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Your
Solution Provider |
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Serving Clients
Nationwide |
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800-269-0153 |
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info@solutionresources.org
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Consultants |
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Stacy
Patrick is the managing partner of
Solution Resources, Inc.
Stacy has
25 years as a CPA starting with an International firm
and culminating as a partner serving and managing
engagements for public and private companies globally
and in 13 states. In connection therewith, she managed
all engagement matters, assigned and trained audit
staff, developed the audit plan and approach, ensured
that all accounting and auditing standards were complied
with, handled quality control matters for the audit
department, maintained client relationships, and managed
each job to arrive at both job efficiency and
effectiveness. She also supervised professional and
administrative staff to ensure engagement priorities
were adhered to and attest engagements were completed
timely and accurately. She left to pursue balance in
her life. |
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No more, no less, just
better. Now Stacy is a hands-on executive, handling
all phases of her own small businesses. Through
ownership in SRI and other equity
investments, coupled with her partnership with
Intuit, she knows all sides of business operations.
What’s more, is she adds that true “value-added”
component, instinctively understanding needs, wants
and desires of her clients and converts those to
real goals and hence, success. In
addition to being a Certified Public Accountant in
the State of Florida and member in both the AICPA
and the FICPA, she is an Intuit Premier
Reseller. She is a past TOP 100 ProAdvisor of
the year, Diamond Level ProAdvisor and Intuit
Certified in QuickBooks
Enterprise,
QuickBooks Desktop,
Advance Certified,
Online and
Point of Sale.
Stacy, her partners and SRI’s consultants are
dedicated, trained and tested by Intuit in the
small- to medium- sized businesses. This knowledge
can be put to work for your business. Let her goal
of continued A+ success in implementation, what she
loves best, be your’s. |
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Sandy
Robertson is the founding partner of Solution
Resources, Inc.
(SRI) an Intuit® Premier Reseller and
Diamond Level ProAdvisor. 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 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. Her first accounting
software implementation in 1975 was a 20 million
dollar agency reporting to the Federal, State and
County Governments. |
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As an Intuit Premier Reseller, 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 QuickBooks Enterprise Suite V 8
QuickBooks Point of Sale V-18, Advanced Reporting.
QuickBooks Online and many more. All have undergone
significant upgrades this year. Her industry experience includes retail, insurance,
bonding, finance, professional services,
manufacturing & distribution, not-for-profit,
hospitality & construction.
Sandy 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.
Sandy
attended the Agnes Scott College in Decatur, GA and
graduated from Massey College in Atlanta, Ga. |
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 Doris
Permenter
Consultant-BookKeeper
Doris@solutionresources.org
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Doris
is a Solution Resources, Inc. Consultant. Doris
provides bookkeeping services t services for QuickBooks Pro,
Premier and Enterprise for businesses in the Tampa Bay Area. Doris
has hands on experience with the construction, wholesale and
manufacturing businesses. |
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 Julie
Wallace
Point of Sales Specialist
Direct 904-568-5053
Julie@solutionresources.org
ProAdvisor Profile |
Julie Wallace is the Point of Sale
Specialist for Solution Resources, Inc.
(SRI) an Intuit® Premier Reseller. Through
her firm, Consulting for Accounting
Solutions, located in Jacksonville,
Florida, she provides consulting to
companies needing QuickBooks software setup,
training and support. Julie certified in
QuickBooks since 1999 she consults with all
industries. She also performs business
process analysis and helps clients implement
procedures improving accuracy and timeliness
of financial information.
Her background in private accounting, with
job responsibilities in all accounting
related roles including accounts receivable,
payable, payroll, general ledger, fixed
asset, human resources, cash flow,
budgeting, data analysis, consolidation and
financial reporting, give her the experience
to deal with your company’s pain points. |
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Julie is Enterprise and QuickBooks Advanced
Certified, but her principal role in Solution
Resources, Inc. is that of Point of Sale
Specialist. She has been certified in Intuit’s
Point of Sale since its inception and serves as the
key point person in all POS implementation projects.
From brainstorming the existing system through
turnkey implementation and troubleshooting, Julie
excels at POS. |
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