Real-World Accounting Solutions

Our Mission is to provide expert assistance to our diverse clients, to help them fulfill their dreams and achieve their business goals with accurate, timely financial data and effective software systems they can rely on.

Our Values

Love what you do and you will never work a day in your life! – Confucius

Uphold and support the entrepreneurial spirit of our clients

Accomplish the Mission! through

Continued growth and improvement, and with
Honesty, Integrity and Professionalism; above all!

Our Vision is to become the most highly respected bookkeeping and consulting firm in San Diego County. A firm where clients readily refer their family, friends and business associates with peace of mind, knowing that every client’s interests are being well cared for, by a team of professionals that enjoy working with them and are dedicated to their client’s dreams and successes.

Our Commitment

To continue to provide, to each and every client, the exceptional quality of services for which we are known

To facilitate the success and prosperity of our clients

To maintain our annual professional certifications allowing us to provide our clients the most up-to-date accounting and software support available

To maintain the integrity and professionalism of the accounting industry by adhering to the Code of Ethics set forth by The American Institute of Professional Bookkeepers

To always produce work within Generally Accepted Accounting Principles (GAAP)

Our Thanks and appreciation is to our clients without whom this adventure would not be possible

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The AdvantEdge Team

Mary Giles

 

QuickBooks Online Certified ProAdvisor

Mary joined Jodi and launched T.E.A.M. AdvantEdge Accounting Solutions in May 2007, after 5 years as the Full Charge Bookkeeper and Office Manager of The Associates Real Estate in Carlsbad, where she utilized QuickBooks to run the financial aspects of the business. Before that, she managed the office, schedules and workshops, and used QuickBooks to do the bookkeeping for the North County Economic Development Council. Mary works with our clients on-site and remotely in a variety of capacities; including basic QuickBooks training and support as well as review and editing of bookkeeping work, month end reconciliations, and financial statement preparation.

Rosalyn Curry

 

Roz has spent the last 20 years working in the accounting and bookkeeping field, performing a broad range of tasks such as receivables, payables, payroll, inventory, human resources, month end, and preparing financial statements. She has worked in various industries from software development and start-up companies to construction supply company, churches, display manufacturers, plant distributors and beauty salons. In 2015, Roz joined the T.E.A.M. at AdvantEdge Accounting Solutions working with clients on-site and remotely in QuickBooks accounting data entry, reconciliations, and financial reporting. Recently she has been greeting new clients and working to get them setup with a service plan customized to their specific needs. Roz is an Advanced Certified ProAdvisor in QuickBooks Online.

Lisa Storey

 

Bookkeeper

Lisa joined the T.E.A.M. at AdvantEdge Accounting Solutions in November 2017, after working 10 years as Business Manager for True Photography, Inc. As business manager she performed a variety of QuickBooks bookkeeping and accounting tasks including receivables, payables, payroll, sales tax reporting, reconciliations, human resources, and month end reporting, along with business administrative tasks including client contracts, trademarks, licensing, and creating office procedures. Prior to her work at True Photography, she performed QuickBooks bookkeeping duties in other industries including construction, retail, and real estate staffing.

Ruth Stewart

 

Certified ProAdvisor in QuickBooks, QuickBooks Online and QuickBooks Enterprise.

Ruth has been working in QuickBooks since 1999 when she joined a dot-com start-up business in Carlsbad, CA. In 2003, she became an independent contractor helping entrepreneurs keep their books. Since then, Ruth has been involved with small businesses in a broad spectrum of fields including retail, biotech, construction, property management, online advertising, and professional services. Ruth joined the T.E.A.M. at AdvantEdge Accounting Solutions in 2014 and works with clients both on-site and remotely, to set up, train and support clients in QuickBooks accounting and financial reporting. Ruth is a Certified ProAdvisor in QuickBooks Desktop and Enterprise and an Advanced Certified ProAdvisor in QuickBooks Online.

Cassie Roan

 

Cassie has been working with QuickBooks for AdvantEdge Accounting Solutions since it’s inception in January 2001. Cassie handles client data entry as well as runs the office for AdvantEdge. She also works with our clients remotely in a variety of capacities; including basic QuickBooks training and support as well as review and editing of bookkeeping work, reconciling, etc.

Jodi Ryan

 

QuickBooks Advanced Certified ProAdvisor and Sage 100 ERP Certified Consultant

Jodi Coppens Ryan has a reputation as a dynamic and effective accounting software consultant and trainer. After years in corporate accounting, including working as the CFO of a $15 million distribution company providing goods and services to the lodging industry, Jodi felt she wanted to use her skills and experience to help more than one company, so in January 2001 she founded AdvantEdge Accounting Solutions. With her extensive background in systems and financial analysis, she is able to laser focus on the “bottom” line and unravel the mysteries of accounting AND technology to assist small to mid-size companies with their “real-world” accounting software, procedural and training needs. Technically trained as an Advanced Certified ProAdvisor in QuickBooks Desktop and Enterprise editions and a Certified ProAdvisor in QuickBooks Online.  Jodi is also a Sage 100 ERP Certified Consultant and continues to work with mid-sized companies utilizing this powerful software.  No matter which software you have chosen to help you run and grow your business, she can analyze your company’s financial statements as well as your accounting software needs, recommend a solution that can be customized to fit your business and then provide training on how to use the software.