Developing Best Practices to Grow Your Business

Having insight into the actual financial position of the Company on a consistent and comparative basis is vital to any Business Owner in their decision making processes

We do everything with our core values of confidence, enthusiasm, and trust

We believe these characteristics should influence everything we do in business and in life

Major principles of our work include
  • Intuitive Design
  • Consistency in Process Management
  • Visibility in Data Integrity
  • Scalability in Efficiency
  • Take and Encourage Continued Action
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Let’s review the business problems together and come up with a solution

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Then review the proposed remedy, prioritize and schedule tasks

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Put plan into action and enjoy the results!


What We Do

We work with you and your Team to ensure your financial reporting is excellent! We specialize in designing your Chart of Accounts (COA) and the integration of data via sync eliminating redundant entries

We not only collaborate on solutions, making recommendations based on our experience and your unique offerings … but we will perform the tasks needed to setup or remediate your environments

We’ve been working with ConnectWise since 2006 and in Accounting for even longer

Every Business Owner has a similar but different need. They are addressing a business problem (or several). Is it cash-flow and collections? Is it profitability, client-satisfaction, internal admin resource management, sales, to name a few?

We are a professional consultancy with two main focuses:

About Us

As a former Financial Controller of two Managed Service Providers (MSPs), we have a unique perspective and expertise that has been applied and proven successful. As highly organized, self-motivated, energetic people of integrity, we receive a huge amount of enjoyment and satisfaction in our ability to solve problems. With a solutions-focus, we take accountability and develop processes to positively impact a broad spectrum of business roles. Working towards consistency and reliability allows us to create improved processes to enhance company financial visibility, cash flow, enhance resource availability and overall strategic objectives. Effective communication skills together with displaying respect and professionalism is key to our approach to working well within a collaborative group.

What makes us different?

We are Experienced.

Our real-life application of both QuickBooks and ConnectWise in the Tech/MSP space has provided the practical experience which we share with our customers to make their day-to-day as fruitful as possible.

We are Collaborative.

The IT staff may not actually realize this, but ConnectWise has a lot to do with Finance. Shhhhhh Don’t tell them. Finance and IT should work in a reciprocal fashion in order to implement best practices that net out to an intuitive environment that provides measurable results.

We Love What We Do.

There is something hugely satisfying in creating visually appealing financial reports that present the truest picture. Being able to provide confidence in the data integrity of these documents for Business Owners who may not have had previous clarity … it’s nearly like “instant gratification”! We love that!

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QuickBooks and ConnectWise Setup

Our experience for your benefit

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Legacy Environment Discovery

Working towards solving your business problem(s) fast

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Design/Process Mapping

The goal is implementation of best practices

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Taking next steps in improving your mission critical environments

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Sharing what we know to take you to the next level

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Ongoing Monitoring/ConnectWise Admin

Reviewing for data integrity and be there for your new ideas

Send us a message

We will never share your email with anyone else.

Contact and Business Information

Please reach out with any questions

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Alternate Contact Information

Phone: 508-250-0523

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Working hours

Monday - Friday: 9am to 5pm

Saturday: Schedule in advance

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What Clients Say

Helder Machado - Owner, Machado Consulting

I've had the pleasure of knowing and working with Doreen for several years now and have always regarded her as a consummate professional. She is a pleasure to work with and always has a smile on her face and such a positive attitude. She is very dependable, extremely trustworthy and has an amazing work ethic.