“We are very pleased with our on-going experiences with AdvantEdge. As a non-profit organization, we do not have a large budget for additional services. However, the staff at AvantEdge were happy to work with us so that we could find an accounting plan that best fit our needs. Utilizing Uplink to upload and transfer documents securely to them is extremely simple! After familiarizing themselves with our record-keeping style, everything has functioned seamlessly. We highly recommend AdvantEdge to other organizations who might need a more flexible option when it comes to their accounting. Thank you!”
– Mary Struble, Free Flight Exotic Bird Sanctuary
“We were happy to receive a thorough explanation of the options, advice and recommendations about how to set up our QuickBooks software and also how best to organize the interaction between our company and the AdvantEdge service in terms of file sharing. There was no agenda being pushed, and I was quite confident that the goal was to determine the best approach for our particular situation. With an inexperienced QuickBooks user doing the accounts, software tips were passed on to allow us to operate more efficiently and this training added significant value to the overall service.
In terms of service we receive, periodically our accounts are reviewed and suggestions are made to correct errors and keep our books in good order.
We are an on-going client and even though we do not call for much in the way of services at the moment we are made to feel like our business is appreciated and we are important. We never have to wait long for an answer to any questions. We will be happy to continue using AdvantEdge, likely to a greater extent.
We highly recommended AdvantEdge. They give concise, professional and effective advice and accounting services, delivered with a helpful manner and great attitude as a service-provider.”
– Adrian McDonald, Vice President, Cee Hydrosystems
“We have been able to expand our knowledge and use of the QuickBooks system with the assistance of the wonderful ladies at AdvantEdge. We plan to continue our growth and knowledge with their expert assistance.
The ladies with AdvantEdge answer questions when I have them and are a great source of information about managing the financial side of my business. They even fix my mistakes when I enter something wrong in QuickBooks. They are great and I do not hesitate to recommend them to other small businesses.”
– Fernanda Caprano, Owner, Cookies Con Amore
“Ruth and AdvantEdge helped get my small business up and running on Quickbooks very quickly. I’m extremely satisfied with their work and continued support whenever I need it. They are quick to respond and they work fast as well. Ruth has been a real pleasure to work with and always seems to have immediate answers to my questions. I recommend AdvantEdge and Ruth to anyone who has accounting needs.”
– Thad Hutton, Operating Executive, RA5 Foundation
“Our company is growing and we needed better and more timely support to track our profitability and keep better records of our assets. Mary cleaned up our existing QuickBooks files and now provides monthly reporting for profit and loss, cash flow and balance sheet – something we have not been able to do for 6 years! The staff at AdvantEdge are knowledgeable and friendly as well and it is a pleasure having them do work for us.”
“Jodi is a rockstar. If you want someone that knows accounting, knows QuickBooks, and knows how to smack your financials into shape – she is the best!!!”
– James Hedgecock, Bounce Composites, LLC.
“Registry Network has worked with Jodi and AdvantEdge since 2010. We can’t thank her adequately enough for her expert assistance and the jams she has gotten us out of with both software and accounting issues. AdvantEdge is the perfect economic collaboration for any small business without in-house IT and CPA staff.”
“Aquatic Design Group began a relationship with AdvantEdge in 2010 upon the referral of our long time CPA. Our main objective was to support existing administrative staff, tighten up accounting procedures, and add a layer of checks and balances to our current practices. We have found Jodi (and our assigned bookkeeper Mary) to be reliable, knowledgeable and accommodating. Jodi was able to shave hours off our monthly invoicing procedures by recognizing and resolving a flaw in our Quickbooks/BillQuick software integration. AdvantEdge currently provides monthly, quarterly and annual review of our files.”
“My former company found Jodi and AdvantEdge years ago, after our first Sage service provider could not get the job done. Lucky for us, Jodi was on point in both her technical software expertise and strong financial background. She was a tremendous help finalizing our project and getting operations up and running again. When my new company needed to be upgraded from a 12 year old product, I knew exactly who to call. It was such a pleasure working with Jodi from the beginning this time, and our project rolled out on time and ran extremely smoothly. I can’t recommend Jodi highly enough!”
“Last year our company began to implement an inventory system to track our products. We originally started with a consultant that set up the items list and essentially got the ball rolling. Unfortunately, the system was only partially setup and a plan for future items was not considered. As a QuickBooks rookie I struggled to make sense of this new task and was quickly frustrated at my lack of experience & also by the fact that the setup was not done properly. One of our vendors recommended Jodi and the rest is history! After several extremely challenging visits, I’m sure she would agree, Jodi was able to un-do, clean up, set-up and empower me to take over this task. I can actually say I enjoy doing the inventory part of my job and understand it well. On the occasion that I have a question it’s been so helpful to have the ability to either text or email someone that gets back to me with a concise answer so that I’m not in limbo waiting to do a particular task. I recently attended a seminar on QuickBooks to improve my skills using the software. Not only did I find that the class was too remedial for my needs, thanks to Jodi’s mentoring, but I referred several participants to AdvantEdge.”
“AdvantEdge Accounting started helping us in July 2003 step-by-step with our QuickBooks payroll and accounting problems and we still continue to call Jodi whenever we have a need 12 years later in 2015.”
“AdvantEdge Accounting Solutions helped to put us on the right track to get our QuickBooks accounting systems in place”
“AdvantEdge Accounting Solutions helped us get accurate Profit & Loss statements from our business “