A Team with Experience
Our QQube Certified Partners are the most experienced and prolific group of custom QuickBooks Report writers in the QuickBooks community.
They have written literally hundreds of custom reports using Excel, PowerPivot, Access, Crystal Reports, and Power BI, and have a track record that is unparalleled. They serve a variety of industries, from construction to restaurant operations, and provide everything from training, QuickBooks assistance, and multi-part custom report projects.
Better Idea Group
Meridian, ID
Led by Ernest Cook, Better Idea Group (BIG) brings a wealth of expertise to the QuickBooks custom reports table. Ernest, a seasoned SQL expert and early adopter of Power BI, has honed his skills in every layer of the POWER BI stack—from SQL and Power Query to DAX and UX.
As a national speaker Ernest has given many training courses on Power BI and QuickBooks data like this one at Scaling New Heights.
This in-depth knowledge of Power BI and QuickBooks data is why he is such a valuable resource to clients with an in-house team looking to leverage QQUBE to jump start Power BI Projects.
One outgrowth of his experience is Better Idea Group’s Alternative Hierarchy Assistant tool (Aha!) that enables you to build new reporting models connected to your existing information without changing your accounting data.
This unique capability to define new groups of data in a user maintainable fashion was based on years of experience seeing data consumers need to redefine meaningful groupings on the fly.
Check out the product in the QQUBE add-on market or schedule a time with Ernest to explore how he can help you jumpstart a business intelligence project based on QQUBE data.
C.A.T. Professional Services
Tampa, FL
We focus on creating customized reporting and work process for business by utilizing a combination of accounting and tax experience, data science, QuickBooks expertise and hands-on knowledge of a variety of integrated applications.
C.A.T. is owned by Georgelina M. Perez who has an MBA in accounting specializing in forensics and is an IRS Enrolled Agent.
Known as a problem solver, she combines a unique background in multiple industries and software applications to find solutions which promote business growth, work life balance, and processes to help employees thrive in their positions and careers.
C.A.T. Professional Services specializes in the following projects and services:
- Combining data from different sources such as inventory, time and billing, and financial information.
- Assistance with software purchases, setup and training.
- QuickBooks implementation and consulting.
- Financial and Management Reporting, including GAAP and GAAS compliant WIP reports.
- Non-Profit Reporting, Tax Schedules, and Reserves Balancing.
- Virtual Bookkeeping, Sales Tax and PR Tax Reporting.
- Tax Planning and IRS Representation.
Datisfy, Inc.
Toronto, ON
Are you Datisfied? Or frustrated?
At Datisfy we are custom reporting experts first, QuickBooks experts second. That’s an important distinction.
Our focus is on owners and CEOs of small to mid-sized companies who need reports to look a specific way, and who don’t want to waste time messing around with spreadsheets to get numbers arranged and formatted exactly the way they need them
Datisfy was founded by Angela Meharg, who is known as the “Crystal Reports Goddess”, and a Top 100 ProAdvisor award winner for 2020!
Datisfy has had tremendous success with the following QuickBooks® subject areas since 2014:
- Comprehensive Job Cost Reports for true profitability
- Inventory management reports
- Financial Statements and Packages – for one or many company files
- 13 Period P&L Statements – with Budgets – no one else offers this!
- And more…
Ready to stop exporting to Excel?
FreedUp Data Optics
Everett, WA
A long time Intuit Community Favorite, Freed-Up Data Optics delivers high quality QuickBooks® Consulting, Report Design and Process Automation.
Freed-Up Data Optics is owned by Fran Reed, who has over 35 years of professional experience in accounting, financial analysis and reporting. Fran is an Excel Guru, and self-admitted “data nerd” who consistently delivers unique Excel reporting solutions to happy customers.
They also specialize in aggregating data from multiple sources into a single spreadsheet report and seems to find a way to handle the tough jobs that most others cannot produce. They call this “FreedUp DataOptics”.
Among the many areas of reports, they have delivered:
- Commissions
- Advanced Job Costing
- Inventory Forecasting
- Sales and Financial Dashboards
- Data Visualization
- And more…
Lucid Financials
Brooklyn, NY
Lucid Financials is a virtual CFO services company which specializes in providing exceptional clarity and expertise to service-based companies. Our mission is to empower businesses with the financial knowledge and insights they need to make informed decisions and achieve sustainable growth.
