and/or State specific Certified Payroll Reports, Statements of Compliance, "No Work Performed" payrolls, 19 Federal, State, and Local EEOC/Workforce Utilization Reports, and generic or custom-designed Union/bona-fide plan Fringe Benefit Reports.

Construction Application for Payment Solution generates percentage of completion contract billings using original AIA G-702/703 and G-702/703 CMa forms that you purchase (or similar plain paper versions), 30+ standard Contract Documents with the abillity to create custom documents, and 7 other plain paper AIA type formats

Lab/Workshops

Jack D. Kern

Consultant,

Your St Petersburg Based Consultant, Jack has provided CFO and Controller services to Tampa Bay Businesses since 1992. Jack D. Kern, President, has over eighteen years of experience as Vice President of Finance, Controller, and financial consultant for small and mid-size businesses. His significant accomplishments have included obtaining financing for clients where others had failed, formulation and implementation of business turnaround strategies, and the preparation of analyses leading to major cost savings, enhanced profitability, and improved cash flow.

Linda Saltz

Intuit Solution Provider

QB Guru. Training,Support, Problem.Solving. QuickBooks Enterprise solution specialists. 20+ years in accounting and software implementation.12+ years specializing in QB

Doris Permenter

QuickBooks Consultant

Doris is a Solution Resources, Inc. Consultant. Doris provides bookkeeping services and implementation, training and support services for QuickBooks Pro, Premier and Point of Sale for businesses in the Tampa Bay Area.

Doris has been a QuickBooks for Contractors user since 2003 and upgraded to QuickBooks Enterprise Solutions as the company grew.. Doris has construction industry hands on experience, in bonding requirements. Doris understands job costing and work in progress. She understands AIA billing and all the complexities that go along with that in the real world. Her duties consisted of reviewing contracts and legal documents and. She acted as liaison between the company and legal counsel, banking, insurance, surety, and CPA firm resources