Thomas D. Conley, C.P.A., M.B.A.

Small Business Accounting Consultant.


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"Integrating Budgets into Quickbooks"

"We are now in the final stages of developing a large software program which will be able to go to market within a year. We had an accountant design our chart of accounts but it did not match our budget. Our budget was detailed for all the modules needed in the software development stages. So for monthly reporting, we had to convert to excel and manually match our reports, recategorizing all our invoices. Tom was able to come in and tweak our excel reports, edit our chart of accounts, create items, integrate our budget and create nice reports for us to see how our development process is proceeding. Now the activity is being entered the way we needed, and the reports are telling us what we need to know. The nice thing about working with Tom is that he has a strong business background, as well as a CPA so he knows the right questions to ask and understands the answers, and can customize our Quickbooks in an effective manner."

Bill M, Software Development

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