Our core mission is to achieve clarity and simplicity. We demystify complex financial concepts into transparent and understandable reporting to run your business.
We go beyond numbers, taking the time to understand the intricacies of your business, its goals, and its challenges. This allows us to provide personalized solutions that align with your unique needs.
Here are a few of our strengths
- Job Cost. Gain visibility into the profitability of individual projects or jobs, allowing you to optimize resource allocation and analyze even the granular details.
- Commissions. Streamline commission models and calculations, to create employee confidence, and their future performance.
- Budgeting. Track your actual financial performance against your budgeted and forecasted targets, enabling proactive decision-making and course corrections.
- Cash Projections. Plan and manage your cash flow effectively, ensuring you have the necessary funds to support your operations and growth initiatives.
- Profitability Endpoints. Identify and analyze the key drivers of your profitability, including those hidden costs which affect your bottom line.
- Auditing. Comprehensive review of your books and financial records to identify potential areas for improvement and ensure accuracy, and compliance.
Mendelson Consulting
Pembroke Pines, FL
One of the most prominent and long serving Intuit Resellers in the Intuit Community, Mendelson Consulting has provided advanced expertise, report writing services, and accounting technology solutions to both small and mid-size businesses.
Founder Mario Nowogrodzki, CPA.CITP is a frequent author and instructor of accounting technology topics and a contributing author and speaker for Intuit, The Woodard Group, and other national organizations.
A leading figure on the national SMB financial software scene, Mario has led his firm to multiple awards, including ‘Killer VAR’ and ‘VAR Stars’, prestigious distinctions awarded by “Accounting Technology” magazine and “Bob Scott’s Insights”.
He was selected as a ‘Technology Pacesetter’ by “Accounting Today” magazine and is a three-time recipient of the ‘Top Technologist’ award by the Sleeter National Consultants Network.
Mario has been named multiple times to the ‘Top 10 ProAdvisor’ list by “Insightful Accountant”, an exclusive list of prominent consultants honored for their accomplishments and leadership in the field of QuickBooks.
He was also named ‘Top Large Business’ and ‘Top Integrations’ Specialist out of a field of over 600,000 QuickBooks Pro Advisors worldwide.
The business analytics team at Mendelson Consulting is proficient in using QQube™ tools like Excel, PowerPivot, and Power BI and specializes in the following custom report areas:
- Inventory Forecasting and Management
- Complex Commission Reporting
- Consolidated Multiple Customized Financial Statements
- Construction and Job Costing
Mendelson Consulting also provides multi-level training for QQube™ and Excel PowerPivot, and services for QuickBooks setup, implementation, advanced usage, and 3rd party tool integration.
VARC Solutions
Friendswood, TX
We are an Elite Level Intuit Reseller and QuickBooks Solution Provider, letting you get back to your business, since 1999. We Help Small Businesses Succeed by Delivering Expert QuickBooks Bookkeeping, Consulting, Quickbase Development, and Integrated Solutions.
VARC also provides end-to-end QuickBooks services, such as bookkeeping, clean-ups, custom reporting, troubleshooting, conversions to/from QuickBooks Online, training, payroll, consulting, and QuickBooks software sales.
Whether you need to buy or upgrade QuickBooks, outsource your bookkeeping, or integrate QuickBooks with another system, we’ve got you covered!
VARC Solutions also builds custom CRM and cloud-based business process solutions on the Quickbase platform.
Owner Brad White is an Expert Certified Quickbase Developer, a certified QuickBooks Online ProAdvisor, and trusted Intuit Partner with over 25 years’ experience as a QuickBooks and Quickbase Expert.
Winged Disc Technologies
Dallas, TX
As one of the charter members of the Intuit Reseller Program, Winged Disc Technologies delivers a unique blend of advanced accounting solutions, database development, integration expertise, and general IT knowledge.
Formed in 2003 as a spin off from the CPA firm of Haiden W. Turner & Associates, Winged Disc Technologies serves a wide variety of small to mid-size business entities, not-for-profit organizations, and governmental entities throughout the United States.
Winged Disc Technologies is a Microsoft Partner Organization, a Microsoft Small Business Specialist, with Microsoft Certified Professionals and specializes in the following areas:
- QQube™ and Microsoft Access
- QQube™ and SAP® Crystal Reports
- Inventory management reports
- Reporting for multiple-company QuickBooks files
- Financial Statements
- Custom QuickBooks report and programming projects
- QuickBooks 3rd party integration
