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Quickbooks Custom Reports and Dashboards

Find an Expert

QQube Certified Professional QQube Solution Provider


Among the most high profile individuals and firms in the Intuit Community

Better Idea Group 
Meridian, ID 83646
Contact: Ernest Cook

Tel No: 408-858-1995
C.A.T. Professional Services
Tampa, FL 33625
Contact: Georgelina M. Perez 
Tel No: 813-531-0524
Datisfy, Inc.
Toronto, ON M4S 3A7
Contact: Angela Meharg
Tel No: 416-706-2199
FreedUp Dataoptics 
Everett, WA 98203
Contact: Fran Reed

Tel No: 650-2515-3151
Helix Reports
Brooklyn NY 11213
Contact: Yishai Hornbacher
Tel No: 718-512-9666
Lucid Financials
Brooklyn, NY 11219
Contact: Nathan Endzweig
Tel No: 718-408-5503
Mendelson Consulting
Pembroke Pines, FL 33029
Contact: Mario Nowogrodzki
Tel No: 954-447-0250
VARC Solutions
Friendswood, TX 77546
Contact: Robin Hall
Tel No: 281-412-6914
Winged Disc Technologies, LLC
Dallas, TX 75234
Contact: Haiden Turner
Tel No: 800-403-1265

CLEARIFY® training and knowledge partners

Mr. Excel
Books, Podcasts, Training
There is only ONE Mr. Excel. 
His materials have trained millions!
Contact: Bill Jelen (Mr. Excel)

One of the founding engineers behind PowerPivot at Microsoft.
Speaker and Trainer
Contact: Rob Collie

Marco Russo
World renowned DAX expert.
Overseer of DAX implementation in QQube.
Contact: Marco Russo

Better Idea Group

We have been working with the most innovative and courageous individuals and businesses in Silicon Valley and beyond for over 30 years. As a member of both the Intuit Developer Network (since 2003) and the Microsoft Partner program, we have demonstrated deep knowledge of both QuickBooks data and PowerBi.

BIG is led by Ernest Cook (http://analyticalaccountant.info) who earned his BS in accounting before working in large corporations where he built hundreds of reports and implemented numerous systems.  Working with Ernest is David Paff and Larry Schuller. Larry’s vast management experience in the entertainment and hospitality industries gives him insight into the information owners might need in custom reports.

As your outsourced Chief Data Officer, we provide services in:

  • PowerBI DashBoards
  • Custom Tabular Report Design w/Crystal Reports
  • Software Implementation, Training & Support
  • Software Integration & Data Conversion
  • Custom Programming

Better Idea Group helps QuickBooks help you.


Ernest Cook of Better Idea Group
Better Idea Group            It's Time for a Better Idea!

C.A.T. Professional Services

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.


Georgelina M. Perez, MBA, EA

Datisfy, Inc.

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

A long time Intuit Community Favorite, Freed-Up Solutions delivers high quality QuickBooks® Consulting, Report Design and Process Automation.

Freed-Up Solutions 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.

Freed-Up Solutions also specializes 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...
Fran ReedFreedUp Data Optics Logo

Lucid Financials

We are 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.

We believe in 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

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 for several decades to both small and mid-size businesses.

Founder Mario Nowogrodzki, CPA.CITP is a frequent author and speaker for Intuit, the Sleeter Group ,and the National Advisor Network, and he has led his firm to multiple awards, including 'Killer VAR' and 'VAR Stars' from Accounting Technology Magazine, and 'Technology Pacesetter' by Accounting Today Magazine.

The business analytics team at Mendelson Consulting is proficient in using QQube™ tools like Excel, PowerPivot, and Power BI and specializes in the following subject 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

We are an Executive Level Intuit Reseller and QuickBooks Solution Provider, letting you get back to your business, since 1999. We solve your business problems using QuickBooks, Quickbase, and seamless third-party integrations, including QQube, QuickBooks Time (formerly TSheets), Power BI, Avalara, Fishbowl, and more.

We provide expert QQube consulting, integrations, and Power BI KPI/Dashboard development to your exact specifications.

We also provide end-to-end QuickBooks services, such as bookkeeping, clean-ups, 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 designs custom QQube-enabled reporting, including:

  • Sales Reports including by customer, territory, and sales rep
  • Commissions
  • Job Costing and Construction reporting
  • Financial Reporting and aggregate Financial Statements
  • Manufacturing

VARC Solutions also builds custom CRM and cloud-based business process solutions on the Quickbase platform, and developed a CRM specifically for Intuit ProAdvisors, small business consultants, CPA's, and accounting firms called VARCBase Practice Management.

About Founder Robin Hall: Robin is an Intuit Advisory Board member, advanced certified QuickBooks ProAdvisor, frequent speaker at Scaling New Heights and the Intuit Solution Provider Conference. She's been a Top 100 ProAdvisor for many years.

Winged Disc Technologies

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 programming projects
  • QuickBooks 3rd party integration




Harold Mars III

Graywolf Productivity Solutions, LLC



Graywolf Productivity Solutions, LLC

Work Smarter ... Live Better .... Engage Well With Your World

We lost our family member on September 4, 2023 and mourn his loss.

Harold as the Chief Productivity Consultant, was a personable and engaging professional offering exceptional depth and breadth of business accounting, planning and analysis, and management consulting expertise. 

We mourn the life of our friend, who we all admired for his wisdom, spirituality, and history.

Harold's grandfather was Native American, and gave him the name of Graywolf as a young child, and he would often retell the stories he enjoyed from his youth.

We were honored to have him as a member of our family.

Information is found here.

Rest in peace.


Certified QQube Solution Providers

QuickBooks Experience and QQube Proficiency