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"I just needed someone to tell me what the heck MISys Manufacturing was doing." --Doug Bristol, Excelta Corporation

“I have been in retail for over 30 years and at my last position as VP of Retail for Quiksilver for North America; we dealt with many out-sourcing experts. I have to say, Mary Brettmann is a new breed of expert consultant. She has no hidden agenda except solving whatever is the problem at hand. She speaks and approaches everyone in the entire organization with candor regardless of your position or title. She encourages you seek long term solutions. She is absolutely fair on her fees and billing methods. She knows how to attack each problems and she also knows when to seek outside source for help. In short, you always know what you are going to get from Mary.

"Thank you for taking the time yesterday. I think I learned more in 1 hour with you than in the last few weeks of struggling with the MISys Purchasing module."--Donna Grunow, iButtonLink LLC

“Thank you Mary, you’ve been great, great, great!” ---Matthew Pour, Olive Oil & Beyond

"Mary was my angel! She saved me from the horrors of Intuit Point of Sale support."--Jan Osterkamp, Monarch Gift Shop

"It (QuickBooks Enterprise) just works"--Dino DesLauriers, CFO Materials Processing Corporation

"QuickBooks is so cool. I wish that I had my own business to run. It is just so well organized. I just love it!--Tomi Winters, Mobile CFO.

"QuickBooks Point of Sale is Outstanding! It has saved us time and money. It takes care of my inventory so that I do not have to spend time counting and recounting. Now all I have to do is look at my reorder points and QB Point of Sales tells me when to reorder."--Heather Lysne, Surly Brewing Company

"All the other Point of Sale systems promise functionality but QuickBooks Point of Sale actually makes sense and does what it is supposed to do. We got through 75% of the installation on our own and then we called Mobile CFO. Mary took us the rest of the way and opened our eyes to additional applications that we were not aware of and now our system runs very smoothly."--Debbie Ochoa, Store Manager The Store@American Sports Center

“Mary was my life-saver. She showed me what needed to be done and empowered me to be able to run and UNDERSTAND my business. There is nothing more powerful than knowing what is happening in your books.” ---Baby Banou LLC

“Misys SBM and QuickBooks Enterprise are simple, yet very powerful tools. They deliver on what they promise and are an incredible value. Mobile CFO was with us every step of the way and eased our transition out of our old system into our new one. ”—Quint Thocher, Operations Manager Holmberg Company.

"Even though we haven't positively made our decision yet and we still need to demo a software program written for our industry, we wanted to thank you for all your efforts and always promptly getting back to us with answers." --Bonne George, Co-owner Crest Coatings, Inc.

"We love QuickBooks Enterprise! It has made us much more efficient. We have streamlined our communication and business processes. Mary took four separate data sources and integrated them seemlessly into QuickBooks Enteprise." -Neal McDonald, Allied Components International

“Misys SBM and QuickBooks Enterprise was all that was promised. They work well for us and are an amazing value.”-Jason Bruns, ADTI Media.

"Thank you again for your help yesterday. I know you get paid to be helpful, but based on my experience, there aren't that many people in your type of position who are as patient, or as pleasant to work with. I appreciate those qualities very much, and look forward to the next time we'll get to work together." - Dan Grant, Oakdale Gun Club

Mobile CFO named 2008 Sleeter Group "Magnificent Member"

Honored by Intuit for "Outstanding Achievement in selling and Implementing Intuit Business Management Solutions"

Installation - QuickBooks, QB Point of Sale, Intuit Payroll

All versions of QuickBooks are designed to be simple and easy to use. And for the most part, that is true. However the program can be intimidating to setup. We find that the majority of client training needs are in the initial setup. Once a client understands what QuickBooks is asking for, the program is simple and easy to maintain. Depending on the length and complexity of the business, we will solve the vast majority of the setup issues within 4 hours.

Data Conversion

If your company is working on an older system, data conversion is intimidating. Older systems are not designed to give you access to your data, so starting over with a new system can be difficult. However, If you can export your data into an electronic format, then it is possible to import your data directly into your version of QuickBooks. We have experience in converting several types of data into QuickBooks. Please contact us for a complete quote on converting your system.

Company File Creation

This step is critical in any successful implementation. Before the file is created, ask yourself:

“What kind of data and reporting do I want from this system?”
“Who is going to need to review reports?”
“What are the drivers of my business that I will need to understand?”

With that knowledge in hand, we can create a strong and useful company file.

Payroll Setup and Training

Payroll is one of the least understood and most complex parts of running any business. It involves several governmental authorities who charge hefty penalties if you make a mistake. Whole industries have been created to make the payroll process easier (for a price). With some time and concentration, the payroll can be reduced to a series of simple steps.

The QuickBooks payroll module (sold separately) is elegant in its simplicity. It holds great power, in that job costing is a snap, but is relatively easy to use (once you get use to it.)

For those of you who have stopped reading, Intuit has a complete payroll system called “Assisted Payroll” which will pay the payroll taxes and file all returns. The fees are determined by the number of payrolls in one month and the number of employees. For those of you who want to save some money and don’t mind doing a few extra steps, the enhanced payroll may work for you.

We setup numerous enhanced and assisted payroll setups each year. Most setups take between 3-5 hours to complete. This includes the initial setup along with the necessary training of all payroll staff involved.

Point of Sale Installation

Intuit really did something right when they created the Point of Sale system. The program is well designed and well executed. But in order to obtain all the benefits of the system, it is important to install and setup the system properly. Some people will say that you’ll need to pay someone upwards of 20 hours to install, setup and train the employees on a point of sale system. Depending on the skill level of the client, I have found that I can cut that time substantially. My main goal in working with clients is to put their needs first. So if they want us to complete all the steps, then I am happy to do so. Often I find that my clients want to work in installations in phases. This means that I will do the initial work to setup the system and convert the data (sometimes clients can convert their own data if they have the time and interest to do so).

Phase I

Install QuickBooks financial and QuickBooks Point of Sale
Convert the data into Point of Sale (either from QuickBooks financial or other source) including customers, vendors and items.
Understand the business needs and set all preferences correctly
Run some sample transactions
Review reporting needs

Phase II Connect to QuickBooks financial

Configure the connection
Understand what data will be synchronizing (such as customer data and inventory bills to be paid)
Synchronize the systems and look for issues
Reconcile major accounts to look for issues

Phase II Connect to other stores (such as a webstore)

Many retailers will have more than one physical location. Other retailers will open a webstore in addition to a store front. If this is the case, then it is time to upgrade to QuickBooks Point of Sale Multi-Store

Configure and setup the home store
Create the synchronization method to the other stores
Create and configure the remote store